UniFed - Add Users

Step 1:

• Log in to the UniFed portal.
• From the main dashboard, navigate to the "Organization" section in the left sidebar.
• Click on "Organization List," then select the organization for which you want to manage users.
• Within the organization's dashboard, click on the "Users" tab.
• Here the Add user can be done by 2 options anyone can opted
  • Add User
  • Bulk Upload

Step 2

Add User

Enter User Information

• Mobile Number: Optionally, enter the user's mobile number. Start by selecting the country code from the dropdown menu, then enter the mobile number in the adjacent field.
• Email ID (Required): Enter the primary email address of the user. This email will be used for user identification and communications.
• Given Name: Enter the user's first name or full name, depending on your organization's naming policy.
• Secondary Email IDs: Optionally, enter any secondary email addresses for the user. Separate multiple emails with commas.
• User ID: Optionally, enter a unique identifier for the user. This could be an employee number or another unique organizational identifier.

• Once all the required mandatory details are filled click on the save button

Step 3:

• Once the User is invited then the invited user will be in the user list view page
• The status of the user will be as "pending Onboard" once the user log in done successfully the status of the User will be changed as "Active"

Step 4:

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.

• Open the downloaded template and fill in the required attributes for each user.
• Click on Upload File and select the filled-out template
• Now the Next button will be enabled, Click and Proceed

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 Onbarding

Step 5:

Directory Sync

• From the main dashboard, navigate to the "Organization" section in the left sidebar.
• Click on "Organization List," then select the organization for which you want to proceed with Directory Sync
• Within the features select the Directory Sync

• 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.
• 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.

Step 6:

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