In this video, we’ll discuss how to navigate the user frame, and we’ll break down each part.
Up at the top you can choose between the family tab, the parent tab, or the child tab, depending on which applicants you would like to see.
Mousing over the checkbox will let you select groups of users, and clicking the sort by box will let you change the order of the users that appear below.
The first option appears when you mouse over the user, and it allows you to assign a user to an admin. This can just be used as a handy way to visualize which users need extra attention from an admin, or permissions can be assigned so that admins can only see users which are assigned to them.
The next option is the star. You are given four different choices here, and these tags can mean whatever you would like them to mean. Once starred you can then filter for these users – this is a great way to group users who might not have much in common otherwise.
Next is the comments box: Here you can incorporate notes about your users directly into their user frame. After typing your note, click “add note” to save it. A number will appear over the comments box to show how many comments have been made about this user, and your users won’t see these comments.
By clicking on the name, you will instantly be able to view the results of any reports you have marked as “quickview”. You can include multiple quickview reports , and tab through them to see the results
This date indicates which day the user initially registered, and you can sort applicants based on application date using the sort by feature.
The next feature is the user’s progress bar, and many important things happen here. Clicking on it will take you to an overview of the users forms, with admin access-only forms placed in a separate category to the right.
Forms marked as green are complete, forms marked red are incomplete forms which are mandatory, and forms marked yellow are incomplete forms which are not mandatory. You can change the status of any of these forms manually by clicking “set status” – the check makes a form complete, the lock bars the user from making changes, and the eyeball marks a form as reviewed.
You can add forms by clicking “Add form” and selecting the form which you would like to add, and you can delete forms by clicking “delete form’.
Finally, you can edit the content of any form by clicking the form you’d like to edit, clicking edit,,,, making the change,,,, and then clicking save.
You’ll notice that this is laid out as an equation, where
orders minus payments equals the remaining balance. you are able to add or remove amounts from both the orders and payments, giving you complete control over the users cart.
To edit the cart, click on the first number – here you will have two options. First, you can click edit to unlock the product if it is locked, and then delete, increase, or decrease the quantity of the product.
Click “Add product” – from here, you can add any products that show up in their product lists, or you can click “add a private product” and fill out the details to create a one time product for this user.
Clicking this will show you a list of payments that have been made, including information about when, how, and who issued the payment. Clicking the PID will give you further information, including the ability to make a refund if applicable.
You can issue manual payments on behalf of a user by clicking “issue manual payment”, and then selecting one of the payment types, filling out the information, adding a comment if desired, and clicking issue manual payment.
You are able to use the status in two ways, either as a filterable tag for users, or to archive users so that they don’t count towards your total user amount.
To create a new status, click the status box and click “create new status”- then give it a title, choose a color, and click “User is archived when in this status” if you would like it to be archiving.
To assign a user to a status, click the status box next to the users name and select from the list. Status’s under the “excluding statuses” category will automatically remove the user from your user management page, but you can search for the user and remove the status at any point.
The most important feature is the “View communications” option. When you click it, a list of all emails which have been sent to the user through regpacks will appear, including the word “system” if the email was sent automatically using a trigger, or the name of the admin who sent it manually.