Adding Valkre Users – Valkre

Help Guide

User Network

Managing and Monitoring Your Valkre Users

Overview

The User Network page is your central hub for viewing, managing, and monitoring all users in your Valkre environment. From this screen, administrators can see who has access to the platform, search and filter the user list, add new users, and export user data.

Access User Network by clicking the icon in the top navigation bar of Valkre.

Page Layout at a Glance

Area	Description
Page title	Confirms you are on the User Network screen.
Dashboard tab	The default view — displays the full list of users with search, filter, and sort capabilities.
Access Status tab	Shows the access and login status of users (e.g., active, pending, inactive).
+ Add Users button	Opens the workflow to invite or create new users. Located in the top-right corner.
Export button	Downloads the current user list as a file for reporting or auditing purposes.
Search bar	Filters the user list in real time as you type a name.
Type dropdown	Filters users by their assigned user type (e.g., Admin, Agent, or custom types).
User list	Displays all users matching your current search/filter with columns for First Name, Last Name, Title, and Type.

Dashboard Tab

The Dashboard tab is the default landing view of the User Network page. It displays a sortable, searchable list of all users in your Valkre environment.

Column	Description
Avatar	Displays the user’s profile photo or their default Valkre avatar if no photo has been uploaded.
First Name	The user’s first name. Click the column header to sort alphabetically by first name.
Last Name	The user’s last name. Click the column header to sort alphabetically by last name (default sort).
Title	The user’s job title as entered in their profile.
Type	The user type assigned to this user. User Type helps with higher level reporting.

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Click any column header to sort the user list by that column. An arrow icon appears next to the active sort column. Click the same header again to reverse the sort order.

Searching for a User

Use the Search bar in the top-left of the user list to quickly locate a specific user.

Click in the Search field.
Begin typing a user’s first or last name.
The list filters in real time as you type — no need to press Enter.
Clear the search field to return to the full user list.

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If you are unsure of the exact spelling, type the first few characters. The search is not case-sensitive and will match any part of the name.

Filtering by User Type

The Type dropdown lets you narrow the user list to a specific user type, making it easy to audit or manage a specific group.

Click the Type dropdown (default shows “All”).
Select a specific type from the list (e.g., Admin, Agent, or a named user type).
The user list immediately updates to show only users of the selected type.
Select “All” to remove the filter and return to the full list.

NOTE	User types are configured in Account Settings → Users → User Types. If you do not see the type you expect in the dropdown, contact your Valkre administrator to verify the type has been created.

Opening a User Record

Click any row in the user list to open that user’s profile. From the user profile you can view and edit their details, assigned role, customer access, and account settings.

Access Status Tab

The Access Status tab provides a detailed, filterable view of every user’s current platform access state, role, login history, and status. It is the go-to screen for onboarding audits, troubleshooting login issues, and monitoring overall user health.

Columns

Column	Description
First Name	The user’s first name. Click the header to sort alphabetically.
Last Name	The user’s last name. Click the header to sort alphabetically (default sort).
Title	The user’s job title as entered in their profile.
Email	The email address used as the user’s login credential.
Reports To	The manager or supervisor this user reports to, if configured.
Role Name	The Valkre role assigned to the user, which controls their module access and feature visibility.
Type	The user type (e.g., SAM, Demo, Extended Team) that further classifies the user.
Last Login	The date the user last successfully logged in to Valkre. Blank means the user has never logged in.
Status	A color-coded icon showing the user’s current access state (see Status Icons below).

Status Icons

Icon	Status	Description
Green checkmark	Active	The user’s account is fully active. They can log in and have recently accessed the platform.
Gray circle	Not Logged In	The user exists in the system but have never logged in.
Red exclamation	Over 365 Days	The user hasn’t logged in in over 365 days.
Yellow over/under	Over 90 Days	The user hasn’t logged in in over 90 days.

Filters

The Access Status tab includes four filter controls to narrow the user list:

Filter	Options	Description
Search	Free text	Filter the list in real time by typing a user’s first or last name.
Type	All / specific	Filter by user type (e.g., SAM, Demo, Extended Team).
Role	All / specific	Filter by assigned role name (e.g., Account Admin, Test Role).
Status	All / specific	Filter by access status to isolate Active, Inactive, stagnant users

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Combine the Status filter (e.g., “Last 90 Days”) with the Role filter to quickly identify users with a specific role who are experiencing access problems — useful when diagnosing a configuration change.

NOTE

The Last Login column is one of the most useful audit fields. Users with a Last Login date older than 6–12 months or a blank value may no longer need access and can be candidates for deactivation.

Adding Users: The Add New Users Modal

Clicking + Add Users on the User Network page opens the Add New Users modal. This dialog lets you add one or multiple users at once, assign their role, and control how they receive access.

Modal Fields

Field / Control	Description
Email	Required. The user’s email address, which becomes their Valkre login credential, unless SSO enabled. Must be unique.
First Name	Required. The user’s first name as it will appear in the user list and throughout the platform.
Last Name	Required. The user’s last name.
Paste from Excel	A shortcut field. If you have a list of users in Excel with columns Email \| First Name \| Last Name, you can copy those cells and paste them directly into this field. Valkre will parse the data automatically and populate the rows above.
+ More	Adds another row to the form so you can enter multiple users in one submission.
Select Role	Dropdown to assign a Valkre role to all users being added in this batch. The role controls which modules and features the user can access.
Authorize Access	Checkbox (checked by default). When checked, the user’s account is immediately authorized and active upon creation. Uncheck if you want to create the account but hold off on granting access.
Send Password Email	Checkbox (checked by default). When checked, Valkre automatically sends a welcome/password-setup email to each new user. Uncheck if you are SSO enabled and the user does not require a password.
+ Add [N] Users button	The submit button. The number in the button reflects how many users are ready to be added. Click to create all listed user accounts.

Step-by-Step: Adding Users

1	Open the Modal Click + Add Users in the top-right corner of the User Network page. The Add New Users modal will appear.

Enter User Information

Manual entry: Type the Email, First Name, and Last Name into the three fields in the top row.
Bulk paste from Excel: If adding multiple users, copy three columns (Email | First Name | Last Name) from your spreadsheet and paste them into the “Paste from Excel” field. Valkre will automatically split the data into rows.
Click + More to add additional rows if entering users manually one at a time.

Select a Role

Click the Select Role dropdown and choose the appropriate role for this batch of users.
All users added in this submission will be assigned the same role. If users need different roles, add them in separate batches.
If the role you need does not appear, it must first be created in Account Settings → Users → Role Management.

Set Access Options

Authorize Access — leave checked to activate accounts immediately. Uncheck if you want to stage the accounts before granting login access.
Send Password Email — leave checked to send each user a welcome email with instructions to set their password. Uncheck only if you are managing credentials through a Single Sign-On (SSO) system.

5	Submit Review the number shown in the + Add [N] Users button — it should match the number of users you have entered. Click + Add [N] Users to create all accounts. Each user will receive a welcome email (if Send Password Email was checked) and will appear in the Access Status tab.

NOTE

If you are using Single Sign-On (SSO), uncheck Send Password Email to avoid confusing users with a Valkre-specific password setup email. SSO users authenticate through your identity provider, not a Valkre password.

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Use the Paste from Excel method when onboarding 5 or more users at once. Prepare your list in a spreadsheet with three columns (Email, First Name, Last Name), copy the data rows, and paste directly into the modal — it’s significantly faster than manual entry.

Exporting User Data

The Export button downloads the current user list as a file, allowing you to review or share user data outside of Valkre.

Click the Export button in the top-right corner.
A file will download automatically to your browser’s default download location.
Open the file in Excel or another spreadsheet tool to review, sort, or share the data.

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Run a full export regularly as an administrative audit record. This gives you a snapshot of all users, their types, and titles at a point in time.

Best Practices

Ongoing User Management

Audit the user list quarterly. Use the Export function to download a snapshot and verify that all active users still require access.
Deactivate users promptly when they leave the organization. This prevents unauthorized access and keeps your license count accurate.
Use the Access Status tab after every onboarding wave to confirm all new users have accepted their invitations before training begins.
Assign the minimum necessary permissions. Use role and user type settings to give users access to what they need — not everything available.

Adding New Users

Create the user’s Role and User Type before adding them to avoid having to edit the record immediately after creation.
Use a consistent naming convention for job titles so the Title column is useful for filtering and reporting.
For large onboarding groups, consider whether a bulk import option is available in your Valkre configuration rather than adding users one at a time.

Frequently Asked Questions

Why can’t I see the + Add Users button?

The + Add Users button is only visible to administrators. If you do not see it, your account does not have admin-level access to the User Network page. Contact your Valkre administrator to request user management access.

How do I resend an invitation to a Pending user?

Click the user’s name in the user list to open their profile, click the actions dropdown, then settings, then look for a Resend Invitation option. If the user still does not receive the email, verify the email address is correct and ask them to check their spam folder.

How do I deactivate a user?

Click the user’s name to open their profile, click the actions dropdown, then settings and look the Remove Access button. Deactivated users cannot log in but their data (account plans, interactions, notes) is retained. This is the recommended approach when a user leaves the organization.

What is the difference between User Type and Role?

User Type is a broader classification that helps with higher level reporting. Role is a more granular configuration that controls which modules, features, and dashboard widgets are visible to the user. Both are assigned to each user and work together to define their experience.

Can I edit a user’s details after they have been created?

Yes. Click the user’s name in the list to open their profile, where you can update their name, title, email, user type, role, and access settings, etc. Changes take effect immediately.

What does the Export file contain?

The export file contains the data visible in the user list — typically First Name, Last Name, Title, and Type — for all users matching your current filter. The exact columns may vary depending on your Valkre configuration.

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