--- title: User management overview description: Learn what actions you can take on your users and how to perform them --- [Skip to content](https://help.centercode.com/en/user-management-overview#main-content) [![New\_Centercode\_Logo.png\]](https://help.centercode.com/hs-fs/hubfs/New_Centercode_Logo.png?height=35&name=New_Centercode_Logo.png)](https://centercode.com/) - [Help Center Home](https://help.centercode.com/) - [Starter & Delta Edition Help](https://learn.centercode.com/) Open main navigation Close main navigation - [Help Center Home](https://help.centercode.com/) - [Starter & Delta Edition Help](https://learn.centercode.com/) - [Report an Issue](https://centercode.com/issue) [Report an Issue](https://centercode.com/issue) How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.centercode.com/en?hsLang=en) 2. [Centercode Basics](https://help.centercode.com/en/centercode-basics?hsLang=en) 3. [Overviews](https://help.centercode.com/en/centercode-basics?hsLang=en#overviews) # User management overview ## Learn what actions you can take on your users and how to perform them This article applies to **All** editions. ### What is the User management tool? User Management is a powerful and necessary tool when running your Customer Validation Program that exists identically at both the Community level and Project level of your implementation. This tool gives you the ability to create a specific filter to narrow down a desired subset of users, create a view to see particular criteria/data of your desired subset, and then take action on those selected users.  Knowing how to create a Filter + View is essential for effectively utilizing User Management. For a quick refresher on Filters + Views and how to build them, see [**What is the Centercode Data Engine (CDE)?**](https://help.centercode.com/en/what-is-the-centercode-data-engine-cde?hsLang=en). This tool can be accessed via the following methods: Community User management: **Community menu \> Community management \> Users** Project User management: **Management \> Users \> Project users** ### What actions can I take with User Management? User Management has the following actions available to it. Once you generate a list of Users (via Filter), you can apply these actions to the results or a selected subset. More details on each can be found below: - **[Show user list](https://help.centercode.com/en/user-management-overview#show-user-list)** is the default option that presents your Filter and View query, where the View dictates the number of results you see and its ordering. - **[Email users](https://help.centercode.com/en/user-management-overview#email-users)** allow your Filter to target the users you're going to email - **[Add users to team](https://help.centercode.com/en/user-management-overview#add-users-to-team)** allows your Filter to target the users who will have their Team updated - **[Remove users from project](https://help.centercode.com/en/user-management-overview#remove-users)** allows your Filter to target users who will be removed from your Project (they will not be removed from the Community - meaning that they retain their account, but lose Project access) - **[Add notes to users](https://help.centercode.com/en/user-management-overview#add-note)** allows your Filter to target users to receive a comment on the account - **[Create filter from results](https://help.centercode.com/en/user-management-overview#create-filter)** allows your Filter to take a snapshot of results where another filter can be layered over it; this is typically used if you have a particularly complex filter criteria - **[Export data](https://help.centercode.com/en/user-management-overview#export-data)** — uses your Filter and View to generate a Report Element you can download as a CSV or XLS file - **[Trigger custom macro](https://help.centercode.com/en/user-management-overview#macros)** - Macros that you've created may show as a selectable Action when toggled to be used in User Management (**Note:** Limited by Centercode edition) #### Show User List **Show user list** allows you to view a list of users that meets your selected Filter and View criteria. The information you have selected when creating your View will appear in spreadsheet form within the portal itself. When viewing this list of users and their information, you can select individual users to take further action on by checking the box next to their identifier. ![](https://help.centercode.com/hs-fs/hubfs/Knowledge%20Base%20Resources/Knowledge%20Base%20Import/b724ccaa12f26e015dd3b59f2d1cf637.png?width=670&height=333&name=b724ccaa12f26e015dd3b59f2d1cf637.png) #### Email Users Selecting the **Email users** action will allow you to email any users that meet your selected Filter and View criteria. You'll be able to select any pre-existing email template from your User Action email bucket or compose an email on the fly. ![](https://help.centercode.com/hs-fs/hubfs/Knowledge%20Base%20Resources/Knowledge%20Base%20Import/5492983291b83df06dc97628a8e6b057.png?width=670&height=546&name=5492983291b83df06dc97628a8e6b057.png) #### Add Users To Team **Add users to team** gives you the ability to add any users that meet your selected Filter and View criteria to a pre-existing team, to a brand new team that you can create on the fly, and allows you to remove your selected users from all previous teams if desired. ![](https://help.centercode.com/hs-fs/hubfs/Knowledge%20Base%20Resources/Knowledge%20Base%20Import/2152241ac037c51a8a750eff3f209c6f.png?width=670&height=534&name=2152241ac037c51a8a750eff3f209c6f.png) #### Remove Users From Community/Project Depending on which level of the portal you are using, the **Remove Users** action lets you remove users matching your Filter criteria from either the Community or a specific project. **⚠ Important:** Removing a user from the Community will permanently delete their account from your implementation, including all projects they have participated in. **This action cannot be undone.** *![](https://help.centercode.com/hs-fs/hubfs/Knowledge%20Base%20Resources/Knowledge%20Base%20Import/4d47e55d4e9b826f15bfe8d69f2d5af5.png?width=662&height=565&name=4d47e55d4e9b826f15bfe8d69f2d5af5.png)* #### Add Note to Users The **Add note to users** option will let you add a comment or a user score to any user's profile that matches your Filter + View criteria. This comment and optional user score can be added to either their profile within the current project you're taking this action in or within their Community profile. ![](https://help.centercode.com/hs-fs/hubfs/Knowledge%20Base%20Resources/Knowledge%20Base%20Import/982e604244d31094cd1dc85cbd58767b.png?width=670&height=637&name=982e604244d31094cd1dc85cbd58767b.png) #### Create Filter From Results The **Create filter from results** option gives you the ability to create a new Filter that you can apply to the results you've gathered from your initial filter thus allowing for compound filtering. ![](https://help.centercode.com/hs-fs/hubfs/Knowledge%20Base%20Resources/Knowledge%20Base%20Import/0d36292726bd7726dec7f92520ab3e05.png?width=670&height=567&name=0d36292726bd7726dec7f92520ab3e05.png) #### Export Data **Export data** allows you to export the data that results from your selected Filter + View criteria. Utilizing this action will take you to the Centercode Reporting engine and automatically creates a spreadsheet of your results so you can easily export them as either a CSV or XLS file. ![](https://help.centercode.com/hs-fs/hubfs/Knowledge%20Base%20Resources/Knowledge%20Base%20Import/9d7a93abe78008edf73f9f06326f53fa.png?width=659&height=523&name=9d7a93abe78008edf73f9f06326f53fa.png) ### What about Macros? **Note:** User macros are only available if your license allows them. When creating a [**User Macro**](https://help.centercode.com/en/macros-and-automation-faq?hsLang=en) under User Resources, you can enable the **Show in User Management Actions** option. This makes the macro available in the Action drop-down for the Team(s) you specify. You can also enable **Suppress Confirmation** (not recommended) to skip the confirmation prompt when running the macro, and optionally restrict it to run only once per user account. #### Important Notes: - As mentioned there is a User Management tool at the Community level and a User Management tool in each individual Project. - Community User Management and Project User Management can only return filtered results for users within their scope. For example, you can't trigger emails for Project B's users from within Project A. - We strongly recommend viewing your list before taking any direct actions against your filtered results so you can see the results first. - A standard view will show you 100 results per page, however, this can be changed when creating or modifying your View to show **up to 1000 results per page**. - To take action on more than 1,000 users at once, select your desired action from the Action drop-down on the User Management page and click **Perform Action** after setting your Filter. You do not need to use the **Show User List** action or manually select users on the results page first. ### How do I find users' email addresses by name? Use a Filter + View to pull the people you need, then export the results. 1. Go to **Management** \> **Users**. 2. Choose a Filter that finds the users you're looking for. 3. Choose a View that includes the Email field. 4. Select **Show user list** to check the results. 5. Select **Export data** to download the names and email addresses together. ### How do I get participants' mailing addresses? Address fields only appear in Views and exports when the address field is enabled for your Community. Check this first: 1. Go to **Community configuration** \> **User account settings**. 2. Find *Address 1 Availability* and set it to *Optional*, *Required*, or *Project verification only*. When it's set to *Unavailable*, the address field is hidden. Once the field is available, add the address fields to a View and export the results the same way you would for email addresses. For more on each setting, see [User Account Settings](https://help.centercode.com/en/user-account-settings?hsLang=en). Keywords: email address, find user email, mailing address, shipping address, export users, View, Filter, Address 1 Availability ### Why doesn't my user list match my filter count? Check the *User role* selection. User role is a superfilter: it narrows results by role type (such as Administrators or Participants) before your saved filter applies. If the role you've selected doesn't include the users your filter matches, **Show user list** and **Email users** can come back short or empty. 1. In User Management, open the **User role** drop-down. 2. Select the role that includes the users you're looking for. 3. Keep your **Filter** and **View** selected, then run **Show user list** again. For more on how User role, Filter, and View work together, see [Community/Project Users Overview](https://help.centercode.com/en/community/users-overview?hsLang=en). ### The user card The user card is a compact summary panel for a single person. It's the fastest way to check one tester without leaving the page you're on, and it's where an individual's scores are shown. Open it by clicking a users avatar anywhere in the platform (other than when you're already in their user summary) \[Screenshot: an open user card showing both score figures and the action buttons. Annotate the two scores in RED.\] ##### **What the card shows** - **Identity**: avatar or initials, full name, username, and email address. - **Impact Score**: how much that person's feedback has mattered. - **Engagement Score**: how actively that person is participating. ##### **What you can do from the card** - Open the person's *Profile*. - Open their *Performance* dashboard for the detail behind the two score figures. - Adjust their Teams. - Assume their identity, if you hold the *Assume user identity* role. Some of these actions depend on your access in the project, so the card shows fewer options to users without project administration. ##### **Notes** - The card shows each score as a single figure. For how a score was reached, and for trends over time, use the *Performance* dashboard rather than the card. - Looking for how scoring is calculated or configured? See the Custom user scoring overview, https://help.centercode.com/en/custom-scoring-overview - Looking for scores across your whole population instead of one person? 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