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Add Mobile ID users

People you add as users can use the Mobile ID app on their phones to interact with card readers, e.g. to open doors. You can add users one by one, or in bulk by importing their data from a CSV file.

For projects with many users and frequent data changes, you may want to set up Auto-sync instead.

If you as an admin want to use the Mobile ID app as well, you need to add yourself as a user.

Add users one by one

  1. Log in to your admin account in Mobile ID Manager.
  2. If you have multiple projects, make sure the desired one is open.

    How do I switch projects?

    Click the arrow next to the project name at the top.

    Switch projects in BALTECH Mobile ID Manager

  3. In the Users section, click Add user.

  4. Enter the user's data.

    What is the ID?

    This ID is read by the reader when the user presents their phone.

    • If the user has a physical ID card as well and you don't want to distinguish between card and phone use, enter the card ID as it's specified in the access control system.

    • If the user does not have a physical ID card, or you do want to distinguish between card and phone use, enter an ID of your choice and specify it in the access control system as well, if needed via a second entry for that user.

  5. Click Add User & Send Invitation.

"Add user" dialog in BALTECH Mobile ID Manager

Add and update users in bulk via CSV import

When you import a CSV file, the user list in Mobile ID Manager will be synchronized with the CSV file. Other than adding users one by one, this sync is not additive, but will replace all existing user entries. This means:

  • New users are added and invited.
  • Existing users whose data has changed will be updated.
  • Existing users not included in the CSV file will be deleted and will be notified via e-mail.
  • Users with status Reset will remain unchanged.

To add and update users via CSV import:

  1. Prepare a CSV file with the required data of the users you want to add. The CSV file needs to contain the following columns in the given order:

    • First name
    • Last name
    • E-mail address
    • ID

      What is this?

      The ID is read by the reader when the user presents their phone.

      • If the user has a physical ID card as well and you don't want to distinguish between card and phone use, enter the card ID as it's specified in the access control system.

      • If the user does not have a physical ID card, or you do want to distinguish between card and phone use, enter an ID of your choice and specify it in the access control system as well, if needed via a second entry for that user.

    Here's an example CSV file:
    Example CSV file with user data for auto-sync with BALTECH Mobile ID Manager

  2. Log in to your admin account in Mobile ID Manager.

  3. If you have multiple projects, make sure the desired one is open.

    How do I switch projects?

    Click the arrow next to the project name at the top.

    Switch projects in BALTECH Mobile ID Manager

  4. In the Users section, click Import CSV.

  5. Upload the CSV file. To do so, drag it into the dotted area, or click browse to navigate to the file's location.
  6. Click Import. The user list is updated, i.e. it is completely replaced by the CSV file content.

    If import fails due to errors in the CSV file, you'll see a message with the errors detected. Here's an example:

    Example errors in the CSV file uploaded to BALTECH Mobile ID Manager

What happens when a new user is added?

A new user is added with status Invitation sent.

User with status "invitation sent" in BALTECH Mobile ID Manager

They receive an invitation e-mail with instructions to download and activate the Mobile ID app. The invation works for 1 phone and is valid for 7 days. Once the user has activated the app, their status will switch to Active (learn more about statuses).

The invitation e-mail looks like this:

Example invitation e-mail for BALTECH Mobile ID

Title