Requesting multiple identities using a CSV import

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 Basic information section, complete the fields.

   Request name

   Enter a meaningful name for tracking in My requests or My tasks.

   Supervisors

   Select up to 20 supervisors. The requester is added by default.

   Template

   Select an identity template.

   Reason for request

   Enter a reason for the request.

6. Click Next.
7. In the Import section, click Import from CSV.
   Note:

   You can import a maximum of 1000 identities per identity request.
8. Choose one of the following:
   • Use an existing CSV file.
   • Download a sample CSV file.
9. If you chose to use an existing CSV file:
   1. Drag and drop a CSV file, or click Browse to select one.

      

   2. Click Import file.
10. Review the imported identities data and check for any errors, and click Next.
    Web portal access fields are applied only if enabled in the template configuration.

    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 errors overwrites the imported data. If the list is long, you can use the Show errors only slider.
11. In the Review section, review the information to ensure that everything is correct and click Finish.

    

12. If you chose Download a sample CSV file:
    1. Click Download a sample CSV file.

       

    2. 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. Complete a row of information for each identity.

       

       Note:

       The columns in the CSV template can vary depending on the settings in your site configuration.
    4. Save the file as a CSV.
    5. In the Import identities dialog, drag and drop or browse to select the file.
    6. Click Import File.
13. Review the imported identities data and check for any errors and click Next.
    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 errors overwrites the imported data. If the list is long, you can use the Show errors only slider.
    1. (Optional) If your identities list is long, consider using the Show errors only slider.
    2. Click Next.
14. In the Review section, review the information to ensure that everything is correct and click Finish.