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User Management

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Users Overview

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Overview

• Name: The name of the user.
• Channels: Icons represent the active communication channels (e.g., email, SMS, push notifications).
• Segments: The user’s segment for targeted communication.
• Status: Toggle the user’s activation status.
• Actions: Edit or delete the user via the action buttons.

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Key Features

• Search & Filter: Search users by name or apply filters.
• Add User: Manually add a new user with customizable fields and channel options.
• Upload CSV: Import multiple users at once using a CSV file.

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Managing Users

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Adding a User

1. Click the Add User button to open the user creation form.
2. Fill in the user’s basic information:
   • First and Last Name
   • Reference ID
   • Active communication channels

3. For each selected channel, provide the required information:
   • Email address for email notifications
   • Phone number for SMS
   • Push token for mobile notifications
   • Other channel-specific details
4. (Optional) Provide additional information:
   • Country
   • Language preference
   • VIP status
   • Custom fields

5. Click Submit to add the user.

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Adding Custom Fields

1. Click the Add More Fields button in the user form.
2. Enter a custom field name (key) and its value.
3. Multiple custom fields can be added as needed.
4. Click Submit to save the user with custom fields.

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Bulk User Upload via CSV

1. Click the Upload CSV button.
2. Select a properly formatted CSV file containing user data.
3. Map the CSV columns to the appropriate user fields.
4. Click Submit to import multiple users at once.

Note: Ensure your CSV file follows the required format. Download our CSV template for reference.

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User Settings

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Channel Preferences

• View and modify which communication channels are active for each user
• Update contact information for each channel
• Set notification preferences

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User Segments

• Assign users to segments for targeted communication
• Create and manage custom segments
• Filter users by segment for bulk actions