Members

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

1. In the top-right corner, click the Manage Organization menu item.

2. The Manage Organization page opens as follows:

   

3. Select the Members tab.

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

Attribute	Description
Email	Email address of the registered user.
Updated	Date when the user account was updated.
Role	The 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:

• Delete the no longer needed user accounts

• Reset a password for users

• Managing user’s role

• Invite users to InCountry Portal

• Transfer ownership to another user

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 Members page, locate the user who you want to delete.

   

2. Click the Remove Member icon.

3. Enter the verification code and then click Remove.

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 Members 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:

Action	Owner	Configuration Administrator	Configuration Auditor	Account Manager	Member
ACCOUNT MANAGEMENT (OWN)
Log in
Change email
	This option is unavailable when using SSO.
Change password
	This option is unavailable when using SSO.
Terminate session
Change authentication method
DASHBOARD
View
ENVIRONMENTS
View list
Add
Edit
Delete
COUNTRIES
View list
Add
SDK CREDENTIALS
View list
Add
Edit
Delete
SERVICES
View list
Add
Edit
Delete
Upload certificate (for Salesforce service)
BORDER ENDPOINTS
View list
Add
View
Edit
Delete
ENCRYPTION KEYS
View list
Add
Edit
Rotate
RESIDENT FUNCTIONS
View list
View
Publish / Edit
Execute
Delete
CSV FILE IMPORT
View list
Upload file
View
Process (Import)
Delete
USERS
View
Invite users
Delete invites
Change role
Reset password
Delete User
COMPANY SETTINGS
View
Edit
Transfer ownership

1. On the Members 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. 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 Members page, click Invite New Member.

   

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

   

3. 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 the Manage Organization page, click the Transfer ownership tab.

2. On the Transfer ownership tab, select the user who you want to transfer the organization ownership to and enter your password.

   

   

3. 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.