The status can be used to keep your users organized as they move through the registration process. Each user can be assigned a specific status that can be filtered and reported on. The status is also 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.
- 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.
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.