Create and Manage Org Users in Zentrova's Admin Portal

Guide to Managing Org Users in Zentrova's Admin Portal

Link to the full training Loom video

https://loom.com/share/b25a47952bae41e694a4d6f8313ce194

1. Log into the Zentrova.ai Admin Portal 0:00

• Access the admin portal using your credentials.
• Navigate to the section labeled 'Admin Functions'.

2. Admin Functions -> Access Org User Management 0:19

• Locate the 'Org User Management' option.
• This section allows you to manage users within your organization.

3. View Current Users 0:27

4. Add a New User 0:27

• Click on 'Add a User'.
• Fill in the user's information, including their role.

5. Assign User Role 0:49

• Under the role section, select the appropriate role for the user:
  1. Admin
  2. IT Admin
  3. Sales
  4. Subject Matter Expert
• For this example, we will add them as an Admin.

6. Choose Team Name 1:02

• Select the user's team name from the dropdown.
• You also have the option to add a new team name if necessary.

7. Save User Information 1:02

• Click 'Save' to create the user account.
• You will see a confirmation that the user (e.g., Jordan Wolf) has been created.

8. User Account Setup 1:14

• An invitation link will be sent to the new user to set up their account.
• Once they log in, their information will be updated in the admin portal.

9. Mark User as Inactive 1:25

• If you need to deactivate a user, go to their status and select 'Inactive'.
• This will deactivate their account in the admin console.

10. Support and Assistance 1:41

• If you encounter any issues or have questions, submit a ticket for support.
• The support team will respond to your inquiry.

Link to Loom

https://loom.com/share/b25a47952bae41e694a4d6f8313ce194