Knowledgebase

Content:
1. Users
2. Users > Manage Customers
    2.1 Users > Manage Customers > Customer Search Results
          2.1.1 Users > Manage Customers > Customer Search Results > Edit Customer
    2.2 Users > Manage Customers > Add New Customer
3. Users > Menage Administrators
    3.1 Users > Menage Administrators> Administrator Search Results
          3.1.1 Users > Menage Administrators > Administrator Search Results >Edit Administrator
          3.1.2 Users > Menage Administrators > Administrator Search Results > Edit Administrator > User Permissions
Appendix 1.  Users
The first screen presents you with the option to manage Administrator accounts (users with access to backoffice area) or Customer accounts (users with access to the storefront area) by clicking the [ Manage Administrators ] or [ Manage Customers ] button respectively.

2. Users > Manage Customers
This page will be displayed after you click on the [ Manage Customers ] button. Since there could be thousands of customers in the database, the store cannot present all of them at once for selection purposes. Therefore, you'll need to use this search page to search a smaller results set of the customer list to display. The "Search / Add Customers" dialog box located on this page allows you to search existing customer accounts or create new ones. Content of this dialog box is shown on Fig.2.1.

If Memberships feature is NOT enabled		If Memberships feature is enabled
		Fig.2.1: Content of Search/Add Customer dialog box.

 
Using the search fields, you can specify search parameters such as Email Address, Billing City and so on. On the search results page (see section 2.1) will be presented with customers matching your entered search parameters. Also, if you are using the memberships feature, you can search for pending memberships by checking the corresponding "Search for pending memberships" checkbox. The "Sort By" parameter allows the initial sorting of search results on the search result page. To submit your search query, click on the [ Search ] button. If you would like to clear/reset the search fields click on the [ Reset ] button.
Note: Before searching you must enter at least one search field/parameter.

If you want to add new customer, click on the [ Add New Customer ] button under search text fields (next step described in section 2.2).

2.1 Users > Manage Customers > Customer Search Results
The "Customer Search Results" dialog box contains the list of customers found matching your search. Please see Fig.2.1.1 for an example of customer search results.

Fig.2.1.1: Content of Customer Search Result dialog box with example of found matching customers.

The "Result Pages" section and links displayed below and under search result list allow you to navigate the results pages. You can also change sorting of the search results by changing value of the "Sort By" select menu. If you have subscribed to the Anti-Fraud Module, records currently added to your watch list are indicated by a red row color. For info on how to add / remove users from the watch list and add notations please see section 2.1.1 ("Watch List Info" dialog box).  

You can view the "Edit Customer" screen (see section 2.1.1) for a customer by selecting the radio button for that user and clicking  Modify  button or by clicking on the "Email Address" for that user.
    
You can delete the selected customer by selecting the corresponding radio button and then clicking on [ Delete ] button.  The "Delete Profile" confirmation page will be shown with short information about that customer (example of content you can see on Fig.2.1.2) before deletion.

Fig.2.1.2: Example of Delete Profile page content.

The [ Delete ] button operation can not be undone and all information about this customer (orders, addresses, login history and so on) will be deleted when that button is clicked. To cancel the Delete operation and go back to the search results page click on [ << Go Back ] button.

2.1.1 Users > Manage Customers > Customer Search Results > Edit Customer
This screen allows to you edit and review full customer information. On this page you are presented with a few dialog boxes with different kinds of customer information:
A. Quick Links
This dialog box, for better navigation, contains links to all sections on the screen.
 
B. Login Info / Login History
Using this dialog box you can review or edit customer login information such as password, login name (email) and so on (left side). Also on the right side you can review login information of a current customer (date and time of login).

Note: With registering in your database, a customer requests the membership level (one of the existing, how add/edit/delete membership levels please see here). You can view the requested level, approved it or approved another one by using "Requested Membership Level:" and "Current Membership Level:" fields of the "Login Info" subsection. Customers with currently not approved membership level have the "pending" status.  

For saving changes click on   Update  button. If no problems occurred during performing this operation you will see the "Login Information has been successfully updated." information message at the top of this dialog box.

C. Watch List Info
  If you would like to indicate some users for any reason this dialog box can help you add a customer to the current watch list by clicking on   + Add Customer to Watch List   button. After click the text box for entering of notations about why this customer was added to the watch list will appear within this dialog box (see Fig.2.1.1.C).

Fig.2.1.1.C: Example of the Watch List dialog box content when a customer added.

Users, which you added to the watch list, are indicated by red color in the users list  along with they orders in orders list.
For removing a customer from this list click on   - Remove Customer From Watch List   button.

D. Address Book
  This dialog box contains shipping and billing addresses list of a customer. Example of records from the addresses book you can see on Fig.2.1.1.D. 

Fig.2.1.1.D: Record from Addresses Book.

Please click on an address below to modify the address details (in this case will be opened form for editing address Fig.2.2.B with chosen address).

You can add a new shipping or billing address by clicking   Add New...   button in the corresponding subsection (in this case will be opened empty form for adding new address Fig.2.2.B).

You can also modify the default address of a customer by selecting the radio button for that address and click   Update   button

E. Email Mailing List Subscriptions
  This dialog box allows to you editing a customer mailing list subscriptions (for more details please see here).

F. Orders
  This dialog box contains the orders list of a current customer. For more details information about a customer orders and how you can manage orders please see here. 
With using this screen you can view Order Info for an order by clicking on the Order # below. Edit Order Details for an order by clicking on the Order Status below. Also using buttons of the "Print Options" subsection you can print the "customer receipt" of selected orders.

G. Communications/Correspondence
  This dialog box allows to you review message history of a customer, send a new email to a customer and read/reply messages from a customer. On Fig.2.1.1.H an example of possible content is shown.

Fig.2.1.1.H: Message history

Image in the Type column shows that  message was sent to a customer or received from a customer.
In the Date/Time column date and time of message sending/received is shown.
Image in the Status column shows that message have been already   read or not (clickable, opens the "View Message" popup  window ).
The Replied column indicates that you have already replied "Yes" on a customer message or "No" not.
From and To columns show who sent and who received message correspondingly.
The subjects of messages are shown in the Subject column (clickable, opens the "View Message" popup  window ).
The Attach. column indicates that message  have attached documents or not (clickable, opens the "View Message" popup  window ).
You can use buttons below messages list for sending a new one, reply or send new message to selected by radio button (see Send Message appendix) and remove the selected message.

I. E-mail Me When Available Requests 
  This dialog box contains customer requests for sending message when currently Unavailable product became Available. Content with one requested product you can see on Fig.2.1.1.I.
   

Fig.2.1.1.I: Record from E-mail Me When Available Requests dialog box

For requests in this list Submission Date/Time, requested product info(SKU, Manuf ID,and Product clickable, opens the "View Product" popup window)  and request Status (pending, canceled or sent)  are shown. You can set "canceled" status or delete selected by check boxes requests using buttons below the requests list.

2.2 Users > Manage Customers > Add New Customer
  This section give to you opportunity for adding of a new customer to database in a few steps:
A. Inputing of Login Info
  The form (see Fig.2.2.A) on this page includes fields for inputing the general login info of a customer.
 

Fig.2.2.A: Edit / Input  login info form

Fields marked with star are required. Please enter a real E-mail address because it will be used for mailing to a customer and as a customer login name.
  
B. Enter Address Information
  Next step it is inputing Billing and Shipping Addresses of a customer. The "Enter Address Information" dialog box is divided into to subsection for entering billing and shipping addresses separately. The form for inputing address (same for billing and shipping) information you can see on Fig.2.2.B.

Fig.2.2.B: Form for inputing address information

In case a customer have same billing and shipping address, do not type the shipping address again, use for this the "Use the billing address as my shipping address" check box.

Note: Fields marked with star are required because they will be used for contact with a customer and shipment of customer orders. Please provide correct address information for avoiding of future misunderstood.

Here presents validation of required fields:
C. Email Mailing List Subscriptions
  On this last step you can subscribe a customer to an existing mailing list subscriptions (how add/edit mailing list please see here ). Example of record from mailing list you can see on Fig.2.2.C.
 

Fig.2.2.C: Email Mailing List Subscription

 
For subscribe of a customer to chosen subscription(s), check a check box near mailing list name(s) of these subscription(s). Also you can specify the email format (Text or HTML or Both) in the Format column by using the presented select menu.
After clicking on   Continue >>  button the "Edit Customer" page (see section 2.1.1) will be shown with the currently added customer.

3. Users > Menage Administrators

3.1 Users > Menage Administrators > Administrator Search Results
  The "Administrator Search Results" dialog box with a list of administrators  matching your search is placed on this page. Formating same to the "Customer Search Results" page (see section 2.1) with added the editable "Timeout" column after the "Last Login" column.
  The "Timeout" column shows session time for each users in seconds (default 1800). The session time determines the number of seconds that a user can remain logged into the storefront or administration before being automatically logged out (for security reasons).
You can also edit the session for each user by editing the value in the "timeout" text box and click on   Update    button. If no problems occurred during performing this operation you will see the "User list has been successfully updated." information message under administrators list.
  You can view/edit (see section 3.1.1) an administrator selected by radio button clicking on  Modify  button or by clicking on the "Email Address" for that user.   
  You can delete the selected by radio button an administrator clicking on   Delete  button.
  For selected by radio button administrator you can set permissions of access to areas of the backoffice after click on   Permissions  button (next step see in section 3.1.2).

3.1.1 Users > Menage Administrators > Administrator Search Results > Edit Administrator
  This screen allows to you edit and review full administrator information and preferences. On this page a few dialog boxes with different kind of a administrator information are located:
A. Quick Links
  This dialog box, for better navigation, contains references to all sections which are placed on the screen.
 
B. Login Info / Login History
  Using this dialog box you can review or edit an administrator login information such as password, login name (email) and so on (left side). Also on the right side you can review login information of a current administrator (date and time of login).
For saving changes click on   Update  button. If no problems occurred during performing this operation you will see the "Login Information has been successfully updated." information message at the top of this dialog box.

C. Preferences
  In this dialog box you can choose and set your preferences. Divided into following subsections:
  - General Preferences:
  - Dashboard Preferences:
  - Reports Preferences:

For saving you preferences click on   Update  button. If no problems occurred during performing this operation you will see the "User Preferences have been successfully updated." information message at the top of this dialog box. Note: Settings fields marked with the star are required and if you do not fill them you will see the "Sorry, the form below is incomplete. Please provide entries for all fields below indicated in Red." information message at the top of this dialog box after click on   Update  button.

D. Address Book
Usage same with the corresponding part of section 2.1.1.

E. Communications/Correspondence
Usage same with the corresponding part of section 2.1.1.

3.1.2 Users > Menage Administrators > Administrator Search Results > Edit Administrator > User Permissions
   On this screen the "User Permissions" dialog box with permission settings is located. Permissions determine what areas of the backoffice an administrator is allowed access to. Below the help text you can see the permissions hierarchy in relation to the current administrator being viewed/modified. Permissions for this administrator are based upon the highest level administrator (furthest to the left in the "tree" of administrators associated with this administrator). This administrator can never have access to anything that the administrator who created their account does not have access to. Administrators cannot modify their own permissions. The administrator that you are currently editing will appear highlighted in bold in the permissions tree.
Below the "Permissions Tree" you can see the "permissions" section which divided into following subsections: 
  - Dashboard: In this subsection the list of sections along with check boxes which possible to see on home page are presented.
  - Management: In this subsection the list of possible managements along with check boxes are presented (associated with the "Management" section of the navigation sidebar).  
  - Administration: In this subsection the list of possible administrations along with check boxes are presented (associated with the "Administration" section of the navigation sidebar).  
  - Products: In this subsection the list of settings/sections for products management along with check boxes are presented (associated with the "Products" section of the navigation sidebar).  
  - Shipping/Tax/Discounts: In this subsection the list of settings/sections for shipping management along with check boxes are presented (associated with the "Shipping/Tax/Discounts" section of the navigation sidebar).  
  - Promotions: In this subsection the list of settings/sections for shipping promotions management along with check boxes are presented (associated with the "Shipping/Tax/Discounts" section of the navigation sidebar).  
  - Reporting/Statistic: In this subsection the list of Reporting/Statistic sections along with check boxes are presented (associated with the "Reporting/Statistic" section of the navigation sidebar).  

You can add/remove access for a current user to section/management/administration by check/uncheck  the check box for that section/management/administration.  
For saving changes click on   Update  button. If no problems occurred during performing this operation you will see the "User permissions have been successfully updated." information message at the top of this dialog box.

Appendix:
A. Send Message
  For sending / replying a message will be opened the "Send Message" popup  (see Fig.A) window.

Fig.A: Send Message dialog box

As usual this dialog box contains standard fields:
To: in this field you can chose (find) a message recipient. In the "Recipient Type" select menu you can select the users type (Administrator or Customer) and next click on   Browse..  button for searching.  When clicked the "Search User" popup window will be opened with content formating as it is shown on Fig.2.1.  Using the customer or administrator "Search Results" dialog box with list of found users matching to your search request you can add a needed one to this field by selecting radio button for that user and click on    Select  button or clicking on email for that user. 
From: this field contains menu with list of existing departments (how add/edit/delete departments you can see here).
Subject: input in this text field the subject of your message.
Message: input in this text area your message.
You can use existing mail template (how add/edit/delete mail merge templates you can see here) by selecting one of them in the "Create Message from Mail Marge Templates" browse menu. When   Browse..  button is clicked  the "Mail Merge Templates" popup window with list of existing templates will be opened. With help of this popup you can select one of templates, preview/edit/delete template by click on the corresponding button. Selected template will be added to text area. 
For  typing of your message you can use WYSYWYG editor or writing directly in HTML format, you can switch formats by click on corresponding tab below the text area.
Attachments: Also you can attach file to your message by click   Add Attachment   button, when clicked the "Add Attachment" popup window will be opened (see content on Fig. below):