Users & Customers
Provide Limited Admin Access for role: User
Use Case: Provide Limited Admin Access for role: User i.e. Access just SEO settings from the admin, index; without granting full administrative permissions. Used by: TSOC & Linear Technology Role: User User goal: As an Administrator/Superuser, I ...
Setting Registration Fields as required
Goal: Update the field as a required field Before After To set the field as required: Go to Admin, Index --> Users --> Registration Look for the field that you want to edit, and click edit this item e.g. Company is under 'user_details', Click 'Manage ...
Importing/Exporting users
Exporting users From the Administration Index, select Users > Listing Click the Export button on the bottom of the page Click the Run Export button on the bottom of the dialog box Importing users Ensure that your document is saved as '.csv'. From the ...
Approve a user
From the Administration Index, select Users > Listing Find the entry for the User you wish to edit & click Edit on the corresponding row Click on Site Access --> Ensure that Active is checked and Click on Approved If user needs to be informed click ...
Set Administrative rights: Administrator, Salesperson, Manager
From the Administration Index, select Users > Listing Find the entry for the User you wish to edit Click Edit on the corresponding row Change the selected value of Role to the new level of right Confirm your changes and click Save on the bottom of ...
Setup Billing and Shipping Addresses
Adding billing and shipping addresses isn't required if you're adding a customer to the user. While viewing the user click Billing Address Fill out the required fields: Address City Country Region Postal/Zip Code Email At the bottom of the screen, ...
Creating & activating a new user: User, Administrator, Salesperson
I. Creating a new user From the Administration Index > Users > Listing Click [+ New] on the bottom of the page Enter the required fields: First Name Last Name Username Email Enter the optional fields: Company Select the Role User - standard user, no ...
Reset a password
From the Administration Index, select Users > Listing Find the entry for the User you wish to edit Click Edit on the corresponding row Enter the new password in Update Password Confirm your changes and click Save on the bottom of the page Inform the ...
Customer Custom Fields
The methods for using Customer Custom Fields are listed below. Exporting Customer Custom Fields 1. From the Administration Index, select Customers > Custom Fields 2. Click the Export button on the bottom of the page 3. Click the Run Export button on ...
User and customer management
Users are the accounts on your website that allow people to login and use the site. Users are also used for sales people, and administrators. Customers are the synced customer records from your ERP. User management We recommend having your customers ...
Assigning an Order Approver to a User
zeckoShop can allow you to set an Order Approver for User accounts. When a User with an assigned Order Approver places an order, instead of the order being automatically downloaded to the ERP, the Order Approver will receive an email asking them to ...