Users

The Users data page, available to administrators only, has four sections relating to users and teams in your company’s account. 

User List

The User List presents a searchable list of all Kapta users in your company, including their status and team.

The three-dot icon can be used to edit, delete, or disable a user, send a welcome email with account login details, or change a permission level. 

Creating Users

There are several ways to create users.

From anywhere in the User Data page, the Actions menu at the top right has a Create User option.

The Import Users option in the Actions menu enables you to bring in a list from another application. If you plan to import users from a spreadsheet, be sure to download the sample template first, so that your spreadsheet will have the correct structure. And be careful not to delete or overwrite any existing data!

For administrators, the CREATE NEW button also has a User option, which is available from anywhere in Kapta.

There are two tabs on the Create User window. The Basic tab is for standard contact details and a short biography.

The More Info tab has fields for job title, manager, location, etc. 

Once set up and signed in, each user can edit their own profile, including uploading a profile picture, by clicking their username or avatar at the top right corner. 

Team List

The Team List shows all teams that have been set up. Teams can be created by clicking Actions / Create Team.

For each team, the three-dot icon can be used to edit the team name, or to add members from the list of users.

Groups

Groups is where you can set role-based access control. Click Add a New Group, assign a name, and use the search fields to set the users that can access specific accounts. 

Logons

The Logons table shows which users have logged on in the last 60 days.

Roles

Roles allow users to be given very specific access to the different areas in Kapta. Users can be given view, create, update and delete privileges to nearly all areas in Kapta. Email Only users can also be assigned for those who will only receive scheduled reports but will not have access to the Kapta app directly. 

While the roles displayed above are provided by default, administrators can create new roles to fit specific needs by clicking the ADD NEW ROLE link at the bottom of the list.

When updating or creating roles, the different areas in Kapta can be configured as needed. Notice in this example of the Read Only role that users are only given view access.

Administrators assign a role to a user on the More Info tab of the Create/Edit User window,