Let’s take a quick look at the account page for users. This page is available to users once they are logged in.
The first section displays the login information for their account. They can click on a link to change their login information and password, and if the email is not being used for logins, they have a link to edit that as well. Also available is a link to logout of the system.
If birthdates are activated, the current entry will be displayed and a link to change the date will be available. If you have the setting for keeping a credit card on file, they will also have a link for updating this information. Be sure if you are saving credit card numbers, that you understand the implications of this and have SSL setup on your site!
If subscriptions are activated, the current subscription status of the user will be shown, with a link to toggle this on and off.
The next section will display the user’s account information, if this is activated in the user settings. They will have a link to change their account information and if you have the directory information turned on, they can edit their address for the account as well.
Next are the address sections. These show the currently selected billing and shipping addresses for the account. When the user clicks on the link to change the address, they are taken to the Address Book. This displays all the addresses for this account, and allows the user to select the address to use, or to enter a new address. There is also a link to edit any of the addresses in their address book.
The last section of the page displays links to various other pages and actions for the user. First is a link to their order history. This page displays a list of all the user’s orders in the system, with the date ordered and current status and a link to view the order invoice.
If you have set the store to allow wholesale signups and the user does not currently have an account, they will next see a link to the account signup page.
If you have set the store to allow affiliate signups, and the user is not currently an affiliate, they will have a link to the affiliate signup page. If they are already an affiliate, they will have a link to their affiliate area, where they can view information on creating affiliate links and get sales reports on their affiliate orders.
The next two links provide the user with information on their site memberships and downloads, with links to download any active software purchases. You may wish to enable or disable these links according to what you provide in your store (by editing the user/manager/dsp_manager.cfm file).
If you have product reviews turned on in your store, a link will be provided for the user to view and edit their reviews. More information on this is found in the Product Reviews section of this manual.
Place Orders as a Customer
A new feature in CFWebstore 6.50 is the ability to easily log in and create orders as a store customer. To enable this for an admin user, you will need to update their permissions (or group permissions) to add the new permission. Log out and then back in to load the new permission into the session.
If you are using the standard CFWebstore layout, you will now see the new option on the sidebar for “Login as Another User”. Otherwise, you can access the option from the My Account page. Click the link to go to the user selection screen.
You’ll now have a search screen similar to the UserManagement screen. Please note that this feature requires the user to have created a login account. Locate the user and click the Login As link. You will now be logged in as that user and can create an order that will appear in their account. The admin status of the original user is tracked so that they can login as another user at anytime, including under the original admin account, which is always shown first on the user list for easy access.