As an admin, you can add and remove users from your site, search for users based on specific information, and export data about users from the User Administration page in the Admin app.
As a best practice, you may want to set up a reminder to audit users at regular intervals throughout the year, especially if your site subscription has a user limit. The Subscription page and Insights provide a visual picture of site use by role.
Create New Users
New users are created when you add locations or departments to your site. To add new users:
- Click User Administration under User Settings in the left navigation.
- Click Create User.
- Complete any required information, including the user's email address and first and last name. Choose the roles the user should be in as well as if the user or their password should expire in a certain number of days. Set a password for them to log in with (they'll be required to change it after they first log in) and check Send email notification so they'll be notified when their account has been created. Note that when setting a password, you can reuse the same password for every user you create.
- Click Create.
Edit User Information
Edit details about a user, their roles, or password settings by clicking Edit on the User Administration page. Change information for users individually by clicking Edit for a username or in a batch by checking the box next to multiple usernames, then clicking Edit. You can also edit default user settings.
When editing in a batch, update the users' expiration date or the number of days their passwords will expire in, roles, and any preferences.
With the advanced search option on the User Administration page, you can easily search for users by things like country, email, last login date, name, registration code, and role. To perform an advanced search to find users with specific information from the User Administration page:
- Click Advanced Search.
- Select the checkbox next to the desired search field on the left. Select multiple boxes to search more than one field.
- Click Search.
Export User Data
You can also create an export of all order details for orders listed on the User Administration page or from the advanced search for users. Up to 20,000 rows of user information can be exported.
After you create an export, click the link in the notification to be taken to the Exports page to download the export when it's available. If you've enabled alerts and email notifications, you'll receive notification when the export is ready. To review and sort data, download the export and open the file.
To export all user details, click the Export button on the right side of the page.
Name the export, then click Export.
To export from the advanced search, select information you want to see in the export, complete the requested details, then click Search.
Click the Export button to export advanced search results.