How to create and import identities

How to create and import identities

 

Identities hold information about your user and can be used to authenticate and authorize them through potential identity providers. There are two ways of adding identities to the Candidacy event. The first way is through manually creating individual identities and the second is through importing a spreadsheet file containing the identities’ information. The creation/importation of identities is also directly tied to the identity form; without an identity form, you cannot create or import identities. Refer back to section How to set up forms to learn how to set up an identity form.

 

The manual creation of an identity is a quick way to create a few identities if you need to test the candidacy system (or in case of missing identities being discovered at the last minute). To get started, you will first need to make a group.

1.1. Creating a group

To create a group, go to the “Groups” tab in the menu to the left. 

  1. Click on the “+ Create group” button to create a new group.

  2. Fill in the name “Demo” in the “Internal name” and “Title” fields of the group. 

  3. Click on the “Create Group” button to save the configuration.

  4. Repeat this process and create two other groups called “A” and “B.”

Create Groups.gif

Groups may be edited at any time by clicking on the icon next to the group you wish to edit, Screenshot 2024-07-31 at 15.34.14.png. Here, you can change the name of the group.

You now have created a group and you can proceed to create identities.

1.2. Creating an identity

  1. Go to the “Identities” item on the left-hand side menu and click on it.

  2. Click “+ Create identity“ to start creating an individual identity.

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  1. You are now presented with all of the fields available for the identity, each of which you will need to fill out manually. Fill out each of the fields in the following manner:

All fields may be edited later on if necessary.

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  1. Click on the “Create Identity” button when you have filled in all of the required information to create the identity.

The identity has now been created, and the page you are on should display information about the identity. This information can be edited by clicking on the “Edit” symbol, .

  1. Finally, click on the “Identities” tab in the left-hand side menu to go back to an overview of the identities. You can now see the identity you previously created appear on the page of the identity overview. If you need to access the identity to edit their details or view more information about them, click on the magnifying glass symbol, Screenshot 2024-07-26 at 13.50.56.png .

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Video Guide on Creating an Identity

Create one Identity.mov

 

If you have a large amount of identity data to add to your candidacy event, you should bulk import it by using the identity importer.

  1. Click on the “Identities” tab in the election menu to the left.

  2. Next, click on the “+” symbol in the top right corner and choose “Import identities” from the dropdown menu.

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You are now on the page where you can import an identity file. For this import, you should use the following spreadsheet: . It contains the following fictitious data:

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  1. Click on the “Import identities manually” button on the right side of the screen under “Manual import.” A pop-up window will appear where you can choose your file. Click “Choose file.”

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  1. Select the .csv or .xlsx file with your identity data and click on the “Upload” button.

  2. Click on the “Map Columns” button to map the data columns from your file to the candidacy system.

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  1. Map the necessary information from the file to the system:

After mapping the columns, your screen should look as follows:

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  1. Click on “Save Changes.” 

  2. Check the data with the added mappings of the columns. If everything looks correct, click “Validate and import rows” to start importing your identities.

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  1. As one of the last steps, in the “Preview of result” area, click on “Edit mappings.” Assign the groups accordingly:

    1. Under Group A, ensure that the box next to “A” is ticked on (blue).

    2. Under Group B, ensure that the box next to “B” is ticked on (blue).

    3. Click “Save changes” once you are done, and you will be directed to the “Preview of result” page again.

    4. Click “Start mapping” to finalize the import process.

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The system will show you an overview of the amount of identities imported. Here, you can also delete the importer by clicking Screenshot 2024-07-26 at 14.57.21.png.

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  1. Click on the “Identities” tab to go back and see if all your identity data was imported successfully or not.

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You can also see under the “Groups” tab that groups A and B have 5 identities each assigned to them.

 

 

 

 

Video Guide on Importing identities

Import identities.mov