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eDirectory Accounts - Create / Manage Accounts

Last Updated: Jul 03, 2015 09:39PM BRT
            eDirectory like other systems has a module for managing its users under the site manager module. There are three (3) accounts that can be created and managed for eDirectory namely SITE MANAGERS, SPONSORS and VISITORS.


ACCESSING THE ACCOUNT MANAGER

The account manager module can be accessed by logging in with your site manager system. Once you have logged in on the main GUI (graphical user interface), click on the GEAR icon located at the uppermost right corner.



After clicking on the GEAR icon a panel will open. Click on the ACCOUNTS icon to access the accounts management option.



My Account allows changes of email address or password for accessing eDirectory’s site manager.



Below are the descriptions of each link as enumerated above:

 
  1. MY ACCOUNT
          My account allows Changing of email address or password for accessing eDirectory site manager.


 
  • SITE MANAGER ACCOUNTS
          The site manager accounts option allows the creation of user’s that are capable of managing the eDIrectory system.




Clicking on the Add New Manager button will prompt the add manager account option.



 
Below are the explanation for each fields on the add manager account option.

2.1. Email Field – Input email address. This will be used as your username when accessing the site manager and options

2.2 Status Drop-down Field – Enable or Disable accounts being created.

2.3 Name Field – Input name for account being created.

2.4 Phone Field – (optional) Input contact number of account user.

2.5 / 2.6 Password / Retype Password Field - Input the account password two times for verification.

2.7 IP Restriction Field – Input allowed IP to access site manager.

2.8 Site Manager Permissions Check Boxes – Check the desired access options for the new user being created. Checked selections will allow the user to create, edit, and delete options for that module.


Once the fields have been filled out, simply click the SAVE button located on the lower right portion of the module.

For editing option simply click on the SITE MANAGER ACCOUNTS icon and the list of site manager users will prompt.





When you click on a username a panel will prompt showing the details of the user. Clicking on the EDIT button will direct you to the user’s data and allow you to make and save any changes you need.


 
To delete simply click on the DELETE button, the system will prompt you if you want to cancel or continue deleting the selected user.
 
  • VISITOR ACCOUNTS
          Although visitors could create their account on their own, there is an option to create visitor accounts on site manager simply by clicking the VISITOR ACCOUNTS icon and click on the ADD NEW VISITOR option located on the uppermost right of the module.





When you click on the ADD NEW VISITOR button you will be redirected to a form for adding visitor data.



Enumerated below are the descriptions of each field.

3.1 Email Field – Input email address of the visitor account.

3.2 Password Field – Input the password for this visitor account.

3.3 First Name Field – Input the first name of the visitor.

3.4 Last Name Field – Input the last name of the visitor.

3.5 Company Field (optional) – Input the company the visitor is associated with.

3.6 URL Field (optional) – Input the website of the visitor’s company.

3.7 Phone Field (optional) – Input the phone number of the visitor.

3.8 Fax Field (optional) – Input the fax number of the visitor

3.9 Address Line / 3.10 Address Line2 Fields – Input the visitor’s address.

3.11 City Field (optional) – Input the visitor’s city address.

3.12 State Field (optional) – Input the visitor’s state.

3.13 Country Field (optional) – Insert the visitor’s country.

3.14 Zipcode Field (optional) – Insert the visitor’s zip code.

Once all fields has been inputted click on the SAVE button to save visitor data.



To edit visitor’s data simply click on the VISITOR ACCOUNTS icon. Once clicked a list will prompt showing the visitors listed on the system. Clicking on the selected visitor will open a panel showing the selected visitor’s data.

Clicking on the EDIT button will direct you to the visitor’s data and allow you to make and save any changes you need.

To delete simply click on the DELETE button, the system will prompt you if you want to cancel or continue deleting the selected visitor.

 
  • SPONSOR ACCOUNTS
Sponsors can also create an account of their own simply by availing a listing on the website. Under the site manager -> accounts module a sponsor account can be created.
 



When you click on the ADD NEW SPONSOR button you will be redirected to a form for adding sponsor data.



Enumerated below are the descriptions of each field.

4.1 Email Field – Input email address of the visitor account.

4.2 Password Field – Input the password for this visitor account.

4.3 First Name Field – Input the first name of the visitor.

4.4 Last Name Field – Input the last name of the visitor.

4.5 Company Field (optional) - Input the company the visitor is associated with.

4.6 URL Field (optional) – Input the website of the visitor’s company.

4.7 Phone Field (optional) – Input the phone number of the visitor.

4.8 Fax Field (optional) – Input the fax number of the visitor.

4.9 Address Line / 3.10 Address Line2 Fields – Input the visitor’s address.

4.11 City Field (optional) – Input the visitor’s city address.

4.12 State Field (optional) – Input the visitor’s state.

4.13 Country Field (optional) – Insert the visitor’s country.

4.14 Zipcode Field (optional) – Insert the visitor’s zip code.

4.15 Notify Check Box – Check option if you want the sponsor to be notified about reviews and traffic notices of listings.

4.16 Visitor Profile Check Box – Check if you want sponsor’s to have an option to create their own profile.

Once all fields has been inputted click on the SAVE button to save sponsor data.



To edit sponsor’s data simply click on the SPONSOR ACCOUNTS icon. Once clicked a list will prompt showing the sponsors listed on the system. Clicking on the selected sponsor will open a panel showing the selected sponsor’s data.

Clicking on the EDIT button will direct you to the sponsor’s data and allow you to make and save any changes you need.

To delete simply click on the DELETE button, the system will prompt you if you want to cancel or continue deleting the selected sponsor.




 

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