User Manager lets you manage your users including personal details and password resets, grouping and tagging, status and levels.


You can also view their quotes, ecommerce orders and a timeline of related activities including prospect updates and comments. 


There is a summary count of users displayed at the top:


  • All Users
    Total of all user records stored in the system (e.g. manually added / imported users, prospects added in Prospect Manager, people making purchases via ecommerce)

  • Active Accounts
    The users who can log in to the system. This means:
    Status is set to "approved"
    Password hasn't been expired (this can happen after 15 months if the user is not active again within that time)
    Invited users have accepted the invite
    Email address is confirmed where double opt-in is required

  • Subscribed Users
    People who have subscribed to your newsletter/update service or who you have imported and marked as subscribed (prior consent should have been given for this)

User Groups


You can set users up into User Groups for:

Allowing tax exemption override

Creating quantity break pricing

Sending emails personalised to different groups

Creating group messages which a user sees on login


Read more about User Groups


User Smart Types 

Smart Types allow a way to define a user's primary group classification on a site for reporting purposes, e.g. if a user is in multiple groups such as 'dealer' and 'trade', you can use the smart types system to put them into the 'trade' group as their primary group and thereby avoid counting them in both 'dealer' and 'trade' for reporting purposes. 

On the user record and in Prospect Manager it will display their calculated Smart Type.  

Read more about User Smart Types


User Tags

User tags gives you a great deal of flexibility to identify your users in many different ways, which is in addition to putting them into groups. 


Read more about User Tags


Invite System


The Invite system can be used to send out emails to invite people to use your site. This allows them to accept the invite and set up their own password.


Read more about Invites


Manage Subscribers

Bulk manage user subscriber statuses by pasting new or existing email addresses into REC. Optionally, perform essential validation checks on email addresses. 


Read more about Managing Subscribers