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How to Manage User Accounts

This guide explains how to effectively manage user accounts on the WhiteLabel Community Deals Platform, including viewing, searching, filtering, and modifying user information.

Accessing User Management​

  1. Log in to your admin account
  2. Navigate to the Admin Panel via the role switcher or by going to /admin
  3. Click on "User Management" in the sidebar navigation

User Listing Page Overview​

The User Management page provides a comprehensive view of all users registered on the platform.

Key Components​

  1. Page Header

    • Title and description of the User Management section
    • Search bar for finding specific users

  2. Search and Filter Controls

    • Search Bar: Search by email, wallet address, or name
    • Status Filter: Filter by account status (Active, Inactive, Suspended, All)
    • KYC Filter: Filter by verification status (Approved, Pending, Rejected, Not Started, All)
    • Roles Filter: Filter by user role (Admin, Issuer, Transfer Agent, User, All)

  3. User Table

    • Sortable columns (indicated by arrows)
    • Key user information displayed in a structured format
    • Action menu for each user

Searching for Users​

To find specific users in the system:

  1. Use the search bar at the top of the User Management page
  2. Enter any of the following search terms:
    • Email address (full or partial)
    • Wallet address (full or partial)
    • User's name (first or last name)
  3. Results will filter in real-time as you type
  4. For more specific filtering, combine search with the filter dropdowns

Filtering Users​

To filter the user list by specific criteria:

  1. Status Filter:

    • Click the "All Status" dropdown
    • Select from: Active, Inactive, Suspended, or All
    • Table will update to show only users with the selected status

  2. KYC Filter:

    • Click the "All KYC" dropdown
    • Select from: Approved, Pending, Rejected, Not Started, or All
    • Table will update to show only users with the selected KYC status

  3. Roles Filter:

    • Click the "All Roles" dropdown
    • Select from: Admin, Issuer, Transfer Agent, User, or All
    • Table will update to show only users with the selected role

Viewing User Details​

To view detailed information about a specific user:

  1. Find the user in the user table
  2. Click the three dots (⋮) at the end of the user's row to open the action menu
  3. Select "View Details" from the menu
  4. Alternatively, click directly on the user's row to navigate to their details page

User Detail Page​

The User Detail page provides comprehensive information about a specific user and allows administrators to manage their account settings.

User Detail Tabs​

The User Detail page is organized into two main tabs:

  1. User Profile & Settings

    • Account information
    • Personal details
    • Status management
    • Role management

  2. Suitability Info

    • Investment goals and preferences
    • Financial information
    • Accreditation status
    • Investment experience

Account Information Section​

This section displays essential account details:

  • Email: User's registered email address
  • Wallet Address: Blockchain wallet address
  • Status: Current account status with visual indicator
  • Roles: All assigned roles with color-coded badges
  • Account Created: Date and time of account creation
  • Last Updated: Date and time of last profile update

KYC Status Section​

Shows verification status information:

  • KYC Status: Current verification status with visual indicator
  • KYC Link: Button to view verification details
  • Verification Date: When verification was completed (if applicable)

Personal Information Section​

Displays user's personal details:

  • First Name: User's first name
  • Middle Name: User's middle name (if provided)
  • Last Name: User's last name
  • Nationality: User's country of citizenship
  • Country of Residence: User's current residence country
  • Document Type: Type of ID document provided
  • Document Number: ID document number
  • Document Expiry: Expiration date of ID document

Changing User Status​

To change a user's account status:

  1. Navigate to the User Detail page for the specific user
  2. In the User Profile & Settings tab, locate the "Change User Status" section
  3. Click the appropriate button:
    • Set Active: Makes the account fully functional
    • Set Inactive: Disables login but preserves account data
    • Suspend: Temporarily blocks access for policy violations

Status Types Explained​

StatusDescriptionWhen to Use
ActiveUser has full access to the platformDefault for verified users
InactiveUser cannot log in but data is preservedFor dormant accounts or temporary deactivation
SuspendedUser account is blockedFor policy violations or security concerns

Quick User Actions from the Listing Page​

You can perform several actions directly from the user listing page:

  1. Find the user in the user table
  2. Click the three dots (⋮) at the end of the user's row to open the action menu
  3. Select from available actions:

Available Actions​

  • View Details: Opens the detailed user profile page
  • Status Actions:
    • Set Inactive: Change user status to inactive
    • Suspend: Temporarily suspend user account
  • Role Actions:
    • Remove Admin: Remove admin privileges
    • Add Admin: Grant admin privileges (if not already assigned)
    • Add/Remove Issuer: Toggle issuer role
    • Add/Remove Transfer Agent: Toggle transfer agent role

Managing Pagination​

For platforms with many users, the table includes pagination controls:

  1. Rows per page: Select how many users to display per page (10, 25, 50, 100)
  2. Page navigation: Use the arrows to move between pages
  3. Page indicator: Shows current page and total pages

Best Practices for User Management​

Regular User Audits​

Conduct regular reviews of user accounts:

  1. Check for inactive accounts that haven't logged in for extended periods
  2. Review admin privileges to ensure they're appropriately assigned
  3. Verify that KYC statuses are up to date

Security Considerations​

Maintain platform security through proper user management:

  1. Promptly suspend accounts with suspicious activity
  2. Regularly review admin role assignments
  3. Ensure KYC verification is complete for all active users
  4. Monitor for duplicate accounts or unusual patterns

Data Privacy Compliance​

Respect user data privacy:

  1. Only access personal information when necessary for administrative purposes
  2. Follow platform data retention policies
  3. Document reasons for status changes or role modifications

Troubleshooting​

Common Issues​

  1. User Cannot Log In

    • Check account status (should be "Active")
    • Verify email address is correct
    • Ensure user has completed any required verification steps

  2. Missing User Information

    • Check if KYC has been completed
    • Verify that profile information was properly saved
    • Check for data synchronization issues

  3. Role Assignment Problems

    • Ensure the admin has sufficient permissions to modify roles
    • Check for role conflicts or restrictions
    • Verify role changes were properly saved

Next Steps​

After learning how to manage user accounts, explore these related guides: