You can view all the details of your users by clicking on the user. The user details are explained as follows:
The general tab displays the general information of the user such as name, email, password, phone, status, etc.
This tab displays the login account details of the user.
You can view and make changes to the addresses of the user. You can add, edit and delete the address.
Click on the Add new button to add a new address or click on a previous address to edit it. You will be redirected to the User addresses section. You can access the addresses of all the users here.
The Orders tab lets you view the orders of the customers. You can also add a new order manually for your customers. When you click on Add new button, you are redirected to the Orders section to add a new order.
In the wishlist tab, you can view the wishlist of the customer. You can add or edit the wishlist on the customer.
To add/edit the wishlist, you are redirected to the User wishlist section. You can access the wishlists of all your users here.
You can add notes for your reference about the customer in this section.
In the History tab, you can view all the summary of all the actions that have been performed by the customer.
Adding a new user
Users can register themselves on storefront by filling up the registration form, or you can manually add a new user from the admin panel.
Click on Add new button to add a new user. The new user form appears with the following fields:
Enter the first name of the user.
Enter the last name of the user.
Enter the email id of the user.
Fill the password for the user.
Use Temporary Password
Check this field if you want to enable automatic generation of temporary password when you add a new user.
Click onChoose fileto upload the image of a user.
Enter the date of birth of the user.
Enter the phone number of the user.
Provide the gender of the user.
Check the box if the user is active. It is checked by default, but if the user is inactive, you can uncheck the box.
Select user groups from the drop-down.
Select the checkbox, if the email of the user is verified.
Select the checkbox, if the phone number of the user is verified.
Roles are assigned to the users when they register to your store. Custom roles can also be added.
Search and filter users
If there are many users in the panel and you need to filter specific users out of the list, you can easily search and filter the specific user or users to view detail, edit etc.
You can use the quick search box to search users by First name, Last name, Email, Phone or role.
You can create filters using one or more fields in the filters. Filters can be accessed by click on the filter icon on the left side of the search bar.
You can filter the users by the following fields:
First Name: You can search for a specific user based on its first name.
Email: You can search user for specific email id.
Role: You can search for a user from a particular role.
Phone: Users can also be filtered out based on their phone number.
User Groups: You can also search for users based on customer groups to which they belong.
Created on: You can filter the user by date or time of their creation.
You can import and export users in bulk through CSV file. StoreHippo provides the option to import and export users. If you want to add users in bulk to your store, use the import option. If you wish to export your store's users and their details, use the export option.
Operations on Users
There are certain operations which you can perform on users. Click on the vertical ellipsis and choose any of the following operations.
You can edit to give permissions to the registered users and update customers' details including address, orders and wishlist.
Address, orders, and wishlist can be updated from the user details.
You can delete a user by choosing the delete option from the operations.
If there are many users that you don’t want in your store anymore, you can bulk delete those. Select the users and click on the ellipse button on the header and choose the delete option to bulk delete the users.