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How to Provision Users
There are several ways to provision users in RemotePhoto. This article is designed to explain the different methods available, so you can utilize the one(s) that work best for you!
In your RemotePhoto dashboard, you will want to click on the “People" list from the dropdown menu on the left. You will see two options under the People List. "Add" and "Bulk Import."
Bulk Import
The Bulk Import or Bulk Action method is how RemotePhoto is set up to provision users right out of the box. It's a simple process that's available on all of our plans; it allows you to create multiple users at one time. When you click the "Bulk Import" button, you will be asked to upload a CSV file containing the data of the people you wish to import. Visit our Bulk Action article for a walkthrough of this process.
Add Individually
You can also add users individually. Just click the "Add" button, enter the user's email address, and hit "Save" to create the user and send out an invite. Click here for an interactive tutorial.
This method of provisioning is often used in one-off situations. For example, a cardholder walks into the office and asks for a photo invite. If they were already created through the bulk import process, the administrator can find their account and resend the invite to that cardholder. If not, adding the cardholder individually is the best solution.
Tip: If you're just getting started with RemotePhoto, this is a great way to create accounts for staff members. Just make sure to give them the necessary roles for the application. Once those are assigned, send them a link to reset their password; they will be processing photos in no time!
Single Sign-On
RemotePhoto can work with your IDP to provision cardholders through Single Sign-On. The application can integrate with any IDP that supports SAML 2.0.
First, we set up a Photo Submission URL for your organization. This URL will send users to your organization's IDP login page. They will be asked to enter their SSO credentials to log in and submit a photo for their ID card. You can put this Photo Submission URL anywhere. Take a look at how Rutgers created an Online Photo Submission webpage and included their Photo Submission URL on the page as an "Upload Your Photo" button.
The RemotePhoto API
If your organization is a little more technical, you can create cardholders through the RemotePhoto API.
Here's the documentation detailing the exact code you'll need to create a person in the application.
When creating a user, you can choose to send an email with RemotePhoto Login Links or your SSO Photo Submission URL.
Request Access Page
Send users to the Request Access Page to provision their own account.
When users enter their email address, RemotePhoto will send a login link to their inbox. You can specify your organization's domain name so that only users with a matching email address can access the request access page and create an account.
Specify your organization's domain name in the organization settings of RemotePhoto.
