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title Manage portal users
description See who's giving feedback and spot your most engaged users.
icon users

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 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:

  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.

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

  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

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:

  1. Click Invite people in the top right.
  2. Paste up to 50 email addresses, separated by commas, spaces, or newlines.
  3. Optionally add a personal message (up to 500 characters) — it's included in the email.
  4. 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