{"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":"2021-03-26T05:28:52","modified_gmt":"2021-03-26T05:28:52","slug":"managing-your-users","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v7-0\/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 <strong>Users\u00a0<\/strong>section, you can view and manage your Kore.ai user roles, status, and monitor user message activity.<\/li>\n<li>From <strong>User Settings<\/strong> 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.<\/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=\"Managing_Users\">Managing 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\/11\/BAC_users.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22020\" src=\"\/wp-content\/uploads\/sites\/11\/BAC_users.png\" alt=\"\" width=\"1366\" height=\"768\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094735\/BAC_users.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094735\/BAC_users-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094735\/BAC_users-1024x576.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/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, presence 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\">They type of access user has to Bot Builder. Can be<\/p>\n<ul>\n<li><strong>none<\/strong>,<\/li>\n<li>only <strong>Bot Builder Access<\/strong>, or<\/li>\n<li>along with <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\">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 <strong>Status<\/strong> 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 <strong>Status<\/strong> 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<h3 id=\"userprofile\"><span class=\"ez-toc-section\" id=\"Customizing_the_User_Profile\">Customizing the User Profile<\/span><\/h3>\n<p>Clicking on a specific User row from the <strong>Users\u00a0<\/strong>page opens the User Details page from where you can modify the User <strong>Profile<\/strong>, <strong>Sessions\/Devices<\/strong>, and <strong>Manage Bots<\/strong> access.<\/p>\n<h4 id=\"userprofile_mod\">Modify a User Profile<\/h4>\n<p>You can modify the user profile information of a specific user in your account, for example, to update an address or title.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/11\/BAC_users_profile.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22029\" src=\"\/wp-content\/uploads\/sites\/11\/BAC_users_profile.png\" alt=\"\" width=\"683\" height=\"765\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094734\/BAC_users_profile.png 683w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094734\/BAC_users_profile-268x300.png 268w\" sizes=\"auto, (max-width: 683px) 100vw, 683px\" \/><\/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. <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.<\/li>\n<\/ul>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h4 id=\"reset-password\">Reset a User Password<\/h4>\n<p>As a Bots\u00a0Admin, you can send a password reset email to any user, including yourself, from the Bots\u00a0Admin Console if Single Sign-On (SSO) is not enabled. When SSO\u00a0is enabled, password policies are not in effect for Bots\u00a0Admins or Kore.ai users. You can reset the password using the <strong>more<\/strong> icon from the User Profile page.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/11\/BAC_users_more.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22028\" src=\"\/wp-content\/uploads\/sites\/11\/BAC_users_more.png\" alt=\"\" width=\"681\" height=\"765\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094735\/BAC_users_more.png 681w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094735\/BAC_users_more-267x300.png 267w\" sizes=\"auto, (max-width: 681px) 100vw, 681px\" \/><\/a><\/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 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=\"reset-password\">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\r\n\t\t<\/div>\r\n\t<\/div>\r\n\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h4 id=\"end-session\">Sessions\/Devices<\/h4>\n<p>This tab displays the User activity &#8211; the session ID, device type the user used, and their last activity 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\/11\/BAC_users_sessions.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22027\" src=\"\/wp-content\/uploads\/sites\/11\/BAC_users_sessions.png\" alt=\"\" width=\"681\" height=\"707\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094735\/BAC_users_sessions.png 681w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094735\/BAC_users_sessions-289x300.png 289w\" sizes=\"auto, (max-width: 681px) 100vw, 681px\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h4 id=\"manage-bots\">Manage Bots<\/h4>\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 add a Bot to the user and assign a role.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/11\/BAC_manage_bots.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22044\" src=\"\/wp-content\/uploads\/sites\/11\/BAC_manage_bots.png\" alt=\"\" width=\"681\" height=\"707\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094733\/BAC_manage_bots.png 681w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094733\/BAC_manage_bots-289x300.png 289w\" sizes=\"auto, (max-width: 681px) 100vw, 681px\" \/><\/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<h2 id=\"users\"><span class=\"ez-toc-section\" id=\"Managing_User_Settings\">Managing 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\/11\/BAC_user_settings.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22031\" src=\"\/wp-content\/uploads\/sites\/11\/BAC_user_settings.png\" alt=\"\" width=\"1366\" height=\"768\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094734\/BAC_user_settings.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094734\/BAC_user_settings-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/11\/20221201094734\/BAC_user_settings-1024x576.png 1024w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/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>The following user profile fields are displayed by default and cannot be disabled for viewing on the <strong>User Profile<\/strong> 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 the user to overwrite\u00a0the data. Modifications to the user profile take effect at the next user log on.<\/td>\n<\/tr>\n<tr>\n<td>Controlled Fields Sections<\/td>\n<td>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 the user to overwrite\u00a0the data. Modifications to the user profile take effect at the next user log on.<\/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\/v7-0\/wp-json\/wp\/v2\/posts\/17834","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/comments?post=17834"}],"version-history":[{"count":7,"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/posts\/17834\/revisions"}],"predecessor-version":[{"id":22045,"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/posts\/17834\/revisions\/22045"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/media?parent=17834"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/categories?post=17834"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/tags?post=17834"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}