Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Go to Haptik Website
  • Contact Us
  • Home
  • Getting Started
  • Manage Account

How to create, add, remove and change a user account?

Written by Medha Anand

Updated on February 4th, 2022

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Getting Started
    Build Deploy Analyse Manage Account Bot Deactivation
  • Bot Building
    Essentials Smart Skills Steps User Messages Bot Responses Entities Connections Customisations User feedback collection Testing Whatsapp Bots NLU Bot Maintenance
  • Smart Agent Chat
    Set up Admin Settings MyChats Section (Agent Inbox) Live Traffic Section Teams Section Archives Section Analytics Plans on Smart Agent Chat
  • Conversation Design
    Design Basics Design Guides Designing for Platforms Designing WhatsApp Bots
  • Developer Guides
    Code Step Integration Static Step Integration Shopify Integration SETU Integration Exotel Integration CIBIL integration Freshdesk KMS Integration PayU Integration Zendesk Guide Integration Twilio Integration Razorpay Integration LeadSquared Integration USU(Unymira) Integration Helo(VivaConnect) Integration Salesforce KMS Integration Stripe Integration PayPal Integration CleverTap Integration Fynd Integration HubSpot Integration Magento Integration WooCommerce Integration Microsoft Dynamics 365 Integration
  • Deployment
    Web SDK WhatsApp Facebook Instagram Sunshine Conversation LINE Google Business Messages Telegram MS Teams Bot as an API iOS SDK Android SDK
  • External Agent Tool Setup
    Zendesk Chat Salesforce Service Cloud Freshchat Zoho NICE CXOne Gorgias
  • Analytics & Reporting
    Intelligent Analytics
  • Notifications
    SMS Notifications Success Measurement
  • Commerce Plus
    Catalog Integration Bot Building Guide Channel Deployments Unified ML Pipeline Documentation
  • Troubleshooting Guides
    Error Messages FAQs
  • Release Notes
+ More

Creating New User

Create 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 required details in the modal.

If you try to add a user that already exists in the system, you will receive the following error - 

In this scenario, you can ask the user to check his/her email for the username, and you would be able to add the user by clicking on the Add User button, as mentioned in the next section.

Users won't be able to create a new user using the same email id. Email id and user id once registered, won't be editable. 

Delete

Note: 

If you want to create a user with the same username on Production Environment as that of Staging Environment, you will have to use the same credentials as Staging as the users do not get created on both Environments simultaneously, if created using Permissions Management.

Adding Existing User

Add User

Users who already have an account on the Haptik platform can be added to a account by clicking on the Add User button and entering their Username.

Staging and Production, are two different environments, and hence the accounts associated with your bot are going to be different in both of these environments.

If you have access to Staging Environment, and you do not have access to Production Environment, then in this case to access your account in Production, you need to create a User in the Production Environment. 

On the other hand, if you have access to both Staging and Production environments, then in this case you will have to Add a User, for accessing your account in Production.

You will only be able to add a user if you also have access to every other account they belong to.

Bulk Updates

You can also make bulk updates by clicking on Add or Edit Bulk Users button. This opens a modal that lets you download a CSV file of users for the current account. You can make edits to the same sheet and upload it back to make bulk changes.

Removing User's Access to an Account

You can revoke access to an account for the user by unchecking the account tag from the account selection dropdown in the User Modal which can be opened by clicking on the users listing in the table.

Assigning or Removing Roles for an Account

You can assign or remove roles for a user by checking the roles on/off from the user modal.

Changes made to the user role apply across the system and not just to the current account.


Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • What is Permission Management?
  • Steps to login with Azure AD credentials
  • How to deactivate/delete a user?
  • What are the available roles on the platform?

Platform

  • Conversation Studio
  • Smart Skills
  • Advanced NLU
  • Intelligent Analytics
  • Omnichannel
  • Smart Agent Chat
  • Enterprise Security
  • Integrations

Solutions

  • Conversational Commerce
  • Lead Generation
  • Customer Care
  • WhatsApp
  • Conversational IVR
  • Google Business Messages

Industries

  • Retail/ E-Commerce
  • Financial Services
  • Travel & Hospitality
  • Telecom

Knowledge

  • ROI Calculator
  • Reports & Research
  • Case Studies
  • Webinars
  • ISAT
  • Tech Blog
  • Business Blog
  • Resources
  • Haptik v/s Yellow
  • Haptik v/s Liveperson
  • Haptik v/s IBM Watson
  • Haptik v/s Verloop
  • Conversations on AI

Company

  • Why Haptik
  • About Us
  • Careers
  • News & Media
  • Awards & Recognition
  • Contact Us
  • Partnerships
  • Investor Relations

Subscribe

Sign up to recieve the latest updates

Find us on

  • Twitter-footer
  • Linkedin-footer
  • YT-footer
  • Insta-footer
  • G2-footer
  • Facebook-footer

Knowledge Base Software powered by Helpjuice

Copyright © jio Haptik Technology Limited 2021 | Data Security & Privacy Policy | GDPR

North America | Asia Pacific | Africa | enterprise@haptik.ai

Definition by Author

0
0