Use case scenario

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

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.

Prerequisites

The steps in Users CSV - Start-up guide must have been done
The CSV file must be correctly formatted and uploaded on the server so that Identity Manager Admin has access to it. For details, see Synchronize users from CSV file to Identity Manager.

Step-by-step instruction for the operator

Log in to Identity Manager Operator

Create user from CSV file

In the Quick search drop-down list, select User.
Click on "Create User Addon Addon CSV".
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)
To create the user via CSV file import Click Import by CSV.

To cancel the process, see "Cancel the process" below.
Upload a CSV file.
Click Next to import.
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.
Click OK.
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.

Cancel the process

To cancel the process:

Use case details

Overview and technical details

Use case description	As 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

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.

Set the user's end state

Option: Set the user's end state

Default = true (the end state is active)
To manage the option, see here: Users add-on CSV - Manage option to set the user's end state

Useful links