Assigning statuses is a convenient way keep your users organized as they move through the registration process. Each user can be assigned a specific status, which can then be filtered and reported on. Additionally, status can also be used to designate users as active or inactive or archived.
To begin, make sure you are in the User Management interface by selecting the “Users” tab located to the right of the Regpack logo.
First, click the “Tools” button to open the tools panel, and then click the “Edit” button located to the right of the status title.
A module will appear displaying all of the existing statuses. Mouse over the status you would like to edit or delete, and click the red “Edit” button next to it.
Clicking the edit button will open a module where you can name the status, assign it a color, or mark it as an excluded status (click here for an explanation of an excluded status). Click the green “Update” button after changing your settings and your status will be available to assign to users.
You can also create a new status from here as well, by clicking the green “Create Status” button. It will open the same prompt you see below, which is what you will see when you click “Edit”. You will have the option to add a new status name, select the color, mark whether the user is archived in this status and click “Update” to confirm the new or changed status. Hit “Delete Status” in the bottom left if you would like to abandon your changes.
Note that if you select, create or edit a status where the checkbox next to “User is archived when in this status”, that means the user will be archived. Their information will still be available and you can still access their data or move them to a non-archived status at a later date.