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This article describes how an operator requests a card for a user in the Cards package in Smart ID Identity Manager.

Note

This use case, and the use case Issue card are both disabled by default, and you must enable at least one of them.

To enable the use cases, see Enable the Request card use case and Enable the Issue card use case.

For the Request card use case, you can select to have an approval step or not.

Request card with approval

  • Approval steps are required before a card can be issued (produced)
  • The card will be in state "requested"
  • When the card request is approved, the card will be in state "approved"
  • The next step is to issue the card via single production or via batch order, see Issue card or Issue multiple cards (batch order)

Request card without approval

  • Approval steps are not required and the card can be issued (produced) right away
  • The card will be in state "approved"
  • The next step is to issue the card via single production or via batch order, see Issue card or Issue multiple cards (batch order)

Prerequisites

Expand
titlePrerequisites
  • The user that shall have the card must be in state "active"
Expand
titleEnable the Request card use case
  1. Log in to Identity Manager Admin with your admin user.
  2. Go to Home > Identities.
  3. Select and edit User.
  4. Select the Active tab.
  5. In Additional Commands, click New (the pen symbol) to add a row.
  6. In Additional Commands, select Request card to add it to the Process list.
  7. In Mapping, select CardsMapUserToCard.
  8. Click Save.
Expand
titleEnable the Issue card use case
  1. Log in to Identity Manager Admin with your admin user.
  2. Go to Home > Identities.
  3. Select and edit User.
  4. Select the Active tab.
  5. In Additional Commands, click New (the pen symbol) to add a row.
  6. In Additional Commands, select Issue card to add it to the Process list.
  7. In Mapping, select CardsMapUserToCard.
  8. Click Save.

Step-by-step instruction for the operator

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


Expand
titleRequest card

  1. In the Quick search drop-down list, select User and search for the user that shall have a card.

  2. Click Request card.

    Note

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


  3. Card data and user data is shown. Common name and UPN are fetched automatically.

  4. Click Next to request the card.

    Note

    Depending on the configuration, there can be options added to the use case, se "Options" below.



Expand
titleCancel the process

Insert excerpt
Create user
Create user
nopaneltrue

Use case details

Expand
titleOverview and technical details


Use case descriptionAs an operator I want to request a card
Outcome
  • A card request is created
  • End state for the card = "approved"(no approval step) or "requested"(with approval)
Symbolic name

CardsProcRequest

Process name

Request card

Component

Identity Manager Operator

Process start

On user profile>User>Request card


Options

Expand
titleAbout the options


Excerpt

The options are configured by the administrator via a script in Identity Manager Admin and can be used by the operator and self-service user.

Note

The script already exists with default values, so you only need to change the values as needed, not create the script.




Expand
titleAdd an approval step

Option: Add an approval step


Use case scenarios

  • An operator wants to request a card for a user

Related information