How to Manage Users | Commercial
Last updated
Last updated
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
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.
The admin user can perform the following actions on users listed under the active tab:
CLICK on the actions menu button. SELECT the edit pencil. The admin user will be redirected to the selected "edit view".
After making a change you must select SUBMIT CHANGES to save.
Coming soon!
Coming soon!
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.
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
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.
Here the admin can edit any of the fields shown in the image below.