Users

If your site has a shop, events or members, then this is where your customers’ data can be found.

Sorting Users

You can filter users by their role:

• Press the ‘All’ dropdown list
• Choose the role you want to filter by
• Press the ‘Find’ button

You can sort by enabled or disabled users:

• Choose either ‘Yes’ or ‘No’ for the ‘Enabled’ section
• Press the ‘Find’ button

You can search for a user by name:

• Type the username into the ‘Search’ box
• Press the ‘Find’ button

View User Details

• Choose the user whose details you want to view
• Press the ‘View’ button at the top of the page
• Press the tab you want to view details of, e.g.: ‘Address Book’, ‘Bookings’, ‘Emails’, ‘Product Orders’
  • The tabs shown will differ depending on the modules you have installed on your site
• Choose the entry you want to view
• Press one of the following buttons at the top of the page depending upon the section:
• ‘View’ – this entry is read-only
• ‘Edit’ – this entry will be editable. After you have made your change, press ‘Save’ at the top of the page.

Creating a New User

You can add new users in the back-end of the website, such as an admin, by:

• Press the ‘New’ button at the top of the screen
• Fill out the new user’s details. Only the following fields are required:
  • Username: this is the name the user can use to login.
  • Password: the password the user will use to login. They can reset this themselves using the ‘Forgot Password’ feature.
  • Role: choose a role for the user with the correct level of permissions. If a user doesn’t need admin features, consider using (or creating) a role with less permissions.
  • Name: the user’s first and last name.
  • Email: the email address the user will use to login and receive emails.
  • Telephone: users telephone number
  • Photo: photo of the user.
  • Time zone: set the users time zone, by default this will select the default site time zone.
  • Is Active: set whether the user is active or not.
• Press ‘Save’ at the top of the page

Editing a User

You can edit a user’s information such as their email or role:

• Choose the user you want to edit
• Press the ‘Edit’ button at the top of the page
• Change the details you want to edit
• Press ‘Save’ at the top of the page

Deleting a User

You can delete a user providing they have never interacted with the site. To delete a user:

• Choose the user you want to delete
• Press the ‘Delete’ button at the top of the page

If you are trying to delete a user and they are blocked (because they have interacted with the site), then you will need to disable them instead.

Disabling a User

Disabling a user will keep the user’s data on the back-end of the site, but they won’t be able to use the site. To disable a user:

• Choose the user you want to disable
• Press the ‘Edit’ button at the top of the page
• Change the ‘Enabled’ field to ‘No’
• Press ‘Save’ at the top of the page

Resetting a User’s Password

You can edit a user’s password to reset it:

• Choose the user whose password you want to reset
• Press the ‘Edit Password’ button at the top of the page
• Type the user’s new password
• Press the ‘Save’ button at the top