Manage Members
You can manage existing members in Collaborate and perform other supporting actions on the member listing page.
Modify Member Details
You can modify existing member details.
Before you Start
You must have the View and Update permissions to modify member details.
You must have the Update Member Email permission to the Member module to modify a member's email address.
Steps
To modify member details, follow these steps:
Sign in to the Collaborate Analyst Portal.
Go to Administration > User Management > Member.
Hover over the member you want to modify, click the vertical ellipsis, and click Edit.
Modify the details of the members as required. Clearing the Active checkbox sends an email to the member, informing them that their account has been deactivated. For more information about the fields, see Add Members.
Note
You can also modify the email address of the member if you have the Update Member Email permission to the Member module.
Click Update.
Change Lock Status of Member
If Collaborate detects multiple invalid login attempts for a member, the member is locked out of the application. A lockout action means that the member is restricted from accessing the Collaborate application. Once an account is locked out, the member receives an email notifying them of the lockout, as well as providing them a support email address to which they can send an email request to unlock the account.
To unlock a locked-out member, administrators can click on the lock icon for the respective user.
Supported Actions for Members
You can perform the following actions on the member listing page:
To refresh the member page, click Refresh from the upper-right corner.
Hover over a member, click the vertical ellipsis, and use the following information:
To modify member details, click Edit.
To view the details of the member, click View.
To reset the TOTP authenticator app configuration, click Reset Authenticator App. This resets the authentication token for Collaborate and the TOTP authenticator app. After resetting, the member must reconfigure the authenticator app for Collaborate by scanning the new QR code.
To reset the member's password, click Reset Password. The member will receive an email with a password reset link.
To download a list of all members in .csv format, click Export CSV. You will receive the link to the exported file in your email from where you can download it. The link can only be used once and expires in 72 hours from the time you receive it.
Search and Filter Members
To search for information related to specific members, type your query into the Filter field. By default, it is enabled. If you do not see the field, click Open Filters from the top-right corner to access it. You can filter members based on the following parameters:
Status: Option includes Active or Inactive.
City: Option to filter members based on the city they are located in.
Country: Option to filter members based on the country they are located in.
Crisis Configured: Option to filter members based on crisis notification contact details configuration.
Invited Users: Option to filter members who are invited and not invited to the Member Portal.
Locations: Option to filter members based on their location.
Locked/Unlocked Users: Option to filter members based on their account lock status.
Invite Status: Option includes Invited or Accepted.
Member Roles: Option to filter members based on the roles that are assigned. For more information, see Member User Roles.
Organization Types: Option to filter members based on the organization type they belong to.
Organizations: Option to filter members based on the organizations they belong to.
Recipient Group: Option to filter members based on recipient groups they belong to.
Registered/Unregistered Users: Option to filter members based on their registered status. Members who have accepted the invitation to the Member Portal are considered registered users.
Status: Option to filter members on their status. User status can be Active or Inactive. Inactive members cannot access the Member Portal.
Subscription Status: Option to filter members based on their email alert subscription preference.
Send Bulk Invitation for Members
You can invite multiple unregistered members to the Collaborate Member Portal with a bulk action. Unregistered members are members who are added to the Collaborate Member Portal, but have not accepted the invitation and have not logged in to the Member Portal at least once.
Before you Start
You must have the View and Create/Update permissions to the Member module.
Steps
To invite unregistered members, follow these steps:
Go to Administration > User Management > Member.
In the upper-right corner, click Bulk Invite.
Select the checkboxes for members you want to invite. To select all members in the list, select the Select all checkbox.
Use the search and filter option to search for members based on city, country, location, member roles, organization types, and other parameters.
Click > to view the list of members selected by you in the previous step. Click < to go back to the main list.
Click Invite to send the invitation to the members.
Bulk Import Members from CSV File
You can bulk import members by uploading a CSV file to the Collaborate application. The bulk import feature also provides sample files to help users enter the member data in the accepted format. You can download sample files, fill in member details to the CSV file, and upload it back to Collaborate to bulk import all the members.
Ensure that the CSV is in UTF-8 format and first row has the header information (e.g. Name, Email, User Group, and more). The information provided in the CSV file is case-sensitive.
Before you Start
Ensure that you have the View and Update permissions for the Member section.
Steps
To bulk import members, follow these steps:
Go to Administration > User Management > Member.
In the upper-right corner, click Import CSV.
Drag and drop or upload the CSV file that contains the member details. Download the sample provided to enter the member details in the correct format. You can choose between the minimalist version and the full version of the sample file. Ensure the CSV file includes the following mandatory details for each member: Name, Email, Organization, and Organization Type. To specify if the members have permission for features such as the Intel Library, download the Full Version sample file and select the permission as Yes or No.
Note
Starting with Collaborate v3.8.3, along with the name and email, it is mandatory to include the member's organization and organization type in the CSV file.
If the organization and organization type specified in the CSV file do not already exist in Collaborate, they will be created upon successful import of the file.
When the data is processed, the new members are created in Collaborate, and the member details are available in the Member section. You will receive an email summarizing the import result.
If the import fails, the email will include a link to download a .csv file containing the failed records. You can use this file to review the failed records and make the necessary corrections. The link expires 72 hours after you receive it and can only be used once.