Add Members
You can add members to the Member Portal and assign roles and permissions to members.
Before you Start
Ensure that you have the View, Create, and Update permissions to the Member module to add members and update member details.
Steps
To add members, follow these steps:
Sign in to the Analyst Portal.
Go to Administration > User Management.
Select Member and click Add. Use the following information while entering details in the User Details section:
Email: Enter the user's email. The email address is used to log in to the Member Portal and receive email alerts and a 2FA one-time password (OTP).
Full Name: Enter the full name of the user. For example, John Doe.
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.
Alert Delivery Options: 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.
Note
If you select email notification as the only alert delivery option, the user is created as an Email-Only user in Collaborate.
Member Role: Associate one or more roles with the member. Available roles are Member, Member Admin, Sector Admin, Intel Approver, and Sector Approver. By default, the Member role is selected and cannot be cleared. For more information about member roles, see Member User Roles.
Member Permissions: Select permissions for the member using the following information:
To enable the Intel Lake feature for the member, select Intel Lake. Selecting this option enables the member to view details of threat intel objects derived from Intel Exchange. By default, this checkbox is not selected. For more information, see Intel Lake.
Display Intel Lake data for indicators in alerts: Allow members to view Intel Lake data when they click indicators that are included in alerts. This option is enabled by default.
Display Intel Lake Module: Allows members to view the Intel Lake module as part of the sidebar in the Member Portal. This option is enabled by default.
Generate Intel Lake open API credentials: Allows members to generate Intel Lake open API credentials.
Note
Before you enable Intel Lake for members:
Ensure that Intel Lake as a feature is enabled for your tenant. This feature is available only for Cyware cloud-based deployments. Contact Cyware Support for assistance.
Ensure that the Intel Exchange version is updated to v3.5.2.0
Ensure there are an adequate number of read-only user licenses in Intel Exchange.
Ensure that you have configured Intel Exchange integration. For more information, see Configure Intel Exchange (CTIX) Integration.
Email Subscription: Select the checkbox to configure email notifications sent to the member. 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.
Active: To make the member profile active, select the Active checkbox. Inactive users cannot log in to the application. By default, this checkbox is selected.
Send Welcome Email: To send a welcome email to the member, select the Send Welcome Emailcheckbox. The welcome email contains a link to log in to the Collaborate Member Portal. If you want to add additional details and contact details of the member, use the following sections.
After making changes, click Add to add the member. An email invitation is sent to the user for Member Portal login. The invitation link expires in 72 hours.
Note
Sign-in procedures may vary, if your organization uses a specific authentication configuration, such as single sign-on (SSO).
Add Additional Details
You can include additional details such as location and recipient groups for the member.
Before you Start
Ensure that you have the View, Create, and Update permissions to the Member module.
Steps
To add additional details, follow these steps:
Go to Administration > User Management.
Select Members, and click Add.
Select Additional Details to add the location and recipient groups for the member. Use the following information while entering details in the Additional Details section:
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.
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.
Click Add.
Add Member Contact Details
You can include a physical mailing address and phone number details for crisis notification for the member.
Before you Start
Ensure that you have the View and Create or Update permissions to the Member module.
Steps
To add contact details, follow these steps:
Go to Administration > User Management.
Select Members and click Add.
Select Contact Details to add the physical location and crisis notification details for the member. Use the following information while entering details in the Contact Details section:
Enter a physical mailing address for the member. Entry fields include street, city, state, zip code, and country.
Enter the country code and phone number 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 member. You can only specify one number as the primary contact number.
Select Receive SMS next to each contact number to specify if a member wants to receive a text message (SMS) in the event of a crisis. By default, this checkbox is not selected.
Click Add.