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User Management

User management allows administrators to create accounts, assign roles, manage permissions, and support users across the platform.

User Overview​

Accessing User Management​

  1. Go to Admin dashboard
  2. Click Users
  3. View and manage all users

User List​

The user list shows:

  • Name and email
  • Role(s)
  • Organization
  • Status (active, inactive)
  • Last login
  • Created date

Creating Users​

Single User Creation​

  1. Click Add User or +
  2. Enter user details:
    • Email (required)
    • Name
    • Role(s)
    • Organization (if applicable)
    • Initial password or send invite
  3. Click Create User

Bulk User Import​

For many users:

  1. Click Import Users
  2. Download template CSV
  3. Fill in user data
  4. Upload completed CSV
  5. Review and confirm
  6. Users created and invited

CSV Format​

email,first_name,last_name,role,organization
john@example.com,John,Doe,member,Acme Corp
jane@example.com,Jane,Smith,admin,Acme Corp

Self-Registration​

Configure self-registration:

  • Enable/disable public sign-up
  • Require email verification
  • Auto-assign role and org
  • Collect additional info

User Roles​

Built-in Roles​

RoleDescriptionPermissions
MemberStandard userRun activities, access workspace
AuthorActivity creatorMember + design activities
ExpertMentor/coachMember + mentoring features
VendorMarketplace sellerAuthor + commerce features
Org AdminOrganization adminManage organization
System AdminPlatform adminFull platform access

Assigning Roles​

  1. Open user profile
  2. Go to Roles tab
  3. Add or remove roles
  4. Save changes

Multiple Roles​

Users can have multiple roles:

  • Member + Expert
  • Author + Vendor
  • Org Admin + Expert

Permissions combine across roles.

Custom Roles​

If supported, create custom roles:

  1. Go to Admin > Roles
  2. Click New Role
  3. Define permissions
  4. Name and describe role
  5. Assign to users

Managing Users​

Searching Users​

Find users by:

  • Name or email search
  • Filter by role
  • Filter by organization
  • Filter by status
  • Sort by various fields

Viewing User Details​

Click on a user to see:

  • Profile information
  • Role assignments
  • Organization membership
  • Activity history
  • Login history
  • Admin notes

Editing Users​

Update user information:

  1. Open user profile
  2. Click Edit
  3. Modify fields
  4. Save changes

Editable Fields:

  • Name
  • Email
  • Roles
  • Organization
  • Status
  • Password reset

Suspending Users​

Temporarily disable access:

  1. Open user profile
  2. Click Suspend
  3. Add reason (optional)
  4. Confirm suspension

User cannot log in but account preserved.

Reactivating Users​

Restore suspended users:

  1. Find user in suspended list
  2. Click Reactivate
  3. Confirm reactivation

Access restored immediately.

Deleting Users​

Permanently remove users:

  1. Open user profile
  2. Click Delete
  3. Review data handling options
  4. Confirm deletion
warning

Deletion may be permanent. Consider suspension first.

Password Management​

Password Reset​

Reset user passwords:

  1. Open user profile
  2. Click Reset Password
  3. Choose method:
    • Send reset email
    • Set temporary password
  4. User updates on next login

Password Policies​

Configure password requirements:

  • Minimum length
  • Complexity requirements
  • Expiration period
  • History restrictions

Two-Factor Authentication​

Manage 2FA settings:

  • Require for admins
  • Encourage for all users
  • Reset user 2FA
  • View 2FA status

Organizations & Teams​

Assigning to Organizations​

Add users to organizations:

  1. Open user profile
  2. Go to Organization tab
  3. Select organization
  4. Choose role within org
  5. Save

Team Assignment​

Assign to teams within orgs:

  1. Open user profile
  2. Go to Teams tab
  3. Add to teams
  4. Set team role
  5. Save

Organization Transfers​

Move users between organizations:

  1. Open user profile
  2. Change organization
  3. Handle data transfer options
  4. Confirm transfer

User Activity​

Login History​

View authentication history:

  • Login timestamps
  • IP addresses
  • Device/browser info
  • Success/failure

Activity Log​

See user actions:

  • Activities started/completed
  • Content created
  • Sessions conducted
  • Settings changed

Usage Statistics​

Track engagement:

  • Last active date
  • Total activity runs
  • Content created
  • Time in platform

Batch Operations​

Bulk Role Assignment​

Assign roles to multiple users:

  1. Select users (checkboxes)
  2. Click Bulk Actions
  3. Choose Assign Role
  4. Select role
  5. Confirm

Bulk Organization Assignment​

Move multiple users to an org:

  1. Select users
  2. Click Bulk Actions
  3. Choose Assign Organization
  4. Select organization
  5. Confirm

Bulk Email​

Send communications:

  1. Select users
  2. Click Bulk Actions
  3. Choose Send Email
  4. Compose message
  5. Send

Reporting​

User Reports​

Generate reports on:

  • New users by period
  • Active vs. inactive
  • Role distribution
  • Organization distribution
  • Login activity

Export Options​

Export user data:

  • CSV format
  • Selected fields
  • Filtered results
  • Scheduled exports

Best Practices​

Onboarding​

  • Clear onboarding process
  • Welcome communications
  • Initial training/tour
  • Support resources

Maintenance​

  • Regular access reviews
  • Inactive user cleanup
  • Permission audits
  • Security reviews

Support​

  • Clear escalation paths
  • Quick response to issues
  • Documentation access
  • User feedback collection

Troubleshooting​

User Can't Log In​

Check:

  • Account status (active?)
  • Correct email
  • Password reset needed?
  • 2FA issues?

Missing Permissions​

Check:

  • Role assignments
  • Organization membership
  • Team membership
  • Permission inheritance

Account Lockout​

Resolve lockouts:

  • Review login attempts
  • Reset password
  • Clear lockout status
  • Adjust lockout policy if needed

Next Steps​