User Management Purpose

The purpose of User Management is to manage user eligibility and security in addition to managing user incentive data.  

User Management Overview

The User Management settings may be used to set up eligibility for a user and to manage their settings. Before a user can register, you must enter their eligibility data. Once this has been entered, the user can then register for the system. 

To access these settings, click on Admin > User Search. These options will be present regardless of the page you are currently viewing. The User Search may be used to manage existing members or to add a new member to the system.

Searching for Users

To search for a member, click on Admin > User Search and then enter one or more filter criteria such as First Name, Last Name, Unique ID, etc.

After entering your filter information, click on Search to search for and view members matching the used criteria. Use the Reset option to clear the current filters in the User Search.

Adding User Eligibility Data

Important: This information must be added for the user before they can register and log into the system. 

Eligibility data for users may be added manually for each individual user, as a batch, or through an fully automated process.

You may important a batch file with user eligibility data or make arrangements with FitLyfe to have this information added to the system through an automated process. 

Updating User Information

To view or update a user, click on Admin > User Search and then enter your search criteria into the User Search. Once the criteria has been entered, click on Search to view the search results.

Each user matching the entered criteria will be displayed below the filter options. Within the table you will be able to see the user's Email Address, Unique ID, Name, Date of Birth, Status, and User Type.

Click on the Pencil Icon for user you would like to update. Remember to click Save once all needed changes have been made.

Please note that when you log in, only the Account Information Tab will be present if the user has not registered. If the user is registered, then the Security Tab will be displayed along with additional tabs.

Tabs displayed when updating user information will vary depending on the user role as well. For example, one role such as a Health Coach may see more tabs than another like the Program Admin.

To learn more, please see the following pages: 

• Eligibility Data Management
• Security
• Credits
• Health Points
• Forms
• User Device
• User Roles
• Eligibility File Error Codes