Manage Users

In this section, we cover how you can create and manage users on the ChakraHQ platform. Every user profile on Chakra has basic information such as phone number, email, role etc. Additional profile attributes can be added to specific roles.

Add User

You can invite your team users on Chakra by following the below steps:

1. Go to Admin --> User Management or click on User Management\
2. Click on 'Invite User' to create a new user on chakra\
3. Add all the required user details and click on 'Invite'\

The user will get created on chakra and a confirmation email will be sent to the specific user.

User List

The User List is the default screen on entering the User Management section from the Admin panel\

Search

You can search for specific users by name, phone number , email etc. by clicking on the search icon present in each column\

Deleted Users

To access the list of the deleted users, click on the 'Show Deleted Users' toggle\

Download Table

Admin users can download the user list, active and deleted, by clicking on the 'Download Table' button.\

Should the admin user choose to apply filters to the user table before downloading, they may choose to do so under the headers.

Edit User

Admin users can edit user information by executing the following steps:

1. Go to Admin --> User Management or click on User Management
2. Click on the 'Edit User' option to edit the user details\
3. Make the necessary changes and click 'Update'\

The user details will get updated

Delete User

Deleting a user is also simple:

1. Go to Admin --> User Management or click on User Management
2. Click on the three dots option next to edit user and select 'Delete User'\
3. Reassign the leads of the deleted user if any and click on 'Delete'\ The user will get deleted.

Change Role and Password

You can change the password and role by:

1. Go to Admin --> User Management or click on User Management
2. Click on the three dots option next to Edit User\
3. Select 'Change Role' if you want to change the role of the user or select 'Change Password' if you want to change the password of the user\

Show Audit Logs

Audit logs for the changes done in the user management - creation, deletion, or editing of user details, are accessible for a time period of 1 year. To access these logs,

1. Go to Admin --> User Management or click on User Management
2. Select the toggle 'Show Audit Logs'\
3. You can add the date range also for which you want to see the logs
4. The admin user can download the logs table as per the date range specified\