Adding and managing users
Account Owners, Super Admins, and User Admins have the ability to add, edit, and delete users from your Kissflow account.
If you want to quickly add a few users, go to the User Management tab in the Admin screen.
- Click Add User beside the Search box.
- You’ll see a popup box where you can enter details about the user:
- The First name and Email address are mandatory.
- The Nickname will display the user’s name like this: Anthony Stark (Tony).
- You can associate the user to a preconfigured group. Learn how to create a group.
- You can choose to associate the user to a manager which can be used in step assignments.
- When finished, you can click Add to create a user in your account. You can alternatively click Add & New to submit this form and open up a new popup box for an additional user.
When you invite someone to join your account, they will get an invitation email sent to the address you entered. If the user accepts the invitation and your account has enough user licenses, you can manually assign an active license to the user. To do this, select the checkbox of the user and click Activate. The user count is automatically updated in the Active Users tile. However, if the account doesn’t have enough licenses, the user will be added to the account in an inactive state and won’t be allowed to sign in.
Editing user data
If you want to change a value in the User Management tab, click the cell that you want to update and edit the value directly. Values are automatically saved.
If you update the email address, the user must first verify the new email address before they can access their Kissflow account again. You can click the Resend button to resend an invite email to the user.
For dropdown fields such as User Role and Manager, click the Expand button (▼) and choose the preferred user role and manager respectively from the dropdown. Only Account Owners and Super Admins can make another user a Super Admin.
Deactivating and activating users
Deactivating users remove them from an active license but keeps all of their data in the system. If you deactivate or delete a user, all flow items assigned to that user need to be reassigned by the Flow Admin. If the deactivated or deleted user is the Flow Admin, a Super Admin can select a new Flow Admin.
To deactivate a user, select the checkbox beside the user and then click Deactivate. Once a user is deactivated, the count is automatically updated in the Inactive Users tile. Inactive users are not allowed to sign in until their license is reactivated.
The Account Owner cannot be deactivated; ownership must first be transferred to someone else.
To activate an inactive user, select the checkbox of the user and click Activate. The user count is automatically updated in the Active Users tile.
Deleting users removes them from your account. When you delete users, you lose all the data associated with them.
To delete a user, select the checkbox by their name. Then, click the More options button () and then Delete users.
Resetting a password
To request a user to reset a password, select the user and then click the More options button and then Reset password. Your users will receive a password reset link via email which they can use to reset their account password.