Distributing Badges to Users in Your MicroStrategy Identity Network

Each user is identified by a badge, similar to how a user is identified by an employee ID card or a user name and password.

After you add users to your Identity Network, you must send a badge to each user. The user opens the badge invitation email on a mobile device with the MicroStrategy Badge app, then taps a link to download a badge. The user can then use the badge on MicroStrategy Badge to gain access to the resources that you integrate with your Identity Network.

You can also distribute badges to users who lost or did not receive their original badges by sending a follow-up badge invitation.

By default, you must manually send badges to users when you add them to your network. Alternatively, you can also enable MicroStrategy Identity to automatically send badges to users when you add them to your Identity Network.

Depending on how the users in your Identity Network were added, you can distribute badges by doing the following:

• If you synchronized users from an IDM system, such as Microsoft Active Directory or OpenLDAP, see Distributing Badges to Users in Your MicroStrategy Identity Network.
• If you imported users into your network, such as by importing a comma-separated values (CSV) file or by importing users from a web application, see Distributing Badges to Users in Your MicroStrategy Identity Network.

To Distribute Badges to Users in a Network that is Synchronized with an IDM System

1. Log into MicroStrategy Identity Manager.
2. Click Users & Badges.
3. Under User Management, go to Manage Users > Badge Invitation tab.
4. Select the check box next to each user you want to receive a badge.
5. Click Send Badge(s) via Email, then click Send on the confirmation message. Badge invitations are sent to the users listed, including links and instructions for users to download the MicroStrategy Badge app and new badge to their mobile devices.

To Distribute Badges to Users Imported from Source other than an IDM System

1. Log into MicroStrategy Identity Manager.
2. Click Users & Badges.
   
3. Under User Management, click Manage Users > Badge Invitation tab.
4. Select the check box next to each user you want to receive a badge.
5. Click Send Badge(s) via Email, then click Send on the confirmation message. Badge invitations are sent to the users listed, including links and instructions for users to download the MicroStrategy Badge app and new badge to their mobile devices.

To Distribute Badges to Users via SMS

1. Log into MicroStrategy Identity Manager.

2. Click Users & Badges.
   
3. In the Badge Management section, click Properties next to the badge that needs to be sent, and open the Provisioning tab.
4. Select SMS from the list and configure the SMS gateway by entering your SMS vendor account information.
5. Open the Device Security tab and turn on Phone Number Enrollment.
6. Click Save.
7. Under User Management, go to Manage Users > Badge Invitation

8. Select the check box next to each user you want to receive a badge.

   Users without a phone number enrolled should have invitations sent via email. They will be prompted to enroll a phone number when the badge is installed.

9. Click Send Badges, then click Send on the confirmation message. Badge invitations are sent to the users listed.

Users selected to receive an invitation without a phone number enrolled will show as failed to send.

Related Topics

Managing Users from an IDM System that is Synchronized with MicroStrategy Identity

Managing Imported Users

Using SMS Long or Short Codes