Introduction

There are two primary methods for creating local users:

• Individually, by submitting a request through ESS2 and then finalizing the user creation in ESM.
• Bulk import using a CSV file.

Creating Single Users

To create individual users via ESS2, follow these steps:

1. From the ESS2 main page, navigate to "Order something → Access rights → Request Local Efecte Account → View → Order now”.
2. A request is generated in the form of a ticket within ESM.
   1. This ticket can either be assigned to specific agents or be reserved by any agent.
   2. The ticket contains a task which should ideally be assigned or reserved by the same agent managing the ticket.
3. For user creation, the agent must input all necessary details into the ticket.
   1. The included task specifies the exact information that needs to be entered into the ticket to successfully create a local user.
      1. The description within this auto-generated task can be adjusted to align with organizational requirements via the ESM.
4. Once all required data is entered, save the ticket. The user details are then stored in ESM.
5. Conclude by marking the task as “Completed”. After this step, the new user credentials become active, allowing the user to log in.
   1. By default, the individual who requested the credentials will receive them through an automated email notification.

Mass User Importing 

To import multiple users at once in the ESM admin side, use the following procedure:

1. Locate the CSV Import Tool: Under “Schedulable tasks” in the ESM admin side, there's a built-in “CSVImportTask” for importing users from a CSV file. Refer to "example_mass_import.csv" for the proper structure of the CSV file.
2. Validate the CSV Fields: Ensure that the CSV file has the following fields with accurate information:
   1. email
   2. first_name
   3. last_name
   4. user_pwd
      1. Note: If the password in the file does not match the pattern specified in “Maintenance - Edit platform settings - password.rule.regexp”, the user creation may halt during the “1.0 Create Person data card when Account created by provisioning” workflow.
   5. username
3. Handling Failed Creation: If user creation fails, delete all data cards generated by the workflow before attempting to re-import.
4. Default User Settings: By default, newly imported users will not possess any ESM roles and will be assigned the “NORMAL” user level.
5. Customizing CSV Import: For a more tailored CSV import, review the attributes found under “Templates - Organization - IGA Account - Local user creation - class”.
6. CSV File and Settings Verification: 
   1. Confirm that the "Csv file mask" field accurately reflects the file name.
   2. Verify that the “Csv local directory” field correctly describes the file's location.
   3. The “Csv value delimiter” and “Delete after import” settings can be modified if necessary.
7. Finalizing the Import:
   1. Double-check to ensure all fields contain the right data.
   2. Click “Save” to retain your settings.
   3. Select “Run task manually” to initiate the user import.
8. Post-Import Verification:
   1. After completing the task, verify that user accounts have been created accurately.
   2. If needed, modify the roles and levels for the newly created users to fit organizational needs.

Remember: Proper CSV formatting and data accuracy are vital to ensure a smooth and error-free import process.