User Management & Operations

I. Feature Overview

II. User Management Usage Guide

1. User Settings

(1) Supports the following 5 login authorization methods:

• WeChat Authorization: Allows users to log in via WeChat authorization. Suitable for scenarios where users access the live room within WeChat.
• WeCom Authorization: Allows WeCom members to log in via WeCom authorization. Suitable for employee training or scenarios where WeCom contacts access the live room via employee links.
• Google Login: Allows Google account login. Suitable for overseas users accessing the live room (not available in embedded browsers like WeChat).
  • If using a custom viewing page domain, you need to configure the brand's own Google App ClientID. See: Google ClientID Operation Guide
• Phone Number: Allows users to log in using a phone number + verification code. Suitable for scenarios where users access the live room from non-WeChat web pages.
• Independent Authorization: Developers pass an external ID to create a user on this platform. Suitable for scenarios where users first log in to an external system before entering the live room on this platform.

(2) Login Settings:

• WeChat Authorization: Supports setting a validity period. Users accessing the viewing page/aggregation page/news feed via WeChat will not need to log in repeatedly within the validity period, improving the experience.
• Guide to Bind Phone Number:
  • Regardless of whether the "Phone Number" login method is enabled, the system will guide users who have not bound a phone number and have no external ID to fill in their phone number. Suitable for clients distributing live streams within WeChat, using WeChat as the login method to lower the login barrier for users within WeChat, while still collecting user phone numbers for subsequent SMS/phone outreach or internal lead distribution.
  • Timing for guiding phone number binding on the viewing page: Every time a non-silent authorization (authorization popup appears, viewer needs to manually click to authorize) or silent authorization (no authorization popup, viewer is unaware, silent authorization validity is 6 hours) occurs. Guidance is triggered as long as the phone number field in the user list is empty and the user's external ID is empty.
• Guest Mode: After enabling [Guest Mode], new users can first browse the viewing page (for public video channels), aggregation page, and news feed as guests. They are guided to log in only when interaction is needed. After a guest enters the viewing page, they can perform the following actions:
  • Receive real-time chat messages and scroll up to view chat history.
  • View like counts and like animations.
  • View product widgets.
  • View large and small product push cards.
  • View coupon widgets.
  • View conditional lottery widgets (not supported without conditions).
  • View lucky draw widgets.
  • View the [My Rewards] entry.
  • When a guest clicks to speak or clicks the above entries/cards/widgets, they are guided to log in. Login can be completed within a half-screen login popup, avoiding leaving the live stream.

2. Tagging

Supports the following 3 tagging methods.

Method 1: Manual Tagging

You can [Tag] a single user in the management console, or select multiple users and perform [Batch Tagging].

Method 2: Import Tags

You can first download the import template, fill in the tag information in the spreadsheet, and then upload the Excel file to complete the import.

Template Instructions:

• To import a batch of new users and tag them, select [Download Template].
• To tag existing users, select [Download User Template]. The current user information will be included when downloading.

Method 3: Auto-Tagging

Automatically assigns specified tags to users based on their behavior within the live room.

Auto-Tagging Rule Configuration

Click [New Rule] to configure auto-tagging rules.

3. Using Tags

Tags can be used in the following 3 types of operational scenarios.

Scenario 1: Lottery Activity

When creating a new lottery in the management console, you can select users with specific tags to participate.

Scenario 2: Red Packet Activity

When creating a new red packet in the management console, you can select users with specific tags to participate.

Scenario 3: Task Rewards

When creating new task rewards in the management console, you can select users with specific tags to participate.

• Unlock tasks support setting tags for the entire activity.
• Parallel tasks support setting tags for individual sub-tasks.

4. Banning User Access

(1) Operation Path

User List -> Select User -> Set Banned Access

(2) Use Cases

Suitable for scenarios where you do not want certain users to continue accessing all pages under the account that require login, including:

• Viewing Page
• News Feed
• Aggregation Page
• Personal Center

(3) Feature Description

• Supports batch setting users to a banned access status.
• Supports batch lifting the banned access status for users.
• Users with banned access will be blocked by the system when trying to log in to the above pages and cannot continue accessing them.

III. Channel User Management Usage Guide

1. Entry Point

Operation Path: Management Console -> Channel -> User Management

Note:

• This page is only displayed for accounts that have enabled the user system.
• Sub-accounts need the [Channel User Management] permission enabled to access this page.

2. Data Overview

The top of the page displays access statistics for the channel's viewing page, including:

• Visit Count: Cumulative number of times all users entered the viewing page.
• Unique Visitors: Number of unique users who have visited the viewing page at least once.

Statistical Scope Explanation:

• Visit Behavior: Refers to a user entering the viewing page.
• User Scope: Includes both guests and logged-in users.

3. User List

The user list displays information about users who have accessed the current channel's viewing page, including logged-in users and guests.

Guest user data has the following characteristics:

• Nickname, avatar, and phone number are not displayed.
• Only the User ID is displayed.
• Identified as "Guest" in the list.

When a user first accesses the viewing page as a guest and later logs in with an account, the system processes it based on the User ID:

• Same User ID: Access data is automatically merged, and the user type is updated from Guest to Logged-in User.
• Different User ID: The guest record is retained, and a new logged-in user record is added. The two data entries are counted separately and are not merged.

4. Auto-Tagging

The Channel User Management page supports viewing auto-tagging rules related to the current channel and displays the rule status separately.

Viewable rules include:

• Rules containing the current channel: Rules whose scope includes the current channel.

Rule statuses include:

• Enabled
• Disabled

Operation Instructions:

• Supports creating new auto-tagging rules within the current channel.
• Supports viewing [Enabled] and [Disabled] rules under the current channel.
• Only rules that "act solely on the current channel" support direct operations, such as [Enable] or [Disable].
• For rules that "contain the current channel but do not act solely on it", only viewing is supported. Direct enabling or disabling within the current channel is not supported. You need to go to [User - Auto-Tagging] management.

5. Operation Instructions

The Channel User Management page supports the following operations:

• Search by User ID or User Nickname.
• Filter by User Type, including Guest and Logged-in User.
• Sort by [First Visit Time] or [Last Visit Time].
• Export the user access data list for the current channel.