Manage Users
This page allows you to manage all the functionality associated with your user database.
Tab Headings
Users. Shows by default a list of the first 30 users in your user
database.
Groups. Shows by default a list of all User Groups that have been
created in your user database.
Classifications. Shows by default a list of all classifications
that have been created in your user database.
Unsubscribe. Allows you to unsubscribe one or more users from
your enewsletter subscription list.
Redundancies Sniffer. Shows a list of all records that the system
believes are potential duplicates of other records.
Auxillary Sync. For Enterprise Clients only. Synchronizes user
records in your database to an external database.
Extensive filtering options are available to show only those user
records matching the criteria you select via 7 separate filters
containing different sets of searchable fields. These filters include:
Key Fields filter. Fields include: First Name, Last Name, Email
Address, Screen Name, School 1 Name, School 1 Degree, School 1 Grad
Year, Home State, Home Zip, Work State, Work Zip, Company Name, Work
Title, User ID#.
Membership filter. Fields include: Membership Level, Expiration
Date Range, Last Renewal Date Range.
Group Affiliation filter. Fields include: Group Name.
Interests filter. Fields include: Interest Name.
Who Bought What filter. Fields include: SKU (stock-keeping unit)
number.
Problematic Email filter. Fields include: Type of Email Problem.
Zip Code Smart-Find filter. Fields include: Zip Code Range,
Home/Work.
All of the above filters allow an admin to output a list of found
results to (1) the browser; (2) an extended Excel-based report file; (3)
an extended Word-based report file; or (4) an extended CSV report file;
(5) a list of email addresses for these users.
A found list of user records can also be used (1) to add these users to
Groups that are already created or that you create during this process,
and (2) to change classification fields en-masse for this found set.
Column Headings for the Users Tab
ID # - the unique ID number associated with this user. Click on
this User ID # link to edit the full set of user information fields for
this user.
Email - self-explanatory
Screen Name - the name automatically assigned to a user record
upon creation of the user record. This can be changed by a user via
their My Account page. The Screen Name is used only when a user is
posting comments to a Forum item.
First Name - self-explanatory
Last Name - self-explanatory
Level - membership level. This number corresponds to the
Membership Option # from the Manage Memberships admin menu.
Status - membership status. 1 = Active. 2 = Inactive.
Renewed - last date on which this user's membership was renewed.
Expires - date on which this user's membership will expire or
date on which it already did expire.
Actions available under the Select Action
Edit Account Info - click on this link to update a user's email
address; manually give them a new password; modify their current
membership level, status and/or expiration date; edit their user group
affiliation(s); edit this user's classifications; and give this user any
or all admin privileges.
Edit Profile Info - click on this link to update a user's profile
information.
Masquerade as User - also known as "MAU". Allows an admin to
masquerade as a
user, typically for the purposes of solving a user problem or manually
processing an order that was paid for by cash or check (or by credit
card offline.)
Show Order History - Show the full list of orders that this user
has placed
on the system.
Delete User - delete a record
|
|
|