Managing members

Customers become members once they place an order on your storefront and register with your store. In some cases, you might want to manually enter a member into the system.

To Add Member Profiles

1. Log in to your ITEGY account.
2. Click Quick Shopping Cart.
3. On the Quick Shopping Cart page, click Manage next to the Quick Shopping Cart account you want to use.
4. From the Manage menu, go to the Members section, and then select Add Member.
5. Enter the required profile information, and then click OK.

Note: New member profiles must include information for all fields. You might want to create a method or list of default passwords to provide new members. They can change the default password when they access their accounts.

Warning: Assigning roles is optional. A role grants a member access to the specified features in the Shopping Cart Administration program to edit your store. This is not something you should provide to regular customers.

Quick Shopping Cart lets you create new member profiles from copies of existing profiles. You can also copy a member profile from the Tasks menu on the Member Editor page.

To Copy Member Profiles

1. Log in to your ITEGY account.
2. Click Quick Shopping Cart.
3. On the Quick Shopping Cart page, click Manage next to the Quick Shopping Cart account you want to use.
4. From the Manage menu, go to the Members section, and then select Search Members.
5. From the Members list, click Copy next to the member profile you want to copy.
6. On the Copy Member Profile page, enter a new password and any other changes, and then click OK.

Quick Shopping Cart lets you edit the profiles of existing members. You can also edit member contacts at this time.

To Edit Member Profiles

1. Log in to your ITEGY account.
2. Click Quick Shopping Cart.
3. On the Quick Shopping Cart page, click Manage next to the Quick Shopping Cart account you want to use.
4. From the Manage menu, go to the Members section, and then select Search Members.
5. From the Members list, click Edit next to the member profile you want to edit.
6. On the Edit Member Profile page, make your changes, and then click OK.

Quick Shopping Cart lets you view all the members registered with your store. You can also view members based on defined search criteria on the Member Search page.

To View Member Profiles

1. Log in to your ITEGY account.
2. Click Quick Shopping Cart.
3. On the Quick Shopping Cart page, click Manage next to the Quick Shopping Cart account you want to use.
4. From the Manage menu, select Search Members. All members display in the Members list.

The Search Members tool is available from the Manage menu. The results display in the member list for the specified search criteria.

You can enter search criteria as complete fields (full email address, full member name, and more) or as partial data. For example, by using a wildcard (*) character, you can search for all members whose email address is a Yahoo! account (*@yahoo.com).

You can isolate your search to specific information, such as an address or country. For example, if you wanted to search for members whose billing address is Texas, in the state field, type TX.

You can also search member profiles from the Tasks menu on the Member Editor page.

To Search for Members

1. Log in to your ITEGY account.
2. Click Quick Shopping Cart.
3. On the Quick Shopping Cart page, click Manage next to the Quick Shopping Cart account you want to use.
4. From the Manage menu, go to the Members section, and then select Search Members.
5. Enter the search criteria, and then click Go. You can search by full or partial email address, first and last name, status, address, company, nickname, international only, and more.

You can delete a member profile at any time. You can also delete a member profile from the Tasks menu on the Member Editor page.

To Delete Member Profiles

1. Log in to your ITEGY account.
2. Click Quick Shopping Cart.
3. On the Quick Shopping Cart page, click Manage next to the Quick Shopping Cart account you want to use.
4. From the Manage menu, go to the Members section, and then select Search Members.
5. From the Members list, click Delete next to the member profile you want to delete.
6. Click OK.