Users - Add/Edit Web User

Adding a new Web User

  1. Click on 'Users' within the main tree, then click on 'Web Users'.
  2. Select 'Web Users' from the top navigation.
  3. Click on the 'Add New User' button.
  4. Populate all the fields that appear in the workspace, the first four fields are self-explanatory and you will need to complete all of these to create a new web user.
  5. If you have multiple web user types, then select the relevant type required (standard option is website user).
  6. If you have multiple websites, then select which websites the user has permission to access.
  7. Click on ‘Save & Email User’, this option will send an email to the user with instructions on how to setup the password, (this email can be customised within the settings – email templates area).

Editing a Web User​

  1. Click on 'Users' within the main tree, then click on 'Web Users'.
  2. Select 'Web Users' from the top navigation.
  3. A list of web users will be displayed, the actions drop-down menu next to each user has five options.
    1. Delete User: This allows the permanent deletion of a Web User.
    2. View User Uploads: This will display any uploaded items the user has uploaded to their portal area.
    3. View Confirmed items: If you have populated the option ‘Receipt Confirmation’ within the ‘User Assigned Items’ area, this will show confirmation the user has viewed the item.
    4. View Assigned Tags: This will display tags that have been assigned to the Web User.
    5. View/Edit User details: This allows you to edit details and reset passwords.
      1. ‘Invoicing Allowed’, the web user will have the option to bypass the payment stage of the check out and select to be invoiced at a later date.
      2. You can populate ‘Web Promo Code’ with a promotion code (setup via the ‘Discount Codes/Vouchers’ area), this promo code will be applied to any online transactions made by the user make via your website.
         

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