User Management
How to manage platform users
There are two types of users, which the company can define while adding new or modifying the existing users:
- Master User
- Master user is an administrator for the platform and has access to the settings.
- User [Company Agent]
- Company agents can view and manage sessions information
Users list is accessible via Left sidebar / Management:
Left Sidebar / User Management
The following information is visible in the users table:
- Name [sortable]
- Surname [sortable]
- Phone
- Email
- Last login date [sortable]
- Role
- Status
- More [three dots]
- From here it is possible to:
- View User activity log
- Edit user's Name, Surname and Phone
- Activate/Deactivate user
- Confirmation window will popup
- Master user cannot deactivate own user
- Delete user
- Confirmation window will popup
- Master user cannot delete own user
By clicking
Add User button, it is Master user can add more users:
After filling the form, the new user will receive an email with the credentials to access Kvalifika platform:
Users can access the profile via Top Ribbon / First Name / Profile:
Top Ribbon / Prpfile
From here user can change first name, surname, phone number and reset password:
Profile update page
After the information update, password confirmation is necessary:
If the password is correct, the user will receive an email confirmation:
Confirmation email of user profile update
To change the password, the user must enter a new password twice and confirm with the current password:
Password reset screen
Again, the user will receive a confirmation email:
Password reset confirmation email
Last modified 6mo ago