User Access Management
The User Access Management page allows administrators to manage user access to the chatbot platform. This includes creating, modifying, and removing user accounts.
⚠️ Important To view User Management-related audit logs, the Entity Name must be set to
"access"in the filter.Without this filter, user creation, role changes, and access updates will not be visible.
Navigate to Account Settings
From the left sidebar, click Settings
Select Account
Click on the “Team Members” tab at the top of the page
1. Create and Invite a New User
Click "Invite Team Member"
Enter user details:
Email – User’s email address
First Name – User’s first name
Last Name – User’s last name
Select a Role i.e. EDITOR, ADMIN from the list
👉 Role determines what the user can/cannot do:
ADMIN Role
Users assigned as Admin will have full access, including:
✅ May invite team members
✅ May change roles
✅ May assign privileges
✅ May edit own email settings
👉 Typically used for system owners or key administrators
EDITOR Role
❌ Cannot invite team members
❌ Cannot change roles
❌ Cannot assign privileges
✅ Can edit own email settings
Assign Privileges
Select access to modules (if applicable):
Forms, Rules, Stories
Responses, Sources
Users, Inbox
Broadcasts, Integrations
Settings
👉 Note: ADMIN will have all the privileges by default
Click Invite to send user an invitation email (see below)
Click the link on "Step 1" and you will see below page to set your login password
Click the link on "Step 2" and you will see below that you have accepted the invitation to access the Bot
Click on "Show me my bots" to see your chatbots on the BotDistrikt Platform
Go left panel "Settings" > "Audit Logs" - an audit entry is added when invitation has been sent out i.e. "Action" column = "INVITED" and "Entity Name" column = "access", hover to see the JSON details - green color; record added
Check Whether User Have Accepted the Invitation
New user has 24 hours to accept the email invitation, you can see the list of users who have not accepted the invitation with below:
On the left panel, click Settings > Account
Click on the “Team Members” tab at the top of the page
If the user has not accepted the Invitation, you will see Status column value ie. "Pending"
If the user has accepted the Invitation, you will see Status column value ie. "Accepted"
Go left panel "Settings" > "Audit Logs" - an audit entry is added when invitation has been accepted i.e. "Action" column = "ACCEPTED" and "Entity Name" column = "access"
Update Existing User
Click on Name to open the user record
Make the necessary changes e.g. Role, Privileges and click Save
You will see the "Saved successfully" green notification message at the right bottom of the page
Go left panel "Settings" > "Audit Logs" - a new audit entry is made when changes is sent out i.e. "Action" column = "UPDATED" and "Entity Name" column = "access", hover to see the JSON details - Red Strikethrough (Old) and Green Highlight (New).
Delete (Revoke) User
You can delete or revoke a user access to the Bot with 2 methods:
METHOD 1 - Delete button
On the left panel, click Settings > Account
Click on the “Team Members” tab at the top of the page
To remove an user, click the trash icon 🗑️ on the right side of the user row
METHOD 2 - Revoke button
On the left panel, click Settings > Account
Click on the “Team Members” tab at the top of the page
Click on Name to open the user record
Click on the Revoke button at the bottom of the screen to delete the user / revoke the acess to the Bot
A confirmation dialog box will appear to revoke the access to this bot, click "OK"
A green notification message will appear at the bottom right of the page to confirm that the user's acess has been revoked
Go left panel "Settings" > "Audit Logs" - a new audit entry is made when changes is sent out i.e. "Action" column = "DELETED" and "Entity Name" column = "access", hover to see the JSON details - All fields are highlighted in Red with a Strikethrough.
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