Chatbot Overview
Conversational Bots
Intents & Entities
Intelligent Bots's Approach Conversational Platform
Bot Concepts and Terminology
Natural Language Processing (NLP)
Bot Types
Bot Tasks
Starting with Platform
How to Access Bot Builder
Working with Bot Builder
Building your first Bot
Getting Started with Building Bots
Using the Dialog Builder Tool
Creating a Simple Bot
Release Notes
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Bot Builder
Creating a Bot
Dialog Task
Working with User Intent Node
Working with the Dialog Node
Working with Entity Node
Supported Entity Types
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Supported Time Zones
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Supported Company Names
Working with Message Nodes
Working with the Confirmation Nodes
Working with Service Node
Implementing Custom Authentication
Enabling 2-way SSL for Service nodes
Working with Script Node
Working with Agent Transfer Node
Working with WebHook Node
Defining Connections & Transitions
Managing Dialogs
Prompt Editor
Action & Information Task
Working with Action Tasks
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Establishing Flows
Alert Tasks
Working with Alert Tasks
Managing Ignore Words and Field Memory
Knowledge Graph
Building Knowledge Graph
Generation of Knowledge Graph
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Knowledge Graph Training
Ranking and Resolver
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Amend Entity
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IVR Integration
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Sample Bots
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API Guide
API Overview
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SDK App Registration Web SDK Tutorial
Message Formatting and Templates
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Using the BotKit SDK
Installing the BotKit SDK
BotKit SDK Configuration
Events for the BotKit SDK
Functions for the BotKit SDK
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
Bot Administration
Bots Admin Console
User Management
Managing Users
Managing Groups
Managing Role
Bots Management
Inviting Users
Sending Bulk Invites to Enroll Users
Importing Users and User Data
Synchronizing Users from Active Directory
Security & Compliance
Using Single Sign-On
Cloud Connector
How Tos
Context Switching
Using Traits
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Schedule a Smart Alert
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Build Knowledge Graph
  1. Home
  2. Docs
  3. Bots
  4. Bot Administration
  5. User Management
  6. Managing Your Users

Managing Your Users

User Management involves managing users and user groups

  • From Users section, you can view and manage your 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.

Managing Users

You can manage users in your enterprise network from the Bot Administration page from User Management -> Users section.

The following list describes the columns displayed for each user.

Name Displays the username, presence indicator, and selection box.
Email Id Registered email id of the user.
Bot Builder Access They type of access user has to Bot Builder. Can be

  • none,
  • only Bot Builder Access, or
  • along with New Bot Creation
Status Displays the user status. One of:

  • Active – The user is active and can interact with other users.
  • Not Active – Users invited by the Admin, but who are yet to join or accept the invitation.
  • Suspended – The user is suspended by an administrator. The user cannot log on to, however, messages can still be sent to the suspended user. The Status of a Suspended user can be Activated.
  • Locked – The user exceeded the maximum number of logon attempts. The Status of a locked user can be changed to Unlock, Suspend, or Deactivate.

Customizing the User Profile

Clicking on a specific User row from the Users page opens the User Details page from where you can modify the User Profile, Sessions/Devices, and Manage Bots access.

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.

The following fields are accessible from this page:

  • Status can be:
    • Active: hovering over the information icon displays the last logged in date and time.
    • Not Active: hovering over the information icon displays when the invite to join the account was sent.
    • Suspended: hovering over the information icon displays the last logged in date and time. You can Activate User either using the more icon on this dialog or using the ACTIVATE button displayed when you hover over the user row in the Users page.
  • Groups to which the user is assigned. Using the Edit link you can select or deselect the groups for the given User. Refer here for more on Managing Groups
  • Admin Role status, can be added or removed using the Edit link. Refer here for more on Role Management.
  • User Details like First Name, Last Name, email id, etc. can be viewed and modified.

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 users. You can reset the password using the more icon from the User Profile page.

The password reset email sent message is displayed and an email is sent to the user with instructions about how to reset the password.

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.

Delete User

Using the more icon from the User Settings page you can Delete User.

You can also Delete User from the Users page by using the delete icon on the hover of the User row or select users and using the Delete Selected link.


This tab displays the User activity – the session ID, device type the user used, and their last activity on that session.

As an admin, you may need to end one or more user sessions. You can use the Kill Session button to to end a mobile or desktop session for the user.

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

Manage Bots

This tab displays the Bots to which the User has access and their role – Owner, Developer or Tester.
As 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.

You can also add a Bot to the user and assign a role.

Managing User Settings

On the User Settings section in the User Management module, you can manage the fields to display to users on their User Profile page, for example, CompanyDepartment, and so forth.

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.