OpenDialog Docs
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  • GETTING STARTED
    • Introduction
    • Getting ready
    • Billing and plans
    • Quick Start AI Agents
      • Quick Start AI Agent
      • The "Start from Scratch" AI Agent
        • Chat Management Conversation
        • Welcome Conversation
        • Topic Conversation
        • Global No Match Conversation
        • Supporting LLM Actions
        • Semantic Classifier: Query Classifier
      • A Process Handling AI Agent
  • STEP BY STEP GUIDES
    • AI Agent Creation Overview
    • Add a new topic of discussion
    • Use knowledge sources via RAG
    • Adding a structured conversation
    • Add a 3rd party integration
    • Test and tweak your AI Agent
    • Publish your AI Agent
  • CORE CONCEPTS
    • OpenDialog Approach
      • Designing Conversational AI Agents
    • OpenDialog Platform
      • Scenarios
        • Conversations
        • Scenes
        • Turns and intents
      • Language Services
      • OpenDialog Account Management
        • Creating and managing users
        • Deleting OpenDialog account
        • Account Security
    • OpenDialog Conversation Engine
    • Contexts and attributes
      • Contexts
      • Attributes
      • Attribute Management
      • Conditions and operators
      • Composite Attributes
  • CREATE AI APPLICATIONS
    • Designing your application
      • Conversation Design
        • Conversational Patterns
          • Introduction to conversational patterns
          • Building robust assistants
            • Contextual help
            • Restart
            • End chat
            • Contextual and Global No Match
            • Contextual FAQ
          • Openings
            • Anatomy of an opening
            • Transactional openings
            • Additional information
          • Authentication
            • Components
            • Example dialog
            • Using in OpenDialog
          • Information collection
            • Components
            • Example dialog
            • Using in OpenDialog
            • Additional information
          • Recommendations
            • Components
            • Example dialog
            • Additional information
          • Extended telling
            • Components
            • Example dialog
            • Additional information
          • Repair
            • Types of repair
            • User request not understood
            • Example dialog
            • Additional information
          • Transfer
            • Components
            • Example dialog
            • Additional information
          • Closing
            • Components
            • Example dialog
            • Using in OpenDialog
            • Additional information
        • Best practices
          • Use Case
          • Subject Matter Expertise
          • Business Goals
          • User needs
            • Primary research
            • Secondary research
            • Outcome: user profile
          • Assistant personality
          • Sample dialogs
          • Conversation structure
          • API Integration Capabilities
          • NLU modeling
          • Testing strategy
          • The team
            • What does a conversation designer do
          • Select resources
      • Message Design
        • Message editor
        • Constructing Messages
        • Message Conditions
        • Messages best practices
        • Subsequent Messages - Virtual Intents
        • Using Attributes in Messages
        • Using Markdown in messages
        • Message Types
          • Text Message
          • Image Message
          • Button Message
          • Date Picker Message
          • Audio Message
          • Form Message
          • Full Page Message
          • Conversation Handover message
          • Autocomplete Message
          • Address Autocomplete Message
          • List Message
          • Rich Message
          • Location Message
          • E-Sign Message
          • File Upload Message
          • Meta Messages
            • Progress Bar Message
          • Attribute Message
      • Webchat Interface design
        • Webchat Interface Settings
        • Webchat Controls
      • Accessibility
      • Inclusive design
    • Leveraging Generative AI
      • Language Services
        • Semantic Intent Classifier
          • OpenAI
          • Azure
          • Google Gemini
          • Output attributes
        • Retrieval Augmented Generation
        • Example-based intent classification [Deprecated]
      • Interpreters
        • Available interpreters
          • OpenDialog interpreter
          • Amazon Lex interpreter
          • Google Dialogflow
            • Google Dialogflow interpreter
            • Google Dialogflow Knowledge Base
          • OpenAI interpreter
        • Using a language service interpreter
        • Interpreter Orchestration
        • Troubleshooting interpreters
      • LLM Actions
        • OpenAI
        • Azure OpenAI
        • Output attributes
        • Using conversation history (memory) in LLM actions
        • LLM Action Analytics
    • 3rd party Integrations in your application
      • Webhook actions
      • Actions from library
        • Freshdesk Action
        • Send to Email Action
        • Set Attributes Action
      • Conversation Hand-off
        • Chatwoot
    • Previewing your application
    • Launching your application
    • Monitoring your application
    • Debugging your application
    • Translating your application
    • FAQ
    • Troubleshooting and Common Problems
  • Developing With OpenDialog
    • Integrating with OpenDialog
    • Actions
      • Webhook actions
      • LLM actions
    • WebChat
      • Chat API
      • WebChat authentication
      • User Tracking
      • Load Webchat within page Element
      • How to enable JavaScript in your browser
      • SDK
        • Methods
        • Events
        • Custom Components
    • External APIs
  • Release Notes
    • Version 3 Upgrade Guide
    • Release Notes
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On this page
  • Adding a new user
  • Deleting a user
  1. CORE CONCEPTS
  2. OpenDialog Platform
  3. OpenDialog Account Management

Creating and managing users

PreviousOpenDialog Account ManagementNextDeleting OpenDialog account

Last updated 11 months ago

On setup, there will be at least one user in the workspace. Any users may add additional users.

Adding a new user

To enable the members of your team to access the instance, you will have to add them as users on your OpenDialog account.

Note that users are added to the workspace, not to a specific scenario.

To do this you need to use a "hidden" page by adding "/users" to the URL after "/admin". E.g. <instance-name>.cloud.opendialog.ai/admin/users.Next click on the 'Create' button, fill out their details and click 'Create'.

Once you've set up the new user account you need to notify the user directly and inform them, since NO email is automatically sent out.

Instruct the user to

  • Go to your instance URL e.g. <instance-name>.cloud.opendialog.ai

  • Click on the 'I forgot my password' link to set up their password and log in

Deleting a user

To remove a user from your instance visit <instance-name>.cloud.opendialog.ai/admin/users, click on 'X' next to the user you want to remove, then 'yes' on the pop-up and the user will be removed.

Add new user screen
User profile - Delete/Edit buttons