> ## Documentation Index
> Fetch the complete documentation index at: https://docs.praxis-ai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Users

> Manage the people in your Digital Twin instances — search, edit, import in bulk, review memberships and credit usage, and act on accounts when needed.

<Info>
  **Integration Note**: When your instance is integrated through Canvas or other SDK, users are automatically signed in and registered.
</Info>

## User List Management

<img src="https://mintcdn.com/praxisai/60S-TkaqdLQNeHho/images/admin-guide/admin-users-main-ui.gif?s=01c677e9291f3971547306fc50f7a634" alt="Admin Users Main Ui Gi" width="1920" height="1080" data-path="images/admin-guide/admin-users-main-ui.gif" />

### Viewing All Users

The user list displays all registered users in your instance with comprehensive filtering and search capabilities:

* **Search by Name or Email**: Use the search bar to quickly locate specific users
* **Filter by Account Type**: Narrow results by Admin or User account
* **Sort Options**: Organize by registration date, last activity, or alphabetical order
* **Pagination**: Navigate through large user lists efficiently

### User Details View

Click on any user to open their profile. The tabs mirror the user's own Profile screen, so you work with the same layout the user sees:

<Tabs>
  <Tab title="General">
    Identity — name, picture, email, account type, plan, and current status.

    <img src="https://mintcdn.com/praxisai/qxT5Q0PyDIL4kbpG/images/admin-guide/admin-user-management-general.webp?fit=max&auto=format&n=qxT5Q0PyDIL4kbpG&q=85&s=971e05c003ad9941bb0f67b7b25f058f" alt="Admin User Management General" width="1596" height="1296" data-path="images/admin-guide/admin-user-management-general.webp" />
  </Tab>

  <Tab title="Personalization">
    Appearance and conversation preferences — dark mode, location use, dictation, and the Remember History depth.
  </Tab>

  <Tab title="Knowledge">
    The user's retrieval mode preference (how their conversations search uploaded documents).
  </Tab>

  <Tab title="Membership">
    One row per Digital Twin membership, with entitlements, status, last login, and a **Credit Consumed** column — the lifetime credits the user has drawn from each instance's pooled wallet. The column stays blank for memberships that don't draw from a pooled wallet, so anything you see there is real shared-wallet usage. Use it to spot unusually heavy consumers at a glance.

    <img src="https://mintcdn.com/praxisai/qxT5Q0PyDIL4kbpG/images/admin-guide/admin-user-management-membership.webp?fit=max&auto=format&n=qxT5Q0PyDIL4kbpG&q=85&s=f7484228d7fbdfc82dd252d4a7e65320" alt="Admin User Management Membership" width="2322" height="1460" data-path="images/admin-guide/admin-user-management-membership.webp" />
  </Tab>

  <Tab title="Security">
    Password reset, two-step verification (MFA) management — including turning MFA off and revoking trusted devices for a locked-out user — and connected sign-in methods.

    <img src="https://mintcdn.com/praxisai/qxT5Q0PyDIL4kbpG/images/admin-guide/admin-user-management-credentials.webp?fit=max&auto=format&n=qxT5Q0PyDIL4kbpG&q=85&s=aac7fc80602b4a87287bdf9d11f51609" alt="Admin User Management Credentials" width="1464" height="820" data-path="images/admin-guide/admin-user-management-credentials.webp" />
  </Tab>

  <Tab title="Memory">
    Everything Pria remembers about the user — see **Memory Parameters** under User Actions below.
  </Tab>
</Tabs>

***

## User Actions

### Individual User Management

<Accordion title="Edit User">
  Modify user information and permissions:

  * **Account Type Changes**: Upgrade/downgrade between Admin or User
  * **Email Updates**: Change primary email address
  * **Profile Information**: Update name, preferences, and settings
  * **Status Management**: Activate, deactivate, or suspend accounts. Inactive or suspended users are immediately blocked from AI interactions (chat, streaming, realtime voice, and tool execution). See [Membership Status Enforcement](/mdx/admin-guide/entitlements#membership-status-enforcement) for details
</Accordion>

<Accordion title="Delete User">
  Remove users from the instance:

  * **Soft Delete**: Deactivate while preserving data
  * **Hard Delete**: Permanently remove user and associated data
  * **Data Export**: Download user data before deletion
  * **Confirmation Process**: Multi-step verification for safety
</Accordion>

<Accordion title="View Sessions">
  * Last login and status
</Accordion>

<Accordion title="Memory Parameters">
  Inspect and manage the memory parameters Pria stores for this user — namespaces, key/value pairs, and shared instance entries that the user (or Pria's `set_user_memory` tool) has saved over time.

  * **Memory tab** in the Edit User modal lists every memory entry for the user, **grouped by instance** for clarity (Personal entries in their own bucket).
  * **Visibility scope** is enforced server-side: you only see entries from instances where you hold the `users.edit` entitlement.
  * **Filter row**: Search across name/value/description, filter by namespace, and filter by scope (All / Private (non-shared) / Shared only).
  * **Edit a row**: opens a Lightbox letting you change the **value**, **description**, and the **shared** toggle (rows can move between user-private and instance-shared in either direction, as long as the row has institution context). The `key_name` and `key_namespace` fields are part of the unique key and cannot be edited — to rename, delete the row and ask the user to recreate it.
  * **Delete a row**: confirmation Lightbox shows the row's key and a preview of the value before you confirm. Hard delete (matching the runtime `set_user_memory` behavior).
  * **Clear filtered**: bulk-delete every row currently visible under the active filters. Confirmation shows a scrollable list of the exact rows that will be removed before you confirm.

  Memory is also reachable from a separate **Instance Memory** tab in the Edit Instance modal, which lists every shared row in that instance with the author email linked back to the same Memory tab here for quick navigation.
</Accordion>

<Accordion title="Act As (Impersonation)">
  Temporarily switch your session to see Pria exactly as the target user does — for support, debugging memory issues, validating an entitlement change, or reproducing a reported problem.

  **Who can use it**: admins who hold the `users.edit` entitlement on at least one institution where the target has membership. The button is **omitted entirely** when you don't qualify (no disabled-state confusion).

  **Restrictions**:

  * You cannot impersonate yourself.
  * You cannot impersonate a Praxis AI staff account.
  * You cannot start a new impersonation session while one is already active — Stop the current one first.

  **Starting a session**:

  1. Open the Edit User modal for the target user.
  2. Click **Act As…** in the modal footer (left of Cancel/Update). The button is amber to flag that it changes your effective identity.
  3. A consent Lightbox explains: "you will see exactly what they see; every action you take will be recorded as theirs; you will lose access to admin pages until you stop." It requires a written **reason** (1–500 characters, e.g. "Debugging support ticket #1234").
  4. Confirm. Pria swaps your session to the target user, the page reloads, and the conversation/files/memory you now see all belong to the target.

  **While impersonating**:

  * An amber **Acting as `<email>`** pill stays pinned in the top navigation. Click **Stop** at any time to end the session and return.
  * The rest of the admin console is **blocked** — visiting any `/admin/*` page returns 403 with a message asking you to stop impersonating first. The only exception is the Stop endpoint itself.
  * Sessions automatically expire after **1 hour** (or sooner if your own session was about to expire). When the session ends, you're returned to the admin console with a brief notice.
  * If your own admin tokens are revoked while impersonating (e.g. another admin or the Praxis AI team terminates your session), the active impersonation dies on the next request.

  **Audit log**: every `start` and `stop` writes a row to an internal `impersonation_log` collection capturing: your admin id, the target's id, the stated reason, the start time, the end time (or `null` if you closed the tab without stopping), the TTL, the IP address, and the user agent. The log is retained for compliance review.

  **Use this access only for the support purpose stated in your reason.** Treat the user's privacy with respect — you have visibility into their conversations, files, history, and memory.
</Accordion>

***

## Adding New Users

<img src="https://mintcdn.com/praxisai/60S-TkaqdLQNeHho/images/admin-guide/admin-user-management-create-user.gif?s=48e30f0c4069f6d9f26674beab414ecc" alt="Admin User Management Create User" width="1920" height="1080" data-path="images/admin-guide/admin-user-management-create-user.gif" />

### Individual User Addition

<Steps>
  <Step title="Access User Management">
    Navigate to the Users section in your admin dashboard
  </Step>

  <Step title="Click Add User">
    Select the "Add User" button to open the registration form
  </Step>

  <Step title="Enter User Information">
    Provide required details:

    * **Full Name**: User's complete name
    * **Email Address**: Valid email for login and notifications
    * **Account Type**: Select appropriate permission level
    * **Instance:** Select the name of the digital twin
    * **Initial Password**: Set temporary password (optional)
  </Step>

  <Step title="Create">
    You must click "Create" to complete the process and register the user
  </Step>

  <Step title="Send Invitation">
    You can now contact the user and let them know their account has been set up and what their password is
  </Step>
</Steps>

### Bulk User Import

For adding multiple users simultaneously:

<Warning>
  **Preparation Required**: Ensure your CSV file follows the exact format specified below to avoid import errors.
</Warning>

#### CSV File Format

```csv theme={null}
Name,Email
John Smith,john.smith@company.com
Jane Doe,jane.doe@company.com
```

#### Import Process

<Steps>
  <Step title="Prepare CSV File">
    Create a properly formatted CSV with required columns:

    * **Name**: Full user name
    * **Email**: Valid email address
  </Step>

  <Step title="Upload File">
    * Click "Import" in the Users section
    * Select your CSV file
    * Review the preview of users to be imported
  </Step>

  <Step title="Configure Import Settings">
    * **Account Type:** Select either `user` or `admin` based on the required permission level
    * **Account Status**
      * Choose `active` to enable immediate access
      * Choose `inactive` to create the account but prevent login until activated
    * **Instance Assignment:** Select the digital twin instance that this account will be associated with
    * **Default Password:** Set the initial password for the new account
    * **Force Password Change:** Enable this option to require the user to create a new password on their first login
  </Step>

  <Step title="Execute Import">
    * Review summary of users to be added
    * Confirm import operation
  </Step>

  <Step title="Verify Results">
    * Check the users list to see newly imported users
  </Step>
</Steps>

## Account Types & Permissions

### Permission Levels

<Tabs>
  <Tab title="Admin">
    **Full Platform Access**

    * Complete user management capabilities
    * Instance configuration and settings
    * Analytics and reporting access
    * Digital twin customization rights
    * Billing and subscription management
    * Integration and API access
  </Tab>

  <Tab title="User">
    **Standard Access**

    * Personal digital twin interaction
    * Learning content access
    * Session participation
    * Profile management
  </Tab>
</Tabs>

### Role-Based Permissions

Beyond account types, assign specific roles through [entitlements](/mdx/admin-guide/entitlements) for granular control.

***

## Related

* [Entitlements](/mdx/admin-guide/entitlements) — granular per-instance permissions and membership status enforcement
* [MFA](/mdx/admin-guide/mfa) — two-step verification management and recovery
* [Sessions](/mdx/admin-guide/sessions) — review and revoke a user's signed-in devices
* [Praxis Shield](/mdx/admin-guide/praxis-shield) — security incidents involving a user, and suspending from there
* [Memory & Act As](/mdx/admin-guide/memory-and-impersonation) — deeper coverage of memory inspection and impersonation
