How to Manage Users | Commercial

CLICK on the USERS tab found on the left side of the admin application.

The USERS tab has multiple filter options to include:

  • Owning Company

  • Partner

  • Individual

  • Managing Company

Active Users

The active users tab will display current "active" platform users. The table contains: User Info

  • First / Last Name

  • User handle

Moderation Status

The users current moderation status.

Role(s)

The users assigned roles within the platform.

Account Type

The users designated account type.

Actions

The admin user can perform the following actions on users listed under the active tab:

Edit

CLICK on the actions menu button. SELECT the edit pencil. The admin user will be redirected to the selected "edit view".

Here the admin can edit any of the fields shown in the image below.

After making a change you must select SUBMIT CHANGES to save.

Moderate

Coming soon!

View History

Coming soon!

Deactivate

CLICK on the actions menu button. SELECT the edit pencil. The admin user will be redirected to the selected "edit view".

From the edit view tab, CLICK on the deactivate user tab. On this view the admin user can "deactivate" an "active" platform user. This action will deactivate the user and list the user to the "deactivated users" tab within the users menu. SELECT the Deactivate Account input field and type "Deactivate Account".

SELECT the "Deactivate Button" to complete the flow.

Deactivated Users

The deactivated users tab will display deactivated platform users. On this view the following is visible to the admin:

  • User Info

  • Deactivated "status chip"

  • Activate User button

Activate User

SELECT the Activate User button to "activate" the user again! This will move the user back to the "Active Users" tab.

After reactivation the user can login to the platform again.

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