This is where you may view or edit your site’s customers.

Navigate to: Users > Customers in the administrative area.

Description

This subsection contains customer information. Here one is able to edit the customer’s profile or create a new user account.

The following terms are used in the present section:

1. User – anyone from the list who has access to your website (or that one who has a role assigned to him/her)

2. Customer – a user that can make some purchases on your website.

For convenience’s sake, one can filter customers by using different criteria and specify the number of customers displayed per page. By default, the first 10 customers are displayed in the paginated list of results shown at the bottom of the page.

The page consists of two main parts: customer filters and the list of customers.

The list of customers is represented as a table that contains brief information on your e-store customers:

1. Login (using which a customer log in on your website)

2. User ID (a unique numerical identification number)

3. Last name

4. E-mail

5. Phone number

6. Status (There are two types of statuses: enabled and disabled. Can be modified using “Actions”)

7. Actions (You can perform a number of actions on each customer individually)

8. Member since

Filters

The following predefined filters are available to search for customers:

• User ID

• Login

• Last name

• E-mail

• Phone number

• City/town

• Registration date

To search for customers by filters you need to select one or several of the above criteria (in our example we will use “Login”).

Type into the appropriate text field (several or all characters).

Once you have typed into the text field click the “Apply” button.

After doing so, all customers that match specified filter criteria will be displayed in a table beneath the Filter section.

As a result, the filtered output can contain, for example, all the Ivanovs from Moscow or those who have gmail.com account.

Actions

The following actions can be performed on each user: add, export (all users), ban or remove.

Add account

If it is necessary to add a user you should click the “Add account” button.

This will bring up a form for the addition of a user.

Fill out the “Login” text field (one should use the Roman capital and/or lower-case letters from a to z and numbers from 0 to 9 and/or special characters (underscore and minus sign)).

Enter a password (one should use the Roman capital and/or lower-case letters from a to z and numbers from 0 to 9 and/or special characters (underscore and minus sign)). We recommend that users who have administrator rights create strong passwords. Your password should consist of at least 6 characters and contain both capital and lower-case lettering and numbers.

Fill out the e-mail address text field (This is the e-mail address to which notifications are sent. It is also needed to reset or change a password).

Enter a user's first name.

Enter a user’s last name.

Type a user's gender.

The above text fields are mandatory. To add the user you should click the “Save” button at the bottom of the form.

The rest of the fields are optional and should be filled out if required.

The user will appear in the list after saving.

Export

The entire user list can be exported in the following formats: (*.xml, *.xls, *.xlsx or *.txt). The export file will contain the following data:

1. Account id (OtapiID)

2. Login

3. E-mail

4. LastName
5. FirstName
6. MiddleName

7. Full name

8. Phone number

To export users click on the Export button.

In the list that appears select a desired format (*.xml, *.xls, *.xlsx or *.txt).

Once the format has been selected a file that contains the list of users in the selected format will be stored on your computer.

Lock a user account

If it is necessary to restrict a user access to a website (e.g. user comments contain erroneous negative information) the user's account can be banned (locked).

To do this, click on the gear icon opposite the user’s name in the “Actions” column.

Сlick on the “Lock user account” item on the dropdown menu that appears.

After clicking on the “Lock user account” item the user’s status changes to “Locked”.

When attempting to login the user will see a message “Your account is locked”.

Unlock a user account

To enable (unlock) a user account you need to click on the gear icon opposite the user’s account in the “Actions” column.

Click on the “Unlock user account” item on the dropdown menu that appears.

After doing so, the status will change to “Enabled” and the user will be able to login on the website.

Remove a user account

To remove a user account from the administrative area you need to click on the gear icon opposite the user’s name in the “Actions” column.

This will bring up a dropdown menu where you should click on the “Remove account” item.

Once you have clicked on the “Remove user account” item you should confirm your choice.

If you are sure you want to remove the user account click “Yes”.

Login as a user

It may be necessary to login to a user account on a website. Since a password is initially hidden and cannot be shown (which is a system security requirement) one is able to login as another user from the administrative area.

To login as a user click on the gear icon opposite the user’s name in the “Actions” column.

Click on the “Sing in as user” item on the dropdown menu that appears.

Once you’ve done this, your website will open in a new browser’s tab where you are authorized as a particular user.

Actions with multiple users

It may also be necessary to lock, unlock or remove multiple user accounts.

To do so, in the first column on the left you should select the checkboxes opposite appropriate users (select from the list).

If you need to select all users on a page check the checkbox on the table header.

When all users have been selected click the “With Selected” button which is above the table.

Click the needed item on the dropdown menu that appears.

After clicking the item the action will be performed automatically.

You have to confirm if you wish to delete user accounts.

Customer information

To find customer information you need to click on a customer login.

General information

Clicking a user login will open a page that contains general customer information.

Login

It may be necessary to login to a user account on a website. Since a password is initially hidden and cannot be shown (which is a system security requirement) one is able to login as another user from the administrative area.

To login as a user you will need to click on the “Login” button.

Once you’ve done this, your website will open in a new browser’s tab where you are authorized as a particular user.

Reset a user’s password

To reset a password in the administrative area you should click on the dashed blue underlined text “Reset password”.

This will display a password reset form.

In the form that opens enter a new password (you should use the Roman capital and/or lower-case letters from a to z and numbers from 0 to 9 and/or special characters such as underscore and minus sign) or auto-generate a password.

To auto-generate a password click on the gear icon on the right of the password field.

After clicking on the icon a password will appear in the field.

Save the password by clicking the “Save” button.

After you click “Save” you will see the following notification: “Password was changed successfully”.

Edit

Click the Edit button to edit customer information.

This will display customer information Edit Form.

For more information on how to fill out the fields, see the “Add” section (the editing and addition forms are similar).

After that, you will need to click the “Save” button to apply changes.

Account

Here one can deposit a sum into a user's account or withdraw a sum from a user's account.

Deposit a sum into a user's account

To deposit a sum into a user's account click the "Deposit" button.

This will display a form where you should enter a sum to deposit and a note.

Click the "Deposit" button.

After that, the sum will be deposited into the user account and this information will be shown in the administrative area.

A customer will also see that the sum has been deposited.

Withdraw a sum from a user's account

To withdraw a sum from a user's account you need to click the "Withdraw" button.

This will display a form where you should enter a sum to withdraw and a note.

Click the "Withdraw" button.

After that, the sum will be withdrawn from the user account and this information will be shown in the administrative area.

Operations

The Operations table contains a list of all account operations. For example, if a customer has paid for an order using his/her personal account, this information will also appear on the website.

Orders

This tab shows all customer orders.

View

Orders are available in the view mode. In essence, it is a summary table that contains the following data:

• Order number

• Creation date

• Sum

• Paid

• Operator

• Order status

If you click on an order number the Order page will open in a new tab.