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

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.

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.

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

A closeup to remove the user

When you’re finished, select Save.

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

Select the plus icon next to the role.

Add a role to the user

When you’re finished, select Save.

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.

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.

When you’re finished, select Save.

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.

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

You can export user data as a CSV file, making it easy to retrieve a list of all users in your organization for analysis and reporting.

To export a list of all users:

Navigate to Org Management, then select the Users tab.

You must have Org Management permissions to access Org Management.
In the Users tab, click on the Export Users button. A CSV file named UserExport.csv will automatically download to your computer.
Open the UserExport.csv file to view the list of users and their associated information.

The UserExport.csv file includes the following information for each user: