User Management

This guide provides step-by-step instructions for common user management tasks in the Spaaza platform.

Contents

• User Management
  • Add a User Account
  • Modify or Update a User Account
  • Delete a User Account
  • Bulk Deletion of Users
  • Search for a User
  • Create a Segment for Specific Users
  • Export a List of Users

Add a User Account

To add a new user to the system:

• Go to the Console
• Click on People
• Click Add Person (top right corner)
• A form will pop up – fill in the relevant user information
• Click Save

Modify or Update a User Account

To update an existing user’s information:

• Go to the Console
• Use the search bar to find the user (see: Search User instructions)
• Click on the User Name
• Click Action > Edit (top right)
• The user form will pop up – edit the necessary details
• Click Save

Delete a User Account

To remove a user from the system:

• Go to Console
• Search for the user
• Click on the User Name
• Click Action > Delete
• A confirmation popup will appear – click Yes to confirm deletion

Bulk Deletion of Users

To delete multiple users at once:

• Go to Console
• Click on People
• Click the three dots in the top right corner
• Select Delete a Group of People
• Upload a CSV file with the list of users to delete
• After upload, you can schedule the deletion task (immediately or at a specified time)
• The users in the CSV will be deleted accordingly

Search for a User

To find specific users in the system:

• Go to the Console
• Click on People
• Click Filters
• Search using identifiers like Email, Member Number, Name, Mobile Number, etc.
• Filtered users will appear in the results
• Click on a user to view detailed information

Create a Segment for Specific Users

To create a user segment based on specific criteria:

• Go to Console
• Click on People
• Click on Filters
• Example: To create a segment only for women
  • Search for the attribute Gender
  • A popup appears – select “Is” and write Female
  • Matching results will show up
• Click Save Segment and name it (e.g. “Only Women”)

Export a List of Users

To export user data for external use:

• Go to Console
• Click on People
• Click Export List (top right corner)
• Export will begin, and the file will download automatically to your desktop