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Users

The InCountry Portal lets you manage users within your organization and invite new users.

  1. In the top menu click Users menu item.

  2. The Users 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:

AttributeDescription
EmailEmail address of the registered user.
UpdatedDate when the user account was updated.
RoleThe current role of the user. Only one user with the Owner role can be within one organization.

You can perform the following operations on users:

Deleting users

You can delete accounts of users who you want to remove from your organization.

note

User deleted from your organization is 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.

  1. On the Users page, locate the user who you want to delete.

  2. Click the Remove User icon.

  3. Enter the verification code and then click Remove User.

The user will be deleted from your organization.

note

You cannot delete your own user account 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.

  1. On the Users page, locate the user whose password you want to reset.

  2. Click the Reset Password icon.

  3. On the Reset User Password page, enter the verification code and then click Reset Password.

The password will be reset for the user, he/she will no longer be able to sign in to the 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 that the user can perform on the InCountry Portal.

The following table shows what sections of the InCountry Portal are available to users with different roles:

ActionOwnerConfiguration AdministratorConfiguration AuditorAccount ManagerMember
ACCOUNT MANAGEMENT (OWN)
Log inCheck markCheck markCheck markCheck markCheck mark
Change emailCheck markCheck markCheck markCheck markCheck mark
This option is unavailable when using SSO.
Change passwordCheck markCheck markCheck markCheck markCheck mark
This option is unavailable when using SSO.
Terminate sessionCheck markCheck markCheck markCheck markCheck mark
Change authentication methodCheck markCheck markCheck markCheck markCheck mark
DASHBOARD
ViewCheck markCheck markCheck markCheck markCross mark
ENVIRONMENTS
View listCheck markCheck markCheck markCross markCross mark
AddCheck markCheck markCross markCross markCross mark
EditCheck markCheck markCross markCross markCross mark
DeleteCheck markCheck markCross markCross markCross mark
COUNTRIES
View listCheck markCheck markCheck markCross markCross mark
AddCheck markCheck markCross markCross markCross mark
SDK CREDENTIALS
View listCheck markCheck markCheck markCross markCross mark
AddCheck markCheck markCross markCross markCross mark
EditCheck markCheck markCross markCross markCross mark
DeleteCheck markCheck markCross markCross markCross mark
SERVICES
View listCheck markCheck markCheck markCross markCross mark
AddCheck markCheck markCross markCross markCross mark
EditCheck markCheck markCross markCross markCross mark
DeleteCheck markCheck markCross markCross markCross mark
Upload certificate (for Salesforce service)Check markCheck markCross markCross markCross mark
BORDER ENDPOINTS
View listCheck markCheck markCheck markCross markCross mark
AddCheck markCheck markCross markCross markCross mark
ViewCheck markCheck markCheck markCross markCross mark
EditCheck markCheck markCross markCross markCross mark
DeleteCheck markCheck markCross markCross markCross mark
ENCRYPTION KEYS
View listCheck markCheck markCheck markCross markCross mark
AddCheck markCheck markCross markCross markCross mark
EditCheck markCheck markCheck markCross markCross mark
RotateCheck markCheck markCross markCross markCross mark
RESIDENT FUNCTIONS
View listCheck markCheck markCheck markCheck markCross mark
View

Check markCheck markCheck markCheck markCross mark
Publish / EditCheck markCheck markCross markCross markCross mark
ExecuteCheck markCheck markCross markCross markCross mark
DeleteCheck markCheck markCross markCross markCross mark
CSV FILE IMPORT
View listCheck markCheck markCheck markCross markCross mark
Upload fileCheck markCheck markCheck markCross markCross mark
ViewCheck markCheck markCross markCross markCross mark
Process (Import)Check markCheck markCross markCross markCross mark
DeleteCheck markCheck markCross markCross markCross mark
USERS
ViewCheck markCheck markCheck markCheck markCross mark
Invite usersCheck markCross markCross markCheck markCross mark
Delete invitesCheck markCross markCross markCheck markCross mark
Change roleCheck markCheck markCross markCross markCross mark
Reset passwordCheck markCross markCross markCross markCross mark
Delete UserCheck markCross markCross markCross markCross mark
COMPANY SETTINGS
ViewCheck markCheck markCheck markCheck markCross mark
EditCheck markCross markCross markCross markCross mark
Transfer ownershipCheck markCross markCross markCross markCross mark
  1. On the Users page, locate the user whose role you want to change.

  2. Click the Change Role icon.

  3. On the Change member role page, select a new role for the user.

  4. Click Next.

  5. Enter the verification code and then click Update.

Inviting users to InCountry Portal

Having the Owner role, you can invite users to the InCountry Portal. You can invite new users by sending an automated email with an invitation.

  1. On the Users page, click Invite User.

  2. On the Invite user page, enter the email address of a person you want to invite to the InCountry Portal.

  3. Check the box with the captcha.

  4. Click Next.

  5. Enter the verification code and click Invite.

The invitation email is sent to the recipient’s email address. The Invite is pending... status will be shown in the Role column.

If you need to resend the invitation, click the Resend Invite icon.

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.

  1. On Users page click Transfer ownership button.
  2. On the Transfer ownership page, select the user who you want to transfer the organization ownership to and enter your password.
  3. Click Next.
  4. Enter the verification code and then click Transfer.

The InCountry Portal will send an email with information that the ownership has been transferred. The organization ownership will be transferred to the selected user.