Manage users

Learn how to manage your users so you can assign a role, add a user to a team, view user history, and more.

View a user

In Kobiton, select Org Management, then select Users.

Select Users tab context

Search for a user, then select their Username.

Select a username

Manage a user

Enable SSO authentication

Single-Sign On (SSO) authentication must be configured for your organization first.

Select Details, then Enable SSO to enable SSO for this user.

Select Details, then Enable SSO

When you’re finished, select Save.

Disable the user

In Details, select Disable to deactivate the user but keep them in your system.

Select Disable to deactivate the user

When you’re finished, select Save.

Remove the user

In Details, select Remove to completely remove the user from your system.

A closeup to remove the user

When you’re finished, select Save.

Assign a role

In Roles, use the search bar to find a role you previously created.

Open Roles tab in Users and search for a role

Select the plus icon next to the role.

Add a role to the user

When you’re finished, select Save.

Remove a role

In Roles, select the minus icon next to the role you want to remove. For more information, see User roles and permissions

Remove a role from the user

All users must be assigned to at least one role.

When you’re finished, select Save.

Add to a team

In Teams, use the search bar to find a team you previously created.

In Teams, use the search bar to find a team you previously created.

Select the plus icon next to the team.

Select the plus icon next to the team to assign the team for the user

When you’re finished, select Save.

Remove from a team

In Teams, select the minus icon next to the team you want to remove the user from.

select the minus icon next to the team you want to remove the user from

All users must be assigned to at least one team.

When you’re finished, select Save.

View user history

In User History, you can view the user’s history report.