User Management
Managing users, profiles, and accounts
How do I add a user on their behalf?
If you navigate to your User Manager you can select "Add User" at the top. If the user wishes to be able to log in to their account then please provide their email address - the user will be sent an email allowing them to set their password and then they will be able to login.
If the user does not want to be able to log in to their account then leave the email address blank, a placeholder account will be generated allowing you to complete the details but without a login.
Please ensure to complete the user's details and press save if creating a placeholder account.
I can't find a rider profile?
If a rider is not visible in the User Manager then that means their riding profile is not complete or is hidden. This can happen if a rider fails to save their profile information. Some riders think the initial registration form which asks for a name and email is the rider profile.
Please ask the rider to go to the Profile page on your system and complete their profile. Likewise, if an admin has hidden a profile then the rider must re-save their profile for it to be added back to the user manager search.
You can find out more information about an account using the account status button on the booking manager; this will let you see the profiles and email verification status for the account. You can create a new profile or override the email verification status from this page.
How can I hide, archive or delete an account or profile?
If you would like to fully delete a rider's account for GDPR purposes you can use the "Delete account" button from any of their profiles. This will permanently delete their login details and remove all personal information from their profile(s). The booking history for the account will be kept but the personal information associated with the bookings will be removed. This cannot be undone. A warning will be shown if any of the profiles have been linked to incidents stored on the system.
If you would like to hide a profile from the user search but leave the account active then open the profile as an administrator and select "Hide profile". This will prevent the profile from showing in the user search. If the profile is updated then it will be re-added to the user search.
If you would like to archive a profile so it no longer shows for the customer or on other tools on the system use the "Archive Profile" button. The booking history for the profile will be kept.
How do I change a rider's email address?
Riders can change their own email address from their profile. In the case where they are not able to login to change this, an administrator can change the account email address from the User Manager using the account status tool.
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For queries relating to individual riding schools please include which riding school you are from.