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 segment, verification status, or sign-up date
- Search by name or email
- Send and manage portal invites
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:
| Column | Description |
|---|---|
| Avatar | User's profile picture or initials |
| Name | Display name |
| Email address (may be blank for users created via integrations) | |
| Status | Verified/Unverified badge |
| Date | When 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:
- Click the date filter
- Select a start date
- 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.
Search
Use the search bar to find users by name or email.
Sorting
Sort users using the dropdown:
| Option | Description |
|---|---|
| Newest | Most recently signed up first |
| Oldest | Oldest accounts first |
| Most Active | Users with most posts/votes first |
| Name | Alphabetical by name |
User Actions
View User Activity
- Select a user from the list
- View their posts and votes in the detail panel
Edit User
Update a user's name or email:
- Select the user from the list
- Click the Edit button in the detail panel
- Update the name or email
- 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.
- Select the user
- Click the Remove button in the detail panel
- 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:
- Filter by "Unverified" status
- Review recent sign-ups
- Remove suspicious accounts
Invitations
The Invitations entry in the sidebar opens a dedicated view for portal email invites. Use it when you want to bring specific people into a private portal without configuring an allowlist by domain or segment.
To send invites:
- Click Invite people in the top right.
- Paste up to 50 email addresses, separated by commas, spaces, or newlines.
- Optionally add a personal message (up to 500 characters) — it's included in the email.
- Click Send invites.
Pending invites appear in the list with status, expiry, and per-row actions:
| Action | What it does |
|---|---|
| Copy link | Copies the same magic link from the email so you can share it directly. |
| Resend | Sends a fresh email with the same link. |
| Revoke | Cancels the invite immediately. The link stops working. |
Each invite is valid for 14 days. Past that, the daily sweep marks it Expired and emits a portal.invite.expired event to the audit log.
Switch between Pending, Accepted, Revoked, and Expired tabs to audit your invite history. Bulk sends share a batch id so you can correlate everything that went out in a single click.
For setup guidance on the portal-side controls (visibility, segments, widget sign-in), see Control portal access.
Access Control
| Role | Can View Users | Can Remove Users | Can Invite |
|---|---|---|---|
| Admin | Yes | Yes | Yes |
| Member | Yes | No | No |
Next steps
- Segments - Group users for targeted feedback analysis
- Team Members - Manage your internal team
- Security - Configure team authentication
- Portal Authentication - Configure how portal users sign in