User Management
How to Access
Go to the Admin Dashboard and click User Management in the Quick Actions section. Only users with the Super Admin role can access this page.
Super Admin vs Admin
There are two levels of admin access:
- Super Admin - Full access to everything, including user management, settings, and Google Sheets sync. Shown with a red badge.
- Admin - Can manage leads, prospects, study plans, templates, programmes, and advisor profiles. Does not have access to user management, settings, or Google Sheets sync. Shown with a purple badge.
User List
The list shows all registered users with:
- Name - The user's full name
- Email - Their email address
- Status - Pending, Approved, or Rejected
- Registered - When they signed up
- Actions - Approve, Reject, Reset Password
Managing Users
- Approve - Click the checkmark to approve a pending user
- Reject - Click the X to reject a pending user
- Revoke - Remove approval from an approved user
- Reset Password - Create a new password (it will be copied to your clipboard to share with the user)
User Details
Click a user's name to see more information, including their generated study plans, performance statistics, and linked advisor.
Linking an Advisor
On the user's detail page, you can link them to an advisor (PIC). This happens automatically when:
- A user registers with the same email as an advisor's email
- An admin approves a user whose email matches an advisor