In the Kore.ai Team Admin Console, you may need to select one or more users for various functions. For example, to add a new user to a team, or assign users to a bot, and so forth. This topic describes the user selection tab or page used throughout the Team Admin Console.
Your tab or page may vary in options and table columns for users, however, the selection process is the same. The following illustration is an example of the Managed Users tab on the Member Enrollment page in the Member Enrollment module in the Team Admin Console.
Users Page Columns
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 the Arrow Up icon or Arrow Down
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 Messenger plan for the user. One of:
|
Status | Displays the Kore.ai Messenger user status. One of:
|
Admin Role | Displays predefined and custom admin user roles. Predefined admin user roles include:
|
Member Role | For teams, a user can be assigned one of the following roles:
|
Department | If defined in the Kore.ai Messenger user profile, the company department of the user. |
Title | If defined in the Kore.ai Messenger user profile, the company title of the user. |
About the Action Bar
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.
Using Group By
The list of entries of user accounts in your company can be very large. You can group user accounts by Title, for example, Technical Lead, Vice President, or Developer, or by Department, for example, Sales or Product Management, as shown in the following illustration.
After you group user accounts, you can click the Name, for example, Product Management to view all user accounts in that group.
To remove the grouping, click Undo.
Using the Search Field
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.
Next Steps
After you select the users in your team for your operation, you should apply the changes.
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