A User Status can be used to keep your users organized as they move through the registration process. Each user can be assigned one specific status that can be filtered and reported on. The status can also be used to designate users as active or inactive.
The process of creating a status can begin from two separate points. In User Management:
- Click the Tools button to open the tools panel, and then click the Edit Statuses.
- A module will appear displaying all of the existing statuses. Click Create a New Status located in the bottom right corner.
OR
- Click the status box located on the registration panel. You can click on any user’s status in order to create a new status.
- Then click Create New Status at the bottom of the pop-up that appears.
Whichever way you choose to create a new status, you will then see the Create Status menu. From here, you can name the status, assign it a color, and mark it as an inactive status. Click Update Status after selecting your settings to save your changes and create the new status. Now you’ll be able to assign it to your users.
How to Edit a User Status
In the image below, you would click on the status "Approved". A pop up will appear. At the bottom, you will see Edit Statuses. Click on this. A module will appear displaying all of the existing statuses. Locate the status you would like to edit or delete, and click the Edit to the right of the status.
Clicking the edit button will open a module where you can edit the name of the status, change the color of the status, or mark it as an inactive status. Next, click the green Update Status button after changing your settings and your status will be available to assign to users.
How to Delete a User Status
- Click Tools (top right) -> Edit Statuses
- A pop up will appear with all your statuses --> click edit next to the status you want to delete
- You will have the option to edit or delete (bottom-left corner) that status in the window that appears.
When you click Delete Status, the system will ask you to confirm your choice.
If you have users with that status assigned, the system will present a message letting you know how many users have that status and will ask you to confirm if you want to delete it.
If a user no longer needs a status, the status can be removed from that specific user.
To remove the status from one individual user - click on the status of that user -> click "Remove status for this user" (bottom left)
Inactive User Status
Creating an inactive user status means that any user with this status will be inactive, and not count towards your total user count. They can be reactivated at any time, and their information is still available to you. If you would like to mark the status as inactive, toggle to “Yes” on the right of this tool.
Note: If you would like a user in this status to port over to a new project, users must NOT be INACTIVE. All users marked with an inactive status will not port over.