Selecting Users

In the Kore.ai Enterprise Admin Console, you may need to select one or more users for various functions. For example, to add user to a team, and so forth. This topic describes the user selection tab or page used throughout the Enterprise Admin Console.

Your tabs or page displayed may vary in options and table columns for users, groups, and so forth, however, the selection process is the same. The following illustration is an example of the Users tab for selecting users.

The following list describes the columns displayed for Kore.ai Messenger users. Depending on the context of your user selection page, not all of the following columns may be displayed.

To sort the list of column values, click icon or  icon to the right of a column name. The following list describes the columns displayed in the admin console table.

COLUMN DESCRIPTION
Name Displays the Kore.ai Messenger user name
Plan Type The Kore.ai plan for the Kore.ai Messenger user. One of:
  • " --- " - The user was invited to join Kore.ai Messenger as a managed user but has not yet completed the registration.
  • Free
  • Premium
Status Displays the Kore.ai Messenger user status. One of:
  • Active - The user is active and can interact with other Kore.ai Messenger users. The Status of an Active user can be changed only to Suspend or Deactivate.
  • Inactive - The user is not active, but user data is retained in the system, The Status of an Inactive user can be changed only to Active
  • 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 log on attempts. The Status of a locked user can be changed to Unlock, Suspend, or Deactivate
Member Role For teams, a user can be assigned one of the following roles:
  • Member - By default, all members of a team are assigned the member role except for the Team Owner who creates the team. 
  • Admin - The Team Admin can control all aspects of a team, such as membership, roles, and rooms.
  • < Custom Role Name > - A limited admin role defined by the Team Admin for Teams, for example, room admin. 
 Department If defined in the Kore.ai Messenger user profile, the company department of the Kore.ai Messenger user.
 Title If defined in the user profile, the company title of the Kore.ai Messenger user.
 Activity Displays the user activity to include:
  • Number of messages exchanged
  • Amount of storage used in GB

This section describes the commands available on the Action bar. Depending on the context of your user selection page, not all of the following commands may be displayed.

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

After you group user accounts, you can click the Name, for example, Technical Lead, or click the Expand icon to view all user accounts in that group.

To remove the grouping, click Undo Grouping.

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 teams. To find one or more specific users, groups, or teams, in the Search field, enter at least three characters and then press enter.

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.

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

Click the WebAddNewButton.png button to display the Add New dialog for adding a new user.

In some pages and tabs, in addition or instead of a search, you can apply a filter to narrow the results displayed in a list of users. To filter the list of users, click the button. In the Source drop-down list, select one of the following Kore.ai Messenger user Source fields to filter your list of users on determined by how a Kore.ai Messenger user enrolled in your domain:

  • Status
    • All - No filter is applied.
    • Active - The user is active and can interact with other Kore.ai Messenger users. The Status of an Active user can be changed only to Suspend or Deactivate.
    • Inactive - The user is not active, but user data is retained in the system. The Status of an Inactive user can be changed only to Active.
    • Locked - The user exceeded the maximum number of log on attempts. The Status of a Locked user can be changed to Unlock, 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.
  • On Managed Team
    • All - No filter is applied.
    • Yes - The user is a member of a managed team.
    • No - The user is not a member of a managed team.
  • Admin Role
    • All - No filter is applied.
    • None - The user is not assigned an admin role.
    • Master Admin (Ent Admin) - The user is assigned the Master Admin (Ent Admin) role.
    • Admin User Role - The user is assigned a admin user role.
    • < Custom Role Name > - The user is assigned a custom admin role.

Next Steps

After you select the users for your operation, you should apply the changes.

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