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How to Configure User Management on Qontak One

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Learning Center Mekari
  • Updated

The User Management function on Qontak One allows you to add, modify, and delete existing users. Additionally, you can monitor the user quota. Please note that only the Admin role has access to this feature. For more details, see the explanation below.

A. Users Page Overview

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No. Feature Name Explanation
1 Active Displays the number of active users.
2 Pending Displays the number of users whose invitations are still pending in the system and who have not completed the registration process via email.
3 Available quota Displays the remaining user quota that can still be added.
4 Invite user Button to add a new user.
5 Upgrade quota Button to upgrade the user quota.
6 All roles Filter to sort user data by roles created. In this case, you can filter data based on the roles you want to display in the table.
7 All status Filter to display user status on the account. In this case, you can filter data based on the user status you want to display in the table.
8 Search user Field to search for existing user data.
9 Full name Column displaying the user's full name.
10 Role Column displaying the user's roles on the account.
11 Status

Column displaying the user's status on the account.
12 Last sign-in Column displaying the date and time of the user's last sign-in.
13 Actions Button to access the detailed user data page and to delete the user. 
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B. How to Add (Invite) a New User

  1. Log in to your Qontak One account, then select the “Settings” menu.
  2. Next, choose the “Account” sub-menu and click the “Users” tab.
  3. You will then be directed to the Users page. On this page, click “Invite users”.
  4. Next, fill in all the available fields. Below are the descriptions for each field.
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No. Feature Name Explanation
1 Full name Field for entering the full name.
2 Email Field for entering the email address.
3 NIK Field for entering the NIK (National Identification Number).
4 Phone number Field for entering the phone number.
5 Role Set the user’s role access on the account.

In this case, you can customize the role. Learn more here.
6 Staff level Set the user’s staff level.
  1. If all the required information has been filled in, click “Invite user.”

  2. The newly created user data will then appear on the next page. The initial status will be “Pending.” Please wait a moment until the status changes to “Active.”
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    In this case, the Working status of the newly added user will be “-”. This is because the user has just been added and there is no sign-in history on the account yet.

C. How to Upgrade the User Quota for Adding New Users

  1. Log in to your Qontak One account, then select the “Settings” menu.
  2. Next, choose the “Account” sub-menu and click the “Users” tab.
  3. On the Users page in Qontak One, the following notification will appear if your user quota has run out. You can click “Contact support” to reach us, or directly click “Upgrade quota.”
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D. How to Edit and Delete User

  1. To edit a user’s data, click “Actions” on one of the added users.
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  2. Then click “View details.”
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  3. You will be directed to the Edit user page. Make the edits on this page. Once you’re sure the data is correct, click “Save changes.”
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  4. A notification pop-up will appear indicating that the user’s data has been successfully edited.
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  5. To delete a user, click “Actions” on one of the users in the list.
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  6. Then choose “Delete.”
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  7. A confirmation pop-up will appear. Before deleting a user, you must transfer that user’s data to another team member already connected to those data. Then click “Delete user & transfer data.”

  8. A pop-up notification will show that the user data has been successfully deleted and transferred to another user.
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That concludes the explanation regarding User Management in Qontak One. 
 

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