Users

The Users feature allows you to manage and access Users. The Users page shows the list of all the users associated with the account.

Using this feature, you can:

• Add New User
• Search Users
• Filter Users
• Edit User
• View Details
• Revoke Access
• Resend invitation to a User
• Delete User

Add New User

The Add New User option allows you to invite a new user to access the Kaleyra platform.

To add a new user, perform the following steps:

5. Click Save.
   The name of the user is shown in the Invitation Sent status on the Users page.

The user receives an email invitation to join the Kaleyra account through the Kaleyra registration process.

After successful registration, the user row is shown with the 'Active' status in the Users list.

Search Users

You can search for users from the Users list page based on the name you provided for the user when configuring.

To search for the users, perform the following steps:

1. Perform the steps from 1 through 2 of the Users page.

2. In the Search field enter the complete or partial users name for which you wish to search. The corresponding list of users appears.

Filter Users

You can filter the users based on the selected criteria, conditions, and selected value.

To filter the users, perform the following steps:

1. Perform the steps from 1 through 2 of the Users page.

2. Click the Filters.
   The Filters option pop-up appears.

3. Perform the following steps:
   1. Click the arrow next to the Select criteria. The supported options are Role and Status. Select the criteria. For example, Status.
   2. Click the arrow next to the Condition. The supported options areIs or Is Not. Select any one of the options. For example, Is.
   3. Click the arrow next to the **select an option. The supported options are Active, Inactive, Invitation Sent. For example. Active.
4. Click Apply.
   Based on the filter, the search result appears.

Edit User

You can edit the Users access permissions for Admin, Communication Manager, Support, and Kaleyra Expert.

To edit the user, perform the following steps:

1. Perform the steps from 1 through 2 of the Users page.

2. Click the three dots next to the Status column (for example, Active status is selected) and then click the Edit option.

The Edit User pop-up appears.

3. Click the drop-down next to the Roles field.
   The list of user roles appears.

4. Select the user roles based on your requirements.
5. Click Save. The user role gets changed.

View Details

You can view the account details information such as the name of the user, Last Login, IP Address, Device, Access Details, Access Till of the user.

To view the account details information, perform the following steps:

1. Perform the steps from 1 through 2 of the Users page.

2. Click the three dots next to the Status column (for example, Active status is selected) and then click the View Details option.

   The Account Details page appears.

3. Click View Details. The pop-up page appears where you can see all the features that the expert has access to.

4. Click Back to Users to go back to the Users page.

Revoke Access

You can temporarily revoke an end user's access to the account without deleting the user record. An end user whose access has been revoked cannot sign in to the account until access is restored.

To revoke an end user's access, perform the following steps:

1. Perform the steps from 1 through 2 of the Users page.

   

2. Locate the user whose access you want to revoke.

3. Click the three-dot next to the Status column, and then click Revoke Access.

   The Revoke Access confirmation dialog "Revoking access will permanently delete this team member. Proceed?" appears.

   

   4. Click Yes, Revoke will permanently delete the user.

Resend invitation to a user

You can resend the invitation only to the user who has not accepted the Kaleyra Expert invitation by clicking the link in the invitation email and completing the procedure to join kaleyra platform based on their role.

To resend the invitation to a user, perform the following steps:

1. Click the user profile on the top-right of the kaleyra.io page. On the left pane under the Team section, click the Team Members option.
   The Team Members page appears.

2. The option to resend an invitation is available only for team members whose status is “Invitation Sent”. Hover over the Team Member record to whom you want to resend the invitation. The ellipsis icon appears, click the ellipsis icon. Select the Resend invitation.
   The confirmation message Request successfully executed! appears. An email is resent to the user.

Delete User

You can delete user record from the Users page.

To delete user record, perform the following steps:

1. Perform the steps from 1 through 2 of the Users page.

2. Click the three dots next to the Status column (for example, Active status is selected) and then click the Delete option.

The Delete User dialog window "Are you sure you want to delete the user "Ajay"? appears.

3. Click Delete to delete the user record.
4. Select Cancel to abort the deletion.