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User management panel User authorization settings Role-based access control Department-based user grouping User creation guide User information update Panel user search function User status management Team conversation DM message User deletion operation security User language settings panel Automatic conversation assignment limit setting

Users

The Users Page provides a special user management screen for managing, authorizing, and editing users. Through this screen, you can access detailed information about existing users, add new users, and update information of existing users. Additionally, by editing users' roles, permissions, and access rights here, you can ensure that the platform is used more securely and efficiently.

Users Elements:

  1. Search Box
  2. Grouping
  3. Create User
  4. User Properties
  5. Operations

Search Box, if you have many representatives or cannot find the representative you are looking for, you can easily find the representative you are looking for by searching for your representative's username from this area. This feature saves time by allowing you to quickly reach the right representative in large teams and makes processes more efficient.

2-) Grouping

Grouping, if you want to filter and group your users according to criteria such as status, platform, role, departments, and language, you can select the grouping you want from this area. If you don't want grouping, you can select the "No Grouping" option. This feature allows you to manage your users in a more organized way and provides easier access according to specific categories.

3-) User Creation

User Creation Elements:

  1. Username
  2. Email
  3. Password
  4. Phone
  5. Role
  6. Language
  7. Automatic Conversation Assignment Limit
  8. Departments
  9. Status

1.) Username: You can determine your user's name from this field.

2.) Email: You can determine your user's email address from this field.

3.) Password: In this field, you can determine the password your user will use when logging into the panel.

4.) Phone: You can determine your user's phone number in this field.

5.) Role: In this field, you can determine your user's role, this feature determines your user's permissions.

6.) Language: In this field, you can determine the panel language your user will use.

7.) Automatic Conversation Assignment Limit: From this field, you can determine your user's automatic conversation assignment limit. If this value is -1, the system remains at default, if it is greater than or equal to 0, assignment is made as many as the written number.

8.) Departments: From this field, you can determine your user's department. These departments make it easier for you to determine in which area your user works.

9.) Status: This field determines the user's status, that is, if this user is not actively used, you can keep this feature closed. If this user is active, keep this option open.

Finally, after filling in all these fields, you can complete your user creation process by saying "Save". This ensures that you successfully add the new user and all necessary information is saved.

4-) User Properties

In this area, you can view information such as Username, Email, Platform, Status, Role, and Department on the table. This way, you can quickly review and manage user information.

5-) Operations

4.1-) Edit User

Click the Pencil button to edit an existing user. This option allows you to update user information. Each edit directly affects the user's experience and access on the platform.

4.2-) Send DM Message to User via Team Conversation

This feature allows you to send a direct message to a specific user via Team Conversation. You can use it when the user needs to receive a notification or when you want to convey special information.

4.3-) Delete User

Use the Delete User option to remove an existing user from the system. This operation ensures that all user access is removed.

Important: Before deleting the user, make sure that necessary information is backed up to prevent data loss.