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.
Add Customer
- From your Unified admin, go to Print Store>Users>Site Users.
- From the Site Users page, click +Add User.
- 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.
- Click Save.
Import/Export Customers
Import Site Users in bulk using Excel .xlsx format
- From your Unified admin, go to Print Store>Users>Site Users.
- From the Site Users page, click Import Customers.
- Follow the instructions in the dialog box that follows and see the spreadsheet sample download link for sample.
- To export the list of Site Users to excel click Export.
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
- From your Unified admin, go to Print Store>Users>Site Users.
- 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).
- 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
- Orders
- Lists all orders placed by user
- 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.
- Carts
- Lists all products added to cart
- 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.
- 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.
- 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.
- Statistics
- The customer statistics lists the user's last login timestamp, the total number of orders, projects, albums, & Images
- 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
- Profile Picture
- Admin can reset users password if required with this control
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