4.2 Adding a person

You can add a person to the MyID database manually, or you can import a person's details from a linked directory into the MyID database.

4.2.1 Adding a person manually

To add a person to the MyID database:

  1. Select the People category.

  2. Click ADD.

    The Add Person form appears.

  3. Complete the person's details.

    Note: Required fields are marked with an asterisk * – the SAVE button is not available until you have completed all of these fields.

    Note: The fields may have different names depending on your language settings; for example, Cell and Mobile.

    The following fields are available:

    • The user image. See section 4.5, Capturing images.
    • Title – type the person's title.
    • First Name – type the person's first name.
    • Middle Name – type the person's middle name or initials.

    • Last Name – Type the user's last name.

      Note: You must include one or both of First Name and Last Name.

    • Enabled – select Yes or No from the drop-down list.

      If you select No, you will not be able to issue any devices to the user. You can enable or disable a person's user account after you have added them; see section 4.10, Enabling or disabling a person.

    • Logon – type a Logon name for the person.

      Important: This field must be unique.

      The person can use this to log on to MyID without using a card if your system is set up to allow logon using security phrases only.

    • Email – type the person's email address.

      An email address is required for notifications, including activation codes, if required.

      • Click the expand group icon to expand a group
      • Click the close group icon to close a group.
      • Click the group information icon to display information about the group.
      • Select a group, then click CONFIRM.

      Note: If your system is configured for administrative groups, you can also select any of the groups for which you have administrative access, even if they are not within your own scope. Administrative groups are displayed at the bottom of the list in a separate node. For more information, see section 4.12, Working with administrative groups.

    • Select the roles and scope you want the person to have.

      The roles for a user determine which MyID operations the person can perform; for example, to request a card.

      The scope for each role determines the range of people the person can use the MyID operations on; for example, to be able to request a card only for themselves, or to be able to request a card for anyone in their group.

      The available scope settings are:

      • None – the person is not assigned to this role.
      • Self – this limits the scope to the person’s own record.
      • Department – all people in the same group as the person.
      • Division – all people in the same group as the person or a sub-group of it.
      • All – the role can be performed in relation to anyone.

      For more information, see the Roles, groups, and scope section in the Administration Guide.

      Click CONFIRM.

    • Security – type a unique identifier for the person.

      Note: For PIV cards, this identifier is used in the FASC-N and must be must be a maximum of 10 numeric digits.

    • Cell – type the person's cellphone number.
    • Phone and Fax – type the person's land line phone number and fax number.
    • Address 1, Address 2, City and State + Zip – type the person's address.

  4. Click the ACCOUNT tab to provide details of the person's LDAP account.

    For more information, see section 4.3.1, Editing directory information.

    Note: Depending on your system configuration, you may have to specify a unique value for the Distinguished Name. The Allow duplicate DN configuration option determines whether unique DN values are required; see the LDAP page (Operation Settings) section in the Administration Guide for details.

  5. Click SAVE to add the person to the MyID database.

4.2.2 Adding a person from a directory

To add a person to the MyID database from a directory:

  1. Search for a person in a directory, and view their details.

    See section 4.1, Searching for a person for details.

  2. Click EDIT PERSON.

  3. Make any appropriate changes, then click SAVE.

    The person is added to the MyID database. The person is added to an existing group if a MyID group matches their directory group.

    Note: If a matching group does not already exist in MyID, you are unable to set any roles. When you save the person record, MyID creates a group if the Automatically create MyID groups from the Organizational Unit of imported users option is set, which assigns default roles to the person; you can then edit the person to amend their list of groups.

    You can also configure MyID to assign roles to a person based on their LDAP group membership; these roles are automatically assigned in addition to any group default roles when you add a person or change a person's group through directory synchronization. For information on setting this up, see the Linking roles to LDAP section in the Administration Guide.

You can now: