管理 Kaizala 组Manage Kaizala groups

添加用户Add users

Kaizala 支持多种方法将用户添加到组,具体取决于组类型。Depending on the group type, Kaizala supports multiple ways to add users to a group.

平面或层次结构组Flat or hierarchal group

平面或层次结构组具有两个用户角色:管理员和成员。Flat or hierarchal groups have two user roles: admin and member. 以下部分介绍了如何将它们添加到组中。The following sections describe how you can add them to a group.

添加管理员或成员Add admins or members

  1. 选择组,然后打开 " 用户 " 选项卡。Select the group, and open the Users tab.
  2. 选择 "添加 > 通过电话号码添加的用户"。Select Add users > Add via phone number.
  3. 选择区域,输入电话号码,然后从下拉列表中选择 (管理员或成员) 的用户角色。Choose the region, enter the phone number, and choose the user role (admin or member) from the drop-down list. 您也可以输入以逗号分隔的电话号码列表。You can also enter a list of comma-separated phone numbers.
  4. 最后,单击或点击 " 添加用户"。Finally, click or tap Add users.

可以从 Excel 电子表格或以 CSV 格式保存的其他文件中一次添加多个用户。You can add multiple users at once from an Excel spreadsheet or other file saved in CSV format.

  1. 选择组,然后打开 " 用户 " 选项卡。Select the group, and open the Users tab.
  2. 选择 "通过 CSV添加用户 > 导入"。Select Add users > Import via CSV.
  3. 下载 CSV 模板,然后按照格式添加你的用户及其角色。Download the CSV template, and follow the format to add your users along with their roles.
  4. 上载文件以提交批量作业。Upload the file to submit the bulk job.

若要跟踪批量作业的状态,请选择 "添加用户 > 查看导入历史记录"。To track the status of the bulk job, select Add users > View import history.

邀请成员Invite members

你可以发送一个唯一链接来邀请用户加入你的组。You can send a unique link to invite users to your group. 如果用户打开链接,他们将作为成员加入组。If people open the link, they’ll join the group as members.

  1. 若要邀请成员,请选择一个组,然后选择 " 生成邀请" 链接To invite members, select a group, and select Generate invite link.
  2. 复制链接并将其发送给所需的人员。Copy the link and send it to the people you want. 当他们单击该链接时,它们将作为成员添加到组中。When they click the link, they’ll be added to the group as members.

广播组Broadcast group

广播组具有三个用户角色:管理员、成员和订阅者。Broadcast groups have three user roles: admin, member, and subscriber. 以下部分介绍了如何将它们添加到组中。The following sections describe how you can add them to a group.

添加管理员或成员Add admins or members

  1. 选择组,然后打开 " 用户 " 选项卡。Select the group, and open the Users tab.
  2. 选择区域,输入电话号码,然后从下拉列表中选择 (管理员或成员) 的用户角色。Choose the region, enter the phone number, and choose the user role (admin or member) from the drop-down list. 您也可以输入以逗号分隔的电话号码列表。You can also enter a list of comma-separated phone numbers.
  3. 最后,单击或点击 " 添加用户"。Finally, click or tap Add users.

添加订阅者Add subscribers

  1. 选择 "广播" 组,然后打开 " 订阅者 " 选项卡。Select the broadcast group, and open the Subscribers tab.
  2. 通过在逗号分隔的列表中添加电话号码来添加一个或多个订阅者。Add one or more subscribers by adding their phone numbers in a comma-separated list.
  3. 最后,单击或点击 " 添加订阅者"。Finally, click or tap Add subscribers.
使用 CSV 文件批量添加订阅者Add subscribers in bulk by using a CSV file
  1. 选择 "广播" 组,然后选择 "管理订阅者 > 添加订阅者"。Select the broadcast group, and then select Manage subscribers > Add subscribers.
  2. 下载 CSV 模板,然后按照格式添加你的订阅者。Download the CSV template, and follow the format to add your subscribers.
  3. 上载文件以提交批量作业。Upload the file to submit the bulk job.

若要跟踪批量作业的状态,请选择 "管理订阅者 > 查看导入历史记录"。To track the status of the bulk job, select Manage subscribers > View import history.

邀请订阅者Invite subscribers

你可以发送一个唯一链接来邀请订户加入你的组。You can send a unique link to invite subscribers to your group. 如果用户打开链接,他们会将该广播组作为订阅者加入。If people open the link, they’ll join the broadcast group as subscribers.

  1. 选择 "广播" 组,然后选择 " 生成邀请" 链接Select the broadcast group, and then select Generate invite link.

  2. 复制链接并将其发送给所需的人员。Copy the link and send it to the people you want. 当他们单击该链接时,它们将被添加到组中。When they click the link, they’ll be added to the group.

    "邀请订户" 窗口的屏幕截图

编辑策略Edit Policies

通过限制转发、共享、隐藏聊天记录等,组策略使管理员能够更安全地查看组。Group policies enable the admins to make the group more secure by restricting forward, share, hiding chat history, and so on. 有关受支持的组策略以及它们的用途的详细信息,请参阅 Kaizala 组策略See Kaizala group policies for detailed information about the supported group policies and what they do.

添加操作Add Actions

Kaizala 操作是基于聊天的工作管理卡,如出席情况、调查、通知、作业和培训。Kaizala Actions are chat-based work management cards such as attendance, surveys, announcements, jobs, and trainings. Kaizala 管理门户启用组中的管理操作。The Kaizala management portal enables managing Actions in a group.

向组中添加操作Add Actions to a group

将 Kaizala 操作添加到组,并在 Kaizala 移动应用中打开该组时,该操作将显示在操作托盘中。When you add a Kaizala Action to a group and when the group is opened in the Kaizala mobile app, that Action will show up in the Action pallet.

  1. 选择一个组,然后打开 " 操作 " 选项卡。Select a group, and open the Actions tab.
  2. 选择 " 添加操作",然后从列表中选择一个操作。Select Add Action, and choose an Action from the list.
  3. 选择可以在组中发送操作的用户角色。Select the user roles that can send the Action in the group.
  4. 发布操作。Publish the Action.

限制默认操作Restrict default actions

默认情况下,Kaizala 操作(如调查和投票)对所有组均可用。By default, out-of-the-box Kaizala Actions such as surveys and polls are available to all groups. 如果希望组中的用户仅查看添加的操作,可以隐藏所有默认操作。If you want the users in the group to see the added Actions only, you can hide all default Actions.

  1. 选择一个组,然后打开 " 操作 " 选项卡。Select a group, and open the Actions tab.
  2. 此处选择,并选择应删除默认操作的用户角色。Select here, and select the user roles for which the default Actions should be removed.

添加连接线Add a connector

  1. 在 Kaizala 管理门户的左侧导航栏中,选择 " "。On the Kaizala management portal, from the left navigation bar, choose Groups.
  2. 选择要在其中添加连接器的组。Select a group where you want to add a connector.
  3. 在组的顶部导航栏中,选择 " 连接线"。From the top navigation bar of the group, select Connectors.
  4. 从下拉列表中选择要链接的连接线,然后单击或点击 " 添加连接线"。Choose a connector you want to link from the drop-down list, and then click or tap Add connector.