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This article describes how an operator creates an users in Smart ID Identity Manager via a CSV file.

Any newly created user will receive the Self-Service, Operator and Approval roles.

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Prerequisites

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titlePrerequisites

Step-by-step instruction for the operator

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titleLog in to Identity Manager Operator
  1. Log in to Identity Manager Operator with your user account.


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titleCreate user from CSV file
  1. In the Quick search drop down list, select User.
  2. Click on "Create User Addon Addon CSV".
  3. You have two possibilities to create the user:
    1. Import by CSV (User creation via CSV file import)
    2. Manual input (User creation in Identity Manager via editing data, same as in Create user)
  4. To create the user via CSV file import Click Import by CSV.

    Note

    To cancel the process, see "Cancel the process" below.


  5. Upload a CSV file.
  6. Click Next to import.
  7. When you have clicked Next, the users are imported. New users are created or existing users are updated (based on email address).
    1. A form with two tables will show the users that were created and the users that were updated.
  8. Click OK.
  9. To instead create the user via manual input, select Manual input.
    1. Click Next.
    2. The same input form as in Create user is shown. Follow the steps in that instruction.


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titleCancel the process

Excerpt Include
PUB:Create userPUB:
Create user
nopaneltrue

Options

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titleAbout the options

Excerpt Include
PUB:Request cardPUB:
Request card
nopaneltrue


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titleSet the user's end state

Option: Set the user's end state


Use case details

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titleOverview and technical details


Use case descriptionAs an operator I want to create a new user in Identity Manager via a CSV file.
Outcome
  • A created or updated user.
  • The Operator, Approval and Self-Service roles are related to the user
  • All necessary user information is added
  • End state for user = active/inactive, depending on the option set
  • There is no uniqueness check: if the user already exists it may be updated if the CSV record has different data.
  • The Source field is filled with the value CSV
Symbolic name

UsersAddonCSVProcCreate

Process name

Create user

Component

Identity Manager Operator

Process start

Quick search>User>Create User

Executable for 

Operator



Use case scenarios

  • An operator wants to import users from a CSV file into Identity Manager

Related information