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:

Profile

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