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
- Log in to Identity Manager Operator with your user account.
Create user
In the Quick search drop-down list, select User.
Click Create user.
Enter the following user data in the form:
Field name | Type of field | Example |
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Source | Text, pre-filled | IDM for manual creation of a user, CSV or LDAP when applicable |
First name | Editable | John |
Last name | Editable | Smith |
Email | Editable | john.smith@company.com |
Organizational unit | Editable | A department, sub-department, or work group |
Organization | Editable | A company name or a department in the company |
Title | Editable | For example, Solution designer or Technical writer |
Identifier | Drop-down | Select the identifier that shall be used to identify the user. To create identifiers see Create identifier. |
Photo | - | Capture or upload a photo |
Click Next to create the user.
- 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 description | As an operator I want to create a new user and add necessary data in Identity Manager |
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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
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Symbolic name | UsersProcCreate |
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Process name | Create user |
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Component | Identity Manager Operator |
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Process start | Quick search>User>Create User |
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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.
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
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)
- Click Back to go back to the start form and update the user data.
- 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