Create and manage users

How to create and manage users within your OpenDialog instance

On setup, there will be one user, whoever requested the account, able to access and login to each OpenDialog instance.

User management is currently hidden in the navigation as we will be building a new version which will incl. role-based access control and account notifications. The new version is currently on our product roadmap for Q3/Q4 2021.

Create 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.

To do this you will need to visit <instance-name>.cloud.opendialog.ai/admin/users, click on the 'create' button, and then fill out their details before clicking on 'create'.

Add new user screen

Once you've set up the new user you will need to notify directly them that their account is set up and to visit your instance URL e.g. <instance-name>.cloud.opendialog.ai and then click on the 'I forgot my password' link to set up their password and log in.

Forgotten password page

Delete 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.

User profile - Delete/Edit buttons