Kaizala Users

Before you can send instant messages, pictures, documents and setup a new poll or survey, you'll have to create Kaizala users. You can add users individually or in bulk. For managing users in groups, check out Kaizala groups.

View all users in an Organization

On the Kaizala management portal, from the left navigation bar, choose Users. You'll see a list of all users that have possible access to your organization. This list contains all users who have been either been:

  • uploaded directly through the Upload User process or by being a member of any organization groups mapped to your organization.

You can also select up to 4 columns that can be shown for each user, by clicking on More > Select Columns.

Screenshot: Add a Kaizala user's phone number

Kaizala organization admins can define and manage user attributes for the organization. You can add custom user attributes (employee ID, manager, etc) in the Kaizala Management Portal which makes it easier for admins and other users to identify a user.

Set up attributes for all users in the organization

  • Click or tap Users > More and then select Change Attributes from the drop-down.

  • To add a new attribute, click on Add New and then select from a range of pre-defined suggested attributes or add a new attribute.

    Screenshot: Change attributes on Kaizala users, like name, phone number and job title.
    • For a list item selected from suggested attributes, you can select whether an attribute is mandatory or optional for users to enter data.

    • For a custom attribute, you can, enter the name of the attribute, select the type of attribute (string, number, Yes/No and date/time), and select whether the attribute is mandatory or optional for users to enter data.

    • Once you've made changes to the attribute, click + to add it to the list, or - to remove it

    • You can add multiple attributes at once.

  • Once you've finalized the list of attributes, click Save to add the new changes to the organization's attribute list.

Add Users in bulk to your organization

If you want to add several users without using the comma separated list, you can add multiple users using Bulk upload.

  • Click Users > Add Users, and select Import Multiple Users.

  • On the Import Multiple Users page, download the CSV template. Not sure what CSV format is?.

  • Follow the template to add your users and their phone numbers to Kaizala. Save the file in .csv format.

  • Click Select a File, choose the file you saved above, and click Upload.

    Screenshot: Bulk add users to Kaizala
  • On the Upload Users History page, you can check on the status of the uploaded file. Click Refresh to get the latest status. If the status is Completed you can find the updated user list on the Users page.

Note: You can update info for an existing user by re-uploading the file with updated data for the user.

Find history of all user upload operations

  • Click Users > Add users, and then select View Import History from the drop-down.

    Screenshot: Kaizala import history page
  • On the View Import History page, you can find a list of all user upload operations. Each list item has following info:

    • File Name

    • Uploaded by

    • Date - timestamp when the file was uploaded

    • Status of the uploaded file. This can be one of the following values :

      • Processing - the file has been sent for processing and hasn't been uploaded yet.

      • Completed - the file has been either successfully uploaded, or has been uploaded partially due to some errors.

      • Failed - the file hasn't wasn't uploaded successfully. Download the error log file for the upload to check out any issues.

    • Download - clicking the icon downloads the original uploaded file.

Export Users' data for your organization

  • Click Users > Export Users, and then select Create New Request.

    Screenshot: Create a new request to export Kaizala users
  • On the Export History page, you can check on the status of the export request. Click Refresh to get the latest status. If the status is Completed you can download the requested file by clicking on the download icon beside the specific request

Find history of all export users operation

  • Click Users > Export Users and select View Export History.

  • On the Export History page, you can find a list of all user upload operations. Each list-item has following info

    Screenshot: Kaizala export history page
    • File Name

    • Exported by

    • Date - timestamp when the file was uploaded

    • Status of the exported file. This can be one of the following values :

      • Queued - the request has been queued.

      • Completed - the file has been either successfully exported, or has been exported partially due to some errors.

      • Failed - the file wasn't exported successfully. Download the error log file for the upload to check out any issues.

    • Download - Clicking the icon downloads the requested export file.

Find a detailed view of user's profile in the Organization

To find a detailed view of a user's profile:

  • Click Users, and then select a user from the user list for your organization.

  • Click on the phone number for that user to see a detailed view.

Remove a user from a Kaizala group

  • Click Users, and then select a user from the user list for your organization.

  • Click on the phone number for that user to see a detailed view.

  • On the details page for the user, click Delete. Clicking Delete will remove the user from the organization. Once you delete a user, they get removed from all organizational groups on Kaizala. All data, including messages, Kaizala Actions and attachments for these groups will be deleted from your device.

Kaizala user roles

There are 3 different user roles in Kaizala. Here are the available roles and what people assigned to them can do.

Role

What they do in Office 365

Kaizala Organization Administrator

Kaizala organization admin is a user who can manage Kaizala for your organization. The built-in Office 365 role, global admin is the equivalent of the Kaizala organization admin. Office 365 global admins will have access and ability to manage all organization groups even when they aren't direct members or admins of the group.

Kaizala Group Administrator

Kaizala Group administrator is a Kaizala Group member with special privileges. Unlike an organization admin, they are required to be a admin of the group they are handling. Group admins can perform all the actions a organization admin can, but only on the groups they are explicitly made an admin of.

Member

A Kaizala user with no special privileges. They can only take part in 1:1 and group communication and view attributes of their own groups and conversations. They can't add or remove other members from the group.

What can the Kaizala user roles do?

Feature Access

Kaizala Org Admin

Group Admin

Member

Add or Remove Users

Manage all users of the organization

Manage Users for groups with direct group admin privileges

Not available

View Groups

All organization groups

Own organization groups with admin role

Own organization groups with member role

View Groups

All organization groups in the hierarchy

All organization groups in the hierarchy

All organization groups in the hierarchy

Add or remove users from groups

All organization groups

Own groups with direct group admin privileges

Not available

View Connectors

Self-created or all connecters in org

Self-created or all connecters in org

Self-created or all connecters in org

Publish or Unpublish Connectors

To all organization groups

To own organization groups with admin role

Not available

View Actions

Self-created or all Actions in org

Self-created or all Actions in org

Self-created or all Actions in org

Publish or Unpublish Actions

To all organization groups

To own organization groups with admin role

Not available

View Reports

Reports for all organization groups

Reports for all organization groups with direct admin privileges

Not available

Manage groups to Organization mapping (in Settings page)

All organization groups

All groups with direct admin privileges

Not available

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