Importing Users into CloudCard

A user in CloudCard requires an email address (to receive photo requests and feedback), and an institutional identifier. Additional metadata can be provided, but is not recommended unless it is necessary for reviewing photos accurately. 

Users can be created with the following mechanisms:

• Create one user at a time with the Create Person API
  • This approach is very effective for a system that creates new cardholders in real-time (when they click a button in your system or website).
• Create many users at once with the Bulk Action API
  • Send CloudCard a CSV file containing multiple users to import.
  • This approach is better for provisioning large numbers of cardholders at a single point in time.
  • If you prefer to avoid writing code, the bulk import can be done manually in the user interface. If you're only doing this every few weeks, the manual way may be sufficient. See Bulk Import / Create Cardholders for more information.
• Create users when they log in using Single Sign On: 
  • Publish a link to CloudCard on your card office page.
  • When users click the link, they sign in to their organizational account and are taken to CloudCard
  • CloudCard creates the user based on information from the Single Sign On process.
  • This approach provides the customer with control over the authentication requirements for access to CloudCard.
  • Some customers prefer to use Single Sign On to authenticate, but not to create users. They will provision users using a Bulk Import to limit the users who can submit photos. This is not necessary for all customers, as the ease of provisioning automatically may outweigh any concerns on limiting access.