Add Users

Add users to your Instant ID as a Service account. The role you assign to your users determines the functionality available to them. For more information on roles, refer to Create and Manage Roles.

  1. Click Main Menu > Members > Users. The Users List page appears.
  2. Click Add . The Add User page opens.
  3. Enter the following attributes, as required:
    1. Enter the First Name of the user.
    2. Enter the Last Name of the user.
    3. Enter the Email address of the user. The email address is used to send authenticator and account information emails.
    4. Enter the Mobile number of the user.
    5. Enter the Phone number of the user.

      6. Note: By default, First Name, Last Name, and Email are set as mandatory. For information on changing them, refer to "Edit a system attribute" in Create and Manage User Attributes.

  4. Under Permissions, complete the following:
    1. From the Select Group to add drop-down list, assign the user to the required group. You can add a user to multiple groups.

      Note: If no groups are selected, the user is assigned to the All Instant ID as a Service Users group by default.

    2. From the Select Role drop-down list, select the user role. The role determines which features the user can access in Instant ID as a Service. For more information, see Create and Manage Roles.
  5. By default, the user State is Active. You can toggle this setting to Inactive if you do not want the user to have access to their Instant ID as a Service account.
  6. If applicable, under Required Attributes, on the line below each required attribute, enter the value for the attribute. For more information on attributes, see Create and Manage User Attributes.
  7. (Optional) Add a user alias to allow the user to log in using their User ID or an alias.

    8. Note the following when adding aliases:

    • All aliases must be unique in the system.
    • An alias must not be the same as a User ID in the system.
    • You can add up to 10 aliases.

    Add an alias as follows:

    1. Under Aliases, click Add. The Add Alias dialog box opens.
    2. In the Add Alias field, enter the alias.
    3. Click OK.
    4. Repeat steps a to c to add another alias.
  8. Enter the User ID of the user. This system attribute is mandatory.

  9. Click Save.