Manage users in the Admin Dashboard

The User Management module in the Katonic AI Platform empowers administrators to efficiently manage organisational access from a single dashboard. In this documentation, you’ll learn how to view, search, add, edit, and remove users with ease. Quickly locate users using the search bar, add new members by entering their details, and automatically send welcome credentials. You can also edit user roles, reset passwords for enhanced security, or delete inactive users when needed. The intuitive interface and step-by-step workflow make managing users seamless and secure across your organisation.

Step 1

Navigate to the User Management module.

Step 2

Here, we can see the active user count and user details displayed in a card layout.

Step 3

Each user card displays key information: the user's name, email address, and their assigned role.

Step 4

As your organisation grows, the search functionality becomes essential. Simply use the search bar at the top to find users instantly.

Step 5

To add a new user, click the Add New User button in the top right corner.

Step 6

Enter the required information: first name, last name, and email address.

Step 7

Click Add to create a new user.

Step 8

Once added, the system automatically sends a welcome email to the new user containing their username and a temporary password. Click Done to finish and notify the new user.

Step 9

Need to update user information? Simply click the Edit button on any user card. Make your changes.

Step 10

Click Confirm to save your changes.

Step 11

Reset a user's password instantly for greater account security by clicking on Reset Password.

Step 12

Press Proceed to finalise the password reset and notify the user.

Step 13

Remove users no longer on your team by clicking Delete.

Step 14

Click Delete to confirm.

Step 15

The user has been successfully deleted.

That covers user management in the Katonic Al Platform, your central hub for controlling user access across your organisation.