Users
The Users tab allows administrators to manage platform users and user settings efficiently.
All Users
Use the powerful filtering engine to refine the user list based on system data, course activity, and user-defined fields. Apply filters to narrow search results within a specific time frame.
User Details
Clicking on a user opens their detailed profile, which includes:
• Personal Information – Displays all user-specific fields.
• System Information – Provides insights into system events, such as registration, activation, and coach vacations.
• Actions:
• Show Calendar – View the user’s calendar with all enrolled courses (as a student) over time.
• Impersonate – Switch to the user’s view to navigate the platform as they would. Any actions taken (reading messages, sending messages, etc.) will be recorded as if performed by that user.
• Delete – Permanently removes the user’s account and personal information. Messages will be anonymized but remain in the system. Historical analytics will not be affected.
• Coaching Information – If the user has a Coach role in any course, their coaching details will be displayed, including:
• Course name
• Date of becoming a coach
• Optional reviews from Senior Coaches
Adding a User
Administrators can manually add a new user by entering:
• Email address
• Temporary password
• First and last name
• System-wide role (Regular user or Superadmin)
New users receive an email notification containing their username and temporary password.
Deleting a User
To delete a user:
1. Open their profile by clicking on their username.
2. Click Delete to remove their account and personal details.
• Messages will be anonymized but remain in the system.
• Historical analytics will not be affected.
User Fields
User fields allow Course Administrators to collect personal information through simple forms during course enrollment.
• Course Administrators can select which fields to include in their course’s enrollment form.
• Superadmin configures available User Fields that can be used in courses.
Default System Fields
By default, the platform has four non-removable fields:
1. First Name
2. Last Name
3. Friend’s Address
4. Friend’s Name
These fields are optional in courses. However, if a student does not provide a name, they will be displayed as User #xxx.
Field Display Conditions
A user field will appear on the enrollment form only if:
1. The Course Administrator has added the field to the course settings.
2. The user has not previously completed the field in another course.
Example
• Course A asks for Name and Favorite Food.
• Course B asks for Name and Eye Color.
• A user enrolls in Course A and provides their Name and Favorite Food.
• Later, they enroll in Course B. Since their Name is already stored, they will only be asked for Eye Color.
All user field data is stored in the user’s profile and can be edited by the user.
Creating a New Field
To create a new user field, provide the following details:
• Name – The field’s label displayed to users.
• Description – Optional additional information about the field.
• Field Label – A variable that can be used in course slides and email templates.
• Example: Assign label „NAME” to the “Name” field.
• In a course slide: Hello %NAME% will be replaced with Hello John.
• Field Type – Choose from various options such as text, long text, radio button, etc.
• Sorting & Filtering:
• Allow sorting – Enables sorting users by this field (only for dropdown and radio button fields).
• Allow filtering – Enables filtering users by this field (only for dropdown and radio button fields).
• Not Editable – Makes the field editable only once during form submission (cannot be edited later).
• Show in Coach Assignment Process – Displays the field in coach details for Course Coordinators.
