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Users

Manage all user accounts on your platform including customers, vendors, and administrators. Control access, roles, and user information.

Overview

Users section allows you to:

  • Create and manage accounts for customers, vendors, staff
  • Assign roles and permissions
  • Update user information and contact details
  • Reset passwords and manage access
  • Track user activity and status
  • Suspend or activate accounts

Accessing Users

Navigate to User Management > Users from the sidebar.

Users List

Understanding Users

User Types

  • Customer: Regular shoppers on your platform
  • Vendor: Sellers/suppliers
  • Administrator: Staff with management access
  • Support Staff: Customer service team

User Fields

  • Name: Full name
  • Email: Contact email (must be unique)
  • Phone: Contact number
  • Roles: Job function/permissions
  • Status: Active, Suspended, Inactive
  • Email Verified: Authentication status

Exporting Users

Export user data to Excel or PDF for customer analysis, marketing campaigns, or compliance reporting.

Export All: Click the Export button to download all users.

Export Selected: Select users with checkboxes, then choose Export from bulk actions.

Data Included: Name, email, phone, roles, status, registration date, wallet balance, loyalty points.

Managing Users

Creating a User

Create User

  1. Click New User
  2. Enter Name
  3. Enter Email (unique)
  4. Enter Phone (optional)
  5. Assign Roles (click checkboxes)
  6. Set Status (Active/Suspended)
  7. Set password or let system generate
  8. Click Create

Editing User Info

  1. Click Edit on user
  2. Update fields as needed
  3. Add/remove roles
  4. Change status if needed
  5. Click Save

Resetting Password

  1. Click Reset Password
  2. System generates new password
  3. Send to user securely
  4. User must change on first login

Deactivating Users

  1. Edit the user
  2. Change Status to Suspended
  3. Save
  4. User loses access immediately

Deleting Users

  1. Click Delete button
  2. Confirm action
  3. User account permanently removed

User Search & Filtering

  • Search by name or email
  • Filter by role
  • Filter by status (Active, Suspended)
  • Sort by creation date
  • Sort by last login

Bulk Actions

Select multiple users to:

  • Assign roles in bulk
  • Change status for multiple users
  • Export user data
  • Delete multiple accounts

Best Practices

  • Secure access: Use strong initial passwords
  • Verify email: Ensure email addresses are active
  • Regular cleanup: Remove inactive accounts
  • Role assignment: Grant minimum necessary permissions
  • Monitor activity: Track login patterns
  • Backup data: Export user lists regularly
  • Document changes: Keep notes on user modifications

Common Workflows

Onboard New Customer

  1. Click New User
  2. Enter name and email
  3. Leave Role blank (customers don't need admin access)
  4. Set Status: Active
  5. Send welcome email
  6. User can login with set password

Add New Staff Member

  1. Click New User
  2. Enter name and email
  3. Assign appropriate role (Editor, Support Staff, etc.)
  4. Set Status: Active
  5. Share login credentials
  6. New staff can access admin panel

Suspend Problem User

  1. Find user in list
  2. Click Edit
  3. Change Status to Suspended
  4. Add note about why
  5. Save
  6. User immediately loses access

Export User List

  1. Select all users (use checkbox header)
  2. Click Export in bulk actions
  3. Download CSV file
  4. Use for analysis or backup

Troubleshooting

Q: Can users reset their own passwords? A: Yes, through login page "Forgot Password" link.

Q: What if user forgets both password and email access? A: Only admin can reset via this Users section.

Q: Can I assign multiple roles to one user? A: Yes, check multiple role boxes during creation.

Q: How do I know user status? A: Status column shows Active, Suspended, or Inactive.

Q: Can deleted users be recovered? A: No, deletion is permanent unless you have backups.

Quick Reference

Field Type Required Notes
Name Text Yes User full name
Email Text Yes Unique email address
Phone Text No Contact number
Roles Checkboxes No Assign permissions
Status Select Yes Active/Suspended
Email Verified Toggle No Authentication status

Configure user registration settings in System Settings: