User Management

 

Roles

Users

The Users tab can be accessed by navigating to the Manage tab, located on the top left.

Add Users

• Click on USERS from the side menu
• Click INVITE USERS at the top
• Enter one or more emails each row and select the role
  • Only Super Admin can select Manager role
  • For SSO users, make sure the email is already associated with a user in your user system.
• Click INVITE USERS and emails will be sent to each user with instructions to login. 

Viewing Confirmation Details/Resending Confirmation Email

• Click on USERS from the side menu. You may view if the account is active or pending( awaiting email confirmation) by checking the Status tab.
• Click on the Email or Gear icon of the user.
• For pending users, there will be a yellow notification at the top stating "Pending user activation". to the right, click the Resend Invitation button to resend confirmation email. 

Suspend/Remove a User

• Click on USERS from the side menu
• Click the … icon beside the user
• Select Suspend to temporary suspend user login
  • Select Activate to activate a previously suspended user
• Select Remove to remove user login

Viewing/Modifying User Details

• Click on USERS from the side menu
• Click the gear icon beside a user to go to the details page 
• Set user name, account status or add tags
• View user usage details or export usage details
• Add a Tag to categorize your users with a specific label.

Sharing Ohmni Access

• Click on USERS from the side menu
• Click the gear icon beside a user to go to the details page
• Scroll to section Ohmni Robots
• Click ASSIGN OHMNI
  • Check the robot/s that the user would have access to and click CONFIRM
  • The user can now call into the assigned robots. 

 Changing Super Admin Privileges

• Only the existing Super Admin can pass on Super Admin privileges
• As the existing Super Admin, select the organization's SETTINGS tab from the top-right of the menu
• Select CHANGE next to the Super Admin field
• Select an existing user to assign Super Admin privileges

Search by user

• Navigate to the Users tab in Ohmni Cloud Solutions
• At the top of the Users tab on the left hand side, there is a search bar. Here, you can search by the user's name or email address.

There is also a search by tags function, located to the right of the normal search function. If a tag has been added to a user or set of users, then you can search by that tag here.

You can also filter users within a tag by user role or status, using the button located on the left of the “Invite Users” button.

To learn how to add/remove, and change settings of your Ohmni robots from the management portal, please see our next article on Robot Management here: 

Robot Management