Comprehensive User Management Module Overview
The User Management Module is a robust tool that provides admins with total control over managing user accounts, data, payments, and activity. From organizing user information to facilitating seamless collaboration, this module ensures efficiency and flexibility in overseeing all aspects of user management.
Accessing Users Management
- Your account should default to User Management on login, but click Users on the side panel OR clicking here while logged into Regpack.
Owners can also set permissions (or further restrictions) on any admin at any time, including other Owner Level licenses.
Key Features
Centralized User Profiles
- View detailed user profiles, including:
- Personal information
- Registration status
- Payment history
- Custom reports in the Info Tab
Processing Payments
- Easily manage financial operations, including:
- One-time or recurring payments
- Refunds
- Tracking transaction history
Adjusting Autobill Plans
- Modify installment plans for users to:
- Provide flexibility
- Accommodate specific payment needs or changes
Advanced Search and Filters
- Quickly locate specific users or groups using filters such as:
- Name
- Registration status
- Tags
- Custom attributes based on user submitted information
Sharing Links to Filters
- Collaborate effectively by:
- Sharing saved filter links
- Ensuring consistency and teamwork
Bulk Actions
- Save time by performing mass updates, including:
- Sending emails
- Adjusting settings
Progress Tracking
- Monitor user completion of:
- Forms
- Payments
- Other system milestones
Custom Tags and Status Labels
- Organize users into categories for:
- Easy segmentation
- Targeted communication
Communication Tools
- Send personalized or bulk emails directly from the module to:
- Keep users informed
- Enhance engagement
- Send manually, triggered by admin or user action, and scheduled based on a date/time.
Audit Logs and Activity Tracking
- Maintain accountability with records of:
- User actions
- System changes
Export Capabilities
- Generate and export user data for:
- Reporting
- Analysis
- External integrations (This is a premium feature)
Benefits of the User Management Module
This module centralizes user management, making it easier to:
- Process payments.
- Adjust billing plans.
- Collaborate with team members.
- Provide users with an exceptional experience.
For further assistance or additional details, contact support@regpacks.com.