IDHub allows organizations to quickly upload multiple Roles, in a few simple steps. Learn how in this short video.

Bulk Roles For Upload – Video Transcript

Hello, and welcome to IDHub.

In this video, I’ll demonstrate how to “Add a Bulk Role Upload”.

To begin, let’s assume an organization has already purchased and installed IDHub on-premise or in the cloud. The first User has already registered himself and activated his IDHub license.

In this scenario, I will show you how an IDHub Administrator adds a “Bulk Role upload”.

To begin, let’s login with our organization name, and then we’ll go ahead and login as an Administrator, Charles. Administrators and Access Managers have access to the Admin App, as well as, the User App, which are both located on their dashboard.

The Admin App is up top, and the User App is below that.

Go ahead and click on the “Manage Catalog” button, which will take us to the catalog items. We can add and edit any items found within the catalog.

From here, we’ll navigate to the “Add Application” tab, where you can add a “Single” or “Bulk Application Upload” or “Role Upload”.

To create a “Single Role”, you’d go here, which I have a video on. To create “Single Applications”, right here, and “Bulk Applications” as well here.

So, we’ll click on that “Add Bulk Application Upload”, and it gives us the option to select “Application” or “Role”. So we’ll go ahead and select “Role”, since we’re doing a “Bulk Role Upload”, and then we’ll go ahead and select our file.

So, the files are going to be in spreadsheet formatting, and you can find instructions on how you should format that spreadsheet and what data you should enter in that spreadsheet on our website, www.sathdev.wpengine.com, within our IDHub Documentation, you’ll find clear instructions for formatting.

Within the Application, you can also download right here, the “Role Template”, and all you have to do is plug in that information.

This is where you would also download the “Application Template” as well.

So moving on, since we have our document uploaded and ready to go, the next page will give us information on all of the data within the spreadsheet. If there are any errors found, we’d find them right here.

In this case, we’re good to go. So, we’ll go ahead and submit this, and it asks if we want to proceed, with five records, no warnings, no errors. So, we’ll go ahead and click “Yes”.

And like I said earlier, only Access Managers can approve new Roles. So, we’ll go ahead and click on our “Requests” page, and that’ll bring up all of our requests. And with “Bulk Uploads”, it’ll create individual requests.

So here are five. They all look the same when we open them up. The current status is “Waiting for Approval”, and it’s been assigned to an Access Manager.

So, we’ll go ahead and logout of Charles’ account, and log in to Jerome’s account.

Jerome is an Access Manager and all five of these Roles will be added to the Access Manager task list.

What’s great about IDHub, is that we have a claiming and approving process where managers can claim tasks off of the rolling task list, and then they’ll disappear, and they can approve them when they find it’s suitable for them.

So, to get to our “Tasks” page, we’ll click on the “Tasks” button from our dashboard and that’ll bring up all of our tasks.

So here are five Roles; one, two, three, four, five, and we can go ahead and claim them right here, and approve as well directly from the “Tasks” page.

Or, if we wanted to see more information on what this Role is, we could open it up, and we could see all the “Basic Details”; the name, the description, the approval workflow. We can see any conditions that were added or Applications.

This means that when someone requests this Role, they’ll automatically get access to this Application.

We can claim and approve this Role from within the request. We can also select all of these Roles, claim them all, and also select all, and approve them all. Now the tasks have been dropped off of Jerome’s task list.

We can go ahead and validate that these new Roles have uploaded successfully, by switching to the User App, searching the Catalog for those roles. So, we have them right here; IT, HR, Sales, and Marketing. 

So, all of our Roles have been successfully uploaded and that concludes the video on “Adding a Bulk Role Upload”.

I encourage you to check out some of our other videos on how to “Add a Single Role”, how to “Add a Single Application”, and how to “Add a Bulk Application Upload”.

Thank you so much for watching and have a marvelous day!

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