Difference between revisions of "NATS4 Members Admin"

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The [[NATS4]] Members Admin is a feature that allows you to search for a specific member, manage your [[ct#Member|members]], edit their information and permissions, and look up information and histories of their subscriptions and actions.  
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The [[NATS4]] Members Admin allows you to search for a specific member, manage your [[ct#Member|members]], edit their information and permissions, and look up information and histories of their subscriptions and actions.  
  
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[[File:Members-admin.png|450 px|Members Admin]]
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[[File:Members_admin.PNG|450 px|Members Admin]]
  
 
The ''Member Search'' section allows you to find specific members by using parameters such as Member ID, username, e-mail, address, name, country, etc. Using the search function lets you narrow down your member list through specific factors. Once you have executed your search, the Members list will show basic information about each matching member. This information includes:
 
The ''Member Search'' section allows you to find specific members by using parameters such as Member ID, username, e-mail, address, name, country, etc. Using the search function lets you narrow down your member list through specific factors. Once you have executed your search, the Members list will show basic information about each matching member. This information includes:
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To the right of each member are several action icons:
 
To the right of each member are several action icons:
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* '''View Member Details''' shows the member's details, including the member's referring affiliate and subscriptions
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* '''View Member Details''' shows the member's details, including the member's referring affiliate, subscriptions, and surfer actions.
 
* '''Edit Member Details''' lets you change the member's recorded personal details, including their password and account status
 
* '''Edit Member Details''' lets you change the member's recorded personal details, including their password and account status
 
* '''Delete Member''' lets you delete a member. This option isn't always available; for more information, please see the Deleting Members section below
 
* '''Delete Member''' lets you delete a member. This option isn't always available; for more information, please see the Deleting Members section below
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You can also get a complete CSV Dump of member data by clicking the "Full CSV Dump" button in the Member Search box at the top of the page. [[NATS4]] also offers the ability to e-mail this CSV dump to a specified e-mail address. To do so, click the "E-mail Dump" button in the Member Search box at the top of the page.
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== Adding a New Member ==
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[[NATS]] allows you to manually add new members. This is useful in case a transaction is not processed properly, or if your add user posts are not properly sending.
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To add a new member in the members admin, click the "Add Member" tab at the top of the page. On the "Add New Active Member" page, you will need to fill out essential member information. This includes:
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* '''Username''' - Fill in a username for your new member.
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* '''Password''' - Choose a password for your new member.
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* '''Flagged''' - Check this if you want your member to be specially marked for a reason of your choosing.
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* '''Site''' - What site the member will have access to.
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* '''Expires''' - When the membership is set to expire.
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* '''Trial''' - Make the membership a trial membership, as opposed to a full membership.
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* '''E-Mail''' - Input the member's e-mail address.
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* '''First Name/Last Name''' - Fill in the member's real name.
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* '''Custom (1-5)''' - Input any additional member information you would like to store in your database.
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Once you are done filling out the required information, click Add Member to add the member to your [[NATS]] database.
  
 
== Member Listings ==
 
== Member Listings ==
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Your Members Admin lists more members than sales because it tracks
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Your Members Admin may list more members than sales, because it also tracks [[Ct#Surfer|surfers]] that tried to join and failed. If you would only like to see members that have signed up for a site, set the Status drop-down menu to Active. If you would like to see members that attempted to sign up and failed, set the Status drop-down menu to "Never Joined". To see members who's memberships expired or were canceled, choose "Inactive" from the Status drop-down menu.  
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surfers that tried to join and failed. To only see signed-up members,
 
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set the transaction type to ''Initial.''
 
  
 
== Deleting Members ==
 
== Deleting Members ==
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You can only delete members not associated with a [[Biller|biller]]. Usually,
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You can only delete members not associated with a [[Biller|biller]]. Usually,
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members without a biller were manually added. The Delete Member icon only appears for members you can delete.
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members created without a biller were manually added. The Delete Member icon will only appear for members that you can delete.
  
 
== Expiring Members ==
 
== Expiring Members ==
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NATS will only set a member to [[ct#Expire|expires] when a biller tells it to do so. Members that show up as Expired or Canceled in a biller, but not in NATS, indicate that the biller didn't successfully tell NATS that the membership expired or was canceled. If this happens, make sure your polls are working correctly and double check your biller's account information.  
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[[NATS]] only sets a member to [[Ct#Expire|expire]] when it is told to do so by a biller. Members that show up as "Expired" or "Canceled" in a biller, but not in the NATS databse, indicate that the biller did not successfully tell NATS that the membership expired or was canceled. If this occurs, make sure your polls are working correctly, and double check your biller's account information.
  
 
As soon as the biller expires a member, NATS will automatically cancel that member's access. Even for a non-recurring membership, NATS won't show a member's expiration date -- it will wait for the biller to say a member is expired.
 
As soon as the biller expires a member, NATS will automatically cancel that member's access. Even for a non-recurring membership, NATS won't show a member's expiration date -- it will wait for the biller to say a member is expired.
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== Trial Members ==
 
== Trial Members ==
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To add a trial member in the Members Admin, click the Add Member tab at the top. In the form, add the member's username and password, select the site from the drop-down menu, input their expire date, and check the Trial box. When you have filled in the necessary information, click Add Member. If you clicked the Trial box, the Member will be added as a trial member, which limits their access to the trial area if applicable.  
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To add a trial member in the Members Admin, click the Add Member tab at the top. In the form, add the member's username and password, select the site from the drop-down menu, input their expire date, and check the Trial box. When you have filled in the necessary information, click Add Member. If you clicked the Trial box, the Member will be added as a trial member, which limits their access to the trial area (if applicable).  
  
 
In the ''members'' table, the column named trial will display 0 for full members and 1 for trial members.  
 
In the ''members'' table, the column named trial will display 0 for full members and 1 for trial members.  
  
 
== Logging Member Access ==
 
== Logging Member Access ==
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The [[Member Logging]] article describes keeping a log of member logins.
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The [[Nats4 Member Logging]] article describes keeping a log of member logins.
  
 
[[Category:NATS4 Administrator Guide]]
 
[[Category:NATS4 Administrator Guide]]

Revision as of 17:34, 4 August 2010

NATS 4
Members Admin
The Members Admin
View Member Details
Add Member
MySQL Auth
Mod Authn DB
Multisite Access
Member Logging
Member Password Retrieval
OpenID Connect
Mod Auth OpenIDC
ID Numbers

The NATS4 Members Admin allows you to search for a specific member, manage your members, edit their information and permissions, and look up information and histories of their subscriptions and actions.

Members Admin

The Member Search section allows you to find specific members by using parameters such as Member ID, username, e-mail, address, name, country, etc. Using the search function lets you narrow down your member list through specific factors. Once you have executed your search, the Members list will show basic information about each matching member. This information includes:

  • Member ID - the ID number that NATS automatically assigns to a new member
  • Username/Password - the member's username will be displayed in the top row, and their password in the bottom row
  • Name/E-Mail - the member's real name will be displayed in the top row, and their e-mail in the bottom row
  • Site/Tour - this displays which site and affiliate tour the user registered through
  • Program/Affiliate - this displays which program and affiliate the member is associate with through NATS
  • Joined/Expired - this displays the member's join date in the top row, with when their membership is set to expire on the bottom row.

To the right of each member are several action icons:

  • View Member Details shows the member's details, including the member's referring affiliate, subscriptions, and surfer actions.
  • Edit Member Details lets you change the member's recorded personal details, including their password and account status
  • Delete Member lets you delete a member. This option isn't always available; for more information, please see the Deleting Members section below

You can also get a complete CSV Dump of member data by clicking the "Full CSV Dump" button in the Member Search box at the top of the page. NATS4 also offers the ability to e-mail this CSV dump to a specified e-mail address. To do so, click the "E-mail Dump" button in the Member Search box at the top of the page.

Adding a New Member

NATS allows you to manually add new members. This is useful in case a transaction is not processed properly, or if your add user posts are not properly sending.

To add a new member in the members admin, click the "Add Member" tab at the top of the page. On the "Add New Active Member" page, you will need to fill out essential member information. This includes:

  • Username - Fill in a username for your new member.
  • Password - Choose a password for your new member.
  • Flagged - Check this if you want your member to be specially marked for a reason of your choosing.
  • Site - What site the member will have access to.
  • Expires - When the membership is set to expire.
  • Trial - Make the membership a trial membership, as opposed to a full membership.
  • E-Mail - Input the member's e-mail address.
  • First Name/Last Name - Fill in the member's real name.
  • Custom (1-5) - Input any additional member information you would like to store in your database.

Once you are done filling out the required information, click Add Member to add the member to your NATS database.

Member Listings

Your Members Admin may list more members than sales, because it also tracks surfers that tried to join and failed. If you would only like to see members that have signed up for a site, set the Status drop-down menu to Active. If you would like to see members that attempted to sign up and failed, set the Status drop-down menu to "Never Joined". To see members who's memberships expired or were canceled, choose "Inactive" from the Status drop-down menu.

Deleting Members

You can only delete members not associated with a biller. Usually, members created without a biller were manually added. The Delete Member icon will only appear for members that you can delete.

Expiring Members

NATS only sets a member to expire when it is told to do so by a biller. Members that show up as "Expired" or "Canceled" in a biller, but not in the NATS databse, indicate that the biller did not successfully tell NATS that the membership expired or was canceled. If this occurs, make sure your polls are working correctly, and double check your biller's account information.

As soon as the biller expires a member, NATS will automatically cancel that member's access. Even for a non-recurring membership, NATS won't show a member's expiration date -- it will wait for the biller to say a member is expired.

If you need help, please put a ticket in our system and one of our techs will help you.

Trial Members

To add a trial member in the Members Admin, click the Add Member tab at the top. In the form, add the member's username and password, select the site from the drop-down menu, input their expire date, and check the Trial box. When you have filled in the necessary information, click Add Member. If you clicked the Trial box, the Member will be added as a trial member, which limits their access to the trial area (if applicable).

In the members table, the column named trial will display 0 for full members and 1 for trial members.

Logging Member Access

The Nats4 Member Logging article describes keeping a log of member logins.

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