User Management Guide

Managing Platform Users

As an admin, you control who can access the platform and what they can do. This guide covers all user management operations.

Viewing Users

• Navigate to the admin Users section
• View all registered accounts with status indicators: Active, Pending, Suspended
• Search by name, email, company, or phone number
• Sort by registration date, last active, or credit balance

Approving New Accounts

• New registrations appear in the Pending tab
• Review the submitted company details and industry
• Check KYC documents if uploaded
• Click Approve to activate the account (user receives email + SMS notification)
• Click Reject with a reason if the application doesn't meet requirements

Suspending Accounts

Suspend accounts that violate terms of service or TCRA regulations:

• Click the user's profile and select Suspend
• Provide a reason (visible to the user on login)
• Suspended users cannot send messages or access the API
• Credits are preserved and restored upon reactivation

Manual Credit Top-Up

• Open the user's profile
• Click Top Up Credits
• Enter the amount and select a reason (complimentary, adjustment, refund)
• The transaction is logged in both the admin ledger and the user's billing history

Password Resets

• Users can reset their own passwords via the login page
• Admins can force a password reset from the user's profile
• A reset link is sent to the user's registered email