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Create user

Use case scenario

Create a user manually.

This article describes how an operator creates a user in Smart ID Identity Manager. Read more here: Smart ID Workforce use cases.

The created user will, as default, get a password and have the Self-Service and the Operator role. See also the "Prerequisites" section.

 Prerequisites
  • The default roles must have been uploaded, read more here: Users
  • The Self-Service role and the Operator role are default. Any changes regarding default roles must have been done in Identity Manager Admin before the user is created (see Upload default roles). To add or remove roles after the user has been created, see Edit roles.

Step-by-step instruction for the operator

 Log in to Identity Manager Operator
  1. Log in to Identity Manager Operator with your user account.
 Create user
  1. In the Quick search drop-down listselect User.

  2. Click Create user.

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

  3. Enter the following user data in the form:

    Field nameType of field

    Example

    Source

    Text, pre-filledIDM for manual creation of a user, CSV or LDAP when applicable

    First name

    EditableJohn

    Last name 

    EditableSmith

    Email

    Editablejohn.smith@company.com

    Organizational unit

    Editable

    A department, sub-department, or work group

    Organization

    EditableA company name or a department in the company

    Title

    EditableFor example, Solution designer or Technical writer

    Identifier

    Drop-downSelect the identifier that shall be used to identify the user. To create identifiers see Create identifier

    Photo

    -Capture or upload a photo
  4. Click Next to create the user.

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

  5. The password letter is shown including the password for the user. Select to Print or Cancel.
 Cancel the process

To cancel the process:

  • Click Cancel to close the process.
  • Click Next to proceed with the process.

Use case details

 Overview and technical details
Use case descriptionAs an operator I want to create a new user and add necessary data in Identity Manager
Outcome
  • A created user with a password or with no password
  • The Self-Service role is related to the user (default)
  • All necessary user information is added
Symbolic name

UsersProcCreate

Process name

Create user

Component

Identity Manager Operator

Process start

Quick search>User>Create User

Options

 About the options

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.

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

 Provide password delivery method

Option: Provide password delivery method

  • Default = print
  • Delivery method can be print (default), email, or no password will be provided
  • The user is informed in an email that the password must be changed at first login 
  • To change password delivery method, see here: Users - Manage option to send a user password
 Set photo size

Option: Set photo size

 Add an approval step

Option: Add an approval step

 Add uniqueness check

Option: Add uniqueness check

  • Default = true
  • Default uniqueness identifier = email
  • To manage the option and/or change the unique identifier, see here: Users - Manage option to add a uniqueness check
  • If the uniqueness check fails, a popup shows information that there is already a user with this email (or other identifier)
    1. Click Back to go back to the start form and update the user data.
    2. Click OK to close the process. The user is deleted or is not saved.
 Set final end state of the user to active or inactive

Option: End state of user shall be active 


Additional information



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