Users

The Users administration screen can be accessed from the admin dashboard under User Management → Users.

The Users administration screen can be accessed from the admin dashboard under User Management → Users.

1. Name – The user's first and last name.
2. Email – The user's email address.
3. Price category – The pricing assigned to the user (Retail/Wholesale).
4. The User Price categories  filter option allows administrators to filter the user table based on specific pricing.
5. Roles – A list of groups assigned to the user. A user can be assigned to multiple user groups.
6. The filter User Groups option allows administrators to refine the user table based on specific roles.
7. To find a specific user, enter their email address or name in the search field and click the search button.
8. By clicking the Edit button, store owners can modify existing users.
9. Webshop administrators have the option to log in on behalf of users, allowing them to directly view the interface as experienced by customers. This enables them to solve issues more efficiently, assist with the ordering process, and ensure that various discounts and offers are working correctly.
10. Administrators can send a password reset link if a user requires it.
11. If a user is no longer needed, store owners can delete them by clicking the Trash button.
12. Clicking the Add New User button allows administrators to add new users to the system.

To enable the feature described in point 9, administrators must activate the "Can impersonae users" permission under the Permissions tab in their Administrator account.

 

 

Adding or Editing Users

There are two ways to add new users in Sellvio. The first method is through webshop registration, where registered users are automatically assigned to the Users group. The second method allows administrators to create new users via the User Management → Users section on the administration screen.

IMPORTANT: Only users belonging to the Administrators user group can manage and create new users in Sellvio.

There is no limit to the number of users that can be created.

General Tab

Creating a new user in Sellvio is straightforward. Simply fill in the required fields on the General Tab and click the "Submit" or "Submit and Stay" button at the bottom of the screen.

 

1. Name – The user’s full name (first and last name).
2. Password and Confirm Password – The password required for login. The password must be entered twice to avoid typos.
3. Email – The user’s email address, used along with the password for login.
4. Phone – The user’s primary phone number.
5. Pricing – The pricing scheme that determines the product prices displayed after the user logs in. Sellvio includes two default pricing schemes: Wholesale and Retail.
6. Status – Users can have one of three statuses, determining their login permissions:
   1. Inactive – Inactive users cannot log in. Users registering on the webshop are initially in an inactive status until they activate their account by verifying their email address.
   2. Active – Active users can log in. Users who register on the webshop and confirm their accounts by verifying their email address are automatically switched to active status.
   3. Banned – This status can only be set by an administrator. Banned users cannot log in.
    
7. Roles – Users registering on the webshop are initially placed in the Users group. However, administrators can assign them to additional user groups by moving the desired role from the Unassigned Roles input to the Assigned Roles input.
8. Profile Picture – The user’s profile picture (used only within the administration interface).
9. Collected Points (non-editable) – Displays the user’s accumulated loyalty points based on their purchase history. If the user has previously made purchases in the store, an info button will appear next to the field. Clicking the "info button" opens the point history window, which shows a list of the user’s past purchases and details of the points earned for each order.

 

Addresses Tab

The Addresses tab displays the stored addresses of users, which can either be added by the users themselves via their profile page in the webshop or assigned by administrators using the administrative interface.

There is no limit to the number of addresses a user can have.

To add a new address to a user, first click the "Add" button.

Addresses can be classified as either corporate or personal. However, since the field descriptions are self-explanatory, we will not go into further details about each field.

Permissions Tab

To enhance security, Sellvio employs a "restrict everything" approach regarding permissions.

This means that when a new user is added to the system and assigned to a user group, they initially have no permissions to access any module or functionality within Sellvio. Permissions must be granted step-by-step by administrators.

User groups function as collections of permissions tied to various Sellvio modules. For instance, a user assigned solely to the Editors group will only have permissions to manage website content and will not have access to user administration, as those permissions are reserved exclusively for the Administrators group.

What further strengthens the robustness of the permission system is the ability to assign create, read, edit, and delete permissions individually at the user level.

It would take a significant amount of time (and ink) to review every single permission change in detail.

As previously mentioned (and shown in the screenshot), the permissions screen offers separate create, read, edit, and delete permissions for various Sellvio modules, organized into user roles. Administrators can use the permissions screen to configure detailed permissions for users based on business requirements.

 

Discounts Tab

Within Sellvio, there are numerous methods for creating discounts, one of the most unique types being User Discounts.

User discounts are assigned individually for each user through the Discounts tab in the user settings.

User discounts are percentage-based and can be applied to product categories.

To assign a discount to a user for a specific product category, simply click the "Add" button, select the desired product category from the options listed in the Webshop Category column, and enter the discount percentage in the Discount Percentage column.

The maximum number of entries that can be created is determined solely by the number of available product categories.

NOTE: Administrators can provide a discount for the entire webshop by selecting the "All Webshop Categories" option in the Webshop Category column.

NOTE: If two discounts conflict, the system will always apply the higher discount.