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!
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
These actions are available at the top of the table containing the member data
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
These actions are available at the end of each row containing a member
This button will permanently removes Member from your website.
This button will log you into the website as the selected Member.
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) |
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 |
Edit
Edit the associated user entry.
Delete
Delete the associated user from the member.
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 |
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 |
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 will have additional information if there is custom functionality built in for your site.
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)
The following columns are available on the Manage Groups Page:
- Name
- Group ID
- Is Default
These actions are available at the top of the table containing the group data
These actions are available at the end of each row containing a group
This button will permanently removes a Group from your website.
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 |
Shows all users tied to every member in the system.
This page lists all the Users connected to Members on your site.
The following columns are available on the Manage Users Page:
- Email Address
- Company
- Status
- Last Activity
- First Name
- Last Name
These actions are available at the top of the table containing the user data
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
These actions are available at the end of each row containing a user
This button will log you into the website as the selected member.
This button will take you to the Edit a User page. (See Editing Users)
This button will permanently removes member from your website.
- Edit
- Delete
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 |
Last modified 3yr ago