Kaizala users

Before you can send instant messages, pictures, and documents, or 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 pane, choose Users. You'll see a list of all users that have possible access to your organization. This includes all users who were uploaded directly through the Upload User process, along with the members of organization groups, mapped to your organization.

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

Screenshot: Add a Kaizala user's phone number

Kaizala organization admins can define and manage user attributes for an organization. They 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. Then select Change Attributes from the drop-down menu.

  • To add a new attribute, select Add New. Then choose from a range of pre-defined suggested attributes or add a new one.

    Screenshot: Change attributes on Kaizala users, like name, phone number and job title.

    • You can decide whether it's optional or mandatory for users to enter data, for a list item selected from the suggested attributes.

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

    • 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 do so using Bulk upload.

  • Click Users > Add Users. Then select Import Multiple Users.

  • On the Import Multiple Users page, download the CSV template. Add several users at the same time to Office 365 - Admin Help.

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

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

    Screenshot: Bulk add users to Kaizala

  • On the Upload Users History page, you can check 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 that user.

Find history of all user upload operations

  • Click Users > Add users. 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 the 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 either been successfully uploaded, or partially uploaded due to some errors.

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

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

Export users' data for your organization

  • Click Users > Export Users. Then select Create New Request.

    Screenshot: Create a new request to export Kaizala users

  • On the Export History page, you can check 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. Then 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 either been successfully exported, or partially exported 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. 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. 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 their 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 an equivalent of the Kaizala organization admin. Office 365 global admins will have access and ability to manage all organization groups, even those they aren't direct members or admins of.
Kaizala Group Administrator
Kaizala Group administrator is a Kaizala Group member with special privileges. Unlike an organization admin, they have to be an admin of the group they are handling to have said privileges. 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