User Management

Learn how to manage users, roles, and attributes in DMS.

Overview

As an admin, you can:

• View and search all users
• Edit user profiles and attributes
• Assign user roles
• Soft delete and restore users

Viewing Users

User List

Navigate to Users in the admin panel to see all users in your tenant.

The list shows:

• Email address
• Name
• Role (user/admin)
• Registration status
• Last activity

Search and Filter

Use the search bar to find users by:

• Email address
• First or last name
• Custom attributes

User Details

Click on a user to see their full profile:

• Core information (email, name, role)
• Custom attributes
• Activity history
• Associated content (survey responses, etc.)

Editing Users

Core Fields

These fields are stored directly on the user record:

Field	Description	Editable
Email	Primary identifier	No*
First Name	User's first name	Yes
Last Name	User's last name	Yes
Role	user or admin	Yes

*Email changes require special handling to maintain data integrity.

Custom Attributes

Add or modify any custom attribute:

1. In the user detail view, find the Attributes section
2. Edit existing values or add new attributes
3. Click Save

Common attributes:

• registration_status - pending, confirmed, cancelled
• ticket_type - general, VIP, speaker
• company - Organization name
• dietary_restrictions - Food preferences

User Roles

Role Hierarchy

Role	Level	Capabilities
user	0	View assigned content, track own activity
admin	1	Full access, manage all users and content

Changing Roles

1. Open the user's profile
2. Select the new role from the dropdown
3. Save changes

warning

Granting admin access gives full control over all tenant data. Use carefully.

Soft Delete

DMS uses soft delete to preserve data integrity and allow recovery.

Deleting a User

1. Open the user's profile
2. Click Delete User
3. Confirm the action

The user:

• Cannot log in
• Doesn't appear in normal user lists
• Activity history is preserved
• Can be restored later

Restoring a User

1. Enable Show Deleted in the user list
2. Find the deleted user
3. Click Restore

Field Definitions

Configure the custom fields available for users in your tenant.

Creating a Field

1. Go to Settings > Field Definitions
2. Click Add Field
3. Configure:
   • Field Key: Internal identifier (snake_case)
   • Field Label: Display name
   • Field Type: text, select, multiselect, date, number, boolean
   • Options: For select/multiselect types
   • Required: Whether the field must have a value
   • Display Order: Position in forms

Field Types

Type	Use Case	Example
text	Free-form input	Company name
select	Single choice	Ticket type
multiselect	Multiple choices	Interests
date	Date picker	Registration date
number	Numeric input	Badge number
boolean	Yes/No toggle	VIP access

Example Field Definition

{
  "field_key": "ticket_type",
  "field_label": "Ticket Type",
  "field_type": "select",
  "options": ["General Admission", "VIP", "Speaker", "Sponsor"],
  "required": true,
  "display_order": 1
}

Bulk Operations

Manual CSV Import

For one-time imports:

1. Go to Users > Import
2. Upload a CSV file
3. Map columns to DMS fields
4. Preview the import
5. Confirm

Automated Sync

For ongoing synchronization, set up a User Sync source.

Best Practices

Data Quality

• Define field types with validation
• Use select fields when possible to ensure consistency
• Required fields should truly be required

Access Control

• Limit admin access to essential personnel
• Review admin users periodically
• Use attribute-based rules for content access instead of role-based when possible

Audit Trail

• Check user activity before making major changes
• Document reasons for role changes
• Preserve deleted users rather than hard-deleting

Related Topics

• User Sync - Import users from external sources
• User Attributes - Attribute system details
• Visibility Rules - Control content access