The Users & Leads screen lists everyone who has an account or has left their details. From here you create people, tag them, contact them and switch them off.
Go to Users and leads, then Users. Each row is one person.
Username, Email and Phone
How the person identifies and how you reach them.
Is user
Whether they have an account or are a lead.
Status
Whether the person is active.
Stripe
Live or Test: whether this user's checkouts use Stripe live or test mode. Shown for users only.
Tags
The user tags they hold. Filter by it to find a group.
Created at
When the record was created.
1
Start
Click Add user or lead.
2
Choose the type
Under User type, pick User for someone who should be able to log in, or Lead to only keep their details.
3
Fill it in
For a user, enter a Username and Password under Credentials. Add their email and phone under Contact information.
4
Create
Click Create user or Create lead.
Adding people by hand is useful for staff accounts or contacts you met offline.
Select rows in the table, then use the buttons above it.
Deactivate and Activate
Switch people off or back on.
Add tag
Adds one or more tags to everyone selected, with an optional expiry date.
Send as SysAdmin email
Sends an email to everyone selected.
Send as SysAdmin mobile message
Sends a text message to everyone selected.
A deactivated user cannot log in, and pages that are only for users stop treating them as signed in. Their record, tags and form answers are kept, so you can activate them again later.
Deactivate instead of trying to remove someone. It is reversible and keeps your history intact.
What you see on this screen depends on your own admin permissions. Changing status and adding tags needs Manage users, adding people needs Create users, and the send buttons need Massive contact users.
Admin permissions are set in Manage Sys Admin, then Sys admin permissions.
