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Managing Users

Monitor and manage users who interact with your chatbot.

View All Users

  1. Open your chatbot
  2. Go to "Users"
  3. See the list of all users

User Information

For each user, you can see:

FieldDescription
EmailUser's email address
NameDisplay name (if provided)
StatusActive, Pending, Disabled
RoleAdmin or Regular
Last ActiveMost recent activity
SessionsNumber of chat sessions

User Status

StatusDescription
ActiveCan access the chatbot
PendingInvited but hasn't logged in
DisabledAccess revoked

Changing User Role

  1. Find the user in the list
  2. Click on their row
  3. Change Role dropdown
  4. Click "Save"

Disabling a User

Revoke access without deleting:

  1. Find the user
  2. Click "Disable"
  3. Confirm the action

Disabled users:

  • Cannot access the chatbot
  • Remain in your user list
  • Can be re-enabled later

Re-enabling a User

  1. Find the disabled user
  2. Click "Enable"
  3. Access is restored

Deleting a User

Permanently remove a user:

  1. Find the user
  2. Click "Delete"
  3. Confirm deletion
warning

This permanently deletes the user and their session history.

Viewing User Sessions

See a user's chat history:

  1. Click on the user
  2. Go to "Sessions" tab
  3. View past conversations

Bulk Actions

Manage multiple users at once:

  1. Select users using checkboxes
  2. Choose action from dropdown:
    • Disable selected
    • Enable selected
    • Change role
    • Delete selected
  3. Confirm the action

Filtering and Searching

Find users quickly:

  • Search - By name or email
  • Filter by status - Active, Pending, Disabled
  • Filter by role - Admin, Regular
  • Sort - By name, date, activity

Exporting User List

Export users for reporting:

  1. Click "Export"
  2. Choose format (CSV, Excel)
  3. Download the file