Chatbot Overview
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Working with User Intent & Dialog Node
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Github
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BotKit SDK Tutorial – Agent Transfer
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  1. Home
  2. Docs
  3. Bots
  4. Bot Administration
  5. User Management
  6. Managing Your Users

Managing Your Users

On the Users page in the User Management module, there are two tabs.

  • On the Users tab, you can view and manage your Kore.ai user roles, status, and monitor user message activity.
  • On the User Settings tab, you can define the user profile fields displayed to the user in their profile, for example, address information, and if the user can edit those fields.

If you want to manage an individual user, in the Name column, you can click a user name to display information about a specific user. On the User page for the selected user, you can manage User Status, profile settings, and view or end-user session instances.

The following illustration is an example of the Users tab in the User Management module on the Users page.

UserManagementUsersManagedUsersTab

Working with Users

Managed Users Page Columns

The following list describes the columns displayed for each Kore.ai user.

COLUMN DESCRIPTION
Name Displays the Kore.ai username, presence indicator, and selection box.
Department If defined in the Kore.ai user profile, the company department of the Kore.ai user.
Title If defined in the Kore.ai user profile, the company title of the Kore.ai user
Status Displays the Kore.ai user status. One of:

  • Active – The user is active and can interact with other Kore.ai users. The Status of an Active user can be changed only to Suspend or Deactivate.
  • Suspended – The user is suspended by an administrator. The user cannot log on to Kore.ai, however, messages can still be sent to the suspended user. The Status of a Suspended user can be changed only to Activate or Deactivate.
  • Locked – The user exceeded the maximum number of logon attempts. The Status of a locked user can be changed to Unlock, Suspend, or Deactivate.

About the Action Bar

This section describes the commands available on the Action bar.

Using Grouped By

The list of entries of user accounts in your company can be very large. You can group user accounts by Title, for example, Technical Lead, Vice President, or Developer, or by Department.

To group users, in the Grouped by drop-down list, select an option for grouping, for example, Department, as shown in the following illustration.

GroupedByDepartment
After you group user accounts, you can click the Name, for example, Product Management to view all user accounts in that group.
To remove the grouping, in the Grouped by drop-down list, select None.

Using the Search Field

The list of entries in an admin console table can be very large depending on the size of your company, for example, a list of users or spaces. To find one or more specific users, groups, or spaces, in the Search field, enter at least three characters to begin find-as-you-type, or press return to start the search. For example, enter ra and any entries containing the letters ra are displayed as shown in the following illustration.

Note: The number of search terms in a search query is unlimited, however, no more than the first 20 characters of each search term is used to return search results.

SearchRA
To view all entries, clear the search field, and then press the Enter key.

End a User Session

As an admin, you may need to end one or more user sessions. This topic describes how to end a mobile or desktop session for a specified user.

To end a user session

  1. On the Users tab on the Users page in the User Management module, in the Kore.ai Bots Admin Console, click a User Name in the Name column. The < User > page is displayed.
  2. On the Sessions/Devices tab, click Kill Session to end a Kore.ai desktop application session or Wipe Profile to end a mobile device session.

Warning: No confirmation message is displayed and the session is immediately and abruptly ended for the user.

BotsAdminUserManagementUsersUserKillSession

Reset a User Password

As a Bots Admin, you can send a password reset email to any user, including yourself, from the Bots Admin Console if Single Sign-On (SSO) is not enabled. When SSO is enabled, password policies are not in effect for Bots Admins or Kore.ai users. This topic describes how to select a user, and then send a password reset email to that user.

Tip: If SSO is enabled, Bots Admins can still log on to the Bots Admin Console directly using their password credentials and bypass SSO. For more information, see Logging On Using Your Admin Password Instead of SSO.

Complete the steps in the following procedure to send a password reset email to a user.

  1. On the Users tab on the Users page in the User Management module, in the Kore.ai Bots Admin Console, click a user name in the Name column. The < User > page is displayed.
  2. Click Reset Password. A Reset password for < User > confirmation dialog is displayed.
  3. Click Reset Password.

    Note: If Single Sign-On is enabled, Kore.ai passwords are not used and the Reset Password button is not displayed.

The password reset email sent message is displayed at the top of the < User > page and an email is sent to the user with instructions about how to reset the password.

BotsAdminUserMgmtUsersUserSecurityPassReset

Customizing the User Profile

Modify a User Profile

You can modify the user profile information of a specific user in your account, for example, to update an address or title.
To modify a user profile

  1. On the Users tab on the Users page in the User Management module, in the Kore.ai Bots Admin Console, click a user name in the Name column. The < User > page is displayed.
  2. On the Profile tab, add or modify the user profile information, such as Company and Department, and then click Apply.

The user details updated message is displayed at the top of the < User > page.

Customizing the User Profile

CONTROLS DESCRIPTION
Default Fields Section The following user profile fields are displayed by default and cannot be disabled for viewing on the User Profile page for the user.

  • First Name
  • Last Name
  • Profile Picture

You can also select or clear Allow Edits to enable the user to overwrite the data. Modifications to the user profile take effect at the next user log on.

Controlled Fields Sections The following user profile fields are disabled by default and can be enabled by the Enterprise Admin or admin user:

  • Company
  • Department
  • Title
  • Mobile Number
  • Work Number
  • Address (Number & Street)
  • Address (Street/Suite #)
  • City
  • State
  • Zip
  • Country

You can also select or clear Allow Edits to enable the user to overwrite the data. Modifications to the user profile take effect at the next user log on.

Modify User Profile Settings

By default, only the first name, last name, and profile picture are displayed on the user profile page. This topic describes how to modify the profile settings displayed to users in your company.

  1. In the User Management module on the User Settings tab on the Users page, in the Controlled Fields section, for each field in the Choose to Display column, click on or off to enable or disable user profile fields.
  2. Click Save. The user profile settings are saved.

You can also select or clear Allow Edits to enable the user to override the data. Modifications to the user profile take effect at the next user log on.

Add a User to a Group

You can select a specific user and then add that user to one or more groups. This topic describes three methods that you can use to add users to groups.

  1. On the Users tab on the Users page in the User Management module, in the Kore.ai Enterprise Admin Console, click a user name in the Name column. The < User > page is displayed.
  2. Click Edit Group(s). The Add selected users to 1 or more groups dialog is displayed with a list of all groups in the organization.
  3. Select one or more groups to add the selected user to, and then click Apply,
         – or –
    In the find-as-you-type Search field, enter the name of a group to filter the list of groups, select one or more groups to add the selected user to, and then click Apply,
         – or –
    Select Group to select all groups in the list, or in a filtered list of groups, and then click Apply.

The selected user is added to all groups selected.
In the Add selected users to 1 or more groups dialog, you can click Manage Groups to access the Groups page in the User Management module. For more information, see Managing Your Groups.
BotAdminUserManagementUsersUserAddToGroup

Remove a User from a Group

You can remove a specific user from a group, for example, when the user leaves your company. This topic describes three methods that you can use to remove a managed user from a managed group.

  1. On the Users tab on the Users page in the User Management module, in the Kore.ai Enterprise Admin Console, click a user name in the Name column. The < User > page is displayed.
  2. Click Edit Group(s). The Add selected users to 1 or more groups dialog is displayed with a list of all groups in the organization.
  3. Clear one or more groups to remove the user from, and then click Apply,

         – or –

    In the find-as-you-type Search field, enter the name of a group to filter the list of groups, clear one or more groups to remove the user from, and then click Apply,

         – or –

    Clear Group Name to clear all groups selected in the list, or in a filtered list of groups, and then click Apply.

The user selected on the Users page is removed from all groups cleared.
BotsAdminUserManagementUsersUserRemoveFromGroup

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