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.

TIPS

• Complete the onboarding process for your company before inviting users. Click the Launch Dialers button in the My Profile tab to setup your Dialers account.

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 admin's intervention.

Method 1

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

1. Within the User Management tab, turn ON the toggle button Allow users to signup automatically. Users logged in with Koncert portal will automatically appear under the User Management tab.

NOTE:

• • By setting the toggle button to 'ON', the Invite User button will be disabled.

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.

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

2. Click on the link provided by Koncert Support to launch the Koncert sign in page.

3. From the Koncert login page, click on the CRM that you are using to log in. Example, click Sign in with Salesforce to log into Koncert portal via Salesforce.

4. Log in with your CRM Username and Password.

5. The below popup window will appear requesting Koncert to access the user data in Salesforce, after clicking the Log In button. Click Allow.

6. Koncert will start setting up your Dialers account, as shown below.

7. After successfully connecting your Salesforce account with Koncert, a confirmation message will appear as shown below. Also, you will be redirected to the Koncert portal.

8. The user will now appear in the User Management tab.

Method 2

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

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

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

3. Under the User Info 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.

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 Login to Koncert button in the email invite.

6. Based on the CRM integration, the Base App login page will only display with your CRM login option, as shown below.

7. Click on the CRM to login. Example, click on the Connect to Salesforce to login with your Salesforce credentials.

8. The following window will pop up asking you to grant access to your Salesforce account. Click Allow to authorize the access.

9. Koncert will start setting up your Dialers account, as shown below.

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

10. You can invite more users to Base App by clicking the icon (under the User Info section) above the grid. Upon clicking this icon, a new row will be added below the third row to invite a user.

11. 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 Action 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 Action column) to the right of the user you wish to make inactive.

2. After the Edit User window pops up, unselect the Active checkbox at the bottom.

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

4. The Active checkbox will now be unselected. Click Save to save the changes.

Once the user is inactivated, all licenses assigned will be removed and the account will remain inactive.

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 inactive:

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

2. After the Edit User window pops up, enable the Active checkbox and assign licenses for the user.

3. Click Save to save the changes made.

4. Once the user is activated, a confirmation message ‘User details have been updated successfully!’ 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.