Mosaic provides advanced user management capabilities with extensible user profiles that can be reused across different apps. This enables creating tailor-made experiences for a set of users, where users of one app are treated as returning users when they log in to a different app for the first time (see How users work).
You can manage users in the Admin Portal, using Journeys, or via the Users APIs.
The Users page presents a list of all your users. For each user record, it displays the profile verification status, user identifiers (user ID, email, phone number, external user ID, and any custom identifiers), last login, and apps which the user can access. By default, the page shows the total user count and displays users organized according to the last login.
You can filter and count users through basic or advanced search, export search results in CSV format, and click a user to view the user's basic profile.
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Basic search allows you to search users by tenant-level criteria like user status, email, phone number, etc. Custom identifiers are also searchable.
Advanced search allows you to filter users based on query expressions structured according to the SCIM protocol. This functionality covers both built-in and custom attributes from Mosaic's proprietary searchable fields.
Search results can be exported in CSV format. Upon user request, Mosaic generates the file and sends it to the email address used to log in to the portal.
For every search you launch, the total user count is adjusted based on the search results. Note that, for analytics purposes, you can retrieve user counts via API. For more see Reporting and analytics.
You can manage your users from the Users page:
- Create a user by clicking + Add Users, entering the user's email and/or phone number (at least one is required), and selecting which applications the user can access.
- Edit a user by clicking
and then Edit user. - Delete a user by clicking and then Delete.
You can access a user profile from the Users page by clicking the relevant user in the table. These fields are displayed:
Personal info:
- First Name: The user's first name.
- Last Name: The user's last name.
- Email: The user's primary email.
- Secondary emails: The user's secondary emails.
- Phone number: The user's primary mobile number.
- Secondary phone numbers: The user's secondary mobile numbers.
- Creation date: The date the user record was created.
- Last login: The date of the user's most recent login.
- Birthday: The user's birthday.
- Language: The user's preferred language.
Addresses: The user's address: country, city, street address and type.
Custom attributes: Tenant-specific attributes defined in the user schema.
These fields are part of the common Mosaic user attributes that are shared with all apps, and they can be edited in the Admin Portal. There are other common fields, as well as app-specific fields, that can be modified via the Users APIs or journeys. To see the user schema, proceed to Users > Edit Schema.
The primary user's email and phone number can be modified in the Admin Portal—in order to update these fields, the user has to complete the verification procedure. See Update user's primary email and phone number
In addition to the built-in attributes, you can define custom attributes to extend the user schema in your tenant. This is useful when your application needs to store domain-specific user data (e.g., loyalty tier or preferred store location), or when you want to support authentication flows with domain-specific identifiers (e.g., account number). For more about setting custom attributes and identifiers see our Customize user schema article.
Change a user's status by clicking and then selecting the required status. The available options depend on the user's current status:
- If the user is active or pending, you can select Suspend user. Suspended users are listed as Suspended and cannot log in to any apps.
- If the user is suspended, you can select Activate user.
Users can only access the apps to which they have been assigned (see App users). You can assign users to apps when you create the user via the Admin Portal. You can remove a user from specific apps by clicking and then Remove from apps.
Currently, an existing user can be assigned to additional apps implicitly when logging in to the application (if you allow authentication flows to create new users).
Users don't need to explicitly consent to using the app provided that the app doesn't leverage any external clients. For third-party clients, users must approve operations by granting consent.
You can review consents the user granted for each app by expanding app details in the user profile. The consent is granted for 30 days and is revoked after this period.
You can create groups and add users to the groups you created. This enables controlling which users have access to specific application features using group membership. Like users, groups exist on the tenant level. To create and manage groups, see the relevant APIs.
You can check if there are devices registered for the user and linked to their user record. See device management for details.
You can check and manage authenticators registered for the user and linked to their user record. See Manage user authenticators for details.
View recommendations issued for the user and track their activity.