Overview

Janrain’s Customer Care Portal (CCP) enables an authorized representative to search for, create, modify, and delete user profiles stored within a Registration application. Each user profile includes an audit log that displays all changes committed to the profile which includes those made by the user, Customer Care Portal agents, or Janrain APIs.

Access permissions to profile management functionality are restricted based on agent roles and the profile management hierarchy defined for the properties using your Registration application. By default you may restrict agent access between your development and production databases, but further restriction within a database may also be configured based on a group of properties.

Properties

A property is related to an API client used for log-in on your websites or applications. When a new API client is created, Janrain must configure it for use with the Customer Care Portal to associate it with the appropriate set of agent permissions. Please contact Janrain when a new API client needs to be configured.

Each user profile is associated with a property at the time of registration through the Janrain Registration widget. User records created via API must also have a property association set in order to be accessible to agents in the Customer Care Portal.

Agent Roles

Agent Manager

An agent manager has administrative privileges over specific groups of properties. At least one agent manager will be defined for a customer. This role is able to:

  • View and manage agents
  • View and manage other agent managers
  • Search for, create, modify, and delete profiles
  • View a profile’s change history

Agent

An agent has general access privileges over specific groups of properties. Access to work within specific properties must be explicitly granted by an agent manager. This role is able to:

  • Search for, create, modify, and delete profiles
  • View a profile’s change history

Managing Agents

An agent manager can manage memberships for agents in organizations the agent manager has been given authorization to access. When logged in to your Janrain Console, click the Admin tab to access the Agent Overview screen, which lists all the members the agent manager is authorized to manage. You must be an agent manager to access this area.

Adding an Agent

  1. On the Agent Overview screen, enter the prospective agent’s email address in the Agent’s Email Address box.

  2. Select a role and an organization for the agent, and click Add Role. These lists are populated by the roles and organizations you have authority to assign.

  3. Continue adding roles and organizations as necessary.

  4. Click Create New Agent.

  5. A notification email is sent to the new agent saying that a new role has been granted within an organization, and the new agent is invited to complete his or her registration.

  6. The agent must verify the email address used at registration in order to log in.

Removing an Agent

  1. On the Agent Overview screen, select an agent profile in one of several ways:

    • Enter the prospective agent’s email address in the Agent’s Email Address box. If the email address is valid, click the link that appears (Click here to manage this agent.).
    • Click an agent’s row on the table.
  2. On the agent profile, click the button of a role/organization combination you want to remove. Remove as many role/organization combinations as necessary.

  3. Click Update Agent Profile to apply the changes.

Managing Profiles

Both agent managers and agents can manage profiles in organizations the agent has been given authorization to access. This means they are able to create new profiles, modify existing profiles, delete profiles, and view a profile’s change history. The fields available for your agents to modify are configurable by Janrain.

Creating a New Profile

  1. On the Records Table page, click Create New Profile. The Create a Profile page is displayed.

  2. Select a managing property.

  3. Enter or select values for the profile fields.

  4. When you are finished, click Create Profile.

  5. Click Return to search results to find the new profile and make any further updates. Records may take a moment to update in the profile search page, so refresh the search page if results do not appear updated.

Modifying a Profile

  1. Click a profile row on the records table. The Profile Details tab is displayed.

  2. On the Profile Details tab, you can change any of the profile fields, including the managing property.

  3. When you are finished, click Update Profile.

  4. You can also Resend Verification Email or Send Password Reset Email to the person. These buttons may be disabled if the profile does not contain an email address or if the email address is already verified.

Viewing a Profile’s Change History

  1. Click a profile row on the records table. The Profile Details tab is displayed.

  2. Click the Audit Log tab.

  3. When you are done, click Return to Search Results.

Deleting a Profile

Note: Deleting a user profile permanently removes the record from the database.
There is no way to undo this operation.

  1. Click a profile row on the Records table. The Profile Details tab is displayed.

  2. At the bottom of the page, click Delete this Profile.

  3. Follow the instructions on the Confirmation dialog and click Delete Profile to permanently remove the record from the database. Otherwise, click Cancel Deletion.