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How Staff Can View and Manage Clients

Staff can view their specific clients, edit, archive users, and track activity.

Updated in the last hour

Steps

  1. Viewing Users

  2. Adding a New User

  3. Editing or Assigning Users

  4. Exporting User Data

1. Viewing Users

  1. From the left sidebar, select View Users.

  2. The Users Table will display all of your Client specific accounts with columns for:

    • Name

    • Role (Admin, Staff, Client)

    • Status (Activated, Provisioned, etc.)

    • Group assignment

    • Assigned staff

    • Last visit

    • Date created

    • Actions menu

  3. Use the filters at the top (Role, Status, Group, Staff) or the search bar to quickly locate specific users.

2. Adding a New User

  1. Only the Admin role can send invites to new users.

  2. New Users can use the organizational link shared by InStage Admin to create a new account to join the platform.

3. Editing or Assigning Users

  1. In the Users Table, locate the user and click the Actions menu (three dots).

  2. Options include:

    • View Activities – see detailed session history.

    • Edit – update profile details or role.

    • Assign staff/group – link the user to a staff member or group.

    • Archive – deactivate the client account.

4. Exporting User Data

  • Click Export CSV to download your Client specific Users Table for reporting or record‑keeping.

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