Managing Users in Kantata Connect

Learn about managing users in Kantata Connect.

Overview

The Users page in Kantata Connect is where Workflow Administrators can view and manage their account team members and individual users can access their user profile settings.

To access the Users page, click the user Settings (“   ”) icon in the top-right corner of Kantata Connect and select Users in the drop-down that appears.

The Users List—located on the Users page—displays all of the Kantata Connect account users and the following information:

• Full Name—The user’s full name.
• Email Address—The user’s email address.
• Permission Level—The user’s permission level.
• Status—The user’s current status: Active or Inactive.
• Created At—The date and time the user was created.

User Profile

A team member’s user profile can be accessed by clicking Edit in-line with member’s information in Users List.

The available actions that can be performed in a user's profile will vary depending on your permission level:

• Edit your name (Individual user and Workflow Administrator)
• Edit your email address (Individual user and Workflow Administrator)
• Edit your task usage notification settings (Individual user and Workflow Administrator)
• Activate and deactivate users (Workflow Administrator)
• Edit a user’s permission level (Workflow Administrator)

Workflow Administrators can activate or deactivate a user by clicking the Active toggle below the User Fields section to Off.

User Page Actions

How to Add a User in Kantata Connect

1. Log in to Kantata Connect.
2. In the top-right corner of the page, click the Settings (“   ”) icon and then select Users from the drop-down that appears.
   
3. In the top-right corner of the Users page, click Add User. The Add User page opens.
4. Enter the user’s Full Name and Email Address.
5. Select the user’s Permission Level.
6. Click the Add User button. The user is added to your account and now appears in the Users List.

How to Deactivate a User in Kantata Connect

1. Log in to Kantata Connect.
2. In the top-right corner of the page, click the Settings (“   ”) icon and then select Users from the drop-down that appears.
   
3. Under the Actions column, click the Edit button in-line with the user you want to deactivate. The user’s profile opens.
   
4. In the bottom-left corner of the user profile, click the Active toggle to Off. The user now appears as Inactive in the Users List.