Managing Organisations

This guide provides advanced instruction on the managing of organisations within ITIES. You should be familiar with the Registration and other guides prior to reading this document.

Under Settings you can manage the users for your organisation, its name and contact details, and its API key.

Adding and removing users

All users of an organisation can manage financial institutions, view and submit reports, edit the organisation name and contact details, reset the API key and add or remove other users from the organisation.

To add a new user:

• Enter the new users email address, and press +Add user.

If the new user is already registered with ITIES they will be granted access to the organisation immediately, and notified by email.

If the new user is not already registered with ITIES they will be sent an email with a link to click to confirm their email address. They will be granted access to the organisation once they have confirmed their email address.

To remove a user:

• Press the -Remove user button next to the email address of the user you wish to remove.
• Press the red Remove button to confirm.

Modifying organisation name and contact details

• Enter the new details.
• Press Save.

Generating a new API key

You may generate a new API key at any time

*Warning!* Generating a new API key will revoke access for any systems using the current API key. These systems will not be able to use the ITIES API until they are updated with the new API key.

To generate a new API key:

• Press ▶ Generate new API key.
• Tick the checkbox to confirm that you wish to generate a new key.
• Press the red button Generate new API key.
• Update your systems with the new API key.