The User Manager is where you perform various functions with users: assigning them to groups, making them an affiliate, changing their account information, etc.
By default, the list of users will show accounts with activity in the last week. You can use the search fields and filters to locate specific users as follows:
Username – The username for the user. Any portion of the name will match.
Email – The email address for the user. Any portion of the address will match.
Email Status – Select from the following:
All – show all regardless of status
Good – email accounts that are currently verified and valid
Lock – If you are using email verifications, these are accounts that have not been verified yet.
Bad – Email accounts that have been marked as bad.
Real Name – Enter any portion of the user’s real name to search for them.
Affiliate – Select to see users that are affiliates, or not.
Group – You can search for users in a specific group, or currently unassigned to a group.
Bill|Ship – Search for users by their currently assigned customer address. Enter the ID for the address to find accounts with this address assigned to the billing or the shipping address.
Account – Enter an account number to find the user assigned to that account (if any).
You also have links to view All user accounts or Recent activity and a link to add a New User. There is also a link to switch to the List Edit view for performing batch actions on the users. Simply check off the users you wish to include and click on Batch Move to move these users to a new group or Batch Delete to remove these users from the system.
On List View, the following information and actions are available for each user:
User ID – The system ID for this user, with a link to edit the user account.
Username – The username for this user, with a link to the User Summary page. Disabled accounts will be flagged in red.
Email – The email for this user, with link to the admin email function to send them an email. If the username is the same as the email, only one will be displayed, linked to the User Summary. The email will also be flagged by color, using red for bad emails, and yellow for unverified addresses.
Real Name – The name associated with the user account, if any
Affiliate – The user’s affiliate status
Group – The user’s currently assigned group. If the user is not assigned to a group currently, the list of groups will be shown, select one from the list to move the user to that group.
Addresses – Displays the Customer ID for the user’s billing address and shipping address. Click on the link to go to the Customer Addresses screen to view all addresses for this user or to add new addresses for them. You must add an address before you can assign it to the user on the user form.
Account – Number of business accounts associated with this user. Click on the link to view a list of these in the Account Manager.
Affiliate – Click the affiliate link to view and edit the current information for this user if they are an affiliate, or to make them a new affiliate.
Permissions – If you have access to edit user permissions, click the link to assign permissions for this user. If the user is assigned to a group, they will receive all permissions that the group has, PLUS any additional permissions you assign to them here. See the Permissions Settings for more information.
When editing a user or creating new users, the following information can be entered:
User ID – Assigned by the system, displayed for informational purposes
Username – Username assigned to this user
New Password – Passwords in CFWebstore® are hashed so are not viewable. If your customer loses their password, you can reset it by entering a new password here, or click Send New Password to email them a randomly-generated password.
Email – Email address for the user. Click Send Mail to go to the Admin Mail form.
Subscribe – Subscribes the user to receive your mailing list.
Group – Group the user is assigned to. They will receive all permissions and discounts assigned to that group.
Birthdate – Birthdate for this user, if enabled
Credit Card Data – See below for the optional credit card data fields.
Disable – You can disable an account which will prevent this user from being able to login.
Admin Notes – This will display any system-generated notes on the user and allow you to add your own.
In addition, the following fields/information are available when editing users.
Bad Email – You can mark email accounts as bad to prevent sending emails to this user
Email Lock – If you are using email verifications, this will show the current status of the verification.
Customer ID – If the user has addresses entered, select the record to use for their customer (billing) address.
Ship To – If the user has addresses available, select the record to use for their shipping address.
Affiliate ID – Displays the current affiliate information for the user, with a link to edit it.
Last Login – The last time the user logged into your store
Login Statistics – This will display login information on this user: Total logins, logins for today, failures since last login.
Reset Last Day – This allows you to reset the counts for today. Used if a user is locked out accidentally.
Created – The date the user account was created.
If you have the setting for keeping credit cards on file for users, the following fields for credit card information will be available (supported only on Shift4):
Card is Valid – Shows if the card has been approved and is available for use.
Card Type – Mastercard, Visa, etc.
Card Name – Name of the card holder
Card Number – Number on the card
Card Expire – The expiration date of the card
Card Zip – Billing zipcode of the card holder
Upon saving the order, a small $1 transaction will be sent through to retrieve a token, which is then stored for the user. The transaction is then reversed.
You can also Delete user accounts that are not currently in use by the system.