Managing Clients

Client is a data communication entity that is used to get access to data-residency services of InCountry platform within the allocated environment.

All clients attribute to the specific environment within which they were created.

To view all the clients, on the sidebar, select Environment. The Environment page opens, as follows:

On the Environment page, you can view the list of available environments with the clients registered within each one. For each client, you can see its name. No additional information about the client is provided.

Within each environment, you can have multiple clients that can manage regulated data that you store in InCountry Platform.

You can manage clients, as follows:

1. create new clients

2. edit names of existing clients

3. delete the no longer needed clients

Creating new clients

By default, InCountry Portal does not create a default client together with creation of a default environment. You can create a new client once needed.

To create a new environment:

1. On the Environment page, locate the environment which you want to create a new client.

2. Click Create Client.

   

3. Click Create.

4. Enter the confirmation code and click Next. InCountry Portal generates the credentials (client ID and client secret) that you can further use to manage data in InCountry Platform.

   

5. Copy the client credentials and save them in a secure place.

6. When complete, click Close.

A new client will appear within the environment.

Updating the client

You may need to rename the client in some cases if the current name does not reflect the actual purpose of the client.

1. Within the environment, locate the client which you want to rename.

2. Click the Change Client Name icon.

3. In the Change Client Name form, enter a new name for the client.

   

4. Click Update.

5. Enter the confirmation code and click Next.

Deleting the client

If you no longer need some client, you can delete it. After the removal, the client credentials will be no longer valid, so you cannot use them for further data management in InCountry Platform.

1. Within the environment, locate the client which you want to delete.

2. Click the Delete Client icon.

   

3. In the Delete the Client form, enter the label of the client you are deleting. This label is shown in the header of the form.

4. Once entered, click Confirm.

5. Enter the confirmation code you receive and click Next.