The security manager allows the store administrator to manage users and groups within the store. The main menu is shown below.
From the menu you can manage users by clicking on the User Manager, or you can manage groups by clicking the Group Manager. Users are the customers of your store. Groups are used to organize your customers and can be used to provide special prices and discounts to selected users.
The manage users screen will look similar to that shown below.
From this screen you can use the top half of the form to search for the users you wish to manage. Enter your search criteria and click the search button. Search results will appear in the bottom half of the form.
If you wish to create a new user, click the Add button at the bottom of the Manage Users screen. This will take you to the add screen as shown below.
To add a user, you must at least provide the User Name and password. You can optionally fill in the name and address information as well. Once all information is entered, click the Finish button. You will be returned to the Manage Users page. A search for the newly created user will be run by default, and the new user will appear in the search results.
To edit a user, use the Manage Users search form to locate the user. When you find the user you wish to edit, click the radio button next to the name and click Edit.
You will be taken to the Edit User screen as shown below.
From this screen you can the User Name, Password, and other basic user information. Note that to change the password, you must check the "Update Password" box. If you do not check this box, the password will not be changed regardless of values entered into the password field.
When you are finished editing the user information, click Finish to return to the Manage Users screen. If you wish to edit this users group memberships, click the Groups button instead.
From the Edit User screen, click the Groups button. This opens the Manage Groups screen for the selected user as shown below.
On the right are groups that are available for this user. On the left are groups that this user is already a member of. Note that if you have not created any groups, both of these boxes will be blank.
To add a user to an available group, select it from the Available Groups column. Then click the right arrow to move it to the Member Of column. To remove a user from a group, select it from the Member Of column. Then click the left arrow to move it to the Available Groups column.
When you are finished editing group membership for this user, click the Update button to commit changes. Then click the close icon in the upper right corner to return to the Edit User screen.
To delete a user, use the Manage Users screen to search for the user you wish to delete. When you locate the user, select the radio button next to the user and click the delete button.
The Manage Groups screen will look similar to that shown below.
From this screen you can add groups, view the members of a group, edit a group, or delete a group. The groups currently defined for you store will appear in the list to the left.
Adding and Editing a group use very similar screens, so they are described together. To add or edit a group, start at the Manage Groups screen. To add, click the Add button. To edit, select an existing group from the list and click Edit. Either action will take you to a screen similar to the one below.
Enter the group name and a short description (optional). When you are finished, click the Finish button to return to the Manage Groups screen.
To manage the members of a group, start at the Manage Groups screen. Click on the desired group in the list, then click the Members button. This will take you to a screen similar to the one below.
From this screen, you can view the current members of a group as well as add and remove members from the group. The top half of the form is a search interface. The bottom half of the form displays search results.
When you first open the screen, a search will be run to display all of the current members of the group. You can change the search criteria to narrow in on specific users as well as to find users that are not in the group. The users in the search results will be displayed with a check box next to their name. If the box is checked, it indicates that they are a member of the group. If it is not checked, they are not a member.
To add or remove a user from a group, locate the user using the search form. When the users are located, check the boxes next to the users to set as members. Uncheck the boxes of those users to be removed. When the members are set properly, click the Update button. You will receive a confirmation message when the groups are updated.
