User Management

1 Add/Invite User 

  • Go to the Administrator tab from the left menu. Select User List. Then click on the Add/Invite User button at the top.
  • Enter the First Name, Last Name and Email
  • Select one of the below applicable role for user
    • Admin
    • Manager
    • User
    • Viewer
    • Quiz Maker
  • Now Assigned Personas to that particular user by selecting Persona(s) from the left All Personas and move them to the right Assigned Personas.
  • Similarly, You can Deassigned Personas by selecting Persona(s) from the right Assigned Personas and move them to the left All Personas 
  • Assigned Business Problems to that particular user by selecting Problem(s) from All Problems from the left and move them to the right Assigned Problems.
  • Similarly, You can Deassigned Business Problems by selecting user from the right Assigned Problems and move them to the left All Problems.
  • You can add message to invitee. Just type whatever you want to mention.
  • Once you click Send Invitation button, the invitation would be sent that particular user's email you have written previously.

2. Edit User

  • In the User List, click the Edit button in the Action Pane.
  • Make necessary changes in click Save button.

Note: You can't change the Email, only user can change his/her email.

3. Delete User

  • In the User List, click the Delete button in the Action Pane.
  • You would get the message Are you sure you want to delete? Click Ok button to delete.