Users

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In this section

  1. Site Users
  2. Admin Users
  3. Organizations
  4. User Groups
  5. User Projects
  6. User Roles

  Site Users

Site Users are users who have accounts on PrintNow's front-end Print Store. Depending on the Print Store set up users will be able to self-register to create their own accounts or the Print Store will be locked down requiring account set-up by the Admin of PrintNow.

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Add Customer

  1. From your PrintNow admin, go to Stores/Users/Site Users.
  2. From the Site Users page, click Add Customer.
  3. Enter in the required fields: (Username, Password, First Name, Last Name, and Email Address). If your user is a Sales Rep that may be placing orders on behalf of the end user then click Sales Rep on.  If your user is a vendor that you want to give access to your production view for downloading and managing status codes then assign the user to the correct vendor.
  4. Click Save.

Message All Customers

The users "My Account" pages on the front end has a built-in message center. You can message all users and the message will be shown as an unread message in their account.

  1. From your PrintNow admin, go to Stores/Users/Site Users.
  2. From the Site Users page, click Message All Customers.
  3. Add the Subject of your message.
  4. Customize your Message using the editor tools provided by PrintNow.
  5. Click Send Message and your message will be stored in the user's account.

Import Customers

Import Site Users in bulk using Excel .xlsx format

  1. From your PrintNow admin, go to Stores/Users/Site Users.
  2. From the Site Users page, click Import Customers.
  3. Follow the instructions in the dialog box that follows and see the spreadsheet sample download link for sample.

Instructions

Username, Password, Email, First Name, and Last Name are required for all imported customer data.

If address data is also being imported then Address Name, Address Line 1, City, State, ZIP/Postal Code, Country, and Phone become required data as well.
The Is Residential (TRUE or FALSE) column is optional and defaults to FALSE.

After the import, you will be presented with a report of what happened during the import (or an error message if the entire spreadsheet failed).
Any records that did not import will be listed with a row number and a reason for not importing.

The acceptable file type is xlsx only.

Search

  1. From your PrintNow admin, go to Stores/Users/Site Users.
  2. From the Site Users page, search existing users by entering any of the following into the search bar and clicking return(First Name, Last Name, Email or by Username).
  3. Click return.

Edit User

The edit user screen displays all Orders, Projects, and Album Images attached to that particular user as well as Roles, Statistics, Information, Reset Password, and Send Message

Customer Orders
Lists all orders placed by user
Customer Projects
Lists all projects created or uploaded by user
To view/edit a project, click the Actions Icon and View/Edit menu item to launch the project into Print Editor
To assign a project to another user click the Actions Icon and Change Project Owner menu item to show user search dialog.
Search user to assign ownership.
Customer Albums/Images
Lists all Albums & Images created and uploaded by user
To edit existing album name click the Actions Icon and Edit. To Add a new image or download, delete, or replace existing image click the Actions Icon and Details to show the dialog.
Hover over existing images for additional menu items to download, replace, or delete specific images.
To add a new album click Add New Album button, enter Name, click Save.
Customer Roles
Assign roles to grant access to PrintNow Admin Tools
To assign Admin role click Add Admin Role button.
Assign Storefront, Assign User Role.
Click Save.
Customer Statistics
The customer statistics lists the user's last login timestamp, the total number of orders, projects, albums, & Images
Customer Information
Storefront: The current Storefront name user is assigned to.
Username: The username entered during account creation.
FirstName: The firstname entered during account creation.
LastName: The lastname entered during account creation.
Email: The email entered during account creation.
Company: The company entered during account creation.
Approver: A user that approves orders requiring approval.
Mktg Option: Shows if the user opts into marketing at account creation.
Sales Rep: A user that can log into Storefront as any user in the system.
Vendor: A user account attached to a vendor to track outsourcing.
Tax Exempt: Charge tax or make user exempt to pay tax.
Reset Password
Admin can reset users password if required with this control
Send Message
The users My Account Section on the front end has a built-in message center. You can message a user a message and the message will be shown as an unread message in their account.
Add the Subject of your message.
Enter your Message using the editor tools provided by PrintNow.
Click Send Message and your message will be stored in the user's account.

  Admin users

Admin users are users that can access both the front-end Print Store and back end PrintNow Admin Tools. User Roles are assigned to a standard site user account and when saved will appear under Admin users page.

Add Admin Users

  1. From your PrintNow admin, go to Stores/Users/Site Users.
  2. From the Site Users page, click Add Customer.
  3. Enter in the required fields: (Username, Password, First Name, Last Name, and Email Address). If your user is a Sales Rep that may be placing orders on behalf of the end user then click Sales Rep on.  If your user is a vendor that you want to give access to your production view for downloading and managing status codes then assign the user to the correct vendor.
  4. Click Save.
  5. From the Site Users page, click on Actions Icon and click View/Edit on the row.
  6. To assign Admin role click Add Admin Role button.
  7. Assign Storefront, Assign User Role.
  8. Click Save.
  9. Now admin user will be listed under Stores/Users/Admin Users and can access both the Print Store and PrintNow Admin Tools.

 Organizations

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Organizations were added as a way to define a company part of a Print Store. A single user account can only be part of one organization but a user can be attached to any number of user groups. Organizations can be used to map a Print Store Theme, assign product collections, add users, & company Addresses.  

>Print Store
>Organization
>User Group
>User
 

 Add Organization

  1. From your PrintNow admin, go to Stores > Users > Organizations.
  2. From the Organizations page, click Add Organization.
  3. Enter the Organization name.
  4. Click Save.
  5. Optionally add a description, Print Store theme, collections
  6. Click Save.
  7. To add a user click + Add User and use user search to assign. If you want to assign organizations in bulk you can also use Stores > Users > Site Users export and import features.
  8. To assign a company addresses click the Addresses tab and click + Add Address

  User Groups

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User Groups provide a way to design and deploy for various brands, product groups, B2B, B2C, affiliates, franchises, co-branded stores and more. In addition to mapping a Print Store Theme, assigning product collections, adding users, & company Addresses that Organizations allow you to do you can apply discounts, payment methods, require order approvals, add additional checkout fields and auto-assign users to user groups.  

Add User Group

  1. From your PrintNow admin, go to Stores/Users/User Groups.
  2. From the User Groups page, click Add User Group.
  3. Enter in the required field Group Name.
  4. Click Save.
  5. Optionally Enter in the Description.
  6. Optionally assign Print Store Theme.
  7. Optionally assign Collections. 
  8. To add a user click + Add User and use user search to assign. If you want to add user groups in bulk you can also use Stores > Users > Site Users export and import features.
  9. To assign a company addresses click the Addresses tab and click + Add Address
  10. See Discounts tab to apply discounts.
  11. See Payment Methods to set payment methods.
  12. See Order Approval to require approval.
  13. See Checkout Fields to customize additional fields during checkout.
  14. See Auto Assign to automatically assign users on self-registration Print Stores to a specific user group by the domain they are coming from.

Set user group referral domain

You can override any existing user group referral domain by making your page cms content start with <!-- UserGroupAssign User_Group_Name_Or_Id -->. You can specify the target user group either by name or by id, and as long as that user group has a referral domain set it will overwrite any existing referral domain that may be attached to the current user if they aren't already logged in.

  1. From your PrintNow admin, go to Stores/Pages/Page CMS.
  2. From the Page CMS page, click Add Page.
  3. Enter the name of your page. 
  4. Click Save.
  5. Click Actions Icon and Edit to open the page editor. 
  6. Paste <!-- UserGroupAssign User_Group_Name_Or_Id --> using code view. 
  7. Change "User_Group_Name_Or_Id" to the exact user group name or ID you want to set when page is viewed.
  8. Click Save

  User Projects

User Projects shows all uploaded or saved jobs in the Print Editor not yet ordered.

Search/View/Edit/Delete Projects

  1. From your PrintNow admin, go to Stores/Users/User Projects.
  2. From the User Projects page, search by date, project name, customer.
  3. Click the Actions Icon to View/Edit specific project, View Customer Info, or delete project.

  User Roles

User Roles is a dedicated page to allow custom roles to grant access to certain pages in the PrintNow Admin Tools.

View & Edit Roles

  1. From your PrintNow admin, go to Stores/Users/User Roles.
  2. From the User Roles page, view current roles in Roles drop down menu on top menu bar.
  3. Use filter controls in first column to find roles by category.
  4. Use quick filter on top to find a specific role your looking for quickly.
  5. Toggle "Granted Only" to only show pages with access granted.
  6. Use check boxes in second column to toggle on or off page access.
  7. Click Save.
  8. Use Buttons on top bar to Delete, Add new role, Rename current role, and Save.

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