The User Management tab is used to invite other users in the organization to explore the Koncert products, assign their roles, allocate the product licenses, edit the user's information, and make them active/inactive.

At any time, you can navigate to the User Management tab in the Workspace using the following URL: https://app.koncert.com/users?source=Dialers. This will take you directly to the screen shown below.

• Invite Users

• Edit an User

• Make an User Inactive

• Make an User Active

Invite Users

Either you can add users in the org manually by sending an email invite individually or by allowing them to signup automatically for Koncert without the admin's intervention.

• Method 1 - Automatic Signup

• Method 2 - Manual Invite

Method 1

In this method, users within your organization can sign up for Koncert automatically, without any manual intervention from the admin.

1. By default, the toggle button "Allow users to signup automatically" is ON. When this toggle is on:
   • Users who are already logged into the Koncert portal will automatically appear under the User Management tab.
   • The Invite User button will be disabled.

NOTE:

• • If you need to invite users manually, you can disable the toggle Allow users to signup automatically

Also, a tooltip information below will appear to notify admins that users may sign up without an invitation, when hovering over the Invite User button. If the admins need to manually invite other users, then they can turn off the toggle button Allow users to signup automatically.

• • Users must have their CRM login credentials handy to access the Koncert portal.

2. Share the link provided by Koncert Support to the users so they can access the Koncert sign in page.

Once the sign up process is completed, now the user will appear automatically in the User Management tab.

Method 2

When you want to manually invite users to your organization, this method allows you to control who is added:

1. Turn OFF the toggle button Allow users to signup automatically to enable the Invite User button.

A confirmation message will appear. Click Confirm to enable the + Invite User button.

2. Click the + Invite User button to open the Invite User screen.

3. In the Invite User screen, fill out the following details:

• • Name – Name of the user.

• • Email – Enter the user's email address.

• • Roles – Select the role(s) for the user by checking the appropriate checkboxes.

• • Licenses – Select which product licenses you want to allocate to the user.

NOTE: All fields are mandatory.

4. Now, click on the Send Invites button at the bottom to invite the user.

A confirmation message Invite has been sent will appear.

5. An email invitation will be sent to the user's email address provided.

Once the user completes the sign-up process, the user will be automatically added to the User Management tab.

If needed, you can invite more users by clicking the Add another button under the Invite section. This adds a new row for entering more users based on available licenses.

Additionally, you can reset the invite rows by clicking the reset icon.

If needed you can also delete the the row by clicking the icon.

You can share the below link to the users to know about sign up process.

Sign Up as a Salesforce Standard User for Koncert

Edit a User

You can edit user details if needed, including their roles, licenses, and other user-specific settings.

Below you can find the steps to edit a user's information:

1. Within the User Management tab, click on the Edit icon (under the Edit column) to the right of the user you wish to edit.

2. The Edit User screen will be displayed. Here you can edit/modify the user information, enable/disable the call recording, and license information as needed.

3. After making necessary changes, click Save to update the user's information. A confirmation message User details have been updated successfully! will appear.

Make a User Inactive

To deactivate a user and remove their access to Koncert products, follow these steps.

1. Within the User Management tab, click on the Edit icon (under the Edit column) to the right of the user you wish to make inactive.

2. In the Edit User window, turn OFF the Active toggle button.

3. A confirmation window will appear, as shown below. Click Confirm to deactivate the user.

4. The Active toggle button will now be automatically turned OFF. Click Save to save the changes. Once the user is deactivated, all licenses assigned will be removed and the account will remain inactive. You can make the user active at anytime.

5. A confirmation message User details have been updated successfully! will be displayed.

NOTE: You cannot make your (admin) own account inactive. The Active toggle button will no longer be available in the Edit User window.

Make a User Active

Below you can find the steps to make the inactive user active:

1. Ensure the Show Only Active Users toggle is turned off to view only the list of inactive users.

2. Click on the Edit  icon (under the Edit column) to the right of the deactivated user you wish to make active again.

3. After the Edit User window pops up, turn ON the Active toggle button and assign licenses for the user.

4. Click Save to save the changes made. Once the user is activated, a confirmation message ‘User details have been updated successfully!’ will appear.

The maximum number of licenses for a new organization is 3. If all available licenses have already been assigned to users, you will receive a message when attempting to assign the last license.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.