The Users section allows Admins to manage Users within their organization and review their activity across Programs. When selecting a User, you will see several tabs that provide visibility into their profile, access, participation, and engagement. Each tab supports different administrative actions and insights.

Settings

The Settings tab allows Admins to manage a User’s core profile and account configuration.

From this tab, you can update details such as name, email address, permissions, and login settings. This is the primary location for maintaining account-level information and ensuring the User has the correct access.

User settings tab

Program Access

The Program Access tab provides visibility into which Programs a User can access and their registration status within each.

This view helps Admins manage eligibility, access, and participation across Programs.

  • Registered Programs: Programs the User is currently registered in.
  • Programs With Access: Programs the User can view and self-register for.
  • Unavailable Programs: Programs the User cannot register for.
Note

For program-specific Admins, only the Programs they manage will be visible. The Program Access tab is not available for Users who have not registered for any Programs.

Program access tab

From this table, Admins can update eligibility, capacity, and registration status. Selecting the action menu for a Program allows you to:

  • Open Program access
  • Edit eligibility and registration
  • Edit capacity
  • Remove the User from a Program

You can also select Edit Access & Registration to override default access rules and manually register a User for a role.

Edit program access

If a User is not currently registered for a role, selecting that role will force registration.

This action does not trigger an email or complete registration fields on behalf of the User. For migrations, it is recommended to grant eligibility and allow the User to self-register.

Programs

The Programs tab displays all Programs a User is registered in, along with their roles and responses.

In addition to registration details, this tab also provides visibility into the User’s activity within each Program, including their participation in Matches and associated Sessions.

Admins can update registration status and modify profile responses directly from this tab as needed.

Programs tab

When clicking into a specific Program from the Programs tab and viewing the Program Overview section, only current, active Matches tied to the selected Program will be reflected in this view. Incoming and outgoing match requests for the User are also surfaced, allowing Admins to understand pending match activity and overall engagement within the Program.
Incoming Requests.png

Matches

The Matches tab provides a focused view of a User’s matches across Programs.

From this tab, Admins can review active and past Matches, open individual match records, and navigate between connected Users to understand how participants are paired.

Selecting a match allows you to view detailed information, including participant details and associated Sessions.

Matches tab

Sessions

The Sessions tab displays all upcoming and past Sessions for a User.

This tab helps Admins track engagement, participation, and overall activity within a Program.

Sessions tab

Activity Log

The Activity Log provides a record of all actions taken on a User’s account.

This includes updates, participation activity, and system interactions, enabling Admins to audit usage and troubleshoot issues when needed.

Activity log tab

Note

Organization-level Admins can access this information directly from the Users table without being limited to a specific Program.

Share

Was this article helpful?

0 out of 0 found this helpful
Have more questions? Submit a request

Comments (0 comments)

Please sign in to leave a comment.