User Management Guide

Understanding User Types

Tribe CRM has different types of users with varying levels of access:

• Account Admins

  Full access to account settings, billing, and all sites
• Site Users

  Members of specific community sites with limited permissions

Viewing Users

To view and manage users:

• Navigate to Users in the main dashboard
• Use filters to find specific users or groups
• Search by name, email, or membership status

Inviting New Users

Method 1: Individual Invitations

• Click "Invite User" button
• Enter the user's email address
• Select their role (Admin or Site User)
• Choose which sites they should have access to
• Add them to specific groups (optional)
• Send the invitation

Method 2: Bulk Invitations

• Prepare a CSV file with user details
• Use the bulk import feature
• Map CSV columns to user fields
• Review and confirm the import

Managing User Details

Click on any user to view and edit their information:

Basic Information

• Name and contact details
• Email address (primary identifier)
• Phone number
• Address information

Membership Details

• Active subscriptions across sites
• Group memberships
• Registration date and activity
• Communication preferences

User Permissions & Roles

Account Admin Permissions

• Manage account settings and billing
• Create and configure sites
• Invite and manage other admins
• Access all sites within the account
• View comprehensive analytics

Site User Permissions

• Access to specific sites only
• Participate in site activities
• Join groups and competitions
• Receive communications
• Manage their own profile

Organizing Users with Groups

Groups help organize users and control access to content:

• Create groups based on interests, roles, or locations
• Add users to multiple groups
• Use groups for targeted communications
• Set group-specific permissions

Managing Subscriptions

Monitor and manage user subscriptions:

• View active and expired subscriptions
• Update payment methods
• Cancel or modify subscriptions
• Handle billing issues

Communication Settings

Manage how users receive communications:

• Email subscription preferences
• Notification settings
• Communication frequency
• Opt-out management

User Activity & Analytics

Track user engagement and activity:

• Login frequency and last activity
• Content engagement metrics
• Event participation
• Competition entries

Best Practices

• Regular Clean-up: Remove inactive users periodically
• Group Organization: Keep groups focused and purposeful
• Communication: Always inform users of important changes
• Privacy: Respect user privacy and data protection
• Documentation: Keep records of user management decisions

Common Tasks

Deactivating a User

• Navigate to the user's profile
• Click "Deactivate User"
• Confirm the action
• User loses access but data is preserved

Transferring User Between Groups

• Open user's profile
• Go to Groups section
• Remove from current groups
• Add to new groups

Handling Payment Issues

• Check subscription status
• Contact user about payment failure
• Update payment method if needed
• Retry failed payments