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Creating Users

To create a user profile, follow these steps

  1. Navigate to Configuration > User Profiles.
  2. Click the [User Profiles] tab:


    Empty 'User Profiles' tab


  3. Click [Add User]. Four tabs appear below "Search Results": [User Details], [Groups], [Newsletters], and [Statistics]:



    User Profile tabs


  4. Enter the information for the new user in the [User Details] tab by filling in the fields. The fields "Login" and "Password rsquo; are mandatory — the rest of the fields are optional.
  5. Click [Apply]. The new user is created. For example:


Example user profile created

 

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Searching for Users

To view and/or modify a use's data, click the [User Profiles] tab. At the top of the [User Profiles] tab, you can enter search criteria to find a user or users. Follow these steps:

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Search on the term 'car'



The following is an example result from the search:



Search results for 'car'


The search returned the users "carolineh", "carls", and "oscarm" because they match the partial search term "car".

In the following example, users who registered between June 6, 2013 and January 14 2014 are searched for:


Search by registration date

 

 

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Modifying User Profiles


To modify a user's details, perform a search as described in the section Searching for Users. When the results are returned, click the user whose details you want to modify in the "Search Results" list. For example:


Select user from list

The full details for the user now appear:


Full details of user shown

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Make the modifications to the user's details and then click [Apply]. The changes are saved.

 

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Assigning Newsletter Subscriptions to Users

You can create newsletters and e-mail them to selected recipients. For each user, you can assign a subscription to one or more existing newsletters.

Before you can assign a newsletter subscription to a user, the newsletter and its corresponding mailing list must have already been created. Once created, all available mailing lists are shown on the [Newsletters] tab.To assign a newsletter subscription to a user, follow these steps:

  1. Select the check box next to the newsletter(s) you want to send to the user. For example:


    Newsletters selected

  2. Select the format in which the newsletter will be sent. The options are:

    • HTML — the e-mail will be formatted as HTML.
    • Text — the e-mail will be formatted as plain text.

  3. Click [Apply].

 

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User Statistics

On the [Statistics] tab, you can view details regarding a user's website visits and account statistics. For example:


User statistics


The meaning of the statistics is as follows:

StatisticDescription
Registration dateThe date and time the user's profile was created.
Number of visitsThe number of times the user has logged in to the website since their user profile was created.
Last modifiedThe date and time that the user's profile was last modified.
Last visitThe date and time that the user most recently logged in.

 

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Exporting User Data

User data can be exported in order to be used in another application or for back-up purposes. Exported user data is exported in comma separated values (CSV) format. To export user data, follow these steps:

  1. Enter the search criteria for the user or users whose data you want to export. To return all users, leave all the search fields blank.
  2. Click [Search]. The user or users matching the search criteria are returned.
  3. Click [Export to CSV].
  4. At the "File Download" prompt, click [Save].
  5. Specify the location where you want to save the exported user data. By default the name of the exported file is "GX_user_profiles_[host name]_[current date].csv.
  6. Click [Save].

 

Exported User Data Example

The following shows an example of exported user data opened in a Microsoft Excel spreadsheet.


 

 

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