X-Cart:User Profiles
User profiles in X-Cart
In X-Cart, any registered user has a user profile. A user profile is a collection of information associated with the user.
Typically, a user profile includes:
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- personal information (title, first name, last name, etc),
- billing and shipping addresses,
- contact information (phone, email address, fax, etc),
- username and password.
A user profile is created as a result of completion of a 'Profile details' form.
Roles in user profiles management
If you are an X-Cart GOLD administrator/provider or an X-Cart PRO administrator:
- You can control the set of fields included into the 'Profile details' form (See the section User Profiles Options).
- You can create user profiles for all types of users (Study the section Creating User Profiles).
- You can manage all existing user profiles (See the section Managing User Profiles):
- find user profiles by certain parameters,
- view and modify user profiles,
- delete user profiles,
- export user profiles.
If you are an X-Cart PRO provider:
- You cannot create any user profiles.
- You cannot manage any user profiles except your own user profile.
X-Cart:Creating User Profiles
To create a user profile:
1. Go to the 'Users Management' section of your store's Admin area (Management menu->Users).
2. In the section menu, click on the link corresponding to the type of user profile that you wish to create:
-
- Administrator - use the link 'Create administrator profile',
- Provider (available only in X-Cart PRO) - use the link 'Create provider profile',
- Customer - use the link 'Create customer profile',
- Partner (available only in stores using X-Affiliate add-on module) - use the link 'Create partner profile'.
A dialog box titled 'Profile details' opens.
3. In the 'Profile details' dialog box define the details of the new user profile (See the section Defining User Profile Details).
4. Click the Save button.
After you click on Save, the user profile is created.
Note (for users of X-Affiliate add-on module): After creating a partner profile, you need to approve the new partner using the 'Approve or decline partner profile' form.
Note (for users of X-Cart PRO only): After creating a provider profile, you can define a seller address for this provider (See Defining a Provider's Seller Address). If you wish, you can enable your store providers to define their own seller addresses by enabling the option 'Allow provider users to edit their Seller address' in General settings/General options.
Finding user profiles
You can search for users registered with your store. Once you have found a user, you can modify or suppress his account.
Basic search
1. Click on Users in the Management menu. The search form will appear:
(If 'Users Management' section is already opened, you can click on Search for users link in the section menu to open the search form).
2. In the provided search form specify the necessary search parameters:
-
- Enter your pattern into the 'Search for pattern' field. A pattern is a fragment of the username, first name, last name, email or company by which the system will be able to identify the user.
- Specify where the system should search for this fragment by selecting 'Username', 'First Name', 'Last Name', 'email' and/or 'Company' check box(es).
- If you wish to immediately export the search results to a CSV file, select the 'Export search results to a CSV file' check box.
- If you want the system just to list all the users in the store, skip step 2.
3. Click on Search. The search results will be displayed in the 'Search results' form.
Advanced search
The section 'More search options' enables you to be more specific in setting the parameters for your search. To expand the 'More search options' section, click on the [+] More search options link.
It is not necessary to fill out all the fields in the 'More search options' section. Specify only the parameters relevant to your search. The more information you provide about the user, the more accurate the search results will be.
1.You can specify user type by selecting the appropriate type from the 'Search for user type' drop-down list:
- All (users belonging to all user types will be found)
- Pending membership (all users whose signup for membership and actual membership are different will be found)
- Administrator (all administrators will be found)
- - Pending membership (all administrators signed up for a different membership level will be found)
- - Fulfillment staff (all fulfillment staff administrators will be found)
- Provider (all providers will be found)
- - Pending membership (all providers signed up for a different membership level will be found)
- - Root provider (all root providers will be found)
- Customer (all customers will be found)
- - Pending membership (all customers signed up for a different membership level will be found)
- - Premium (all customers with premium membership level will be found)
- - Wholesale (all customers with wholesale membership level will be found)
- Partner (all partners will be found)
2. If you are searching for customer user type, select Customer registration type (All, Anonymous, Registered) from the drop-down list
3. In the 'Search by address' line select 'Billing', 'Shipping' or 'Both' if you want the user's address to be taken into consideration. Select 'Ignore address' if the address must be ignored.
Note. Address fields are inactive if 'Ignore address' radio button is selected.
4. If you have chosen to search by address, enter the user's address into the appropriate fields: specify the city by typing its name into the 'City' field, select the state and the country from the 'State' and 'Country' drop-down lists, enter the Postal/Zip code.
5. If known, enter the user's Phone/Fax number and Website address.
6. You can search for users who got registered, last logged in, suspended by the administrator or automatically during a certain period. Select 'Registered', 'Last logged in', 'Suspended by admin' or 'Suspended automatically', then specify the period (select 'This month', 'This week', 'Today' or 'From - Through' and set the dates)
7. Click the Search button.
Search results
The search results are displayed in the 'Search results' form:
For each found user you can see his username, name, email address, user type, date and time of the last log in, the number of orders made.
The search results may be sorted by clicking on the column headers (for example, if you want the results list to be sorted according to the order of the users' last logins, click on the LAST LOGGED IN column header).
Note: for 'user type' the sorting is done according to priority, not in the alphabetical order. For example as administrators have a higher priority, you can set decreasing sorting for user type to display all store administrators at the top of the list.
Clicking on the username or name link of a user allows you to modify his profile details.
The buttons below the list of found user profiles allow you to perform various operations on the found profiles: you can delete selected profiles, as well as export all or some of the found profiles to a CSV file. Use the Check all / Uncheck all links to select or unselect all the boxes.
Clicking on the Search again link takes you back to the 'Search form' and enables you to start a new search.
You can also select to perform the following actions:
- To require users to change their passwords: select 'Change of password on next log in should be required'.
- To suspend/enable login: select 'suspend' or 'enable' from the drop-down list. Select 'do not change' to keep everything as is.
- To disable/enable activity: select 'disable' or 'enable' from the drop-down list. If you disable activity, providers will not be able to sell their products, partners will not receive commissions. Select 'do not change' to keep everything as is.
Using the corresponding radio buttons, specify if the selected actions should be applied only to selected users or to all found users. Click the Apply button.
Page navigation
Pagination is provided for more convenient navigation in cases when the list of results delivered by the search engine is too long. The number of users per page and the maximum number of navigation pages can be defined through the Settings menu of the Admin area ('Users per page (admin)' and 'Maximum navigation pages' in General Settings->Appearance Options).
Modifying user profiles
Any user can modify his own profile information. The shop administrator can modify the profile information of any user, including his password and membership information. Only the administrator can set the membership option.
1. Find the user profile you wish to modify.
2. In the 'Search results' form click on the username or name link of the user. The 'Profile details' form will be opened containing the user's personal information, billing/shipping addresses, contact information and username & password information.
3. Edit the profile information.
'Signup for membership' box shows the membership level the user wishes to get. (Customers can sign up for a more privileged membership level through the 'Profile details' form at the time of registration or at any other time when they choose to modify their profile. If a customer signs up for some membership level, it will not be granted to him automatically. First, the desired level will appear in the customer's 'Profile details' form for the administrator to see. The administrator then will decide if he should approve this customer for the new level or not). To grant a new level to a user, select this level from the 'Membership' drop-down box.
Note (for users of X-Cart PRO only): When modifying a provider profile, you can add or edit the Seller address for this provider. See Defining a Provider's Seller Address.
4. Click the Save button.
To return to the list of user profiles, click Go to users lists link in the top right corner of the 'Profile details' dialog.
Deleting user profiles
Every user can delete his own profile. The administrator can delete any profile.
To delete one or more user profiles:
- Find the user profiles that need to be deleted.
- In the 'Search results' form, select the check boxes next to these user profiles.
- Click the Delete selected button. When prompted, confirm the deletion.
After you confirm the deletion, the selected user profiles are removed.
Exporting user profiles
You can export some or all of the user profiles from the search results to a CSV file.
To export specific user profiles from the search results to a CSV file:
- In the 'Search results' dialog box, select the user profiles you wish to export (Select the respective check boxes).
- Click the Export selected button. This opens your store's 'Export data' section.
- Use the 'Export data' section to export the user profiles (See Exporting Data).
To export all the found user profiles from the search results to a CSV file:
- In the 'Search results' dialog box, click the Export all found button. This opens your store's 'Export data' section.
- Use the 'Export data' section to export the user profiles (See Exporting Data).
Troubleshooting
How do I change or reset my admin password? (I lost it)
1. If you can log in to your X-Cart admin area using another account, please do so, and reset/modify the other admin password as needed.
2. If you cannot remember your admin password, there's still hope.
The first thing you can try is to click the "Forgot password?" link from the admin area home page, for example:
http://www.example.com/xcart/admin/home.php
or just go straight to the Password Recovery page, for example:
http://www.example.com/xcart/admin/help.php?section=Password_Recovery
Enter the admin username and email address, then submit the form. Your account information will be mailed to you shortly.
3. If for some reason that doesn't work for you, you can create a temporary admin account in order to log in.
Open your phpMyAdmin (supplied by your hosting company), click the "SQL" tab and run this query:
X-Cart Gold edition
DELETE FROM xcart_customers WHERE admin_name = 'mytempadmin';
INSERT INTO xcart_customers (login, password, usertype)
VALUES ('mytempadmin', 'mytempadmin', 'P');
X-Cart Pro edition
DELETE FROM xcart_customers WHERE admin_name = 'mytempadmin';
INSERT INTO xcart_customers (login, password, usertype)
VALUES ('mytempadmin', 'mytempadmin', 'A');
You should now be able to log in using the following details:
- Username: mytempadmin
- Password: mytempadmin
After you log in, remember to delete this temporary admin account and reset/modify the other admin password as needed.
X-Cart:Defining User Profile Details
When you create a new profile or modify an existing profile, the details of the profile are defined in the ‘Profile details’ dialog box. This dialog box provides four sections: 'Personal information', 'Billing address' (an additional section 'Shipping address' appears, if you select the 'Ship to a different address' option), 'Contact information' and 'Username & password'. The instructions below explain how to complete each of these sections. After you provide all the necessary profile details in all the sections, be sure to click the Save button at the bottom of the ‘Profile details’ dialog box to save the changes.
Personal information
This section contains general personal information:
- Title: The user's title.
- First name, Last name: The user's name.
- Company: The name of the user's company.
- Referred by: This field is completed automatically.
Billing Address
Use this section to enter the billing address. If the shipping address must differ, select the 'Ship to a different address' option and enter the shipping address into the provided fields. If you leave the 'Ship to a different address' option unselected, billing address will be used as the shipping address as well.
Contact Information
Use this section to enter the user's phone number, email, fax and website URL.
Username & Password
Use this section to assign memberships and control the account status and activity.
- If you wish to assign some membership to the user whose profile you are editing, select the desired membership level from the 'Membership' drop-down box.
- Administrator profile:
- - Select Fulfillment staff membership to provide the user with access only to statistics and orders.
- - Select Not member to provide the user with unlimited administrator privileges.
- Provider profile:
- - Select Root provider membership to enable the user to control the products and settings of all other providers.
- - Select Not member to provide the user with normal provider privileges.
- Customer profile: Select any membership you think appropriate.
For detailed information on user memberships, read the section User Memberships.
- Enter a username and a password.
- Account status: select suspended from the drop-down box to suspend the account. Select enabled to enable the account.
- Activity: select disabled from the drop-down box to disable the activity of the user. Select enabled to enable the activity.
- Require to change password on next log in: select this check box if you wish the user to be requested to change his or her password when he or she logs in next time (Recommended for security reasons).
- Allow this provider to use active content on product pages: (available only in X-Cart PRO) select this check box to enable the provider to use unfiltered HTML code, Javascript and validation Javascript code in Product Options. If the check box is left empty, the following data, entered by this provider, will be validated to exclude the possibility of an XSS attack:
- product descriptions (including international descriptions);
- extra fields values.
When a suspicious description is detected, the data is not saved in the database, and the provider is redirected to the 'modify product' page with a warning. The name of the field which did not pass the validation is specified (just like in case of an attempt to create a product with an empty description).
A validation Javascript field for Product Options is not displayed to untrusted providers.
In case the data have already been entered or modified by the administrator, and the option 'Allow this provider to use active content on product pages' is disabled (the provider becomes untrusted), the product descriptions in the Customer area and extra fields values will be filtered. Validations Javascript code for Product Options will be ignored.
Important! Enabling/disabling the 'Allow this provider to use active content on product pages' option does not change the data in the products of the providers. Only the provider profile is changed.
For detailed information about this functionality, read the section 'Using Active Content (X-Cart PRO)'.
X-Cart:Defining a Provider's Seller Address (X-Cart PRO)
You can define a seller address for each of the providers in your store. A provider's seller address is an address that will be used by online real-time shipping rate calculation services to calculate shipping rates for orders shipped from this provider.
To define a seller address for a provider, do the following:
1. Click the Seller address link above the 'Profile details' dialog box. This displays the 'Seller address' form:
2. Enter the desired address into the fields of the 'Seller address' form. The country of the seller address must be the same as the country specified in the 'Company country' field of the company location address (See the section 'Company location address' in General settings/Company options).
3. If your store is using real-time shipping calculation via the API provided by DHL (the option 'Enable real-time shipping calculation' in General settings/Shipping options is enabled and any of the DHL shipping methods are 'active'), you will see that the 'Seller address' form also contains a section for DHL account information:
This section can be used to specify a DHL account different from the one specified on the General settings/Shipping options page.
If you wish to use the DHL account specified on the General settings/Shipping options page for this provider, leave the fields in the 'DHL account' section of the 'Seller address' form empty.
If you wish to use a separate DHL account for this provider, complete the 'DHL account' section providing the credentials for access to this account.
Please note that if the seller address is different from the address stored on file at DHL for the account used for DHL real-time shipping calculation, tracking of shipments by sender account number will not be possible.
4. Click the Save button.
