How to Manage Registered Users Based on Sales Channel?

This tutorial explains how to track registered user information by sales channel from the Users page and how to update them. Additionally, it details how to access detailed user information and perform various actions.

Step 1: Navigate to the Users Page​

• Follow the Sales Channels sidebar and click the Users page.

  
• On the Users page, users can use the filters at the top, labeled user properties, to narrow down the results as needed.

• The selected filters is displayed in the Active Filters row.

  

Step 2: Updating Users​

To bulk update users, follow these steps:

• Click the Bulk Update User button located in the upper-right corner.

  
• Clicking this button opens a pop-up displaying local files. Select an Excel file from your local and upload it.

You can download an example Excel template by clicking the Download Bulk User Update Template button at the bottom of the screen.

Step 3: Accessing User Details​

To access detailed user information;

• Click on the user's name in the list of users.

• A new screen opens displaying the user's information and a list of their previous orders.

• Clicking on one of the listed orders opens a detailed order view.

  

Step 4: Updating User Permissions​

To update user permissions or membership information;

• Navigate to the user's detail page.

• Go to the section related to permissions.

• Make the necessary updates by clicking Enable or Remove permission button as needed.

  

Step 5: Other Settings​

To access additional user information or perform certain actions;

• Click the Expand All button on the detail page to view more user information.

• To send a password reset email to the user, click the Send Forgot My Password Email button.

• To anonymize the user, click the Anonymize The User button.