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Creating a new user profile
To create a user profile:
| 1. | Go to the 'Users Management' section of your store's administration back-end (Management menu->Users). |
| 2. | In the section menu, click on the link corresponding to the type of user profile that you wish to create: |
| ▪ | Administrator - use the link 'Create administrator profile', |
| ▪ | Provider (available only in X-Cart PRO) - use the link 'Create provider profile', |
| ▪ | Customer - use the link 'Create customer profile', |
| ▪ | Partner (available only in stores using X-Affiliate add-on module) - use the link 'Create partner profile'. |
A dialog box titled 'Profile details' opens.
| 3. | Use the 'Profile details' dialog box to provide the user's personal information, billing and shipping addresses and contact information. |
| 4. | Leave the 'Signup for membership' box as is. |
| 5. | If you wish to assign some membership to the user whose profile you are creating, select the desired membership level from the 'Membership' drop-down box. |
- Select Fulfillment staff membership to provide the user with access only to statistics and orders.
- Select Not member to provide the user with unlimited administrator privileges.
- Select Root provider membership to enable the user to control the products and settings of all other providers.
- Select Not member to provide the user with normal provider privileges.
| ▪ | Customer profile: Select any membership you think appropriate. |
For detailed information on user memberships, read the section User Memberships further in this manual.
| 6. | Enter a username and a password. |
| 7. | Select the check box 'Require to change password on next log in' if you wish the user to be requested to change his or her password when he or she logs in next time (Recommended for security reasons). |
| 8. | (available only in X-Cart PRO)
Select the check box 'Allow this provider to use active content on product pages' to enable the provider to use unfiltered HTML code, Javascript and validation Javascript code in Product Options. If the check box is left empty, the following data, entered by this provider, will be validated to exclude the possibility of an XSS attack:
- product descriptions (including international descriptions);
- extra fields values. |
For detailed information about this functionality, read the section 'Using active content' further in this manual.
| 9. | Click on Save. The user profile will be created. |
Note (for users of X-Affiliate add-on module): After creating a partner profile, you need to approve the new partner using the 'Approve or decline partner profile' form.
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