Manual User Addition and Modification

1. Log in as an Admin: Ensure you are logged in as a Client Admin with the necessary permissions to manage users.
2. Navigate to the User Management Section: From the main dashboard, go to User Management.
3. Initiate the User Addition Process: Click on Create New User
4. Click on "Manual Entry"

5. Enter User Information:

• Name: Enter both the user’s First name and Last name.

• Gender: Enter the user's gender.

• Country: Select the country of the user.

• Region: Select the region of the user's country.

• Email Address: Enter the user’s official email and personal email address. This will be used for communication and notifications.

• User Role: Select the appropriate role for the user (e.g., End User, HR Manager).

• Group: Assign the user to a specific department or group within the organization.

• Account Expiry: When creating a user, admins can specify an expiry date for the account. After this date, the account will be automatically deactivated.

• Disability Support – Override Functionality

  Additional support for users with disabilities during the onboarding process.

  Biometric Capture Options:

  Users with incomplete fingers or scarred faces can skip fingerprint and portrait capture during onboarding.

  A profile option will be added to allow these users to skip all or part of the biometric onboarding process.

  Application Access for Disabled Users:

  A process will be implemented to authorize disabled users for applications requiring biometric authentication.

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Ensure to fill all the the fields marked as compulsory to be able to save the entry!

6. Review and Save:

• Review the information entered to ensure accuracy.
• Click Save to create the user account.

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User Notification: The system will automatically send a welcome email to the new user with instructions for logging in and setting up their profile

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Emails are unique within tenants, however, they can be reused in a different tenant. This is possible for all emails except the email used to create a tenant

In the instance above, upon attempt to login, user will be requested to select the organization they would want to log in to before providing their password

User Creation with Selective Login Attribute

A tenant can decide what attribute that can be used for login within their organization. This is found on the settings Module.

Below are the things to note with this setting:

• If more than one attribute is selected for a tenant, during user creation, Admin shall indicate the attribute that shall be primary for the user being created

  

• For an attribute to be deselected, no user within the organization shall be using it as a primary attribute

• If Username is selected, admin can indicate how the username shall be populated. Automatically, using pre-defined attributes or manually by manually entering the username in the form

  

User Details Management

Once a user is created, the details of the user creation can be viewed and the following actions can be performed

• Activate/Deactivate a user
• Invalidate User enrolment
• Reset Password
• Add to a group

Viewing a User detail

When a user detail is viewed, the tabs provide the information provided during onboarding and/or user creation

Other activities include:

• Activate/Deactivate a user: Admin can determine the active status of a user

• Invalidate User enrolment: This action removes biometric enrolment of a user

• Reset Password: This action triggers and email for password reset (if email attribute is available) or generates a password for the admin to share with the user

  

• Add to a group: Admin can add the user to a group