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Navigate to: Users > Customers in the administrative area.

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Description

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

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  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

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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”).

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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.

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

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

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