You can Import Users into your website database from your local computer any Comma Separated Values (CSV) File. CSV file format is a universally accepted way to move data between systems. Most spreadsheet programs and databases can save data as a CSV text file so it is an ideal way to upload Users.
1. Prepare your data
The easiest way is to get your data into columns in a spreadsheet. You may import Users
by uploading a CSV file. You can save a CSV file from Microsoft Excel. Here are the
guidelines for the CSV file:
Here is the list of the valid User Properties that you can import. Place one of the following on the first row of each of your data columns:
2. Select Import File, Role & Privileges
Select Formatted Text File to Upload |
|
CSV File: | Click on the [Browse] button to select a CSV text file from your local computer that contains the Users that you wish to import. |
Send User to a Specific Page on Login |
|
User Start Page: | When this User logs in, if they are not attempting to access a Page or File,
they will be taken to this Page. TIP: This feature is useful, for example, if you what all of your staff to login through a Login Page and go directly to your staff portal home page. You can also set this value whenever a Customer orders a particular Product. |
Set Default Privileges for User Account |
|
User Role: | The Role sets the level of privileges for this User. NOTE: If you select "Administrator", "Designer", or "Manager", the remaining fields on this screen are hidden because these roles include all "User" privileges. The Site Settings and Site Log buttons will be visible on the Welcome Page. For "Designers", the [DESIGN] tab will be visible to this User in the Control Panel. |
Content Management & Forms Management Rights |
|
Allow User to view and edit pages, files, and custom forms within selected folders: | Select the website Folders that this User will have "edit" access to. All Pages and Files placed in the selected Folders can be managed by the User. The [FOLDERS], [PAGES], and [FILES] tabs will be visible to this User in the Control Panel. |
Also allow User to create/duplicate pages in selected folders: | For the Folders selected (above), allow this User to also create and
duplicate Pages. NOTE: If this is unchecked then the User will only be able to modify Pages that they have "edit" access to. |
Also allow User to access submitted form data for selected folders: | For the Folders selected (above), allow this User to also manage any Submitted Forms collected. The [FORMS] tab will be visible to this User in the Control Panel. |
Allow User to set the following page types for pages: | Select the Page Types that this User will be able to set for Pages. All Users have access to the Standard Page Type if they have "edit" access to the Page's Folder. |
Shared Content Management Rights |
|
Allow User to edit the content within the selected Common Regions: | Select the Common Regions that this User will have "edit" access to. IMPORTANT: This feature requires that the User has edit access for at least one Folder. This is so that they can get to the Common Region when editing a Page. |
Allow User to edit Menu Items within the selected Menus: | Select the Menus that this User will have "edit" access to. NOTE: This feature gives the User access to edit the Menu Item's but not the Menu Properties. IMPORTANT: This feature requires that the User has edit access for at least one Folder. This is so that they can get to the Menu Items when editing a Page. |
Calendar Management Rights |
|
Allow User to add events to one or more calendars: | Check this box if you would like this User to have access to manage all Calendar Events for the Calendars you select. The [CALENDARS] tab will be visible to this User in the Control Panel. |
Also allow User to publish calendar events for selected calendars: | For the Calendars selected (above), allow this User to also publish Calendar Events. |
Visitor Report Management Rights |
|
Allow User to manage all visitor reports: | Check this box if you would like this User to have access to create and view all Visitor Reports. The [VISITOR] tab will be visible to this User in the Control Panel. |
Contact Management & Campaign Management Rights |
|
Allow User to view, edit, import, and export all contacts within any selected contact groups: | Check this box if you would like this User to have access to manage the Contacts in one or more Contact Groups that you select. The [CONTACTS] tab will be visible to this User in the Control Panel. |
Allow User to send e-mail campaigns to any selected contact groups: | Check this box if you would like this User to have access to create and send e-mail campaigns to one or more Contact Groups that you select. The [CAMPAIGNS] tab will be visible to this User in the Control Panel. |
Commerce Management Rights |
|
Allow User to manage all commerce (i.e. products, shipping, tax, and orders): | Check this box if you would like this User to have access to manage all e-commerce features. The [COMMERCE] tab will be visible to this User in the Control Panel. |
Also allow User to view card data: | Check this box if you would like this User to be able to view credit/debit
card numbers and verification numbers. If the User is not allowed to view card
data then the card number and verification number will be protected (i.e. starred
out except for the last 4 digits of the card number). The User will be able to
see the card type, cardholder, and expiration date regardless of whether this
check box is checked or not. Card data is only stored if your site is not using a payment gateway. Card data can appear on the view order and view order report screens and in order exports. Please see the Payment Card Industry Data Security Standard (PCI DSS) for information about who is allowed to view card data. |
Allow User to set offline payment option for orders: | Check this box if you would like this User to have access to enable and
disable the "Allow Offline Payments" feature for specific orders. NOTE: Users who have access to "Allow User to set offline payment option for orders" will be able to enable and disable this feature for orders as needed by selecting the "Allow offline payment option for this Cart" while on the Shopping Cart or Express Order Pages. |
Ads Management Rights |
|
Allow User to edit Ads within the selected Ad Regions: | Select the Ad Regions that this User will have "edit" access to. NOTE: This feature will also give the User access to the [Ads] tab. IMPORTANT: In order for the User to edit Ad Region Properties, then they will need edit access for at least one Folder. This is so that they can get to the Ad Region Properties when editing a Page. |
Private Content Access Rights |
|
Allow User to view pages, files, and submit custom forms within selected private folders: | Select the website Folders that this User will have "view" access to.
All Pages and Files placed in the selected Folders can be viewed (not
edited) by the User. Once you check a Folder, you will have the option of entering an expiration date in case you only want to grant access for a certain period of time. You may leave the field blank if you want the access to be granted indefinitely. The expiration date should be the last day that you want the User to still be able to access the content. After the expiration date, access will be automatically removed and the date will appear in red. If the User attempts to access the content after the expiration date, then he/she will receive an error that explains that his/her access has expired. TIP: Use this feature to allow access to select Users, for example, to allow only your employees to access a staff-only portal area of your website. Simply create a Private Folder for each group, and assign access to certain Users. TIP: These Folders can also be set when a Customer orders a Product that has it's "Grant Private Access to Customer" feature set. |
Badge |
|
Show badge next to username: | Badges provide a way for you to label certain Users as "special". Your site's
default badge is defined in the Site Settings, and can be assigned to any User. Badges
will appear next to the User's name whenever they post information that is
displayed on your site. Badges for each User are added or removed from their username automatically across the site instantly when this option is changed. |
Badge Label: | If you want this User to have a specific badge that is different from the default that is set in the Site Settings, then you may enter it here. Leave this field blank if you want this User to have the default badge label. |
Reward Program |
|
Reward Points: | If you enable the Reward Program feature in Site Settings, and this User has
ordered any Products that have reward points, then this field will contain the
accumulated total of reward points for this User. TIP: You can adjust (or reset to zero) the number of reward points for this User at any time if necessary. |
3. Upload Users
Click "Import & Send Passwords" to create the User accounts and e-mail each User a
temporary password.
IMPORTANT: If you are trying to import your existing Members, please do not import them as Users. Instead, you need to import them as Contacts.