Settings
Alert Settings
Yes, alerts with special handling instructions help you share priority alerts with members by allowing them to stand out from other alerts. You can create and edit special handling in Administration > Settings > Alert Settings > Special Handlings. For more information, seeSpecial Handlings.
Threat assessments are part of alerts, so members can view them in the alert content.
Yes, members can change the response to a threat assessment within the assigned time limit.
Core Settings
Yes, system categories are pre-configured on the Analyst Portal. These are some commonly used categories and directly relate to some features in the Collaborate. For example, alert categories such as Crisis Notification, Vulnerability Advisories, Malware Advisories, RSS Alerts, Request for Information, Partner Advisory and others are system categories. Admins cannot create new system categories. If required, admins can create custom categories which are used while creating alerts.
To restrict members from disabling a category select the Don’t allow Members to disable this category checkbox while creating categories in Administration > Settings > Core Settings.
Yes, you can make text boxes, multi-select, single-select, and other fields mandatory.
You can view the number of analysts in Core Settings > Category. The listing page has the Number of Analysts column which gives you the count of analysts.
Info Source is a multi-select field. The field is available for categories that have enabled it on the Create Category form. If the desired category does not have the info source field, admins can enable it on the Update Category page.
Admins can select Allow members to submit Threat Intel in this Category checkbox on the Create Category form to enable it in the Member Portal. Ensure that the category is in Active status.
Admins can add a default image while creating a category. Follow the below steps:
Select Use Default Image option on the Create Category form.
Edit the category to update the option for an existing category.
Note
If you want to use a custom image, select Use Custom Image option and click Upload Image to upload.
In the Create Category form, select Others, and turn on the toggle for the Tactic-Techniques field.
Clear Visible to Members checkbox for the field in the Create Category form.
No, the name of a System Category cannot be changed.
Admins can create a Recipient Group from the Settings module. The most suitable can be the Invite only Recipient Groups that are created to meet the functional requirements of the organization. You can create multiple Invite-only Groups and a member may be included in multiple Invite-only Groups as per requirement.
Note
Invite-only Groups can only be controlled by admins and members will not be given the option to request or add themselves to these Groups.
To add fields to a custom category, follow the below steps:
In the Settings module of CSAP Analyst Portal, click Core Settings.
Click Category and click Create.
From the fields like Text Boxes, Single Select, Multi Select, Others, and Custom, toggle on the required fields.
Field Settings
When the admin creates a category, the fields can be mapped to that category. These mapped fields will appear in the Additional details tab when the category is selected for creating alerts, intel, and other reports.
The Intel Submission option cannot be enabled if the alert option is disabled for fields. Toggle it on.
Member Settings
The fields enabled can be viewed in the Additional Details link. All the fields enabled by the admin can be viewed.
The admin must enable the flag Submit Incident anonymously on the Incident Submission option of the Settings module.
The Conference Call feature allows Members to connect using a simple and common conference calling number. To provide a Conference Call link see Add Conference Call.
In the Members Settings of the Settings module, select Organization. Click Edit on the organization to edit details about Name, Level, License, Active/Inactive users.
The admin can manage the number of member admins assigned at the organization level on the Organization option of the Settings module. To manage the Number of Member Admins assigned to an Organization seeMember Organization.
Tip
Similarly, other details like Allowed Intel Approvers, Organization Type, Organization URL, etc can also be updated based on the requirement.
Yes, you can redefine the Terms of Use. Admins can select the Enable in Member Portal and Show on Every Login checkbox to ensure that the Terms of Use are displayed in the Member portal for members with each login. For more information seeTerms of Use.
Admins can opt for the Bulk Update option from Actions on the Organization option on the Settings module. Select the source and destination organizations.
The Organization Type must be disabled. Contact your admin to enable the desired Organization type. The admin can toggle on the Active button of an organization from the Settings module.
The license count for occupied and available licenses can be viewed on the Organization listing page. In the Settings module, select Member Settings and click Organization to view the details of Organizations.
Organization Levels allows admins to group members within an organization by setting up a limit for adding the maximum number of members to an organization. To manage the license count see Organization Levels.
Theme Settings
You might be unable to upload logo images because the total size of all images combined may exceed the upload limit. Each of the five image fields in Logo Management allows up to 1.5 MB, but the combined size must not exceed 2.5 MB while saving the upload.
To resolve this, use the following information:
Reduce the file size of each image before uploading to ensure the combined size is 2.5 MB or less.
Instead of uploading all images simultaneously, upload and save each image individually to avoid exceeding the limit.
Other Settings
The steps to send a crisis alert are the same as publishing any alert. The category though is Crisis Notification. The configurations for the Crisis Notifications can be set from the Configurations module of the Analyst Portal.
You can create crisis notification templates in Crisis Management in the Settings module by providing basic details like the Title, Description, and TLP, and selecting the notification methods. When a Crisis Notification is created, you will get the option to either create a new Crisis Notification or create one from existing templates.
Only admins can change the details for a Crisis Notification template. In the Settings Module, select the Crisis Management option. Click on the Edit icon to make the desired changes and click Update to save the changes.
Only admins can create categories for Knowledge Base. In the Settings module, select the Knowledge Base option. Click on Create. Enter the Category Name and click Create.
Note
The categories will appear as options while creating a new Knowledge Base from the Knowledge Base module.
Collaborate offers enhanced security with Access Control. The feature enables admins to allow or block countries or IP addresses for allowing or restricting respective users to access the Analyst Portal. To restrict users from a particular geography from accessing the Analyst Portal see Access Control.
You can update the Intel Submission disclaimer from the Member Submission group in Configurations.
You may not be receiving the OTP emails if:
You have not configured the SMTP server for Collaborate.
Your configured SMTP server credentials have expired.
The email domain is not included in your organization's allowed list.
The emails may be going to your spam folder.
Go to Settings > Other Settings and click License Management. Check Version.