Add user from BalkanID application

While BalkanID offers robust integrations with your HRIS and Identity Providers for automated user data synchronization, there are scenarios where you might need to add individual users directly through the BalkanID application's user interface. This method is perfect for:

• Quick Onboarding: Swiftly add a new user who needs immediate access or review.

• Testing Purposes: Create test user accounts for internal validation or campaign testing.

• Manual Adjustments: Add users who might not be present in your synced systems, or for temporary access scenarios.

This guide will walk you through the simple process of manually adding a user to your BalkanID tenant.

Step-by-Step Guide to Adding a User

Follow these steps to directly add users within the BalkanID application:

1. Navigate to the Users Page

• From the BalkanID dashboard, locate the "Configure" section in the navigation menu.

• Under "Configure," click on "Users." This page displays all existing user identities within your BalkanID tenant.

  

2. "Add User" button

• On the "Users" page, find and click the "Add User" button. This button is typically located in the top-right corner of the user table.

  

3. Enter User Details

• A form will appear, prompting you to enter the new user's information. This page is designed to capture all essential details for the user's profile within BalkanID.

  

  Required Fields:

  • Email: This is a crucial and unique identifier for the user within BalkanID. It's used for notifications, linking to integrated applications, and primary identification.

  • Fullname: The complete name of the user.

  Recommended (but Optional) Fields:

  While only Email and Fullname are strictly required, it is highly recommended to populate other available fields as they significantly enhance BalkanID's capabilities for:

  • Access Reviews: Information like Manager Email allows for accurate assignment of access review campaigns to the correct managers.

  • Risk Analysis & Insights: Details such as Department, Job Title, Employee ID, and Location provide richer context for risk analysis, outlier detection, and reporting.

  • Filtering & Reporting: Comprehensive user data enables more granular filtering and insightful reporting across the platform.

  Examples of other useful fields you might encounter:

  • Employment Type

  • Start Date

  • End Date

  • Manager

  • Job Title

  • Department

4. Assign BalkanID Roles

• Once you have finished entering the user's personal data, it's essential to assign appropriate roles to this user within BalkanID. User roles determine what permissions the user has within the BalkanID application itself (Administrator, Reviewer, Risk Manager).

• By default, a "Reviewer" role is assigned to all users added. One or more roles can be assigned to each user based on the tasks required to be undertaken by them. To learn more about the different user roles and their corresponding permissions, please refer to our User role management documentation.

5. Save the User

• After carefully reviewing all the entered details and assigned roles, click the "Save" button at the bottom of the page.

Upon successful saving, the new user will be immediately added to your BalkanID tenant. This user's profile will now be available across the platform for access reviews, assignment to campaigns, and inclusion in reporting. The user will also be able to login to the application and access this tenant with the role assigned.