UniFed - Add Users


Step 1:

  • Log in to the UniFed portal.
  • From the main dashboard, navigate to the "Tenant" section in the left sidebar.
  • Click on "Tenant List," then select the organization for which you want to manage users.
  • Within the particular Tenant List , 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 (Based on Schema Created)

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 "Onboarded" 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 "Tenant" section in the left sidebar.
  • Click on "Tenant List," then select the Tenant 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 AuthO. 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.
    • AuthO: Select this option if you are importing directory data from AuthO
  • 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.

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