A member can be either an administrator that can manage all collections or an auditor that only has view access of all collections. It is recommended to have at least two administrators.

Note: If you are using local authentication, members must be existing local users. This means you must add a local user before you can invite them to be a member, and remove them as members before you can delete them from the Local Users page.

Inviting a Member

  1. Log into the Cryptographic Security Platform Compliance Manager webGUI with your standard account credentials.

  2. In the side menu bar, select Settings.

  3. Click the Members tab to view your existing members and their roles.

  4. Click Invite Member.

  5. On the Invite Member page, enter the name of the user that you want to add and their email address.

  6. Select whether the new member will be an administrator or an auditor.

  7. If you selected Administrator, choose the additional roles that you would like to assign to this tenant.

    • Discovery Administrator—Grants administrative access to the Discovery application.

    • KeySafe5 Administrator—Grants administrative access to the KeySafe5 application.

    • Compliance Manager appliance and Tenant Management Administrator—Grants administrative access to the Appliance and Tenant Management applications.

  8. Click Invite Member.

    For Local Authentication:  If SMTP is enabled, the new user will receive an email with the login URL and a temporary password for the Cryptographic Security Platform Compliance Manager webGUI. If SMTP is not enabled, you will need to send the login URL and temporary password to the new user.
    For OIDC:  If SMTP is enabled, the new user will receive an email with the registration URL. This URL is active for 24 hours only, and the user must click on the URL and sign in with their credentials before logging in to the Cryptographic Security Platform Compliance Manager webGUI. If SMTP is not enabled, you will need to send the registration URL to the new user.

Removing a Member

  1. Log into the Cryptographic Security Platform Compliance Manager webGUI with your standard account credentials.

  2. In the side menu bar, select Settings.

  3. Click the Members tab.

  4. Highlight the member that you want to remove, and click the Delete icon.

  5. In the Remove Member window, click Yes, Delete.