User Management

The User Management page lets you create, edit, suspend, and manage all users within your tenant.

Overview

At the top of the page, three stat cards show:

• Total Users — all users in the tenant
• Active — users with active status
• Suspended — users with suspended status

Filtering and Search

Use the filter bar to narrow the user list:

Filter	Options
Search	Filter by name or email (free text)
Status	All, Active, Suspended
User Type	All, tenant_admin, bot_admin, analyst, viewer
Role	All, or any specific role

Click the Refresh button to reload the user list.

imageUser management table showing avatar, name, email, user type badge, role tags, status badge, last login timestamp, and action buttons, with search bar and filter dropdowns above

User management table with filters

Creating a User

1. Click the Add User button.
2. Fill in the required fields:
   • First Name and Last Name (required)
   • Email (required, must be unique within the tenant)
3. Optionally fill in:
   • Phone Number
   • External ID — for linking to external systems
   • Timezone
4. Select a User Type:

Type	Access
tenant_admin	Full access to the Tenant Admin Portal
bot_admin	Create and manage bots in the Operations Portal
supervisor	Monitor agents and conversations
agent	Handle live conversations in the Agent Desktop
analyst	Read-only access to analytics and reports
viewer	Read-only access across the platform

5. Assign one or more Roles to grant specific permissions.
6. Click Create.

A temporary password is auto-generated and displayed in a modal. Copy it and share it with the user securely — it is not shown again.

WARNING

User type cannot be changed after creation. If you need to change a user's type, create a new user with the correct type and suspend the old one.

Editing a User

1. Click the edit icon on the user row.
2. Modify any of the following: name, email, phone, status, roles, timezone, external ID.
3. Click Save.

Resetting a Password

1. Click the lock reset icon on the user row.
2. Confirm the password reset in the dialog.
3. A new temporary password is generated and displayed. Copy it before closing.

Suspending / Reactivating a User

Click the person icon on the user row to toggle between active and suspended status. Suspended users cannot log in to any portal.

User Table Columns

Column	Description
User	Avatar, full name, and email address
Type	User type badge (tenant_admin, bot_admin, etc.)
Roles	Role tags assigned to the user
Status	Active or Suspended badge
Last Login	Timestamp of most recent login
Actions	Edit, reset password, toggle status