Invite User to Infisign

Step 1:

Login and Navigate:

Ensure you are logged in with administrative privileges.
From the dashboard, click on the Directory option on the sidebar to expand the menu.
Select Users from it and then any of the option listed below to procedd for Inviting the users
- Add User
- Directory Integration
- Bulk Upload

Step 2:

Option 1: Add User

Click on the option Add User
Fill in Default Attributes (Mandatory Fields) & Custom Attributes
Carefully review all information provided to make sure it's correct.
Click the Save button.
The User added will recieve an Invite to proceed with the Onboarding via the Infisign Wallet

Option 2: Bulk Upload

Click on the option Bulk Upload
Click on Download File to obtain the spreadsheet template that will be used for the bulk upload and click Next
Open the downloaded template and fill in the required attributes for each user.

Validate the Data - The system will automatically begin validating the data once the file is uploaded.

Errors and Corrections: Watch for any error messages related to data validation. If there are any issues, you may need to correct the data in the spreadsheet and re-upload it.
Successful Validation: Once the data passes validation, a confirmation message will appear, indicating that the users are ready to be added to the system.
Click on Save, The added users in the template will recieve an Invite to proceed with the Onboarding via the Infisign Wallet.

Option 3: Directory Integration

Click on the Directory menu item on the left sidebar to expand the options.
Select Directory Integration > Add Directory to view integration options and existing directory configurations.

You will see options for AWS, Google Workspace, Azure, and Custom Directory. Each represents a different platform from which you can import directory data.
- AWS: Select this option if you are importing directory data from Amazon Web Services.
- Google Workspace: Select this option if you are importing directory data from Google Workspace.
- Azure: Select this option if you are importing directory data from Microsoft Azure.
- Custom Directory: Use this option for directories that do not fall under the previous categories or require specific configurations.
Complete the following steps
- Add Details - Add Basic Information Details for Integration
- User Mapping - map attributes from the imported directory to the Infsign user profiles.
- Scheduler - set up synchronization frequency and define specific sync conditions.
- Job Details - review and finalize the synchronization job settings.
Click on Save and Complete the sync users will recieve an Invite to proceed with the Onboarding via the Infisign Wallet.

Step 3:

The User Invited will be listed in the User List View page.