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My Details
This section allows you to view and edit your own Control Panel user details
- From the Control Panel select Administration > My Details
- View or edit the values in fields as desired before clicking save
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Note: To change your password you must enter the new password into both fields and have the Update Password box checked. All passwords must be at least 8 characters and contain 1 number |
- Click Save when complete
Manage Users
This section (Administration > Manage Users > Add new user) allows you to view, add, edit and delete Control Panel user accounts.
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Actions in the Control Panel are logged against user accounts so create a user account for every user who may make changes to the website.
Add a User
The Add New User function allows you to create new user accounts for access to the Control Panel.
- Click Add New User
- Enter the required data for the new user account before clicking save.
- If successful you will get a User successfully created confirmation
- Click Manage Users to return to the list of users
Edit a User
The View/Edit function (found against every user in the Actions column)
- Find the user you wish to view or edit and click View/Edit
- Edit the details of the user as desired
- Click Save when complete
Delete a User
The Delete function (found against every user in the Actions column) allows you to remove a user from the Control Panel
- Find the user you wish to remove and select Delete
- Select OK to delete the user
- The user will no longer show under Manage Users
Manage User Roles
This section (Administration > Roles) allows you to create roles that can be assigned to users, restricting their access to parts of the Control Panel.
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Note: The Administrator role cannot be edited or deleted. All users are initially assigned this role which allows access to all Control Panel functions. |
Add New Role
To add a new role click on Add New Role
- Enter a name for the new role in the Name field
- Enter a description for the role in the Description field
- Select Yes in the dropdown menu(s) for every function (View/Add/Delete/Edit) you wish that role to have access to
- Click Save when configuration is complete
Assign a Role to a User
Roles can be assigned using the View/Edit function in Manage Users
- Select the Role you wish to assign to the User and click Save
Edit a Role
The View/Edit function allows you view or edit the existing roles you have created.
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Note: If the role you are editing is already assigned to users, the changes will be applied next time the user logs in |
Delete a Role
The Delete function allows you to remove an existing custom role.
- Click Delete next to the role you wish to delete
- On the confirmation dialog choose OK or Cancel to abort the operation
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Note: If the role you deleted was assigned to users, those users will have no role assigned meaning they can't access any of the Control Panel functionality until a new role is assigned |
Update Company Information
This section (Administration > Company Information) allows you to edit your company information, most importantly.
- Edit the email address that will receive all website Contact Forms and Customer Registration emails
- Click Save when done.
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Note: The email address that will receive Order Confirmations can be edited from Ecommerce > Ecommerce Settings |
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