Skip to main content
The user management system provides comprehensive tools for adding new community members, managing existing users, and performing bulk operations efficiently. This guide covers all aspects of user administration from individual account creation to large-scale user management operations.

​
Individual User Creation

​
Standard User Registration

Manual User Addition When you need to create individual user accounts manually:
1

Access User Creation

Navigate to Users → Add New User from the main admin panel
2

Enter Basic Information

Fill in required fields: email, username, display name, and initial password
3

Set User Permissions

Choose user role and initial access level for platform features
4

Configure Onboarding

Select which onboarding steps the user should complete upon first login
5

Send Welcome Communication

Choose whether to send automated welcome email and login instructions
Required Information
  • Email Address: Primary identifier and communication channel
  • Username: Unique platform identifier (can be auto-generated)
  • Display Name: Public name shown to other community members
  • Password: Either admin-set or auto-generated with forced reset on first login
Optional Configuration
  • User Role: Standard user, moderator, or admin privileges
  • Initial Points: Starting point balance for new user
  • Segment Assignment: Automatic placement in specific user segments
  • Preference Settings: Default communication and privacy preferences

​
Invitation-Based Registration

Invitation System For communities requiring invitation-only access:

Email Invitations

Send invitation emails with unique registration links and personalized messages

Invitation Codes

Generate shareable invitation codes for broader distribution

Bulk Invitations

Send multiple invitations simultaneously with customizable messaging

Invitation Tracking

Monitor invitation acceptance rates and follow up on pending invitations
Invitation Management
  • Expiration Settings: Configure how long invitations remain valid
  • Usage Limits: Set how many times an invitation code can be used
  • Approval Workflows: Require admin approval for certain invitation types
  • Tracking and Analytics: Monitor invitation success rates and optimize outreach

​
Bulk User Operations

​
Mass User Import

CSV Import System Efficiently add large numbers of users through file upload:
  • Prepare Import File
  • Upload and Validate
  • Configure Settings
  • Execute Import
Download CSV template and populate with user information following required format
CSV Format Requirements 
email,username,display_name,role,initial_points,segment
john@example.com,john_doe,John Doe,user,100,new_users
sarah@example.com,sarah_smith,Sarah Smith,moderator,500,power_users
mike@example.com,mike_jones,Mike Jones,user,100,new_users
Import Validation
  • Email Format Checking: Ensures all email addresses are valid and properly formatted
  • Duplicate Detection: Identifies existing users to prevent duplicate account creation
  • Required Field Validation: Confirms all mandatory information is present and correct
  • Role Permission Verification: Ensures assigned roles are valid and appropriate

​
Bulk Actions and Management

Mass Operations Perform actions on multiple users simultaneously:

Status Changes

Activate, deactivate, or suspend multiple user accounts in one operation

Role Updates

Modify user permissions and roles for selected user groups

Point Adjustments

Add or subtract points from multiple user accounts with audit trails

Communication

Send targeted messages or notifications to selected user segments
Selection Methods
  • Manual Selection: Choose specific users from search results or user lists
  • Filter-Based Selection: Select all users matching specific criteria
  • Segment Selection: Choose entire user segments for bulk operations
  • CSV Upload: Select users based on uploaded list of identifiers

​
User Lifecycle Management

​
Onboarding Process

New User Journey Streamlined onboarding ensures new users have successful first experiences:
1

Welcome Sequence

Automated welcome messages introducing platform features and community guidelines
2

Profile Completion

Guided process to complete user profile and preference settings
3

First Challenge

Introduction to platform mechanics through carefully selected starter challenges
4

Community Introduction

Recommendations for initial social connections and community participation
5

Achievement Unlock

First achievement completion to demonstrate gamification system
Onboarding Customization
  • Role-Based Flows: Different onboarding sequences for different user types
  • Industry-Specific Content: Tailored onboarding based on user interests or background
  • Progress Tracking: Monitor onboarding completion rates and optimize bottlenecks
  • Support Integration: Automatic support outreach for users struggling with onboarding

​
User Status Management

Account Status Options
  • Active
  • Pending
  • Suspended
  • Banned
  • Inactive
Full platform access with all features and capabilities enabled
Status Change Workflows
  • Automatic Triggers: System-defined conditions that change user status automatically
  • Manual Override: Admin ability to change status with required justification
  • Appeal Process: User ability to contest status changes through formal appeals
  • Audit Trails: Complete history of status changes with timestamps and reasons

​
Account Recovery and Support

Password Reset Management
  • Self-Service Reset: Automated password reset via email verification
  • Admin-Assisted Reset: Manual password reset for users unable to access email
  • Bulk Password Reset: Mass password resets for security incidents or system migrations
  • Security Verification: Additional verification steps for sensitive account changes
Account Recovery Services
  • Email Change Support: Process for updating primary email addresses
  • Username Recovery: Help users remember or retrieve forgotten usernames
  • Data Recovery: Restore accidentally deleted user data or progress
  • Account Merger: Combine duplicate accounts while preserving user history

​
Advanced User Management

​
User Segmentation Tools

Automatic Segmentation The system continuously analyzes user behavior to maintain accurate segments:

Engagement-Based

Power users, regular users, casual users, inactive users

Lifecycle-Based

New users, established users, long-term users, churned users

Behavior-Based

Social users, solo players, completionists, explorers
Custom Segmentation Create custom segments based on specific criteria:
  • Activity Patterns: Users who engage during specific times or frequencies
  • Content Preferences: Users who prefer specific types of challenges or content
  • Geographic Segments: Users from specific regions or time zones
  • Performance Segments: Users who achieve specific completion rates or scores

​
Data Management and Compliance

Privacy Controls
  • Data Anonymization: Remove personally identifiable information while preserving analytics
  • Right to Deletion: Complete removal of user data in compliance with privacy regulations
  • Data Portability: Export user data in standardized formats for user ownership
  • Consent Management: Track and manage user consent for different data usage purposes
Compliance Features
  • GDPR Compliance: Full support for European data protection requirements
  • CCPA Compliance: California Consumer Privacy Act compliance and user rights
  • COPPA Compliance: Special protections for users under 13 years of age
  • Audit Logging: Complete records of data access and modifications for compliance reporting

​
User Communication Tools

​
Targeted Messaging

Communication Channels
  • In-Platform Messages: Direct messages within the platform interface
  • Email Campaigns: Targeted email communication with tracking and analytics
  • Push Notifications: Mobile and browser notifications for immediate engagement
  • SMS Messages: Text message communication for urgent or high-priority communications
Message Personalization
  • Dynamic Content: Personalized messages based on user activity and preferences
  • A/B Testing: Test different message versions to optimize engagement
  • Template Library: Pre-built message templates for common communications
  • Automated Sequences: Triggered message sequences based on user behavior

​
Community Management

Moderation Tools
  • Content Flagging: System for reporting and reviewing inappropriate content
  • User Reporting: Tools for users to report problematic behavior or content
  • Automated Moderation: AI-powered content screening and automatic action triggers
  • Manual Review: Admin interfaces for reviewing flagged content and user behavior
Community Health Monitoring
  • Sentiment Analysis: Track overall community mood and satisfaction levels
  • Engagement Quality: Monitor the quality of user interactions and discussions
  • Conflict Resolution: Tools and processes for resolving user disputes
  • Community Guidelines: Clear policies and enforcement mechanisms for community standards
This comprehensive user management system ensures you can efficiently grow your community while maintaining high standards of user experience, privacy protection, and regulatory compliance.
⌘I