User Management

The konaAI application provides users with admin access to edit or modify users, roles, and navigation permissions, making your project management a seamless process. 

• Click on your username in the top-right corner of the top-bar.  

• • Provides access to: User Profile, Change Password, Administration, and Logout options 

• • Only users with a “Database” login may avail the “Change Password” option. 

• Click on the “Administration” button. 

• • Accessible only to users assigned to an “Admin” role.

Selecting the “Administration” option will automatically navigate you to the “User” page, the first segment of “User Management”. This portfolio provides access to three key functionalities: 

• Users 

• • Add new user 

• • Edit/revoke access to an existing user 

• Roles 

• • Create a new user role 
  • Delete role

• Bulk User Import  

• • Use default templates to import users in bulk. 

User 

It is on the “User” page that you will be able to add new people or revoke access to existing users. The user page displays a grid with a list of all users added, sorted by newest to oldest members. It also provides information on the user’s first/last name, login type, project access, and email address specified next to their username. 

Add New User

In this section, you may only add one user at a time. To add multiple users at the same time, refer to “Bulk Upload”.   

• Click on the green "User" button on the top-right corner of your work area. 

• A pop-up will appear on your screen requesting user information.  

• Ensure you select the appropriate login type, role, and project you wish the user to access. 

• • By default, “Database” login type is selected for a new user. To understand the different sign in options, refer accessing the konaAI application . 

• • Refer “User Roles” to understand the functionalities for the different roles, a user may be assigned multiple roles. 

• When a new user is assigned to a project, they receive an email notification with a link to access the application.  

• • The login link will depend on the login type selected when adding a user and expires after 72 hours of generation for all login types. 

• • Users can request a link regeneration via the onboarding email link received.  

• The admin is notified on the konaAI application of a regeneration request on the “User” page.

• Click on the blue email icon next to the username to open a pop-up confirming the regenerate action.  
  • A new email link is sent to the user, valid for 72 hours. 
  • The email icon only turns blue when a regeneration request has been initiated by the user. 

• • Click on the green “Re-Generate” button to initiate the email. 

• • A new email link is sent to the user, valid for 72 hours. 

• Users with an SSO login type can activate their account and sign-in via email link.  
• Users with a “Database” login type are required to create a password during their initial sign-in.  

• The email link will direct the user to the konaAI application where a pop-up on the screen will ask to “Create New Password”.  

• • Users may only sign-in after completing this step. 

• Once activated, the status of the user can be confirmed by checking the edit icon: 

• • Gray edit icon indicates the user is inactive. 

• • Blue edit icon indicates the user is active. 

Note: Regenerating email is a cyclical process. 

Edit/Revoke User Access

You may only modify a user role or revoke access after a user has been added to the application.  

• Click on the edit icon next to the username to modify a specific user's role. 

• You may also modify the project assigned on this pop-up.  

• To revoke user access, change the user status to "Inactive". 

• • This will disable the user and prevent them from accessing the application.  

 

When a user is made “Inactive”, their access is disabled. When this action is performed, the system triggers an email to the user notifying them of their status change and a separate email to all admins in the project.  

The admin email will outline the user status change and contain a table with a list of all alerts assigned to and created by the user so the admin may reassign the alerts or resolve them. 

The admin may click on the highlighted project name and be re-directed to the “My Alerts” page in the application. 

User Roles

Users in konaAI application are categorized into different roles based on the tasks they can perform. By default, the following roles are available for all projects on the konaAI application. 

• Admin role - has access to all elements of the project and can assign or remove users as well. 

• Project admin - has access only to the specified project and can edit/modify elements of that specific project.  

• L1, L2, and L3 users - can review operations and screens assigned to them, with the main purpose being reviewing alerts. 

Add New Role

The konaAI application lets you create new roles for your project and edit permissions based on your project requirements.  

As an admin you may add users to the existing roles provided in the application or create a new role and modify the functionality you wish the role to perform.  

• Select the green role icon located on the top-right side of the work area.  

• Provide a name and description to the role you wish to create.
• You may edit the role functionality and navigation under “Role Navigation”, “Accessibility” portfolio. 

Note: Users cannot modify role permissions/access unless they are assigned to an admin role.  

Delete Role

• Navigate to the “Role” tab under User Management in your navigation menu.  

• Click on the delete icon next to the role name displayed in the grid on your screen.   

• A pop-up will appear on your screen prompting you to confirm your action. 

• Once you select yes, another pop-up will appear on the screen notifying you of how many users have been assigned to a specific role. 

• Select Yes to complete the delete process. 

• Deleting the role will revoke access to all individuals assigned that role. 

Once a role has been deleted, all admins in the project will receive a notification email informing them of the action taken.  

Bulk User Import

If you wish to add multiple users to the application, you may avail the bulk import feature. This lets you add multiple users and assign different roles to the selected users, all in one step.  

• Click on the green “Default Template” button above the user grid to download the file.  

• • This default bulk import template lets you add multiple users at the same time. 

• Fill in the details in the downloaded template. 

• • Do not modify the template columns and ensure all information pertaining to a user is filled appropriately.  

• • Missing information or information provided in the wrong column(s) can prevent the user from being added to the application.  

• Upload the template with the new user list to the application by clicking on the green “Upload Template” button.  

• • All users mentioned on the template will get added to the specified project. 

• If you wish to view the status of any document added here, click on the document icon in the “Info” column. 

• • The “User Information” screen displays details such as failed/completed users and reasons for failed attempt.