X-Cart shopping cart software enables you to manage user profiles of different account types. For more information see topic X-Cart Account Types.
Note. Multiple provider accounts without the function of shop administration are a specific feature of X-Cart PRO edition. In X-Cart GOLD the functions of managing products and orders and administering the shop are realized by the same person (provider, who in fact is administrator with access to provider privileges).
This chapter explains how to:
• create a new administrator, provider or partner profile
• find a user (administrator, provider, partner or customer)
• modify an administrator, provider, partner or customer profile
• delete an administrator, provider or customer profile
Click on Users in the Management menu. 'Users Management' section will be opened.
Click on one of the links (Create administrator profile, Create provider profile, Create customer profile or Create partner profile) in the section menu depending on what kind of profile you would like to create. 'Profile details' form will appear.
Enter the user's personal information, billing and shipping addresses and contact information.
'Signup for membership' box shows the membership level the user is signed up for. If necessary, sign up the user for a different membership level by selecting a different level from the 'Signup for membership' drop-down list.
Select the necessary membership level for the user from the 'Membership' drop-down list. The new level will be assigned to the user as soon as you fill out the form and click on Save.
• Administrator profile: If you choose the Fulfillment staff membership type, the created administrator will have access only to the statistics and orders.
• Provider profile: If you choose the Root provider membership, the created provider will be able to view/delete/modify the products of the other providers.
• Customer profile: If you choose the Premium membership, the created customer will enjoy your special offers. If you choose the Wholesale membership level, the created customer will be able to purchase products at wholesale prices.
Enter the user name and password.
Select 'Require to change password on next log in' check box if you want the new member to be requested to change his password when he logs in next time (Recommended for security reasons).
Click on Save to add the new user.
Note. After creating a partner profile you need to approve the new partner using the 'Approve or decline partner profile' form.
You can search for users registered with your store. Once you have found a user, you can modify or suppress his account.
Click on Users
in the Management menu. The search form will appear:
Picture 1: Basic search.
(If 'Users Management' section is already opened, you can click on
Search for users link in the section
menu to open the search form).
In the provided search form specify the necessary search parameters:
• Enter your pattern into the 'Search for pattern' field. A pattern is a fragment of the username, first name, last name, e-mail or company by which the system will be able to identify the user.
• Specify where the system should search for this fragment by selecting 'Username', 'First Name', 'Last Name', 'E-Mail' and/or 'Company' check box(es).
• If you want the system just to list all the users in the store, skip step 2.
Click on Search. Search results will be displayed in the 'Search results' form.
'Advanced search options' section enables you to be more specific in setting the parameters for your search. To expand the 'Advanced search options' section, click on the "+" box or on the Advanced search options link.
Picture 2: Advanced search.
It is not necessary to fill out all the fields in the 'Advanced search options' section. Specify only the parameters relevant to your search. The more information you will provide about the user, the more accurate the search results will be.
You can specify user type by selecting the appropriate type from the 'Search for user type' drop-down list:
- All (users belonging to all user types will be found)
- Pending membership (all users whose signup for membership and actual membership are different will be found)
- Administrator (all administrators will be found)
• Pending membership (all admins signed up for a different membership level will be found)
• Fulfillment staff (all fulfillment staff administrators will be found)
- Provider (all providers will be found)
• Pending membership (all providers signed up for a different membership level will be found)
• Root provider (all root providers will be found)
- Customer (all customers will be found)
• Pending membership (all customers signed up for a different membership level will be found)
• Premium (all customers with premium membership level will be found)
• Wholesale (all customers with wholesale membership level will be found)
- Partner (all partners will be found)
If you are searching for customer user type, select Customer registration type (All, Anonymous, Registered) from the drop-down list
In the 'Search by address' line select 'Billing', 'Shipping' or 'Both' if you want the user's address to be taken into consideration. Select 'Ignore address' if the address must be ignored.
Note. Address fields are inactive if 'Ignore address' radio button is selected.
If you have chosen to search by address, enter the user's address into the appropriate fields: specify the city by typing its name into the 'City' field, select the state and the country from the 'State' and 'Country' drop-down lists, enter the Postal/Zip code.
If known, enter the user's Phone/Fax number and Web site address.
You can search for users who got registered or last logged in during a certain period. Select either 'Registered' or 'Last logged in', then specify the period (select 'This month', 'This week', 'Today' or 'Specify the period below' and set the dates)
Click on Search.
The search results are displayed in the 'Search results' form. For each found user you can see his username, name, e-mail address, user type, date and time of the last log in.
The search results may be sorted by clicking on the column headers (for example, if you want the results list to be sorted according to the order of the users' last log ins, click on the LAST LOGGED IN column header).
Clicking on the username or name link of a user allows you to modify his profile details.
If you want to delete a user or several users, select the check boxes next to their usernames in the 'Search results' form and click on Delete selected. Use the Check all / Uncheck all links to select or unselect all the boxes.
Clicking on the Search again link takes you back to the 'Search form' and enables you to start a new search.
You can request a change of password by the users of your store. If you need all the users found by your query to change their passwords, select 'Change of password on next log in should be required of all found users'. If only a few users will need to do so, select the users and choose 'Change of password on next log in should be required of selected users'. Click on Apply.
Paging is provided for more convenient navigation in cases when the list of results delivered by the search engine is too long. The number of users per page and the maximum number of navigation pages can be defined through the Administration menu of the admin zone (General Settings>Appearance Options>Users per page (admin) and General Settings>Appearance Options>Maximum navigation pages).
Any user can modify his own profile information. The shop administrator can modify the profile information of any user, including his password and membership information. Only the administrator can set the membership option.
Find the user profile you want to modify.
In the 'Search results' form click on the username or name link of the user. The 'Profile details' form will be opened containing the user's personal information, billing/shipping addresses, contact information and username & password information.
Edit the profile information.
'Signup for membership' box
shows the membership level the user is currently signed up for. (For example,
customers can sign up for a more privileged membership level through the
'Profile details' form at the time of registration or at any time when
they choose to modify their profile. If a customer signs up for some membership
level, it will not be granted to him automatically. First, the desired
level will appear in the customer's 'Profile details' form for the administrator
to see. The administrator then will decide if he should approve this customer
for the new level or not). To grant a new level to a user, select this
level from the 'Membership' drop-down
box.
Click on Save.
Every user can delete his own profile. The administrator can delete any profile.
Find the user profile you want to suppress.
In the 'Search results' form select the check box next to this user account.
Click on Delete
selected. You will be asked to confirm the deletion.
Picture 4: Profile deletion
confirmation.
Review the profile information carefully and make sure it is really the profile you would like to delete. The deletion cannot be reverted! Answer if you want to proceed:
• Click on Yes to delete the profile.
• Click on No to go back to the 'Search results'.
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