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.

This article covers the following sections:

• Invite Users

• Edit a User

• Make a User Inactive

• Make a User Active

Invite Users

Below you can find the steps to invite other users in your organization to Workspace to access Koncert products:

1. Within the User Management tab, click on the +Invite User button.

2. The Invite User screen will be displayed, where you can find the number of licenses available for each product and the Invite section.

3. Under the Invite section, enter/select the following details to invite a user:

• • Name – Name of the user. Only characters are allowed.

• • Email – Enter  a valid Email address of the user.

• • Roles – Define the role of the user by selecting the respecting checkbox(es),

• • Licenses – Select the product(s) you wish to assign for 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 be displayed.

5. An email invitation will be sent to the user's email address provided. Users have to click the invite link in the email and proceed with the Sign in process as mentioned in the article Getting Started with Workspace for detailed information.

After successful sign up, the user will be listed in the User Management tab, as shown below:

6. You can invite more users to Workspace by clicking the Add another button (under the Invite section) below the grid. Upon clicking this icon, a new row will be added below the third row to invite a user. This will be based on the number of licences available.

7. You can reset or clear the rows by clicking the reset icon  above the grid.

Edit a User

Below you can find the steps to edit the user 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. Click Save to update the changes made. A confirmation message ‘User details have been updated successfully!’ will be displayed.

Make a User Inactive

By default, an added user will be active. Below you can find the steps to make an user Inactive:

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. After the Edit User window pops up, turn off the Active toggle button at the bottom.

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

4. The Active toggle button will now be turned off. Click Save to save the changes. Once the user is inactivated, 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 checkbox 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. Within the User Management tab, turn off the Show Only Active Users toggle button, where you can see the list of inactive users.

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

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 be displayed.

The maximum number of licenses for a new organization is 3. In case, that all available licenses have been assigned to the users or upon attempting to assign the last license, the below message will be displayed.

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.