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.