Users Tips and Advice
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Please post in this forum topics that contain tips or advice that is related to users and user functionality within the TOTECS Ecommerce Platform. If you wish to post more broader topics related to the TOTECS platform then please do so in General Tips and Advice
If you have found a bug in the platform please post it in the Bugs forum.
If you wish to discuss about an improvement or new feature you would like to see in the platform then please post in the New Features/Improvements Wish List forum.
Please ensure that you do not post any information containing user names, passwords, or any other sensitive information that could compromise the security of a project or website relating to an organisation or person.
Using salt for password
Is there any way to use salt for passwords and where is it better to store it?
Why is a user unable to delete a basket within the Basket Selection content managed web page area when the $delete_basket_onclick$ hook is embedded in the area
On a content managed web page containing a Basket Selection area, when the user views a list of baskets in the area, then tries to delete a basket by clicking on a button that has the $delete_basket_onclick$ hook embedded within the area's Basket Selection Record format, nothing may happen, why would this be the case?
Is there a way to manage a users previous instructions dropdown?
In the trade interface there is a dropdown menu for previous order instructions on the order details screen, is there anywhere to edit or delete the options in this dropdown menu?
Is there a way for users to have their passwords reset without having to contact administrators to reset it within the Administration Centre?
For users who are automatically created against new customer accounts when a Customer Accounts data import is run, is there the ability for these users to reset their password without having to contact an administrator user, and have the administrator change the password?
Is there a way in TOTECS to send a request to multiple managers for order approvals?
What would be the best to way to handle a scenario where one user has multiple managers and if an order is raised by a user it goes to multiple managers concurrently. If one of the managers approves the order then the order gets approved?
Change users price format to not include tax when viewing website
Is there a way to make a bulk change so that the price that existing users see in a content managed website excludes GST from the price?
What password is a new user set to by default when they have been created via a Customer Accounts connector data import?
When customer accounts are imported into a TOTECS project from any business system (such as Micronet's Distribution system) via the Connector software, users are automatically created for each customer account when first imported. When each of these new users is created how is their password initially set?
Is there a way to send Order Confirmation Email to multiple email addresses?
One of our clients has customer who would like their Order Confirmation Emails to be sent to multiple email addresses. Is there a way within TOTECS to set this up?
Is there an automatic way to import and/or update User Email Addresses for eMarketing purposes from an ERP/Accounting system so that it does not have to be updated manually in the Admin Centre or via CSV?
In the Amin Centre, on a USER DETAILS page, under User Information, I am trying to understand why the User Email Address (the one that is used for eMarketing) cannot be updated/controlled from the ERP or Accounting System.
One of our customers want to use the email address on the Details 1 page of their MYOB EXO accounting system for emarketing purposes. This email address is currently being imported into the Admin Centre into the Account Information area of the User Details screen, but this is not accessible for emarketing purposes.
It appears you have to change the User Email Address manually or do it via CSV import.
Is there a way to import/update the User Email Address via the connector/data imports from the ERP/Accounting system?
Set up a login so that it is unable to view the addresses that are related to the account that the login is assigned to.
One of our customers has asked us how they can set up a user login so that it is not be able to see the customer account's addresses. (ie the addresses that have been imported for their customer account)
How can that be set up?
Why aren't passwords being created for users that are generated after a Customer Accounts import runs?
We have a problem where passwords aren't being created for users that are generated after a Customer Accounts import is run.
Why aren't the passwords being created?
Customer Account Import runs successfully from the admin center but not creating any customer account
Customer account imports run without any issue but doesn't create any new customer account in the back end. What would be the reason for that ?
Can a flag be applied to a contract and thereby flag all products in the contract?
A question was asked, "can a customer account contract can have a flag applied to it, which will then allow all products assigned to contract to be flagged as well?"
Where is the sender address set for registration emails?
Is the sender address for registration emails set in the admin centre? If so where is it set?
is there way to export user information out of TOTECS
I would like to export all user data out of TOTECS platform
User registration address to appear on order detail page during checkout process
What is the best way to bring user primary address which they enter at the time of registration to appear on checkout page automatically without clicking on drop down list ?
How do you set the interface that users will be assigned to when they register?
On a content managed web page containing a User Registration area, when a new user is registering how can an administrator control which interface the new user will be assigned to? Currently I am configuring a content managed website and when I register a new user they are assigned the Trade interface, and not the content managed website.
What does the Interface drop down field do when I create a user in the Admin Centre?
When I click into Users -> Create New User, I notice there is a drop down field labelled Interface. What does it do.
Why does it sometimes take a long time for a user to login into a TOTECS project?
A question was raised where if a user was logging into a TOTECS project from either a content managed web page, or from the Trade login page, that it was taking a long time before the user was successfully logged in and redirected on. The question was "why is the login process taking so long"?
How to create Administrative user with restrictive admin role
You can create admin user with only one role assign to the admin user. You can either assign admin one or multiple role from user Inventory role, Users role, Online Store role, Websites role, Marketing role , Statistics role, and Edition role. Only thing you have to do is to create a user and assigne that user to admin user type and follow the steps below to assign user to the role.
Steps to create specific role for admin users
1. Open you browser type you website address and login to the admin center
2. Click Users from the top menu and select User Permission option from the drop down menu
3. Click on Modify Roles radio button
4. Click on Add button under Choose Admin Role box and type in new Role Name and Role Description and click on submit
5. Once the role is created Only allow Users role (or any specific role you want that admin to play) and Deny every else from first permission options.
6. Click on Save
7. Once option is save scroll to the top of the screen and click on Go back to User Roles
8. Select Assign User(s) to Roles
9. Next to Find User(s) text box type in admin user (created earlier) and select form the drop down box admin username
10. Under User Type Select Adminitrator radio button
11. Under Admin Role choose admin role (created earlier)
12. Save User Role
Unable to view users in Related Users area on content managed web page after logging in via a URL
If a user was logging into a content managed website by using a URL that contains all the login credentials, after the user was successfully logged in and redirected to the content managed web page as defined by the URL, if that redirect page contained a Related Users area, no users would display in the area for the logged in user.
Configure Sales Rep user to send order confirmation before placing an order on behalf of the client
Is there a way to configure Sales Rep user in a way, So whenever sales rep places an order on behalf of his customers that customer receives notification of an order as well as final say to Whether approve or reject the order.