Managing Users
InCountry Portal lets you manage users within your organization and invite new users.
To manage users, on the sidebar, select User Management. The User Management page opens, as follows:
Here you can view the list of users that are registered within your organization. For each user, the following information is available:
| Email address of the registered user. | |
|---|---|
| Role | The current role of the user. Only one user with the Owner role can be within one organization. |
| Joined | Date when the user joined the organization. |
| Invite Type | Type of invitation by means of which the user registered on InCountry Portal. |
You can perform the following operations on users:
delete the no longer needed user accounts
reset password for users
transfer ownership to another users
invite users to InCountry Portal
Deleting users
You can delete accounts of users who you want to remove from your organization.
note
Users that are deleted from your organization are still able to log into InCountry Portal, but they will no longer have access to your organization. At their first attempt to sign in to InCountry Portal, they will be prompted to create a new organization.
On the list with users, locate the one which you want to delete.
Hover over this user and click the Delete user icon.
In the Confirm action form, click Delete.
Confirm the action by entering the confirmation code and then click Next.
The user will be deleted from your organization.
note
You cannot delete your own user account this while you act as the Owner of the organization.
Resetting the password for the user
You can initiate the reset of the password for any user within your organization on InCountry Portal.
On the list with users, locate the one which you want to reset the password for.
Hover over the user and click the Reset Password icon.
In the Reset Password form, click Reset. Additionally, you can enable the following options by moving toggles right:
Automatically generate a password - enable this option to generate a new password and sent it by email to the user with the password reset email.
Ask for a password change at the next sign-in - enable this option to prompt the user to enter his/her own password after the first sign-in with the automatically generated password. This option becomes available only after enabling the automatic generation of a new password.
Confirm the action by entering the confirmation code and then click Next.
The password will be reset for the user, he/she will no longer be able to sign in to InCountry Portal with the old password. The email with the password reset details will be sent to the email of this user.
Managing user's role
By default, all the users' roles within your organization can be managed by the user with the Owner or Account Management role. All the newly registered users receive the Member role. The assigned role defines the actions which the user can perform on InCountry Portal.
The following table shows what sections of InCountry Portal are available to users with different roles:
| Role | Getting Started | Dashboard | Environment | Account Management | User Management | Recommendations | Billing |
|---|---|---|---|---|---|---|---|
| Owner |  |  | | | | | |
| Member | | | | |  | | |
| Product | | | | | | | |
| Billing | | | | | | | |
| Account Management | | | | | | | |
On the list with users, locate the one which you want to change the role.
Hover over the user and click the Role Management icon.
In the Role Management form, select a new role for the user.
When complete, click Save.
Confirm the action by entering the confirmation code and then click Next.
Transferring the ownership to another user
InCountry Portal allows only one owner per organization. The owner of the organization can transfer the ownership to another registered user within the scope of the organization.
As the owner of the organization, on the list with users, locate your user account.
Hover over the user account and click the Transfer Ownership icon.
In the Transfer Ownership form, select the user who you want to transfer the organization ownership to and enter your user's password.
When complete, click Transfer. InCountry Portal will show the confirmation message and send an email with information that the ownership has been transferred.
Inviting users to InCountry Portal
Having the Owner role, you can invite users to InCountry Portal. You can invite new users by sending an automated email with invitation or share an invitation link with them.
On the sidebar, select User Management.
Switch to the Invites tab.
Inviting users by email
On the User Management page, switch to the Invites tab.
Click Invite User.
In the Invite User form, enter the email address of the person you want to invite into your organization on InCountry Portal.
Click Submit.
An email with the invitation link is sent to the email of the user.
If needed you can revoke the sent invitation by clicking the Delete Invite icon. In this case, the invitation link will be no longer valid, so the user will not be able to sign up to your organization.
Inviting users by sharing the link
On the User Management page, switch to the Invites tab.
Click Invite by Link.
In the Invite by Link form, click the Generate Invite Link icon.
Enter the confirmation code and click Next. InCountry Portal will generate the invitation link.
To copy the invitation link, click Copy to Clipboard.
Share this link with the users who you want to sign up to your organization on InCountry Platform.
If needed you can regenerate the invitation link by clicking Generate Invite Link icon. The prior invitation link will be no longer valid.
Showing / hiding the invitation link
You can hide the invitation link by clicking the Hide Invite Link icon. In this case, the invitation link will be shown as a line of dots. To return the invitation link to the normal view, click the Show Invite Link icon.
Deleting the invitation link
You can also deactivate the invitation link. After deactivation the already shared link will be no longer valid and new users will not be able to sign up to your organization. You will have to generate a new invitation link.
In the Invite By Link form, click the Delete Invite Link icon.
Enter the confirmation code and click Next. The invitation link will be deleted.