{"id":17834,"date":"2016-08-03T09:42:18","date_gmt":"2016-08-03T09:42:18","guid":{"rendered":"http:\/\/apidocs.kore.com\/?post_type=docs&#038;p=4512"},"modified":"2022-11-01T10:32:07","modified_gmt":"2022-11-01T10:32:07","slug":"managing-your-users","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-admin\/user-management\/managing-your-users\/","title":{"rendered":"Managing Your Users"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row type_default valign_top\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p><strong>User Management<\/strong> involves managing users and user groups<\/p>\n<ul>\n<li>From <a href=\"#Users\"><strong>Users\u00a0<\/strong>section<\/a>, you can view and manage your Kore.ai user roles, status, and monitor user message activity.<\/li>\n<li>From <a href=\"#User_Settings\"><strong>User Settings<\/strong> section<\/a>, 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.<\/li>\n<\/ul>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2 id=\"users\"><span class=\"ez-toc-section\" id=\"Users\">Users<\/span><\/h2>\n<p>You can manage users in your enterprise network from the Bot Administration page from\u00a0<strong>User Management -&gt; Users<\/strong> section.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/BAC_users.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22020\" src=\"\/wp-content\/uploads\/sites\/35\/BAC_users.png\" alt=\"\" width=\"673\" height=\"378\" \/><\/a><\/p>\n<p>The following list describes the columns displayed for each Kore.ai user.<\/p>\n<table>\n<thead>\n<tr>\n<th class=\"wysiwyg-text-align-left\">COLUMN<\/th>\n<th class=\"wysiwyg-text-align-left\">DESCRIPTION<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr class=\"TableStyle-Simple-Body-Row1\">\n<td class=\"TableStyle-Simple-BodyE-Column1-Row1\">Name<\/td>\n<td class=\"TableStyle-Simple-BodyD-Column1-Row1\">Displays the Kore.ai username, admin indicator, and selection box.<\/td>\n<\/tr>\n<tr class=\"TableStyle-Simple-Body-Row1\">\n<td class=\"TableStyle-Simple-BodyE-Column1-Row1\">Email Id<\/td>\n<td class=\"TableStyle-Simple-BodyD-Column1-Row1\">Registered email id of the user.<\/td>\n<\/tr>\n<tr class=\"TableStyle-Simple-Body-Row1\">\n<td class=\"TableStyle-Simple-BodyE-Column1-Row1\">Bot Builder Access<\/td>\n<td class=\"TableStyle-Simple-BodyD-Column1-Row1\">\n<p>The type of access user has to Bot Builder. Can be<\/p>\n<ul>\n<li><strong>none<\/strong> i.e no access to Bot Builder;<\/li>\n<li>only <strong>Bot Builder Access<\/strong>, or<\/li>\n<li>Bot Builder access along with permission for a <strong>New Bot Creation<\/strong><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr class=\"TableStyle-Simple-Body-Row1\">\n<td class=\"TableStyle-Simple-BodyE-Column1-Row1\">Status<\/td>\n<td class=\"TableStyle-Simple-BodyD-Column1-Row1\">\n<p>Displays the Kore.ai user status. One of:<\/p>\n<ul>\n<li value=\"1\"><strong>Active<\/strong> &#8211; The user is active and can interact with other Kore.ai users.<\/li>\n<li value=\"1\"><strong>Not Active<\/strong> &#8211; Users invited by the Admin, but who are yet to join or accept the invitation.<\/li>\n<li value=\"3\"><strong>Suspended<\/strong> &#8211; 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\u00a0<strong>Suspended\u00a0<\/strong>user can be <strong>Activated<\/strong>.<\/li>\n<li value=\"4\"><strong>Locked<\/strong> &#8211; The user exceeded the maximum number of logon attempts. The status of a locked user can be changed to\u00a0<strong>Unlock<\/strong>, <strong>Suspend<\/strong>, or <strong>Deactivate<\/strong>.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p>Clicking on a specific User row from the Users\u00a0page opens the <strong>User Details<\/strong> page from where you can modify the<\/p>\n<ul>\n<li><a href=\"#Profile\">User <strong>Profile<\/strong><\/a>,<\/li>\n<li><a href=\"#SessionsDevices\"><strong>Sessions\/Devices<\/strong><\/a>, and<\/li>\n<li><a href=\"#Manage_Bots\"><strong>Manage Bots<\/strong> access<\/a>.<\/li>\n<\/ul>\n<h3 id=\"userprofile_mod\"><span class=\"ez-toc-section\" id=\"Profile\">Profile<\/span><\/h3>\n<p>You can modify the user profile information of a specific user in your account, for example, to update their address or title.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/BAC_users_profile.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22029\" src=\"\/wp-content\/uploads\/sites\/35\/BAC_users_profile.png\" alt=\"\" width=\"580\" height=\"649\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094251\/BAC_users_profile.png 683w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094251\/BAC_users_profile-268x300.png 268w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/><\/a><\/p>\n<p>The following fields are accessible from this page:<\/p>\n<ul>\n<li><strong>Status<\/strong> can be:\n<ul>\n<li><em>Active<\/em>: hovering over the information icon displays the last logged in date and time.<\/li>\n<li><em>Not Active<\/em>: hovering over the information icon displays when the invite to join the account was sent.<\/li>\n<li><em>Suspended<\/em>: hovering over the information icon displays the last logged in date and time. You can Activate User either using the\u00a0<strong>more<\/strong> icon on this dialog or using the\u00a0<strong>ACTIVATE<\/strong> button displayed when you hover over the user row in the Users page.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Groups<\/strong> to which the user is assigned. Using the\u00a0<strong>Edit<\/strong> link you can select or deselect the groups for the given User. <a href=\"\/docs\/bots\/bot-admin\/user-management\/managing-your-groups\/\">Refer here for more on Managing Groups<\/a><\/li>\n<li><strong>Admin Role<\/strong> status, can be added or removed using the\u00a0<strong>Edit<\/strong> link.<\/li>\n<li><strong>Bot Builder Access<\/strong> status can be modified using the <strong>Edit<\/strong> link. <a href=\"\/docs\/bots\/bot-admin\/user-management\/role-management\/\">Refer here for more on Role Management<\/a>.<\/li>\n<li>User Details like First Name, Last Name, email id, etc. can be viewed and modified.<br \/>\nNote that the email id is read-only field and cannot be modified.<\/li>\n<\/ul>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3 id=\"end-session\"><span class=\"ez-toc-section\" id=\"SessionsDevices\">Sessions\/Devices<\/span><\/h3>\n<p>This tab displays the User activity &#8211; the session ID, device type the user used, and their last activity timestamp on that session.<\/p>\n<p>As an admin, you may need to end one or more user sessions. You can use the <strong>Kill Session<\/strong> button to to end a mobile or desktop session for the user.<\/p>\n<p class=\"warning\"><strong>Warning: <\/strong>No confirmation message is displayed and the session is immediately and abruptly ended for the user.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/BAC_users_sessions.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-22027 size-full alignnone\" src=\"\/wp-content\/uploads\/sites\/35\/BAC_users_sessions-e1584699081778.png\" alt=\"\" width=\"669\" height=\"363\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094252\/BAC_users_sessions-e1584699081778.png 680w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094252\/BAC_users_sessions-e1584699081778-300x163.png 300w\" sizes=\"auto, (max-width: 669px) 100vw, 669px\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3 id=\"manage-bots\"><span class=\"ez-toc-section\" id=\"Manage_Bots\">Manage Bots<\/span><\/h3>\n<p>This tab displays the Bots to which the User has access and their role &#8211; Owner, Developer or Tester.<br \/>\nAs an admin, you may Edit or Delete the role of the User for a given Bot. Note that you cannot delete or modify the role of a Bot Owner, it is assigned at the time of Bot creation.<\/p>\n<p>You can also select a Bot and assign a Bot role to the user. <a href=\"\/docs\/bots\/bot-admin\/user-management\/role-management\/#Bot_Roles\" target=\"_blank\" rel=\"noopener noreferrer\">See here for more on Bot roles<\/a>.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/BAC_manage_bots-e1584699778967.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22044 size-full\" src=\"\/wp-content\/uploads\/sites\/35\/BAC_manage_bots-e1584699778967.png\" alt=\"\" width=\"680\" height=\"281\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094250\/BAC_manage_bots-e1584699778967.png 680w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094250\/BAC_manage_bots-e1584699778967-300x124.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3><span class=\"ez-toc-section\" id=\"Other_Options\">Other Options<\/span><\/h3>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/BAC_users_more-e1584699892560.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22028 size-full\" src=\"\/wp-content\/uploads\/sites\/35\/BAC_users_more-e1584699892560.png\" alt=\"\" width=\"680\" height=\"246\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094251\/BAC_users_more-e1584699892560.png 680w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094251\/BAC_users_more-e1584699892560-300x109.png 300w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><\/a><\/p>\n<h4 id=\"reset-password\">Reset a User Password<\/h4>\n<p>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. You can reset the password using the <strong>more<\/strong> icon from the User Profile page.<\/p>\n<p>The <em class=\"TitleOrPath_Kore.ai\">password reset email<\/em> sent message is displayed and an email is sent to the user with instructions about how to reset the password.<\/p>\n<p><strong>Note<\/strong>: When SSO is enabled, password policies are not in effect for Bots Admins or Kore.ai users, the SSO service provider handles the password policies.<\/p>\n<p class=\"tip\"><strong>Tip: <\/strong>If SSO is enabled, Bots\u00a0Admins can still log on to the Bots\u00a0Admin Console directly using their password credentials and bypass SSO. For more information, see <a class=\"MCXref xref\" href=\"\/docs\/bots\/bot-admin\/security-control\/using-single-sign-on\/#Logging_On_Using_Your_Admin_Password_Instead_of_SSO\">Logging On Using Your Admin Password Instead of SSO<\/a>.<\/p>\n<h4 id=\"delete-user\">Delete User<\/h4>\n<p>Using the <strong>more<\/strong> icon from the User Settings page you can\u00a0<strong>Delete User.<\/strong><\/p>\n<p>You can also\u00a0<strong>Delete\u00a0User<\/strong> from the Users page by using the <strong>delete icon<\/strong> on the hover of the User row or select users and using the <strong>Delete Selected<\/strong> link.<\/p>\n<p><strong>Note<\/strong>: You cannot delete the Users if they are owners of the virtual assistant. You need to change the respective bot ownership to someone else in order to delete the user.<\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h2 id=\"users\"><span class=\"ez-toc-section\" id=\"User_Settings\">User Settings<\/span><\/h2>\n<p>On the<strong> User Settings<\/strong> section in the <strong>User\u00a0Management<\/strong>\u00a0module, you can manage the fields to display to Kore.ai users\u00a0on their <strong>User Profile<\/strong> page, for example, <strong>Company<\/strong>,\u00a0<strong>Department<\/strong>, and so forth.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/BAC_user_settings.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22031\" src=\"\/wp-content\/uploads\/sites\/35\/BAC_user_settings.png\" alt=\"\" width=\"675\" height=\"380\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094251\/BAC_user_settings.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094251\/BAC_user_settings-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094251\/BAC_user_settings-1024x576.png 1024w\" sizes=\"auto, (max-width: 675px) 100vw, 675px\" \/><\/a><\/p>\n<table>\n<thead>\n<tr>\n<th class=\"wysiwyg-text-align-left\">CONTROLS<\/th>\n<th class=\"wysiwyg-text-align-left\">DESCRIPTION<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Default Fields Section<\/td>\n<td>\n<p>The following user profile fields are displayed by default and cannot be disabled from the User Profile page for the user.<\/p>\n<ul>\n<li value=\"1\"><strong>First Name<\/strong><\/li>\n<li value=\"2\"><strong>Last Name<\/strong><\/li>\n<li value=\"3\"><strong>Profile Picture<\/strong><\/li>\n<\/ul>\n<p>You can also select or clear <strong>Allow Edits<\/strong> to enable\/disable the user to overwrite the data. Modifications to the user profile take effect when the user logs in next.<\/td>\n<\/tr>\n<tr>\n<td>Controlled Fields Sections<\/td>\n<td>\n<p>The following user profile fields are disabled by default and can be enabled by the\u00a0Enterprise Admin\u00a0or admin user:<\/p>\n<ul>\n<li class=\"ListCloseLevel3_Kore.ai\" value=\"1\"><strong>Company<\/strong><\/li>\n<li class=\"ListCloseLevel3_Kore.ai\" value=\"2\"><strong>Department<\/strong><\/li>\n<li class=\"ListCloseLevel3_Kore.ai\" value=\"3\"><strong>Title<\/strong><\/li>\n<li class=\"ListCloseLevel3_Kore.ai\" value=\"4\"><strong>Mobile Number<\/strong><\/li>\n<li class=\"ListCloseLevel3_Kore.ai\" value=\"5\"><strong>Work Number<\/strong><\/li>\n<li value=\"6\"><strong>Address (Number &amp; Street)<\/strong><\/li>\n<li value=\"7\"><strong>Address (Street\/Suite #)<\/strong><\/li>\n<li value=\"8\"><strong>City<\/strong><\/li>\n<li value=\"9\"><strong>State<\/strong><\/li>\n<li value=\"10\"><strong>Zip<\/strong><\/li>\n<li value=\"11\"><strong>Country<\/strong><\/li>\n<\/ul>\n<p>You can also select or clear <strong>Allow Edits<\/strong> to enable\/disable the user to overwrite the data. Modifications to the user profile take effect when the user logs in next.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"User Management involves managing users and user groups From Users\u00a0section, you can view and manage your Kore.ai user roles, status, and monitor user message activity. From User Settings section, 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....","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[41],"tags":[],"class_list":["post-17834","post","type-post","status-publish","format-standard","hentry","category-user-management"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/17834","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/comments?post=17834"}],"version-history":[{"count":16,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/17834\/revisions"}],"predecessor-version":[{"id":48682,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/17834\/revisions\/48682"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/media?parent=17834"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/categories?post=17834"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/tags?post=17834"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}