Bot table (Legacy)

User table is the record of everyone who can use the assistant — the employees synced from your HR system, plus anyone added directly.

It answers two questions an admin needs regularly: is a particular person provisioned, and did the last sync bring across who it should have.

Where to find it

Open the Admin Console, then go to Bot users → User table.

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Bot users, not dashboard users

These are the employees who talk to the assistant. The people who administer Leena AI are managed separately under Dashboard settings → Dashboard users, with their own roles and permissions.

The two populations barely overlap — most bot users never see the dashboard.

The sync summary

When employee sync is configured, a summary sits above the table showing the state of the last run:

FigureWhat it shows
Total employees syncedHow many records the last sync brought across
ActiveHow many of those are currently active
TerminatedHow many are marked terminated
Last synced onWhen the last sync ran

Sync now triggers a fresh sync. While one is running the control shows Sync in progress instead, so you can't start a second run on top of the first.

The Active and Terminated split is the quickest health check on the page. A jump in terminated records usually means an HR-side change rather than a Leena AI problem — and it's worth investigating before it flows through to notifications and workflow assignments.

Sync itself is configured under Bot users → User sync, not here.

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The summary isn't always shown

It appears only where sync applies to your setup. On a workspace where employees are added directly rather than synced, the table stands alone.

The table

The table lists every bot user, with the columns your workspace is configured to show. Because the column set is supplied per workspace rather than fixed, what you see reflects the employee fields your organisation syncs — so two customers won't necessarily see the same layout.

Use the filters to narrow the list when you're checking a specific population rather than browsing.

Adding users

Two actions sit at the top of the page, and both appear only when your workspace permits adding employees directly. Where employees come exclusively from HR sync, neither is offered — which is deliberate, since adding people by hand alongside an authoritative sync creates records the next run won't recognise.

ActionWhat it does
Add users detailsAdd a single user, entering their details on a form
Bulk inviteAdd several users at once

Row actions

Each row carries a menu with two options:

ActionWhat it does
Edit UserOpen the user's details to change them
DeactivateRemove the user's access to the assistant

Deactivated users can be reactivated later — deactivation suspends access rather than deleting the record, so history and past requests survive.

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Manual changes can be overwritten by the next sync

Where employees are synced from an HR system, that system is the source of truth. Editing or deactivating someone here changes Leena AI only — the next sync may restore what the HR record says.

For a permanent change, make it in the HR system and let it flow through. Use the actions here for immediate, temporary intervention.


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