Who Can Manage Users?

Before you begin, it's important to know that only Admins and Managers can view and edit user details in the new management dashboard. Program Coordinators do not have access to user management features.

Need to check your permissions? See our Roles & Permissions article for more details.

Creating a New User

Adding users to your platform is quick and easy. Here's how:

1. Log into the new management dashboard using your admin or manager credentials
2. Navigate to Users by clicking on "Users" in the left sidebar
3. Click the plus (+) icon in the upper left corner
4. Fill out the user information in the form that appears
5. Click "Create" to complete the process

Once created, the new user will receive an email invitation to finish their registration and set up their account.

Viewing and Editing Users

There are two convenient ways to access a user's profile:

Method 1: Using the User List

1. Click on Users in the left sidebar
2. Select User List from the dropdown menu
3. Browse or search for the user you need
4. Click on the user's name to open their profile

Method 2: Through Networks

1. Navigate to Networks in your dashboard
2. Select the network where the user is a member
3. Find and click on the user from the network's member list

Both methods will open a detailed user profile window where you can view and edit information.

Understanding the User Profile

Once you open a user's profile, you'll see four main tabs with different information:

Overview Tab

This is your main hub for user management, displaying:

• Contact details – Name, phone number, and other basic information
• Address – Physical location data
• Email preferences – Communication settings
• Delete user option – Permanently remove a user (use with caution)
• Proxy as user – Log in as this user to troubleshoot issues 

Statistics Tab

View detailed usage data including:

• Commuting frequency and patterns
• Platform engagement metrics
• Additional usage statistics

This data helps you understand how users interact with your programs.

Networks Tab

See all networks this user belongs to. Here, you can easily add users to networks by clicking on the blue “Add Network” button, selecting the correct network, and then clicking on “Add Selected.” You can remove users from the network by clicking on the three dots at the end of the row and then selecting the “Remove Network” option.

Networks are groups within your organization that allow you to segment users and target specific programs, communications, or features. For a complete overview of how networks work, see our Networks Intro article. To learn how to create and manage networks, check out our Creating Networks article.

☝️ Common Issue: If a user reports they can't see a program they should be eligible for, they're often not a member of the required network. Check this tab to quickly diagnose and fix the problem.

Roles Tab

You can grant additional permissions to users through the Roles section. There are three role types available:

• Admin – Full platform access
• Manager – User and program management capabilities
• Program Coordinator – Limited program-specific access

Select the appropriate role(s) for each user based on their responsibilities.

Want to learn more about what each role can do? Check out our detailed Roles & Permissions guide.

History Tab

The User History tab provides a complete audit trail of all actions and changes related to a user's account. For a detailed explanation of how to use this feature, see our dedicated User History article.

What you can see:

• All past actions and changes made to the user's account
• When each action occurred (date and timestamp)
• What was changed or modified
• How the change was made
• Who made the change (user, admin, or system)

Filtering options:

The history includes various filters to help you quickly find specific actions or events, making it easy to narrow down your search when investigating issues.

Why this matters for troubleshooting:

User History is particularly valuable when diagnosing and resolving user issues. By reviewing the timeline of changes, you can pinpoint exactly what was different from a specific date forward, making it easier to identify the root cause of problems and determine the appropriate solution.

Here are a few more tips:

✓ Always double-check network membership when troubleshooting access issues
✓ Use the proxy feature to see exactly what users see in their account
✓ Keep user information up to date for accurate reporting and communication