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      Adding, Managing, and Removing Users

       

      Note

      Only account Admins or users with the permission to add new users enabled can perform these actions

      Quick Links

      Adding New Users


      To add a new user in Kimoby:

      1. Click on your profile icon at the top-right of the page.
      2. Click Company Settings.
      3. Click Users in the Company settings sub-menu.
      4. From the Users sub-menu, click Invite user at the top-right corner of your screen.
      5. In the Information tab, enter the email and position of the person you wish to invite. You can also add their reference ID. 

      The reference ID is found in your DMS, likely under “employee number”. This number is what allows the “Advisor introduction” automation to work properly for each advisor.

      1. In the Permissions tab, you can edit your user's permission by selecting the checkboxes. Permissions give users access to Kimoby's features. 
      2. Click Invite user to send the invitation by email. 


      Pending Invitations

      An invitation will stay pending until the user accepts the invitation. Pending invitations will be displayed at the top of your Users page. 

      If needed, you can always resend an invitation by clicking the Resend invitation icon and deleting a pending invitation by clicking the Delete invitation icon. 

      Editing Users' Profiles and Permissions


      To edit a user’s information and permissions in Kimoby:

      1. Click on your profile icon at the top-right of the page.
      2. Click Company Settings.
      3. Click Users in the Company settings sub-menu.
      4. Choose the user you wish to edit and click the Edit user icon. 
      5. You can edit your user's name, reference ID, and position under Information on the right side of your screen. You can also send them password reset instructions if needed by clicking Send password reset instructions. 
      6. You can edit your user's permissions under Permissions on the left side of your screen by selecting the checkboxes.
      7. Click Save changes when finished.

      While editing a colleague's profile, you can also edit their Away status. You can turn on their Away mode when you know they are leaving for vacation or when they are unavailable.

      You can also automatically reassign all of their new conversations to a user or a team of your choice and/or specify the expected date of their return. The away status will be turned off at that date.

      Removing a User

      If a colleague leaves your company, you can delete their profile without losing their conversations.

      First, when you wish to delete a user, you can go into their open conversations to close the ones that no longer require a follow-up.

      1. From the Conversations tab, click on the drop-down menu at the top-left of the page and select the user for which you want to view their assigned conversations. 
      2. Close the conversations that no longer require a follow-up.

      Then, go to your Company settings to remove the user. 

      1. Click on your profile icon at the top right corner of your screen.
      2. Click Company settings.
      3. Click Users in the Company settings sub-menu.
      4. Click on the Delete user icon next to the user you wish to delete.
      5. Select the new user who will inherit the past conversations and automation assigned replies. 
      6. Select Transfer and delete to remove the user.