Manage Members in Your Organization
The Member Management page is available only if the Organization Management feature is enabled for your organization. This feature allows CSAP Analyst Portal Admins to assign specific members as Member Admins. Member Admins can access the Member Management page to invite other Members to their organization, as well as perform administrator functions.
Other users can be managed using default roles, such as Members or Intel Approvers. However, the Intel Approver Role is only available if a CSAP Analyst Portal Admin has enabled it for your organization. Similarly, the Sector Approver and Sector Admin roles are only available if a CSAP Analyst Portal Admin has enabled it for your organization type or sector.
To access this functionality, click the Settings button, and under Admin Settings, select Member Management.
Note
As a prerequisite to viewing or interacting with Admin Settings, you must have these permissions enabled by a CSAP Analyst Portal user with an Admin role.
The following roles are available:
Member: A basic user that has the ability to use the CSAP Member Portal.
Intel Approver: A member who can review and publish actionable intelligence shared by other members of the organization. Intel Approvers can manage submitted intel under a dedicated module. Intel submitted by members for approval can be followed up and managed using statuses such as submitted, approved, rejected, and reverted until the intel is published.
Member Admin: A member that can manage other members and Intel approvers in their organization. Member Administrators can see a separate Admin Settings section of the Settings module.
Sector Approver: A member assigned to a particular sector or organization type has permission to review intel provided by all members from various organizations within a sector.
Sector Admin: An admin role assigned to a member of a particular sector or organization type that has the capability to add more members, as well as define their roles for various organizations within a sector.
How many members can a Member Administrator add?
The maximum count of members allowed for an Organization is controlled by the CSAP Dashboard Administrator. Please contact the CSAP Dashboard Administrator to increase or decrease the member count.
Overview
The Member Management page displays a list of members added to your Organization. Details such as Member Name, Title, Role, Status, and Contact Details are displayed.
Steps to add a Member
Click on Add Member from the top right to add a new member to your organization.
Note
Fields marked with * are mandatory.
Field Name | Description |
|---|---|
User Details | |
Name* | Activity Enter the full name of the User. |
Title | Activity Enter the Title for the User |
Email* | Activity Enter the email address to which the invite will be sent. You can edit the email address at any point. Impact The User can only log into CSAP with this email address. Note: Please contact the CSAP Admin or Cyware Support if you see the following error message. "This email domain is not approved for Dashboard accounts." |
Phone Number | Activity Enter the User’s Phone Number. |
Access Levels | The Access Level field allows you to provide necessary application access for the Members and determine the Alert delivery options for the Member. The Alert delivery options that can be assigned to Members are:
By default, Members have all three access permissions enabled for theWeb Portal,Mobile App, andEmailNotification. |
Member Role | Allows you to assign different roles within an organization. The following Roles can be assigned.
Choose a Role for the member. If no role is selected, Member is selected as default. Members can access features that are assigned to their Recipient Groups. |
Active | Mark the box if you want the member to be active as soon as he is created. |
Send Welcome Email | Allows administrators to send a welcome email for members to onboard to the CSAP Member portal. |
Recipient Groups | |
Location | It allows users to mention the Geo-location of the member organization. |
Organization Type | Select the Organization Type for the member. |
Organization | Select the Organization for the member. |
User Recipient Groups |
|
Contact Details | |
Mailing Address | Allows the user to mention a physical address mailing for the members. |
Phone Numbers (For Crisis Notification) | It allows administrators to add contact details of members for alerting via Phone Call or SMS during crisis situations.
NoteThe same contact information will be updated to the member profile in the CSAP Member Portal. |
After finishing, click on Add Member.