Account Management Guide

Organization owner

One user from your organization must be designated as the organization owner. This user can then add/delete additional accounts for other users at your organization.

An ORCID staff member must create the organization owner account. When this account is created, the organization owner will receive an email prompting them to activate their account. The link in the activation email is valid for 24 hours. If you click on an expired link then we will automatically send a new activation email to the registered email address. Reminders are sent 7 and 30 days after creation. If you do not receive the email, please contact [email protected]

Activating your account and accessing the portal

1. Click the link in the activation email to set a password for your account
2. Sign into the member portal with your email address and password at https://member-portal.orcid.org
3. To edit your name, email address or password, click ‘Account’ in the upper right corner and choose the relevant option

Add users (organization owner only)

The organization owner can add additional users to the member portal to access the organization’s member and integration reports and to help provide support with Affiliation Manager.  The option to add new users can be located under the Administration menu ‘Manage users’ 

1. Click the ‘Manage users’ option from the Administration menu
2. Click the button ‘add user’ in the top right corner

3. Enter the email address, first and last name. Your organization name will be automatically populated and is not editable. Only check Organization Owner if you are transferring ownership which will result in you losing access to manage users in the future. You will be returned to the homepage if you complete this action. 
4. When this account is created, the new user will receive an email prompting them to activate their account. Again, the link in the activation email is valid for 24 hours but if an expired link is clicked a new activation email will be triggered. If the user does not receive the activation email click ‘resend activation email’ button against their user which will request another activation email to be sent

Delete users (organization owner only)

The organization owner can also delete users from the member portal once access is no longer required or they have left the organization.  Again this option can be located from the Administration menu ‘Manage users’ 

1. Click the ‘Manage users’ option from the Administration menu
2. Locate the relevant user that you would like to delete from the portal

3. Click ‘Delete’ and you will be prompted with a confirmation  message

4. Click ‘Delete’ again. The user has now been removed from the list of your organization’s users. 

Transfer organization ownership (organization owner only)

The organization owner can transfer organization ownership to a new or existing user.  The option to add new/edit users can be located under the Administration menu ‘Manage users’ 

1. Click the ‘Manage users’ option from the Administration menu
2. Click the button ‘add user’ in the top right corner (only if the user is new)

3. Enter the email address, first and last name. Your organization name will be automatically populated and is not editable. Check ‘Organization Owner’ to transfer ownership. You can check this box for an existing user if required if you are transferring ownership to a user of the portal that is associated with your organization
4. Click ‘Save’
5. You will be asked to confirm that you want to transfer ownership

6. Click ‘OK’
7. You will be returned to the homescreen with no access to the administration menu option

Enabling 2FA

Two-factor authentication (2FA) is a second security check during the sign-in process. It provides additional confirmation that you are indeed the person signing into your account. The two factors are:

Factor one: You sign in using your portal account credentials

Factor two: You enter a time-sensitive six-digit code unique to your portal account, or a unique recovery code linked to your portal account.

To enable 2FA on your portal account you need to follow the steps below:

1. Login to your member portal account
2. Navigate to your account settings
3. Check the box next to ‘Two-factor Authentication’
4. Scan the provided QR code and enter the verification code provided via your preferred two-factor authentication app. If required you can use then provided text code to set up instead of scanning the QR code.

Save your codes! You won’t have the opportunity to download them later. If you lose access to your 2FA application and don’t have access to the codes, you’ll lose access to your portal account.

Recovery codes can be used to access your account if for any reason you can’t receive 2FA codes (for example, if you lose the device with your 2FA app).

Download or copy these codes and store them in a safe spot, such as password manager.

This is the only time that you can download or copy these codes. ORCID does not store a backup. If you lose access to your 2FA application and don’t have your codes, you will lose access to your portal account and will need to contact our support team.

If you forget to download or copy your recover codes, you can generate a new list by disabling 2FA and then re-enabling it on your ORCID account.

When you next login to the portal you will be asked to enter the code provided via your authenticator app.

Language Preferences

You can update your language preference within the account settings option. We currently support English, French, Spanish, Italian, Czech, Russian, Korean, Portuguese, Japanese and Traditional and Simplified Chinese.

1. Click ‘Account’ in the upper right corner
2. Select ‘Settings’ from the drop down menu
3. Choose your preferred language and click save