Manage Users

Users Registrations

The user list will show which users have signed up on your branded app or are in your account groups. Only platform accounts that have been assigned a branded app will be able to see users who have signed up and are not part of groups.

New Users

In the user list, users will be considered new if they have been added to groups or signed up in the last 7 days. If you wish to historically see new users, you can change the start and end date.

User States

When viewing users you will be able to see the state of the user. The user will either be active or inherit the group state from their assigned groups.

• Active. The user has signed up on the app.

• Pending. The user has been added to a group but has not been sent an app invite yet.

• Notified. The user has been added to a group and an app invite has been sent.

• Nudged. The user has been reminded of an app invite.

• Expired. The user has been sent an app invite but has not signed up after 28 days.

User Options

Manage User

Navigate to Users > Groups to view the groups and users in an account.

In the Groups section, you can:

• Manage groups

• Import users to add to a group

• Send push or email notifications to groups to all app users

In the Users section, you can:

• View individual users

• Export all users

• Manage group access per user

• View individual user profile & privacy settings

• View push notification logs

In order to Edit Profile/Email you will need to have this enabled on your platform account.

• Manage Groups. Allows you to assign/remove the user to multiple groups.

• Edit Profile/Email (only visible when enabled on your account). This allows the account admin or agent can edit user profiles, i.e. update the user's first name, last name, and change their email address.

• Privacy Settings. View the user's privacy settings per app.

• Push Notification Logs. View which app and type the user has enabled push notifications for.

Note: The profiles of app users who are also connected to a platform account can not be edited.

Manage User Locations

If you have Cohort Locations enabled on your account. You will have additional location-based options to manage a user:

• User Locations. Allows you to add/remove a user from available Cohort Locations. To add, select Add Location, to remove select the options icon on a location and select Remove From Section/Location.

• Transfer Locations. Allows you to transfer locations from one user to another. Enter the email address of the user you wish to transfer locations to. With transfer options select: Transfer as a copy, which will copy the locations from one user to another. Transfer and move, will move the locations from one user to another and remove the locations from the original user.

Delete User

If you have app user edits enabled on your platform account. You can perform a deletion request on behalf of the user. Please see Deletion Request by Provider for more.