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InCountry Portal

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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:

User Management

Here you can view the list of users that are registered within your organization. For each user, the following information is available:

EmailEmail address of the registered user.
RoleThe current role of the user. Only one user with the Owner role can be within one organization.
JoinedDate when the user joined the organization.
Invite TypeType 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.

  1. On the list with users, locate the one which you want to delete.

    Delete User

  2. Hover over this user and click the Delete user icon.

    Confirm Delete

  3. In the Confirm action form, click Delete.

  4. 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.

  1. On the list with users, locate the one which you want to reset the password for.

    Reset Password icon

  2. Hover over the user and click the Reset Password icon.

    Reset Password

  3. In the Reset Password form, click Reset. Additionally, you can enable the following options by moving toggles right:

    1. 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.

    2. 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.

  4. 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:

RoleGetting StartedDashboardEnvironmentAccount ManagementUser ManagementRecommendationsBilling
Owner:check_mark::check_mark::check_mark::check_mark::check_mark::check_mark::check_mark:
Member:check_mark::check_mark::check_mark::check_mark::cross_mark::cross_mark::cross_mark:
Product:check_mark::check_mark::cross_mark::cross_mark::cross_mark::cross_mark::cross_mark:
Billing:cross_mark::cross_mark::cross_mark::cross_mark::cross_mark::cross_mark::check_mark:
Account Management:cross_mark::cross_mark::check_mark::check_mark::check_mark::check_mark::cross_mark:
  1. On the list with users, locate the one which you want to change the role.

    Role Management

  2. Hover over the user and click the Role Management icon.

    Save Role

  3. In the Role Management form, select a new role for the user.

  4. When complete, click Save.

  5. 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.

  1. As the owner of the organization, on the list with users, locate your user account.

    Transfer Ownership

  2. Hover over the user account and click the Transfer Ownership icon.

    Transfer

  3. In the Transfer Ownership form, select the user who you want to transfer the organization ownership to and enter your user's password.

  4. When complete, click Transfer. InCountry Portal will show the confirmation message and send an email with information that the ownership has been transferred.

    Transfered

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.

  1. On the sidebar, select User Management.

  2. Switch to the Invites tab.

Invites

Inviting users by email

  1. On the User Management page, switch to the Invites tab.

  2. Click Invite User.

    Submit Invite

  3. In the Invite User form, enter the email address of the person you want to invite into your organization on InCountry Portal.

  4. Click Submit.

  5. 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

  1. On the User Management page, switch to the Invites tab.

  2. Click Invite by Link.

    Generate Invite Link

  3. In the Invite by Link form, click the Generate Invite Link icon.

  4. Enter the confirmation code and click Next. InCountry Portal will generate the invitation link.

  5. To copy the invitation link, click Copy to Clipboard.

Copy Invite Link

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.

Hide Invite Link

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.

  1. In the Invite By Link form, click the Delete Invite Link icon.

    Delete Invite Link

  2. Enter the confirmation code and click Next. The invitation link will be deleted.

← Managing Profile and OrganizationRecommendation Modules →
  • Deleting users
  • Resetting the password for the user
  • Managing user's role
  • Transferring the ownership to another user
  • Inviting users to InCountry Portal
    • Inviting users by email
    • Inviting users by sharing the link
    • Showing / hiding the invitation link
    • Deleting the invitation link
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