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

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

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

NOTE: If the onboarding process for your company has not been completed and when you click the Invite User button, the following alert message will appear.

Click the Launch Dialers button to launch the Koncert's Dialers portal. Please refer to the article My Profile for detailed information.

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 invite link in the email and proceed with the Sign in process as mentioned in the article Getting Started with Base App 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 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.

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 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 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.