4.4 Requesting a device for a person

You can request a device for a person; for example, a smart card.

Depending on how your MyID system is set up, the person may be able to collect the device themselves (for example, using the Self-Service App), may require their request to be validated by an operator before collection, or may require the assistance of an operator to collect the device through MyID Desktop – MyID provides many issuance models to suit your organization's needs.

The issuance model depends on the configuration of the credential profile used to request the device. For more information, see the Managing credential profiles section in the Administration Guide.

To request a device for a person:

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

    See section 4.1, Searching for a person for details.

    You can also view a person's details from any form that contains a link to their account.

    For example:

    • Click the link icon on the Full Name field of the View Request form.
    • Click the link icon on the Owner field of the View Device form.

    You can request a device for a person directly from a directory; MyID automatically carries out the import of the person's details into the MyID database as if you had added the person from the directory manually (see section 4.2.1, Adding a person from a directory). Any issues that occur when attempting to import the person's details are displayed on screen when you click SAVE.

  2. Click the Request Device option in the button bar at the bottom of the screen.

    You may have to click the ... option to see any additional available actions.

  3. From the Credential Profile drop-down list, select the credential profile you want to use for the device.

    The credential profiles available depend on the role of the operator and the role of the person for whom you are requesting the device; see the Linking credential profiles to roles section in the Administration Guide.

    It is possible that there may be no credential profiles available for the person; this is most likely to occur when you are requesting a device for a person directly from the directory, and LDAP linked roles and default group roles are not set up; in this case, you are recommended to edit the person's details and manually assign a role that has access to one or more credential profiles.

  4. Optionally, in the Label box, type a label for this request.

    You can use the label to search for the request:

  5. Click SAVE to make the request.

Once you have created the request, the View Request screen appears. From this screen, you can cancel or collect the device request. See section 6, Working with requests.

Note, however, that if the credential profile requires validation, you cannot approve or reject the request from this screen; another operator must carry out the approval procedure.