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This article describes the steps that have to be done with the Users add-on CSV package package in Smart ID before you can start to use the system.

Prerequisites

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titlePrerequisites
  1. Upload the Users package in Identity Manager Admin, see Users - Start-up guide.

Step-by-step instruction for the administrator

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titleLog in to Identity Manager Admin
  1. Log in to Identity Manager Admin as administrator. Default login credentials are username: admin, password: admin.

    Note

    It is recommended to change the password for the administrator user.



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titleUpload the add-on CSV package

To upload the usersAddonCSV.zip package in the Identity Manager Admin:

  1. In Identity Manager Admin, select the Configuration file tab.
  2. Click Upload configuration
  3. Click Select file and add the path to the usersAddonCSV.zip file.
  4. Click Upload.


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titleChange the Create user process

The Quick search>User>Create User process in Identity Manager Operator must be changed:

  1. In Identity Manager Admin, go to Home > Identities > Users > General.
  2. Change the Process to "Create user". 
  3. Click Save.


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titleSet options

There are options that can be set for many of the use cases. These are described here: Users add-on CSV - Options.

  1. Set the options that need to be changed from the default values.