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Manage portal users

Know your users. See who's signed up, who's most active, and who's giving you the best feedback. Spot trends in your user base and identify your power users.

Overview

Access Portal Users from Admin → Users in the sidebar. You can:

  • See all users who've signed up to give feedback
  • Find your most active contributors
  • Filter by verification status or sign-up date
  • Search by name or email

Portal Users are different from Team Members. Portal users are your customers who submit and vote on feedback. Team members are your employees who manage feedback in the admin dashboard.

Users Interface

List View

The user list displays accounts in rows with:

ColumnDescription
AvatarUser's profile picture or initials
NameDisplay name
EmailEmail address (may be blank for users created via integrations)
StatusVerified/Unverified badge
DateWhen they signed up

Click any row to view user details in the side panel.

User Detail Panel

When you select a user, the detail panel shows:

  • Profile information (name, email, avatar)
  • Account status (verified/unverified)
  • Sign-up date
  • Activity summary

Filtering

Use the filter sidebar to narrow down users:

By Verification Status

Filter users by their email verification status:

  • All - Show all users
  • Verified - Only email-verified users
  • Unverified - Users who haven't verified their email

By Date Range

Filter by when users signed up:

  1. Click the date filter
  2. Select a start date
  3. Optionally select an end date

By Segment

Filter users by segment. Select a segment from the filter sidebar to view only users in that group.

Use the search bar to find users by name or email.

Sorting

Sort users using the dropdown:

OptionDescription
NewestMost recently signed up first
OldestOldest accounts first
Most ActiveUsers with most posts/votes first
NameAlphabetical by name

User Actions

View User Activity

  1. Select a user from the list
  2. View their posts and votes in the detail panel

Edit User

Update a user's name or email:

  1. Select the user from the list
  2. Click the Edit button in the detail panel
  3. Update the name or email
  4. Save changes

Create Users Inline

You can create portal users directly from several admin workflows without visiting the Users page:

  • Add voter — When adding a proxy vote on a post, click "Create new user" in the voter search popover
  • Create post from suggestion — The author selector lets you create a new user when the feedback author doesn't have an account yet

Inline-created users appear in the Portal Users list like any other user.

Users created through integrations (Slack, API) may not have an email address. These users appear with a name only and can still be assigned as post authors and voters.

Remove User

Removing a user is permanent and cannot be undone. This removes their account but preserves their posts and votes.

  1. Select the user
  2. Click the Remove button in the detail panel
  3. Confirm the removal

Best Practices

User Engagement

Check the Portal Users page regularly to understand your user base:

  • Growth trends - Are new users signing up?
  • Verification rates - Are users confirming their emails?
  • Active users - Who's providing the most feedback?

Manage spam

If you notice spam accounts:

  1. Filter by "Unverified" status
  2. Review recent sign-ups
  3. Remove suspicious accounts

Access Control

RoleCan View UsersCan Remove Users
AdminYesYes
MemberYesNo

Next steps