Requesting multiple identities using a CSV import in ClearID - ClearID

You can use the Genetec ClearID™ self-service portal to request multiple identities. This request adds multiple people (as identities) that do not currently exist in the system. Using the self-service portal with the optional approver workflow simplifies the approval process by only notifying the specified approvers.

1. Log on to the self-service portal.
2. Click Dashboard.
3. Click New request.
4. In the New request dialog, click Request multiple identities.
   
5. In the Request multiple identities wizard Basic information section, complete the fields.
   1. In the Request name section Name field, enter a meaningful name for your request.
      This meaningful name ensures that your request can be easily identified in the My requests or My tasks dashboards later.
   2. In the Supervisors section, search for and select one or more identities to assign as supervisors for the imported identities.
      You can assign a maximum of 20 supervisors.

      NOTE: The supervisors specified here are the supervisors of the new identities being created. The requester is automatically added to the Supervisors list by default.
   3. In the Identity request template section, select a template from the list.
   4. In the Reason for request section, add a reason for the request and click Next.
      
6. In the Import section, click Import from CSV.
   
   NOTE: You can import a maximum of 1000 identities per identity request.
7. Choose one of the following:
   • Use an existing CSV file.
   • Download a sample CSV file.
8. If you chose to use an existing CSV file, do the following:
   1. Drag and drop an existing CSV file containing the identities you require or click Browse to select the file you require.
      
   2. Click Import file to import the identities list.
9. Review the imported identities data and check for any errors.
   NOTE: When requesting multiple identities, the availability of the web portal access option depends on your template configuration.

   • If your template does not include the web portal access option, the web portal access fields are ignored.
   • If your template does include the web portal access option, the web portal access fields are processed.

   The following example shows imported identities that do not include web portal access.

   

   The following example shows imported identities that include web portal access.

   

   If any errors are encountered in the imported CSV file, they are highlighted in red. Any corrections must be applied in the CSV file and then imported again.

   CAUTION:

   Correcting any errors will overwrite identities data already imported into the grid.
   1. (Optional) If your identities list is long, consider using the Show errors only slider.
   2. Click Next.
10. In the Review section, review the information to ensure that everything is correct.
    
    1. If the details in the Review section are correct, click Finish.
11. If you chose Download a sample CSV file, do the following:
    1. Click Download a sample CSV file.
       
    2. Select and open the downloaded CSV file.
       Tip: Download the country codes and time zones samples for reference if the country codes and time zones you require are not shown in the downloaded sample.
    3. For each identity, complete a row of identity information in the CSV template file.
       

       NOTE: The columns in the CSV template can vary depending on the settings in your site configuration.
    4. Save the identities list as a CSV file.
    5. Return to the Import identities dialog, to drag and drop or click Browse to select the file you created.
    6. Click Import File to import the identities list.
       
12. Review the imported identities data and check for any errors.
    

    If any errors are encountered in the imported CSV file, they are highlighted in red. Any corrections must be applied in the CSV file and then imported again.

    CAUTION:

    Correcting any errors will overwrite identities data already imported into the grid.
    1. (Optional) If your identities list is long, consider using the Show errors only slider.
    2. Click Next.
13. In the Review section, review the information to ensure that everything is correct.
    
    1. If the details in the Review section are correct, click Finish.