Add Privileged Users
You can add new privileged users (analysts), assign roles and permissions, and assign categories. Additionally, you can also create a privileged user as a member.
Just-In-Time User Provisioning
Analysts can onboard the Analyst Portal automatically through Just-In-Time (JIT) user provisioning, which eliminates the manual creation of user accounts. To automate authentication of users, analysts can configure single-sign-on (SSO) configuration using Security Assertion Markup Language (SAML). This process streamlines access by automatically creating and authenticating users into the Analyst Portal. To configure SAML, see Manage Analyst Portal Authentication.
Before you Start
Ensure that you have the View, Create, and Update permissions to the Privileged User module.
Steps
To add privileged users, follow these steps:
Go to Administration > User Management.
Select Privileged User, and click Add. To enter the required details in the User Details tab, use the following information:
Email: Enter the user's email. The email address is used to sign in to the Collaborate Analyst Portal, receive email alerts and one-time passwords (OTP) for authentication.
Full Name: Enter the full name of the user within 200 characters. For example, John Doe.
(Optional) Phone Number: Enter the user's phone number. Additionally, you can also add the area code and extension format. For example, (123) 456-7890, extension 987.
Role: Select a role for the user. You can choose from the preconfigured system roles. Alternatively, you can assign a custom role to the user. For more information about custom roles, see Role-Based Access Control.
Category(s): Assign categories for the user to use in the Required Details section of the alert creation form. Users can create and save alerts as drafts or publish alerts only with the assigned categories.
Note
By default, admins and root admins have access to all categories. If you select one of these roles for the user, the category field is not displayed.
Analyst Groups: Assign the user to one or more analyst groups to streamline collaboration and manage access to alerts within the group’s assigned categories. By default, admins and root admins have access to all analyst groups.
Note
This field appears only when the Analyst Groups feature is enabled in Configurations. For more information, see Configure Analyst Groups.
(Optional) Active: Ensure that this option is selected to activate the user. Inactive users cannot sign into the Collaborate application. By default, the user is activated.
(Optional) Allow Publishing to All Users: Select Allow Publishing to All Users to allow the user to publish alerts to the All Users recipient group in the Member Portal.
(Optional) Send Welcome Email: Select Send Welcome Email to send an invitation email to the user you are adding to Collaborate. The welcome email contains a link to sign into the Collaborate application.
Turn on the Also create this user as Member? toggle to add the user as a member and provide access to the Collaborate Member Portal. This creates a separate member role for the user and an invitation email is sent to the user's email account, prompting them to sign in to the Member Portal and complete their account setup. By selecting this option, the Additional Details and Contact Details tabs are available in the Add Privileged User creation form. To add member-specific details, see Add Member Details.
The Send Welcome Email field is visible only when Also create this user as Member? is enabled.
Note
When editing the privileged user details, you cannot edit the selection for Also create this user as Member? For example, if you do not enable this option when adding a privileged user, you will need to add the same user as a member separately.
Click Add.
An email invite is sent to the user, prompting them to sign in to Collaborate and complete their account setup. The credential configuration must be completed within 72 hours, after which the link expires.
Note
Based on the authentication method configured by the administrator for your organization, the sign-in methods may vary.
Add Member Details
You can also create a privileged user as a member and provide access to the Collaborate's Member Portal.
Steps
To add member details, follow these steps:
Go to Administration > User Management.
Select Privileged User, and click Add. Enter the required details in the User Details tab.
After entering the user details, turn on the Also create this user as Member? toggle to add the user as a member and provide access to the Member Portal. This creates a separate member role for the user and an invitation email is sent to the user's email account, prompting them to sign in to the Member Portal and complete their account setup. By selecting this option, the Additional Details and Contact Details tabs become available in the Add Privileged User creation form.
To enter the member details, use the following information:
Organization Type / Sector: Select the organization type or sector to which the member belongs. For example, Finance.
Organization / Entity: Select the organization or entity to which the member belongs. For example, Example Bank.
(Optional) Alert Delivery Options: Use Alert Delivery Options to specify the type of alert notifications you want the user to receive. Available options include Member Portal (Web application), Mobile, and Email Notification. By default, Email Notification is selected and cannot be cleared. If you do not select any other option for alert delivery, the user is created as an email-only user in Collaborate.
Member Role: Use Member Role to associate one or more roles with the user. Available roles are Member, Intel Approver, Member Admin, Sector Approver, and Sector Admin. By default, Member is selected. Every user added to the Member Portal are assigned the role of member. Along with this role, additional member roles can be assigned to a member. For more information about member roles, see Member User Roles.
(Optional) Email Subscription: Use Email Subscription to control email notifications sent to the user. Important email notifications such as invitation emails, OTP emails, and password change updates cannot be unsubscribed. However, you can choose to subscribe or unsubscribe from email notifications from features such as Actions, Alerts, Intel, Collaboration, RFI, and Survey.
(Optional) Active: Select Active to activate the user. Inactive users cannot sign into Collaborate. By default, the user is active.
(Optional) Allow Publishing to All Users: Select Allow Publishing to All Users to allow the user to publish alerts to the All Users recipient group in the Member Portal.
(Optional) Send Welcome Email: Select Send Welcome Email to send an invitation email to the user you are adding to Collaborate. The welcome email contains a link to log in to the Collaborate application.
To add additional details such as location and recipient groups for the user, see Add Additional Details
To add contact details and crisis notification details for the user, see Add Contact Details
Click Add.
Two separate email invitations are sent to the user for Analyst Portal and Member Portal. The invitation link expires within 72 hours.
Note
Based on the authentication method configured by the administrator for your organization, the sign-in methods may vary.
Add Additional Details
You can include additional details such as location and recipient groups for the user.
Steps
To add additional details, follow these steps:
Go to Administration > User Management.
Select Privileged Users and click Add. Enter the required details in the User Details tab.
After entering the details, turn on the Also create this user as Member? toggle to add the user as a member and provide access to the Collaborate Member Portal. This creates a separate member role for the user and an invitation email is sent to the user's email account, prompting them to sign in to the Member Portal and complete their account setup. By selecting this option, the Additional Details and Contact Details tabs become available in the Add Privileged User creation form.
Select Additional Details to add the location and recipient groups for the member. To add these details, use the following information:
Specify the location where the member is located. The fields include country, state, city, and site. For example, the United States of America.
Note
The fields, city, and site depend on the state selected. Analysts can configure this in the Member Settings. For more information, see .
Specify the recipient groups to which the member belongs. You can assign public groups, invite only groups, and system groups. You can select one or more recipient groups for the member.
Specify the additional information in Other Information. Analysts can configure these custom fields in the Field Management settings.
Click Add.
Add Contact Details
You can include a physical mailing address and phone number details for crisis notification for the member.
Steps
To add contact details, follow these steps:
Go to Administration > User Management.
Select Privileged Users and click Add. Enter the required details in the User Details tab.
After entering the details, turn on the Also create this user as Member? toggle to add the user as a member and provide access to the Member Portal. This creates a separate member role for the user and an invitation email is sent to the user's email account, prompting them to sign in to the Member Portal and complete their account setup. By selecting this option, the Recipient Groups and Contact Details tabs become available in the Add Privileged User creation form.
Select Contact Details to add the physical location and crisis notification details for the member. To add these details, use the following information:
Enter a physical mailing address for the Member. The fields include street, city, state, zip code, and country.
Enter the country code, phone number, and the extension at which a member can be reached in a crisis. You can enter up to three phone numbers. You can also configure the following additional preferences.
Click Set as Primary to specify which phone number is the primary contact number for the user. You can only specify one number as the primary contact number.
Select Receive SMS next to each contact number to specify if a user receives a text message (SMS) in the event of a crisis. By default, this option is not selected.
Click Add.