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    New Users
    • 10 Mar 2025
    • 2 Minutes to read
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    Contents

    New Users

    • Updated on 10 Mar 2025
    • 2 Minutes to read
    • Contributors
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    Article summary

    Add a New User

    1. Adding a new user can be done manually by entering all of the new user's information (not all of the values are required like domain or email) or using the Active Directory Lookup Tool.
    2. Once the user information is filled out, select and set their
      newUsers 1 - add new.png
    Phone Number
    • The "Phone Number..." and "Carriers" boxes do not appear unless you are assigning an Authentication Set that contains the OTP method.
    • When inputting a phone number, be sure to only use numbers or dashes (-).
      ex. 1-981-867-5309 or 19818675309
    User Role

    "Role" defines the user's level of capabilities and permission within the Admin Portal. Admin Portal roles do not affect day-to-day authentications on MFA clients.
    newUsers 5 - roles.png

     
    For a custom role or modifying one of the default roles, see our Create A Custom Role article.

    Bulk Import Users

    Bulk Import Users enables administrators to import multiple users simultaneously using a .CSV file or by selecting a directory service OU or group via the Active Directory Lookup Tool.

    newUsers 2 - bulk users.png

    Import From .CSV

    The .CSV format is as follows:
    Username,Domain,Email,Language,AuthSet,Role

    The values smscarriername and smsphonenumber are optional. Should they be included, the .CSV format would look the same but with these options at the end:
    Username,Domain,Email,Language,AuthSet,Role,smscarriername,smsphonenumber

    Missing Data

    If a record field does not contain a value, that record can be imported without having to include a delimited space.

    Example:
    TestUser2,companyName,,Deutsch [German],ContactlessOnly,Admin

    The record does not contain an email address. While the email is not present, the commas indicating the field are.

    Import By AD Lookup Tool

    1. Click the AD Lookup Tool button.

    2. Find and select your Organizational Unit you wish to import and click "OK".
      newUsers 6 - bulk import.png

      newUsers 7 - import group.png

      Imports Are Immediate

      When using the AD Lookup Tool for "Import by OU" or "Import by Group". When importing "by Group", be sure to set your Authentication Set and Role before selecting the group from the tool.


    1. The import will complete immediately and provide a success message.
      newUsers 6a - bulk import.png

    You can verify the upload(s) by looking up a user(s) in the User Lookup page.
    newUsers 8 - import lookup.png

    Bulk Migrate

    Bulk Migrate is our solution to not having a built-in way to update user information in mass through the web portal. This is done through a combination of SQL reporting and .CSV file uploads. More can be found on the process in our Bulk Migrate article.

    newUsers 3 - bulk migrate.png

    ⚠️

    Bulk Migrate is for pre-existing users only. If their MFA account does not previously exist in the system, Bulk Migrate will not add or modify their user.

    Setup Auto Enroll

    This page controls the default authentication set, user role, and language.

    Auto Enroll is for any domain user attempting to access the RapidIdentity MFA Server without being previously set up by an admin (see the Add a New User section). When they enter their user information, their MFA account will automatically be enrolled with the default values set on this page.

    newUsers 4 - auto enroll.png

    ⚠️ There can only be one "Default Set".

    Troubleshooting

    • If you are receiving an error when clicking the Active Directory Lookup Tool button, please see our ActiveX Settings For Internet Explorer and IE Compatibility Mode for Edge articles.
    • If a user enrollment, manually or auto enroll, is failing, be sure you are not out of user licenses or there is not already an existing MFA user with that username.
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