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.

This article covers the following sections:

• Invite Users

• Edit a User

• Make a User Inactive

• Make a 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 Process

• Method 2 - Manual Signup Process

Method 1

Below you can find the steps to add other users in your organization to Workspace automatically without the admin's intervention:

1. Within the User Management tab, by default the toggle button Allow users to signup automatically is ON. It makes the users who are currently logged in to the Koncert portal automatically appear under the User Management tab.

NOTE:

• • By default, the Invite User button is disabled. It will be enabled only if you turn off the toggle button 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.

3. Click the Sign in with Hubspot button, and the login page of Hubspot will be displayed.

4. Click on Sign in to your HubSpot account and log in with your credentials.

5. After successful login, the following window will pop up asking you to connect Koncert with your HubSpot account for authentication. After selecting your account, click on the Choose Account button.

Upon clicking the Choose Account button, the following pop-up window will be displayed. Read the Terms and Conditions and agree to them by clicking the Checkbox, then click on the Connect App button to allow Koncert to access your HubSpot account.

6. After successfully connecting their Hubspot account with Koncert, the user will be redirected to the Koncert portal.

7. Now, the user will appear in the User Management tab.

Method 2

Below you can find the steps to invite other users in your organization to Workspace, manually:

1. Within the User Management tab, turn OFF the toggle button Allow users to signup automatically to enable the Invite User button.

A confirmation message below will be displayed. Click Confirm to enable the + Invite User button.

2. Now, click on the + Invite User button.

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

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

• • Name – Name of the user.

• • Email – 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 allocate for the user.

NOTE: All fields are mandatory.

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

A confirmation message 'Invite has been sent' will be displayed.

6. An email invitation will be sent to the user's email address provided. Users have to click the Login to Koncert button in the email invite and follow the below steps.

Based on the CRM integration, the Workspace login page will only display your CRM login option, as shown below. Click on Sign In with HubSpot to log in with your HubSpot credentials.

The HubSpot login page will be displayed. Click on Sign in to your HubSpot account and log in with your credentials.

After successful login, the following window will pop up asking you to connect Koncert with your HubSpot account for authentication. After selecting your account, click on the Choose Account button.

Upon clicking the Choose Account button, the following pop-up window will be displayed. Read the Terms and Conditions and agree to them by clicking the Checkbox, then click on the Connect App button to allow Koncert to access your HubSpot account.

After successful authorization, the user will be directed to the Workspace portal.

7. The user will be listed in the User Management tab, as shown below:

8. 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 licenses available.

9. 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 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. 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 a 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.

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

4. The Active toggle button will now be automatically 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 any time.

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. 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 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 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.