End Users are the users who will be logging into the Desktop(InView) Application to view Messages, or will be logging into the Mobile & Web Experience to view and interact with their News Feed.

If you are looking for information on managing CMS Users who log into the tenant to create and manage content please see How To Manage CMS Users And User Groups

The Desktop(InView) and Mobile & Web platforms share the same end user system, so the steps in this article apply if you have one or both of these Korbyt Products.

Individual End Users become members of Audiences if they are meant to receive unique messages and posts. Audiences are not needed if all users will see the exact same information.

User Attributes are a customizable way to assign information to users that allows for Dynamic Audience memberships

You may want to establish these before adding users

User Attributes

Audiences

End User Management

To Find your End Users in the Korbyt CMS

• Click on the Mega Menu in the upper left corner

• From the Mega Menu you can click on Users in the Desktop column for the Users & Audience column

  

  • If you subscribe to both products, the user list is the same, and you can navigate either path

• If you already have End Users, they will also be listed on this screen

  • The Edit, Export User, Impersonate Desktop View, Send Notification, and Archive Actions are available to the right to manage them
    

    

    • Users who no longer access the system are Archived, rather than deleted

      • This maintains the record of previous interactions

    • If a user was Archived and needs to be active again

      • Find the Archived record, click the check box next to the user entry

      • Use the Bulk Action in the upper right and select restore selected

Adding New End Users

There are 4 different options for adding End Users.

Adding a Single User

To add a single End User one at a time:

• In the Users screen described above, Click on the Add Users button and select Single Users
  

  

• Fill in the required information (*)

  

• Optional - Click on the button to Select the Audience.

  • Audience Membership is how specific messages are targeted to a group. It can be set when creating a single user or managed later in the Audience menu

• For Password, you can select any password you would like

  • If you use Default1! as the new user’s password, they will be prompted to change it the first time they log in

• Click on the Save Button to complete the action of adding a User

  

• The user has now been created

One-Time Import of a User List

It is possible to import a list of users using a CSV template file

• In the Users screen described above, click on the Add Users button and select One Time Import

  

• Click Download Template to get a CSV File with the correct columns and example information

  

• Navigate to the Downloads Folder on your Computer and you will see the template file

• Populate the file with your list of employees and save

  

• Fill in the CSV File with your values

  • first_name: Must contain a value.

  • last_name: Must contain a value.

  • email: Must be a unique value.

    • You can leave this field blank. However, we recommend that you include an email address to ensure the highest degree of reach.

    • If Email is left blank, you will have to provide a username and a mobile number

  • username: Must be a unique value. You can leave this field blank

  • phone_mobile: Must be a unique value.

    • If you are loading an email address, you can leave this field blank.

    • If you are using a username only, a mobile number is required.

  • international_code: This is the country code for mobile phone numbers such as 1 for US numbers.

    • If you load a mobile number, this field is required. Otherwise, you can leave this field blank.

  • Additional User Attributes already defined

    • If you have defined User Attributes in the system, they will be listed in your template

    • If you include any user attributes in your CSV import file that are not defined in your Korbyt Anywhere settings, such as Department and Location, your file will still load but those attributes will be ignored.

• Back in Korbyt, click on Select CSV file link to select the file.

  

• Locate your completed CSV file, select the file and click Open

  

• Once the file is selected, click on the “Validate and Preview” button.

  

• The Validate and Preview will show the employees on the file.

  • You have the Option to Remove Users who are no longer on the file by checking the box in the upper right

  • This will add new users and archive anyone no longer present on the CSV File

• Review that all info is correct and click on the Import or Cancel button.

  

• The user(s) are then imported and listed in the End User section

Scheduled Import of a User List

Scheduled Import is similar to One-Time Import because it uses the same CSV template, but instead of uploading once, it will routinely scan the document stored in Korbyt. Replacing the file will change the imported data

• In the Users screen described above Click on the Add Users button and Select Scheduled Import
  

  

• Click Download Template to get a CSV File with the correct columns and example information

  

• Navigate to the Downloads Folder on your Computer and you will see the template file

• Populate the file with your list of employees and save

  

• Fill in the CSV File with your values

  • first_name: Must contain a value.

  • last_name: Must contain a value.

  • email: Must be a unique value.

    • You can leave this field blank. However, we recommend that you include an email address to ensure the highest degree of reach.

    • If Email is left blank, you will have to provide a username and a mobile number

  • username: Must be a unique value. You can leave this field blank

  • phone_mobile: Must be a unique value.

    • If you are loading an email address, you can leave this field blank.

    • If you are using a username only, a mobile number is required.

  • international_code: This is the country code for mobile phone numbers such as 1 for US numbers.

    • If you load a mobile number, this field is required. Otherwise, you can leave this field blank.

  • Additional User Attributes already defined

    • If you have defined User Attributes in the system, they will be listed in your template

    • If you include any user attributes in your CSV import file that are not defined in your Korbyt Anywhere settings, such as Department and Location, your file will still load but those attributes will be ignored. Back in Korbyt, click on Select CSV File link to select the file

• In this interface, you will be able to select a CSV File from your Media Manager

  • You can Drag-and-Drop the File into this window if you have not already uploaded the file to Korbyt

    

• Once the file is selected, click on the “Validate and Preview” button.
  

  

• The Validate and Preview will show the employees on the file.

  • You have the Option to Remove Users who are no longer on the file by checking the box in the upper right

  • This will add new users and archive anyone no longer present on the CSV File

• Review that all info is correct and click on the Import or Cancel button.

  

• The user(s) are then imported and listed in the End User section

• The File will be re-checked every 24 hours

To update the Users in a Schedule Import

• Load an updated copy of the CSV File to the Media Manager

  • Make sure to use the same file name, and check the box to Overwrite media if the File already exists

    

  • Now when the schedule runs again and checks the updated file it will add and remove users as you have specified.

Importing Users from Azure Active Directly

Korbyt Anywhere provides integration with Azure AD for secure and scalable user management and single sign on, allowing a customer’s employees to login to the Korbyt Anywhere CMS, Desktop, and Mobile applications using
their Azure AD credentials.

This process will require configuring both your Korbyt Tenant as well as your Microsoft Azure services. Your IT Department, as well as Korbyt Professional Services will likely be involved in the process.

This document provides high-level insight into the process steps.

There are three main steps in the setup process:

• Granting Access: In your MS Azure service you must grant Korbyt Anywhere access to the desired Azure AD groups

  • In Azure – Registering an app on the Azure app registration portal

  • In Azure – Confirming permissions for Microsoft Graph on the app

    • Microsoft Graph API permissions are required for integration with Azure AD

    • This article lists the specific Microsoft Graph API Permissions Required by Korbyt

  • In Azure – Obtaining Administrator consent

  • In Azure – Generating a Client Secret

  • Recording the details from these steps as they will be used in Korbyt to create the connection

• Importing Users: Inside Korbyt Anywhere, setting the information so that Korbyt can automatically create a corresponding CMS
  and/or Desktop or Mobile user for each employee it detects in the customer’s designated Azure groups

  • In Korbyt – Enter User Import Parameters

    • Open the Mega Menu, in the Advanced section select Azure AD

    • Click the pink +Add New Azure Users button and enter the details you established in the first steps

      

    • Click Save

  • In Korbyt – Map Azure Fields to Employee Metadata

    • This will allow you to select the Azure AD Fields you would like to make part of the employee record in Korbyt

      

  • In Korbyt – Filter By Group

    • If specified, the import process will only add users that are members of selected groups. This can be helpful if you have a large number of users and you only wan to import a subset of those uses

    • In the Azure Menu, use the Action to select Filter By Group
      

      

  • Now established, the Azure AD and Korbyt will communicate periodically to match the users that should be in Korbyt based on the information in your Azure AD.

• Employee Login: Once the import is processed and complete, an employee will be able
  to log in to Korbyt Anywhere using their Azure credentials

Audiences for Desktop Messages or News Feed Posts

Audiences are how Desktop Messages are assigned or how News Feed posts are differentiated.

If different End Users are meant to see different information, based on role, geography, or any other factor, there will have to be unique audiences that define those End Users.

These Audiences can be manually managed, dynamic based on User Attributes, or created and managed by Azure Integration

To Create Audiences

• Click the Mega Menu and click on Audiences in the Desktop column or the Users & Audience column depending on the product

  

• From the Audiences screen, click Create Audience.

• Enter an Audience Name and Description.
  

  

To Create A Static Audience

• Select the Manual selection of users radio button under the Audience Defined by section.

  

• Select the appropriate users.

• Click Add to add them to the Target Users column.

• Click Save.

To Create A Dynamic Audience

• Leave the Rules radio button selected under the Audience Defined by section.

• Click Add Rule in the lower left

• Select an attribute (Joined, User Activity, Subscriber, Engager, Resource User, or any user attribute defined in the CMS).

• Select includes the User or Does not include the user from the drop-down.

• Set additional parameters based on the attribute selected.

• Click Save.

  

Editing Audiences

• On the Audiences Screen, click the pencil for the audience you want to edit

• You can change the Audience Name, and Description

• For Static Audiences, you can edit the Members

• For Dynamic Audiences, you can edit the Rule that selects the Members

  • If you wish to remove an individual End User from a Dynamic Audience, you would change the user’s attribute that is adding them to that audience

End User Attributes

End User Attributes are an Optional Setting in your Korbyt System that allows you to create characteristics that can then be defined for individual users

Some Common User Attributes used include:

• Department / Group

• Job Title or Code

• Office Location / Remote Status

• People Leader (Y/N)

User Attributes are controlled in the Settings Menu for the Tenant and if used should be set before importing/creating End Users for large scale user creation

• Navigate to the CMS Settings by clicking the gear icon in the upper right, then scroll down on the General Tab or select the Mobile & Web Tab depending on your services

  

• You can then Name your Attribute

  • For example, “Job Title” or “Role” or “Location”

  • Whatever the name of the attribute is that will separate your users into groups

• Select the Type

  • This will define the type of information this space is set to receive

  • We recommend Lookup as a type with multiple predefined options, you can then define those options that will be available

    • For example, a list of Job Roles, or Locations

  • Boolean as an option when the selection is either “Yes or No”

    • For example, If the Employee is a remote worker

  • Defining these attributes in settings will make them available to assign to end users both

    • individually on the Edit/Add Users Screen

      

    • and through CSV file import