GETTING STARTED
Process Assistants Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building Process Apps from Scratch
What's New
Current Version

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing

User Management Module Overview

After you add your Kore.ai users, you may need to update user information, add or delete users in the Users module. As the Bots Admin or an admin user, you can administer your users, assign users to groups, and manage company distribution lists.

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

In This Module

The User Management module is comprised of the following pages:

  • User Management
    On the Users section, 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.
  • Groups Management
    On the Groups page in the User Management module, you can create and manage logical related groups of managed users, as well as importing groups, such as your company Active Directory groups.
  • Role Management
    On the Role Management page in the User Management module, you can create and assign roles to users thus organizing the developer community based on the scope of their work.
  • Distribution Lists Page
    On the Distribution Lists page in the User Management module, if Microsoft® Active Directory® is configured already for your domain, you can view the distribution lists for your domain, as well as the number of Kore.ai users, both managed users and unmanaged users.

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