Managing Users
Disable a user
You can decline a user’s access to a storefront temporarily by disabling him or her.
1 On the menu bar, choose Users.
TIP: You can use CTRL-select and SHIFT-select to select multiple users and disable/enable them.
2 Select the user you want to disable.
3 Click the Enable/Disable button.
 |
The user remains in the list but he no longer has access to the storefront. The user can be re-activated using the same button.
Delete a user account
You can delete a user permanently.
1 On the menu bar, choose Users.
TIP: You can use CTRL-select and SHIFT-select to select multiple users and delete them.
2 Select the user you want to delete.
3 Click the Delete button.
 |
The user is removed from the list and no longer has access to the storefront.
Filter users
The list of users includes a column specifying the last time a user signed in to the store (Last login). If no date is show, the user never accessed the store. The last login may be in the distant past which means a user is no longer using the store. You can create filtered lists of these users to send reminders to these users, to comply with data privacy regulations, to promote usage, etc.
1 On the menu bar, choose Users.
2 Click the Tools button (cogwheel) and then choose Last Login Filter.
 |
A filter panel is displayed at the top of the list.
 |
3 Select a check box to activate the filter parameters:
•start date only: all users who logged in after the specified date
•end date only: all users who logged in before the specified date
•both dates: all users who logged in between the specified dates
4 Click Search.
Users that meet the search criteria are displayed in the list. If you want, you can select these users in the list (press CTRL) and export the filtered list: see “Export a list of users”.
5 To undo the filter, clear the check boxes and click Search.
Export a list of users
1 On the menu bar, choose Users.
You can export all the users in the list or selected users.
TIP: You can use CTRL-select and SHIFT-select to select multiple users and export them.
2 Click the Export button.
 |
You can choose to view or download an Excel file which contains a list of the selected users with their personal details and billable address details.
Import a list of users
Users can be imported into StoreFront from an Excel file. You need to contact your ECO3 representative for this import operation, however, the procedure below explains how you can prepare the data in the Excel file.
NOTE: Your ECO3 representative or dealer can tell you what the maximum number of users is.
1 On the menu bar, choose Users.
2 Click the Export button to retrieve an example of the Excel file you need.
|
You can choose to view or download an Excel file which contains a list of all the existing users with their personal details and billable address details.
3 Save the Excel file to your hard disk.
4 Open the Excel file and clear the data for the existing users.
CAUTION: Do not modify the content of the first row in the spreadsheet, otherwise the data import will fail.
5 Enter the details for each user that you want to add, on a separate row.
Leave the first two columns empty.
•0:User Id
•1:User GUID
These IDs will be filled in by StoreFront upon import.
The following columns are mandatory:
•2:E-Mail: this is the unique identifier for each user and the same e-mail address cannot be used for more than one user
•3:First Name
•4:Last Name
•11:Store Name
•24:Street 1
•26:City
•28:ZIP
•29:Country: two-digit ISO 3166 code; e.g. DE (Germany), US (United States), GB (United Kingdom), FR (France), ES (Spain), NL (The Netherlands), BE (Belgium), PT (Portugal), PL (Poland), etc. The full list can be found on the ISO website.
•39:ZIP (Extra): only mandatory for Brazil, Poland, Japan, US
The following columns are optional:
•6:Phone
•7:Fax
•8:Locale
•16:Store Company Name
•20:Address First Name: used for billing
•21:Address Last Name: used for billing
•25:Street 2
•27:State/Province
•30:Tax Number
•31: Company Name (for billing)
•32:Address MIS ID: used for billing
•33:MIS ID: can be used to identify a person with a number
•34:Address E-Mail: used for billing
•38: Invoice Company Name:
If a user has the setting "Billable To: Company", enter the correct name of a company that exists in StoreCenter; the other billing address fields do not need to be completed in the Excel file.
If a user has the setting "Billable To: User", leave this field empty and complete the billing address fields.
If a user has the setting "Billable To: Company", enter the correct name of a company that exists in StoreCenter; the other billing address fields do not need to be completed in the Excel file.
If a user has the setting "Billable To: User", leave this field empty and complete the billing address fields.
•39:ZIP (Extra): only for US
•40:Salutation: Mr., Mrs. or Ms./Mr., or local translations; if you do not provide this column, the default salutation is used in the language of the user as defined in column 8:Locale.
•41: Tax Exempt Cert Id
•42: Access Labels
•43: Bypass Access Labels
•44: Approval Type
•45: Approval Groups
Delete the other columns in the Excel sheet or leave the cells empty.
6 Save the Excel file.
NOTE: The data must be on the first spreadsheet of the file.
The Excel file is now ready for importing into StoreCenter. Please contact your ECO3 representative or dealer for this feature.
Impersonate a user
A Printer Administrator can use this feature to log on to a storefront as a user with his own administrator credentials to troubleshoot issues. For example, you may want to fix a customizable product or reproduce a problem that a user has reported or check access labels.
CAUTION: Any purchases you make are on behalf of the user you are impersonating.
1 On the menu bar, choose Users.
2 Select the user you want to impersonate.
3 Click the Tools button (cogwheel) and then choose Impersonate.
|
The storefront opens in a new browser window and the Impersonate a user dialog is displayed with your Printer Administrator e-mail address in the E-mail Address field and the user’s e-mail address in the Login as field.
4 Enter your password in the Password field and click Login to sign in to the storefront as the user you are impersonating.
You can now perform all user actions on the storefront: browse products, check the shopping cart, make purchases, view the user’s order history, edit the user’s account, etc.
5 Log out to end the Impersonate session.
Reset a user’s password
The Printer Administrator can use this feature to re-send an e-mail that invites the user to visit the storefront and set a password of his choice.
1 On the menu bar, choose Users.
2 Select the user whose password you want to reset.
3 Click the Tools button (cogwheel) and then choose Reset Password.
|
4 Click the Reset Password button to send an e-mail to the user, inviting him to log on to the storefront and set a new password.
doc. version 6.0.4