Onboarding/Importing the Users

Context

Create an additional 1 Admin and then add 10 other users with other user roles.

Add New User

Follow the below steps to add an Admin to your Tenant.

Step 1: Navigate to User Management

On the left-hand navigation pane, click on Tenants, and then User Management. Click on the Create User button to create a new user account in the Tenant.
 

Step 2: Provide User Details

On the User Details section, add Username, Status, Title, Firstname, Lastname, Email Address, Phone, and Language. Assign the user role, Administrator, for the user you are onboarding.

For more details, refer to Manage Users

Step 3: Group and Permissions Access

Either click on

1. Click on Create to create the user.

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2. Default Groups are automatically assigned to the new user based on the User role assigned in step 3.

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The new user can now log in to Luma Virtual Agent and execute skills as per the permissions assigned.

Import Users

The system requires the information in a predefined format for the users to be imported to the application. Follow the below steps to import the users:

1. Before the import process is initiated, make sure that Custom User Attributes are created in the Luma Bot builder application.
   Navigate to the Custom User Attributes tab on User Management to view the list of custom attributes created. Click on Create Custom User Attribute.

    

2. On, Create Custom User Attribute details page, provide details of the new field. Add Name and Data type. For more information, refer to Custom User Attributes.
   Click on Create.

    

3. Now, in the Luma Bot builder application, navigate to User Management under Tenant Menu.
   
   

    

4. Click on the Import Users button.

    

5. On the Import Users section, click on Download Sample User Import File to download the sample file.

    

6. Select the required import file format CSV or JSON and Click on Download.

    

7. Populate the user information to the sample file or use an already existing file of the same format. For more information, refer to Import Users and Groups.
   Note:

   1. Do not change the file format or existing column names. The incorrect format may lead to errors in the Import process.

   2. Add information to all mandatory columns- Username, Firstname, Lastname, Email Address.

       

8. Add additional information of the users if required for your organization.

    

9. We are now ready to import users in Luma Virtual Agent. Navigate to the Users tab on User Management.
   Reconciliation fields for your import are set to ID and UserName fields by default.

    

   1. Click on Edit to update the fields. Select the reconciliation field in Field Name drop-down. Click on Set.

       

   2. Click on 'X' next to the field to be removed from the list.

       

   3. Click on the Save button to update the fields.

       

10. Click on the Import Users button.

    1. On the Import Users tab, click on the Import icon.

    2. Browse to the file to be uploaded and click Import.

        

11. The imported file will now appear in the Import History list. Click on Refresh to refresh import status. You may cancel the upload by clicking on Abort.

12. Click on the record and view the upload summary. You will find here upload information and Error/Warning details (if any).

     

13. The new users, uploaded without error, will now be available in the Users list for your Tenant. You may select and edit the user details as required.