User Management

Adding New Users

To add users to your account, click the Invite a User button (Fig. 1). 

Enter information for the user you wish to add (Fig. 2).

• Enter the user's
  • Title
  • First Name
  • Last Name 
  • Email Address
  • Portal Account
    Accounts allow different levels of organization management within the portal. For instance, an account may allow basic management control for certain users. 
  • Groups
    Groups allow you to set the permissions and assignments for users in that group. 
• Click Save to add the new user. The page will reset to add another user.

Once you add a new user, an email will be sent to the email address provided to prompt them to create their account. 

Editing Existing User Accounts

To manage updates to a user account, click on the drop-down list next to your name and select Your Users to go to the User Management page.

You will see a list of your users in the User Management page (Fig. 3).

To make changes to a user account, simply click on that user’s name (Fig. 4). 

Here, you can:

• Make changes to the user’s module assignments or groups;
• Resend the Welcome email sent initially upon account creation; or 
• Preview the page via the user account view.

When you are finished making changes, click Save and then Close Editor. 

If you wish to delete the account, click the red Delete button. Confirm deletion.

In addition to editing User information, Konvert™ allows you to organize your Users list in a way that works best for you.

Filters

Use filters to sort accounts or groups from the list. For instance, if you only want to see users in your Sales – East Coast account, select “Sales – East Coast” from the Accounts dropdown menu. Do the same for Groups. You can filter by Groups and Accounts at the same time.

Editing the List

Columns can be added or removed based on your preferences. Click the gray Edit Columns button at the top left of the Users list. Choose which fields you would like to be present in the list by typing the term and/or selecting from the dropdown menu of options. Click the x on a field to remove it from the list.

Exporting the List

Once your list has been organized the way you like it, you can share the list by copy pasting the URL, which customizes to your list preferences, or export and download as a CSV file.

To export your list, click the gray Export to CSV button at the top, right corner of the table. Konvert will generate a CSV file. When it is complete, a green Download File button will appear in place of the gray one. Click Download File.