Managing Users

Learn how to view, add, and manage users in your Worqlo organization.

Viewing Users

1. Click Users in the left sidebar
2. You’ll see a table of all organization users

User Table Information

The table displays:

• Name - User’s full name
• Email - User’s email address
• Job Position - User’s role/title
• Status - Active (green badge) or Inactive
• Created - Account creation date and time

Searching and Filtering

• Use the Search users… field to find specific users
• Click Status button to filter by user status
• Use pagination controls at the bottom to navigate through pages

Adding a New User

1. Click the Add User button (top right)
2. A sidebar form will appear on the right

3. Fill in the required fields:

   • First Name * (required)
   • Last Name * (required)
   • Email * (required)
   • Job Position (optional)

4. Click Create User

The new user will receive an activation email with a link to set their password.

User Roles

• ADMIN - Full access to all features and settings, including admin portal
• USER - Standard user access to conversations and data, redirected to chat interface after login

Next Steps

• Setting Up Connectors - Connect data sources