Managing users

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

  1. In the top left part of the screen, locate the organization name.

  2. Click the down-arrow icon.

  3. From the contextual menu, select Users & Invitations.

The Users & Invitations 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:

  • delete the no longer needed user accounts

  • reset a password for users

  • transfer ownership to another user

  • invite users to InCountry Portal

Deleting users

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

note

User 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 Users & Invitations 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 & Invitations 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 Check mark Check mark Check mark Check mark Check mark
Change email Check mark Check mark Check mark Check mark Check mark
This option is unavailable when using SSO.
Change password Check mark Check mark Check mark Check mark Check mark
This option is unavailable when using SSO.
Terminate session Check mark Check mark Check mark Check mark Check mark
Change authentication method Check mark Check mark Check mark Check mark Check mark
DASHBOARD
View Check mark Check mark Check mark Check mark Cross mark
ENVIRONMENTS
View list Check mark Check mark Check mark Cross mark Cross mark
Add Check mark Check mark Cross mark Cross mark Cross mark
Edit Check mark Check mark Cross mark Cross mark Cross mark
Delete Check mark Check mark Cross mark Cross mark Cross mark
SDK CREDENTIALS
View list Check mark Check mark Check mark Cross mark Cross mark
Add Check mark Check mark Cross mark Cross mark Cross mark
Edit Check mark Check mark Cross mark Cross mark Cross mark
Delete Check mark Check mark Cross mark Cross mark Cross mark
SERVICES
View list Check mark Check mark Check mark Cross mark Cross mark
Add Check mark Check mark Cross mark Cross mark Cross mark
Edit Check mark Check mark Cross mark Cross mark Cross mark
Delete Check mark Check mark Cross mark Cross mark Cross mark
Upload certificate (for Salesforce service) Check mark Check mark Cross mark Cross mark Cross mark
BORDER CONFIGURATIONS
View list Check mark Check mark Check mark Cross mark Cross mark
Add Check mark Check mark Cross mark Cross mark Cross mark
View Check mark Check mark Check mark Cross mark Cross mark
Edit Check mark Check mark Cross mark Cross mark Cross mark
Delete Check mark Check mark Cross mark Cross mark Cross mark
ENCRYPTION KEYS
View list Check mark Check mark Check mark Cross mark Cross mark
Add Check mark Check mark Cross mark Cross mark Cross mark
Edit Check mark Check mark Check mark Cross mark Cross mark
Rotate Check mark Check mark Cross mark Cross mark Cross mark
RESIDENT FUNCTIONS
View list Check mark Check mark Check mark Check mark Cross mark
View

 Check mark Check mark Check mark Check mark Cross mark
Publish / Edit Check mark Check mark Cross mark Cross mark Cross mark
Execute Check mark Check mark Cross mark Cross mark Cross mark
Delete Check mark Check mark Cross mark Cross mark Cross mark
CSV FILE IMPORT
View list Check mark Check mark Check mark Cross mark Cross mark
Upload file Check mark Check mark Check mark Cross mark Cross mark
View Check mark Check mark Cross mark Cross mark Cross mark
Process (Import) Check mark Check mark Cross mark Cross mark Cross mark
Delete Check mark Check mark Cross mark Cross mark Cross mark
PAYMENT VAULT
View list Check mark Check mark Check mark Cross mark Cross mark
View Check mark Check mark Check mark Cross mark Cross mark
Add Check mark Check mark Cross mark Cross mark Cross mark
Delete Check mark Check mark Cross mark Cross mark Cross mark
EMAIL GATEWAY
View list Check mark Check mark Check mark Cross mark Cross mark
View Check mark Check mark Check mark Cross mark Cross mark
Add Check mark Check mark Cross mark Cross mark Cross mark
Edit Check mark Check mark Cross mark Cross mark Cross mark
Delete Check mark Check mark Cross mark Cross mark Cross mark
USERS
View Check mark Check mark Check mark Check mark Cross mark
Invite users Check mark Cross mark Cross mark Check mark Cross mark
Delete invites Check mark Cross mark Cross mark Check mark Cross mark
Change role Check mark Check mark Cross mark Cross mark Cross mark
Reset password Check mark Cross mark Cross mark Cross mark Cross mark
Delete User Check mark Cross mark Cross mark Cross mark Cross mark
COMPANY SETTINGS
View Check mark Check mark Check mark Check mark Cross mark
Edit Check mark Cross mark Cross mark Cross mark Cross mark
Transfer ownership Check mark Cross mark Cross mark Cross mark Cross mark

  1. On the Users & Invitations page, locate the user whose role you want to change.

  2. Click the Change Role icon.

  3. On the Change User 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 & Invitations page, click Invite New User.

  2. On the Invite New 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. In the top left part of the screen, locate the organization name.

  2. Click the down-arrow icon.

  3. From the contextual menu, select Settings.

  4. On the Company Settings page, click Transfer Ownership.

  5. On the Transfer Ownership page, select the user who you want to transfer the organization ownership to and enter your password.

  6. 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.

← Managing profile and organizationManaging encryption keys →