Search Users

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Go to the Dashboard. Click Users on the left and use the first content box on the top of the page.


This area lets you search all the users on your site (just hit the Search Users button with nothing in the form field). If you have a lot of users, you can use the Advanced Search option to limit your results.

If you want to export your user list for use somewhere else, there's a handy-dandy export to Excel link here.

Clicking any user name will take you into the detail record for that user.


User Detail

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This view shows you everything you know about this individual.
1) My name, email and avatar are editable.
2) Edit user link takes you where you'd expect. Deactivating is as close as we let you get to deleting a users (which would be a bad idea from an orphaned data perspective). Deactivated users are unable to log in and their email can never be used to make another account.
3) This stuff is the optional User Attributes you defined for the site, which are explained lower in this document.
4) Here are the permission groups this user is in. Everyone is in "Registered Users" by default (which shows up when you're managing permissions for specific pages).


Edit User

This stuff is pretty self-explanatory, and the UI is changing a bit, so let's not get caught up in details. ;) Only word of wisdom - occasionally browsers will autocomplete these fields based on answers you've given to other forms in the past, so be sure you're not changing everyone else's birthday to your own!


Create Account

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This is the second box on the Users page in the Dashboard. Make sure you're checking the right check box in Groups for the person you're making. If this page is confusing to you, chances are you should be paying someone else to worry about this stuff for you.


User Attributes

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These are site specific form fields you can define to learn more about your site audience. Depending the options you choose, they may show up on your site's registration form or just be available for use later. You can add an "Inspector Block" to your site which will look at the current user's data record and see if there are any fields they haven't filled in. If not, it will ask them one question at a time until their profile is complete.


Editing/Adding User Attributes

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1) Handle - Used by the system, this name must have no spaces or punctuation.
2) Type - All your common form elements are here to choose from.
3) Hidden - If on, this field will never be shown to the user -- it's just a flag you might need from a development standpoint (ie: "great customer").
4) Required - If on, users won't be able to make it past the registration page without filling this in.
5) Name - This is the label the system will use when asking the user for data, it can contain spaces and punctuation.
6) Private - If on, this data will never be shown to other users if a member search is available.
7) Registration Q - If on, this question shows up on the register form. If not, only the inspector block or profile page will let them answer this question.
8) Values - this only applies for form elements like Checkboxes, Lists, or Radio Buttons where options need to be defined. SImply put one per line.


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