How-to Documentation

Edit Your User Profile

  1. Go to Site Manager sample
  2. Go to Manage Users. sample
  3. Search for the user using the fields at the top of the Manage Users screen.
  4. Click on the pencil that is to the left of the user’s info. This will take you to the Edit User screen. sample
  5. Use to top tabs to edit the users address, phone number and properties. Properties will display extra information that the user had to fill out in order to create an account.
  6. Make the necessary changes. Once done, scroll down to the bottom of the page and press the “Save” button. sample
 

Add a User

  1. Go to Site Manager sample
  2. Go to Add Users. sample
  3. On the Add User screen, fill in the required fields which are shown below:
    1. Person Type
    2. First and Last Name
    3. Group Types:
      1. Select the Admin checkbox for each group type based on what the user will have access. On the Transaction section, you will also need to select the checkbox with your shop name as well.
      2. Note: You are required to choose a Public group type. However, you cannot use your admin login on the front end of the site due to its advance security settings.
    4. Type in the Email Address.
    5. Username
    6. Password
    7. Please fill in both password fields.
    8. Company Name
    9. Security Level
      1. Choose SiteAdmin from the drop down menu.
  4. 4. Once done, press the Save button. sample
  1. Go to Site Manager sample
  2. Go to Add Users. sample
  3. On the Add User screen, fill in the required fields which are shown below:
    1. Person Type
    2. First and Last Name
    3. Group Types:
      1. Select the public group the user should belong to
    4. Type in the Email Address.
    5. Username
    6. Password
    7. Please fill in both password fields.
    8. Company Name
    9. Security Level
      1. Choose Member from the drop down menu.
  4. Once done, press the Save button. sample
 

Manage Users

  1. Go to Site Manager sample
  2. Go to Manage Users. sample
  3. Search for the user using the fields at the top of the Manage Users screen.
  4. Click on the pencil that is to the left of the user’s info. This will take you to the Edit User screen. sample
  5. Use to top tabs to edit the users address, phone number and properties. Properties will display extra information that the user had to fill out in order to create an account.
  6. Make the necessary changes. Once done, scroll down to the bottom of the page and press the “Save” button. sample
  1. Go to Site Manager sample
  2. Go to Add Users. 
  3. On the Add User screen, fill in the required fields which are shown below: sample
    1. Person Type
    2. First and Last Name
    3. Group Types:
      1. Select the Admin checkbox for each group type based on what the user will have access. On the Transaction section, you will also need to select the checkbox with your shop name as well.
      2. Note: You are required to choose a Public group type. However, you cannot use your admin login on the front end of the site due to its advance security settings.
    4. Type in the Email Address.
    5. Username
    6. Password
    7. Please fill in both password fields.
    8. Company Name
    9. Security Level
      1. Choose SiteAdmin from the drop down menu.
  4.  Once done, press the Save button.sample
  1. Go to Site Manager sample
  2. Go to Add Users. sample
  3. On the Add User screen, fill in the required fields which are shown below:
    1. Person Type
    2. First and Last Name
    3. Group Types:
      1. Select the public group the user should belong to
    4. Type in the Email Address.
    5. Username
    6. Password
    7. Please fill in both password fields.
    8. Company Name
    9. Security Level
      1. Choose Member from the drop down menu.
  4. Once done, press the Save button. sample
  1. Go to Site Manager sample
  2. Go to Manage Users sample
  3. Search for the user you with to modify
    1. Note: You can filter your search with the available drop-downs
  4. Click the red trash bin icon next to the user you wish to delete
    1. To delete multiple users, check the checkboxes next to the corresponding names and press the delete button.
 

Using File Manager

To access the file directory, go to Site Manager > File Manager. This will take you to the main screen with all or your folders.
sample
The main folders you will be using are below:
  • Content Folder: This is where your content images, backgrounds, pdfs, include files and java scripts are housed.
  • Style: All site style sheets are in this folder.
 

Edit New User Registration Email

  1. Go to Site Manager. sample
  2. Using the top navigation menu links, mouse over the “Manage Email Content” link then click on the “New Registration Form Email”.
  3. The following information is needed to configure the New Registration Form Email
    1. Subject – this is the subject line that will appear in the email’s subject line.
    2. From Address – this is the email address that will be sending out the password reminder email to the user.
    3. Text – this contains the information that will be seen in the body of the email that is sent out. (Note: The user’s username and password will be automatically added to the body of the message when the email is sent out.)
  4. Once you finish making your changes, click the “Save” button to save your changes.
 

Edit Password Reminder Email

  1. Go to Site Manager. sample
  2. Using the top navigation menu links, mouse over the “Manage Email Content” link then click on the “Password Reminder Email”.
  3. The following information is needed to configure the Password Reminder Email
    1. Subject – this is the subject line that will appear in the email’s subject line.
    2. From Address – this is the email address that will be sending out the password reminder email to the user.
    3. Text – this contains the information that will be seen in the body of the email that is sent out. (Note: The user’s username and password will be automatically added to the body of the message when the email is sent out.)
  4. Once you finish making your changes, click the “Save” button to save your changes.
 

Accessing the File Directory

To access the file directory, go to Site Manager > File Manager. This will take you to the main screen with all or your folders. The main folders you will be using are below:

  • Content Folder: This is where your content images, backgrounds, pdfs, include files and javascripts are housed.
  • Style: All site style sheets are in this folder.