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Create a New Status

 

The status can be used to keep your users organized as they move through the registration process. Each user can be assigned a specific status which can be filtered and reported on. The status is also used to designate users as active or inactive.

To begin, make sure you are in the User Management interface by selecting the “Users” tab located on the left, and under the Regpack logo.

The process of creating a status can begin from two separate points.

1. Click the “Tools” button to open the tools panel, and then click the “edit” button located to the right of the status title.

edit user status

2. A module will appear displaying all of the existing statuses. Click “Create a New Status” located in the bottom right corner.

edit status 2

OR

1. Click the status box located on the registration panel. You can click any user’s status in order to create a new status.

set status as

2. Then click “Create New Status” at the bottom of the pop-up that appears.

Whichever way you choose to create a new status, you will then see the pop-up pictured below.

From here, you can name the status, assign it a color, and mark it as an excluded status (click here for an explanation of an excluded status). Click “Update Status” after selecting your settings to create the new status.

It will be available to you to assign to users going forward.

update a status

Note that when creating a new status, you can assign the color AND decide whether this status is “inactive” or not.

Creating an inactive user status means that any user with this status will be inactive, and not count towards your total user count. They can be reactivated at a later date, and their information is still available to you.

If you would like to mark the status as inactive, simply click “False” to the right of this tool. Click again to keep it active.