The Self-Serve User Onboarding feature for the Intouch platform helps to streamline the process of adding and managing Intouch users. Using this you can efficiently onboard new users, assign permissions, and manage user access without relying on manual intervention from administrators.

This feature enables you to onboard users either individually or in bulk to Intouch with the following attributes:

• User role
• Entities to which the user has access
• User type
• Security/permission groups across modules to which the user has access

You can add the users using their e-mail addresses or using the bulk upload option. The difference between with email address and the bulk upload flow is, with the bulk upload, you can have different permissions mapped to different users.

Types of users

Permission and permission set

When you add a user you can provide them permission/access to certain entities such as organisations, org units, and stores and further can define further permissions for those entities. An organisation owner will have access/permissions to the entire resources and no permissions or permission sets are required.

Permission

Permissions represent authorization or what data and functionality a user has access to. A user can be assigned permission to access the entire organisation, or certain units or stores.

Permission set

A permissions set (permissions bundle) is a collection of permissions that can be assigned to a user. For example, for a CSR using Member Care, various Member Care-related permissions are combined into a set or a group which can be assigned to a user. One or more permission sets can be assigned to a user. Individual permissions cannot be directly assigned to a user. The permissions sets are also called access groups and are defined in Organisation settings > Security & Audit > Access.

Accessing the portal

The portal is not available on Intouch and the URL to access the portal is shared internally with the access team. Contact the access team for the accessible link.

Adding users using their e-mail addresses

Perform the following:

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Admin access required

You need to have admin (access to entire organization) access to add the users.

1. Click Add new user.

2. Select Add with email addresses and click Continue. An error message will be displayed if an existing user is added.

3. Enter the email addresses one by one in this text box and click Continue.

4. Select the user type and click Continue.

5. (Applicable for Standard users) Select the entities to which you want to give access for those user(s) and click Continue. You can give access to the entire Organisation or certain Org units or Stores.

6. (Applicable for Standard users) Choose the right permission set or you could also create a new permission set and click Continue.

10. Click Send invite.

The users are added to Intouch and are activated once the users take action on the invitation they received in their emails.

Creating permission sets

To create permission sets, perform the following:

1. Click Create permission set.

2. Enter the Permission set name and Description for the permission set.

3. Select Start from scratch and click Next.

4. Select the relevant modules and assign the permissions.

5. Click Done. The new permission sets are created.

Adding users using the bulk upload flow

The difference between with email address and the bulk upload flow is, with the bulk upload, you can have different permissions mapped to different users.

To add the users in bulk, perform the following:

1. Click Add new user.

2. Select the bulk upload option.

3. Upload the CSV file. You can download the sample file, enter the values, and you can upload the same file. You can have multiple people on this list, and can also have different permissions for each person. So that way, you can customize permission for different users through this bulk upload flow.

4. Click Create user(s).

Editing and deleting a user

At present this feature is not supported and will be available in future updates.