Although your users will be provisioned on-demand when joining Starling Two-Factor Authentication, you do have the option of manually adding users. However, there is no way to sync unique users with the client product and they will be unable to authenticate through Starling Two-Factor Authentication if they are not also in the client product. This means you must ensure any users manually added to Starling Two-Factor Authentication are identical to existing users within your client product.
To import users with a CSV file
CAUTION: Client products not using hardware tokens: It is recommended that you allow users to be provisioned on-demand to ensure they correctly sync up between the client product and Starling Two-Factor Authentication.
Client products using hardware tokens: Because you need to have a hardware token assigned to a user prior to their first authentication attempt with the hardware token, you need to manually add new users to Starling Two-Factor Authentication and assign a token to them. These users must be identical to a user in the client product in order to recognize the user when they first authenticate. If they are not identical then they will be unable to authenticate until the mismatched records are corrected and the hardware token assigned to the correct record.
- On the Users page, click Import.
- In the Import Users dialog, click Choose file.
- Select a CSV file containing information on each of the users to be added. The file must have a phone number (<+1 1234567>, +1 is used if no country code is specified) and email (<email@domain>). A display name (<First Last>) is optional.
- Click Open.
In the Import Hardware Tokens dialog, click Next.
Select the check box associated with the user or users to be imported. Any issues found with users identified in the file will be indicated by a icon. Hover over the icon for more information as to why the user was not imported.
CAUTION: If the phone number for a manually added user already exists but with a different name or email, then the name and email for the user will be updated. If the same phone number is used in multiple subscriptions then all subscriptions will be updated accordingly.
Click Import Users. Each successfully imported user will appear listed on the Users page.
Once a user has been added, a new token will appear in their Starling 2FA app. If the user has not been provisioned in any Starling Two-Factor Authentication subscription and the General Settings tab option to send SMS is enabled, the new user will also receive instructions on installing the Starling 2FA app.