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All My Users

This screen displays all the Users you have access to.

Any person that can login to your website is considered a User.  Users can have a wide range of access to features and content, depending on the Role and combined settings of their User account: 

  • Registered (Guest) Users have registered through the Registration Entrance Page which grants them "view" access to any content in any Guest or Registration Folder.
  • Private Users have been assigned "view" access to the content in one or more Private Folders.
  • Member Users have been imported as Contacts, or have registered through the Membership Entrance Page which grants them "view" access to any content in any Membership Folder.
  • Content Managers have been assigned "edit" access to the content and shared content in one or more Folders. They can edit Pages, Comments, and optionally edit specific Common Regions and Menu Regions that are made available to them.
  • Calendar Managers have been assigned "edit" access to one or more Calendars.  They can create Calendar Events and publish them.
  • Submitted Forms Managers have been assigned "edit" access to the Submitted Form (captured from Custom Form Pages located in one or more Folders). They cannot change edit the Custom Form Page or Custom Form fields themselves, even through they can edit the Submitted Forms collected from them.
  • Visitor Report Managers have been assigned "edit" access to the Visitor Reports.
  • Contact Managers have been assigned "edit" access to all the Contacts in one or more Contact Groups.
  • Campaign Managers have been assigned e-mail broadcasting rights to one or more Contact Groups.
  • Ad Managers have been assigned "edit" access to selected Ad Regions. They can create, edit, and delete ads, and even update Ad Region Properties themselves if they are made available to them.
  • Commerce Managers have been assigned "edit" access to all e-commerce features, including Orders.
  • Site Managers are Users are assigned the "Manager Role" and can change the Site Settings, and all other User Accounts, except Site Administrators, Site Designers, or other Site Managers.
  • Site Designers are Users are assigned the "Designer Role" and can change the Site Settings and Site Managers.  This means that Site Designers have all Site Manager privileges.
  • Site Administrators are Users are assigned the "Administrator Role" and can change the Site Settings and control every aspect of liveSite including managing Site Designer and Site Managers. This means that Site Administrators have all Site Designer and Site Manager privileges.

Creating Users

To create a User, click on "Create User". Only Site Managers, Site Designers, and Site Administrators can create, edit, and delete Users.

TIP: A User can also be created automatically by liveSite, whenever a Visitor submits either the Registration Entrance Page, or the Membership Entrance Page.

Importing Users

To import and create many Users at one time, click on "Import Users".

Create / Edit User

This screen allow you to set each User's privileges as well as login as the user or reset and e-mail a new password to them:

 
User Account ID
Username:
Enter the name that this User will be known as throughout liveSite.  It must be a unique value among all other User accounts. Users can login with their email address or username.
 
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.

None: If the Role is not "User", and they are not logging in to access any restricted Page or File, they will be directed to the "Welcome" page of the Control Panel upon log in.
 
Email for Login & Password Retrieval
User E-mail Address:
Enter this User's e-mail address. Users can login with their email address or username.

NOTE: Each User must have an e-mail address and the e-mail address must be different from all other User's e-mail addresses. liveSite uses this e-mail address to send their temporary password, and also to associate the User with their (optional) Contact for pre-filling Custom Form Pages, My Account Pages, and Commerce Pages.
 
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.

When you check a Folder, you are granting "edit" access to that Folder and all sub-folders (i.e. child Folders), regardless of the checked status of the sub-folders. Once you check the parent Folder, the status of the check boxes for sub-folders is ignored.
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 existing Pages that they have "edit" access to. They will be unable to create new Pages.
Also allow User to delete pages in selected folders:
For the Folders selected (above), allow this User to also delete Pages.

NOTE: If this is unchecked then the User will only be able to modify existing Pages that they have "edit" access to. They will be unable to delete Pages.
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 their Pages. This can be used to prevent a User from creating certain Page Types if they should not need too.

NOTE: 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: Since edit access to shared content is only allowed through editing a Page (if not a Manager Role), this feature requires that the User has edit access to at least one Folder that contains a Page that is associated with a Page Style that includes the Common Region.
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: Since edit access to shared content is only allowed through editing a Page (if not a Manager Role), this feature requires that the User has edit access to at least one Folder that contains a Page that is associated with a Page Style that includes the Menu Region.
 
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. In addition, if this field is checked, the User will be able to edit Calendar Events that have been published.
 
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 manage all commerce reports (i.e. order reports & shipping report):

Check this box if you would like this User to have access to view Order Reports & Shipping Report. v2017.1

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 manage Ads within the selected Ad Regions:
Select the Ad Regions that this User will have "edit" access to. The [ADS] tab will be visible to this User in the Control Panel.

NOTE: In order for the User to also edit the Ad Region Properties, be sure that the User has edit access to at least one Folder that has a Page that is associated with a Page Style that includes the Ad Region.
 
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.

When you check a Folder, you are granting private access to that Folder and all sub-folders (i.e. child Folders), regardless of the checked status of the sub-folders. Once you check the parent Folder, the status of the check boxes for sub-folders is ignored.

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.
 
Notify User
Send email with login info to User:

Check this field if you want liveSite to send an email to the User with their login info, including their temporary password, right after you create the User. This will allow the User to login to liveSite. Alternatively, if you want to manually communicate with the User about their login info, then uncheck this field. liveSite will tell you the temporary password for the User, on the next screen, regardless of whether you check this field or not.

 

Login as User

 

When editing a User, you can click the "Login as User" button in the button bar in order to easily login as the User without having to enter the User's login info. You might want to do this in order to test the site as a less-privileged User in order to make sure everything is setup properly. Also, this can be useful if you want to perform an action for a User (e.g. submit an Order) and have everything be saved to that User's account instead of your own.

Once you click the "Login as User" button, you will be forwarded to the start screen for that User, just as if the User had logged in. You will then experience the site exactly as that User would. This means that the control panel toolbar might not appear, depending on the User's access level, or etc. Once you are done with that User's account, you may logout.

If you selected to be remembered when you originally logged in with your own account, liveSite will automatically log you back in to your own account. However, if you did not select to be remembered, then you will need to login to your own account again. Either way, simply click the login link that appears on the logout screen.

Please be aware of the following:

  • As long as a User is allowed to edit a specific User, then the User can also login as that specific User.
  • The "Login as User" button will not appear for the User that you are currently logged in with.
  • The Site Log keeps track of which Users are logging in as different Users.
  • When you complete actions under the different User account, log messages, last modified stats, and etc. will contain the username for the different User (not your own account).
  • Your session will be reset when you login as a different User. This means that liveSite will forget various settings from that browser session (e.g. search keyword and sort column on various view screens).
  • If you have a tracking code or affiliate code cookie, then they will be removed when you login as a different User. Also, they will not be added back once you logout of that User's account.
  • If a User's account currently has a temporary password (e.g. the account was recently created), you will not be required to change the temporary password when you login as that User. However, the User will still be required to change the password when he/she logs in as him/herself.


WARNING: If you create a User with the same e-mail address as an existing Contact, no connection between the two will be made by liveSite. If you do this by mistake, you can delete the Contact and ask the User to register again, so that a new Contact can be created by the System and connected to the User. You can reference the "My Contacts by User" and "My Registered User" screens to display all connected Contacts and User accounts.

Import Users

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.

A Contact will be created for each User that you import, and the Contact will be connected to the User.

Import from CSV file or Microsoft Excel


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:

  • The first row of the CSV file must contain the names of the columns that you wish to import data for.
  • Columns can be listed in any order.

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:

  • username (optional)
  • email_address (required)

If a username is not supplied then the username will be automatically generated from the first part of the email address.

Here is the list of the optional Contact properties that you can import.

  • opt_in ("0" for Opt-Out and "1" for Opt-In. "1" is the default.)
  • salutation
  • first_name
  • last_name
  • suffix
  • nickname
  • company
  • title
  • department
  • office_location
  • business_address_1
  • business_address_2
  • business_city
  • business_state
  • business_country
  • business_zip_code
  • business_phone
  • business_fax
  • home_address_1
  • home_address_2
  • home_city
  • home_state
  • home_country
  • home_zip_code
  • home_phone
  • home_fax
  • mobile_phone
  • website
  • lead_source
  • description
  • member_id
  • expiration_date (Format: yyyy-mm-dd)
  • affiliate_approved ("0" for not approved and "1" for approved. "0" is the default.)
  • affiliate_name
  • affiliate_code
  • affiliate_commission_rate


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.

When you check a Folder, you are granting "edit" access to that Folder and all sub-folders (i.e. child Folders), regardless of the checked status of the sub-folders. Once you check the parent Folder, the status of the check boxes for sub-folders is ignored.
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.

When you check a Folder, you are granting private access to that Folder and all sub-folders (i.e. child Folders), regardless of the checked status of the sub-folders. Once you check the parent Folder, the status of the check boxes for sub-folders is ignored.

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.
 
Select Contact Groups to Import into
Import into Contact Groups:
Select one or more Contact Groups that you would like the Contacts to be added too.
 
Notify User

Send email with login info to User:

Check this field if you want liveSite to send an email to the Users with their login info, including their temporary password, right after you import the Users. This will allow the User to login to liveSite. Alternatively, if you want Users to use the forgot password feature to retrieve their login info for the first time, then uncheck this field.


3. Upload Users

Click "Import" to create the User accounts.

My Registered Users

This screen displays all Users that also have a connected Contact.

My Private Users

This screen displays all Users that also have been granted "view" access to the content in one or more Private Folders.

My Member Users

This screen displays all Users that also have been granted "view" access to the content in all Membership Folders.

My Content Managers

This screen displays all Users that also have been granted "edit" access to the content in one or more Folders. This allows them to view and edit all Pages and their Comments, Files, Custom Forms, Form Views, and Calendar Views within selected Folders.

My Calendar Managers

This screen displays all Users that also have been granted "edit" access to manage all Calendar Events for one or more Calendars.

My Submitted Forms Managers

This screen displays all Users that have been granted "edit" access to the content in one or more Folders and have also been granted access to manage any Submitted Forms collected (from any Custom Form Pages placed in the same Folders).

My Visitor Report Managers

This screen displays all Users that have access to create and view all Visitor Reports.

My Contact Managers

This screen displays all Users that also have access to manage all Contacts within one or more Contact Groups.

My Campaign Managers

This screen displays all Users that have been granted the privilege to broadcast e-mail Campaigns to one or more Contact Groups.

My Commerce Managers

This screen displays all Users that also have been granted management access to all e-commerce features and Orders.

Site Managers

This screen displays all Users that are assigned the "Manager" Role and can change the Site Settings, and all other User Accounts, except Site Administrators, Site Designers, or other Site Managers.

They cannot access the [DESIGN] tab directly, but they can modify Menus, Common Regions, and edit Page Styles while editing Page content.

Site Designers

This screen displays all Users that are assigned the "Designer" Role and can change the Site Settings, Site Managers, and access the [DESIGN] tab to modify the website look and feel.

They can also access Page Styles while editing Page content.

They cannot view or edit Site Administrators or other Site Designers.

Site Administrators

This screen displays all Users that are assigned the "Administrator" Role and can change the Site Settings and control every aspect of liveSite including managing Site Designer and Site Manager User Accounts.

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