Users Page

As an admin in GP Launch, the users page is a centralized location to manage your users.

Getting to the Users Page

1. Select Users from the menu on top of your screen.

An admin can view a list of all users, including essential information like names, email addresses, activity status, last active date, products interested in, and associated firm names.

Prospect Management Actions

1. Add User: Admins can input new prospects into the system with a click of a button. Click on this article to learn more.
2. Export List: This function allows admins to download the list of prospects.
3. Edit Prospect Details: By clicking on actions within an associated prospect row, you are able to edit the following prospect details:
   • Name
   • Email
   • Firm Name
   • Products
   • Status
4. Assign Products: Admins can see what products the prospect is associated with.
5. Status: View if a prospect is Active or Inactive. Inactive prospects have no access to any products or material posted to portal.
6. Track Engagement: The admin can view and analyze when a prospect was last active in the portal.
7. Filter and Sort: To manage large numbers of prospects, admins can filter the list by various criteria:
   • Product
   • Status
   • Name
   • Email
   • Firm Name
   • Most / Least Active

Deactivating a User

1. Find the user you wish to deactivate in the list.
2. Click on the three dots in the Actions column.
3. Open the dropdown under Status and select Inactive.
4. Click Save when finished.

Users can be reactivated at any time. Deactivated users do not have access to products.