Members

This module allows you to create/edit users for your site.

The Members module is the best way to keep track of all of your customers info, here you will store their unique information, not just their name but their address, phone number, tax exemptions, and discounts. After installing the Members module from the SA Store you can visit it along with the rest of your modules on the left side under the Dashboard. You can edit any of the Members info that join your site, however the best part about it is, your members can fill it out themselves when they join!

Manage Members

Member Table

The Manage Members page will present you a list of all members on your website. The list of Members is, by default, sorted alphabetically by the last name. However, you can use a different sorting criteria by clicking on the heading of one of the columns. There are also actions for each row of a Member to allow you to perform such tasks as editing and deleting a Member. You also have static actions available to export, search or add a new Member.

The following columns are available on the Manage Members Page:

  • Last Name

  • First Name

  • Company

  • Member Since

  • Last Login

Member Table Actions

These actions are available at the top of the table containing the member data

Export All Members

This button will create an Excel (.csv) file containing all complete Members and their corresponding information.

This button will allow you to search through your Members using the following parameters:

You will not need to fill out every field, simply the one you wish to search with.

  • Last Name

  • First Name

  • Company

  • Member Since

  • Phone Number

  • Email Address

  • Username

  • Is Active

Add New Member

This button will take you to the Create a Member page. (See Create/Edit Members)

Per Member Actions

These actions are available at the end of each row containing a member

Edit

This button will take you to the Edit a Member page. (See Create/Edit Members)

Delete

This button will permanently removes Member from your website.

Login as User

This button will log you into the website as the selected Member.

Creating and Editing Members

Creating a Member

Selecting Create Member will bring you to the above page.

Here, you will have the option to enter general information regarding your new Member.

Allows you to put a lot of detailed information about the customers/members of your website. When first creating a new member, you are limited to only putting in basic information. Once the member has been created, the rest of the tabs will be displayed for you to add more detailed information about the Member.

After Creating Member

Each Member can have any number of Users connected to them. The Member account can act as an administrative account for the connected Users, giving the Member the ability to update individual User information.

Moving forward, any reference to Member(s) will be in reference to the administrative account, whereas User(s) will be in reference to the individual accounts.

Basic Info
Username/Password
Email Addresses
Addresses
Phone Numbers
Groups
Misc.

Field

Description

Company

Company associated with Member

Homepage

Website associated with Member

First Name

First name of Member

Middle Name

Middle name of Member

Last Name

Last name of Member

Comment

Notes regarding Member

Is Pending

Controls whether the Member account is pending review

Is Active

Controls whether the Member account is enabled/disabled

Member Avatar

A profile picture used for the member. (You must create the member before you can set a profile picture)

This tab is only present once the Member has been finalized

Username/Password Table Actions

Create Username/Password entry

Field

Description

First Name

First name of User

Last Name

Last name of User

Username

Desired Username for User

Password

Desired Password for User

Email

Desired Email Address for User

Is Active

Controls whether the User account is enabled/disabled

Per Username Actions

Edit

Edit the associated user entry.

Delete

Delete the associated user from the member.

This tab is only present once the Member has been finalized

Username/Password Table Actions

Create Email Address entry

Field

Description

Email

Desired Email Address for User

Type

Categorization of this Email Address (i.e. Personal, Work, etc.)

Is Primary

Determines if this Email Address is the main email for the User

Is Active

Controls whether this email is enabled/disabled

For more information on Editing a User, please see Editing Users.

This tab is only present once the Member has been finalized

Address Table Actions

Create Address entry

Field

Description

Street

Desired Street Address for User

Unit, etc.

Field for Apartment/P.O. Box Numbers

City

Address City

State/Province

Address State/Province

Postal Code

Address Postal/Zip Code

Type

Categorization of this Address (i.e. Personal, Work, etc.)

Latitude

Latitudinal coordinate for the Address

Longitude

Longitudinal coordinate for the Address

Is Primary

Determines if this Address is the main Address for the User

Is Active

Controls whether this Address is enabled/disabled

This tab is only present once the Member has been finalized

Phone Table Actions

Create Phone entry

Field

Description

Phone

Desired Phone Number for Member

Type

Categorization of this Address (i.e. Personal, Work, etc.)

Is Primary

Determines if this Phone Number is the main Number for the Member

Is Active

Controls whether this Number is enabled/disabled

This tab is only present once the Member has been finalized

Group Table Actions

Add Group to Member

Field

Description

Group

Select the desired group from the drop-down of previously created group

This tab will have additional information if there is custom functionality built in for your site.

Manage Groups

Allows you to create, edit or delete Groups. Groups are a method of categorizing your Members. These can often be utilized for allowing certain groups to have permissions to specific pages or functionality on your website using the Member Firewall Module. (link)

Manage Groups Table

The following columns are available on the Manage Groups Page:

  • Name

  • Group ID

  • Is Default

Manage Groups Actions

These actions are available at the top of the table containing the group data

Add New Group

This button will take you to the Create a Group page. (See Create/Edit Group)

Per Group Actions

These actions are available at the end of each row containing a group

Edit

This button will take you to the Edit a Group page. (See Create/Edit Group)

Delete

This button will permanently removes a Group from your website.

Creating and Editing Groups

Field

Description

Name

Name of the Group

Description

Description of the Group

Is Default

Determines if a Member will be assigned to this Group, unless

otherwise specified

Manage Users

Shows all users tied to every member in the system.

This page lists all the Users connected to Members on your site.

Users Index

The following columns are available on the Manage Users Page:

  • Email Address

  • Company

  • Status

  • Last Activity

  • First Name

  • Last Name

Manage Users Actions

These actions are available at the top of the table containing the user data

Search

This button will allow you to search through your Users using the following parameters:

You will not need to fill out every field, simply the one you wish to search with.

  • Email Address

  • Company

  • First Name

  • Last Name

  • Groups

Per User Actions

These actions are available at the end of each row containing a user

Login as User

This button will log you into the website as the selected member.

Edit

This button will take you to the Edit a User page. (See Editing Users)

Delete

This button will permanently removes member from your website.

  • Edit

  • Delete

Editing Users

Field

Description

First Name

First name of User

Last Name

Last name of User

Username

Desired Username of User

Password

Desired Password for User

Email

Desired Email Address for User

Is Active

Controls whether the User account is enabled/disabled