Manage Account
- What is Permission Management?The Permission management tool allows Account Admins to manage the accounts they have access to and provides the following functionality: Create New Account…
- How to create, add, remove and change a user account?Creating New User If a user doesn't currently exist in the system, you can create a new user by clicking on the Create New User button and then entering the…
- How to deactivate/delete a user?Deactivating a User If a user is no longer required on the system, you can deactivate it by clicking on the Deactivate User button in the user modal. This will…
- What are the available roles on the platform?Available Roles in the System The roles are divided or categorized on the basis of tools. The available roles in the system are as follows: Conversation Studio…
- Steps to login with Azure AD credentialsAzure AD integration with the Haptik platform allows a user to log in on the platform with their existing Azure AD credentials. Steps to login with Azure AD…
- Using IP Whitelisting for Data SafetyOverview Haptik lets you add users with specific permissions to prevent misuse and protect sensitive information. We’ve taken one step further by introducing…