General
Analysts and member admins can add you to the Collaborate platform. An invite email will be sent to your corporate email account. Use the link provided in the invite email to start the onboarding procedure and sign in to the Member Portal.
Note
The onboarding procedure will vary if your organization has enabled single-sign-on (SSO) authentication.
You can add a maximum of four modules to the left sidebar. Adding modules to the left sidebar will help you to quickly access your favorite or frequently used modules.
The global search option allows you to search for information in modules such as Alerts, Knowledge Base, Doc Library, Member Directory, Indicators Allowed, and Reports.
To search for member details, perform the following actions:
Type the query into the Search bar, select the Member Directory radio button under the Search list, and then press Enter. A search results page opens, listing your results.
Select the Member and the Member Details tab with all the information displayed on the right-hand side.
To ensure the best viewing experience of the Member Portal, make sure your screen resolution width is at least 1024 pixels. If your screen width is less than this, consider using the Cyware Enterprise mobile app, which you can download from the App Store or Play Store.
If you manually sign out of the Cyware Enterprise mobile application, you will no longer receive notifications. However, if you are signed out of the app due to inactivity, you will continue to receive notifications.
After an admin resets your 2FA token, your default 2FA method changes to Code via Email. You will receive a 2FA code in your registered email for authentication when you try to log in. This step ensures your account remains secure. After you log in, you can reconfigure your preferred 2FA method, such as Code from App, in User Profile > Profile Settings > Default 2FA Method, and set it as your default 2FA method. For more information, see Member Profile.
Prior to Collaborate v3.8.3.0, when 2FA was enabled, you could choose and configure your preferred 2FA method while signing in to the Member Portal. However, this approach posed security risks, potentially allowing unauthorized access. To enhance security, starting from Collaborate v3.8.3.0, the system automatically defaults to sending a 2FA code via email if you haven’t configured another method. This ensures that your account is protected by a verified email address before you set up any other 2FA options. After logging in with the code sent to your authorized email, you can configure and select your preferred 2FA method, such as Code from App or Code via SMS/Text, in User Profile > Profile Settings > Default 2FA Method. For more information, see Member Profile.