The User Profile Fields tab is where you can configure the fields that are visible and/or required for user contact information, registration, address book entries, and Print Shop and company contacts.
What are User Profile Fields settings for? |
When should you use them? |
Specifying the fields that are visible and/or required for user contact information. |
To specify required fields for user contact information and which fields are visible to users. |
Note: For information on changing the default country and currency for self-registering users, see Registration Settings.
1. Check the box Send new passwords by email to send new passwords to registrants via email.
2. Check the box Use settings for credit card checkout to pre-populate the fields on the shopping cart with information from the user profile when a buyer is paying for an order by credit card.
3. Check the box Check for duplicate email while registering user to have the system check for duplicate emails when registering a user. This will help reduce the number of duplicate users.
4. Check the box Allow registered users to change their company as part of their profile information if you want to enable users to change the company they are associated with on their My Account >Profile page on the buyer side.
5. In the Visible
column, check those boxes corresponding to fields you want to be visible
to users.
De-select (uncheck) boxes for fields you
do not want users to see.
Note: Email will always be visible as part of a user's profile even when the field is not marked visible.
Note: Three Address Lines: The system supports three address lines to better integrate with all applications that accept a third address line, such as the External System Connector, AuctionInc, third-party taxation systems, and MIS systems (e.g., Monarch, Pace, PSI, and Logic all accept three address lines). These third-party applications will accept the information from the system and display it in the appropriate address fields. For example, a large corporate office building could have a three-line address: Name: PrintCo Add 1: Main Street Towers Add 2: 100 Main Street Add 3: 27th Floor North, Suite 400 City: Atlanta State: GA ZIP: 30309 You can turn off address line three as with other user profile fields.
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Note: Note on the Unit System setting: The unit system can be set at four levels in the system: ● Site level (in Site Settings) ● Print Shop level ● Company level ● Buyer level A unit system is the weight and dimension standard in use for sizes and product weight and dimensions, etc. The lowest level that has a unit system set will be used for a given buyer (user). Thus if a unit system is set at the Buyer level, that unit system setting will override the unit system settings on the three remaining higher levels (Company, Print Shop, and Site). Likewise, if a unit system is set at the Company level, that unit system setting will be used (as long as no unit system is set at the Buyer level). If a buyer orders a product in a given unit system (e.g., US System) and the Print Shop is set for UK (Imperial) System, the dimensions the Operator will see on the job ticket will be in US System (the buyer's unit system) to ensure that the buyer receives the product in the dimensions he or she specified. |
Note: Note on the Language Preference setting: Enabling buyers to set the language preference in their profile enables them to always see the site in their selected preferred language. No matter what language (and localization) settings are set in the browser, when the buyer logs on, the site language will be determined by the language set in the buyer's user profile. Thus, the buyer-specified language preference will override the browser language settings. The language link in the footer section of each page in your site will change the language displayed in the browser for the current session without changing the language preference set in the buyer's user profile. Thus, if a buyer has English set as the preferred language in her buyer profile and changes the display language for the session to Spanish (via the language link in the footer), the next time she logs on, the site will be in English (because that is set in her buyer profile). The language link in the footer provides a quick way to change the language in which the site is displayed without requiring users to change the language settings in the profile or browser settings (so that two operators sharing a site can switch between languages "on the fly"). |
6. In the Required
column, check those boxes corresponding to fields you want to be required
of self-registering users.
De-select (uncheck) boxes to make those
fields optional. To indicate that the field is required, a yellow shading
and other signs will mark the field on the user interface.
7. (Note this field applies only to the Email field (i.e., the Email row in the column). In the Show Confirm column in the Email row, check the box if you want to require self-registering users to confirm their email.
Note: This will require users to enter their email address twice (this is a measure to prevent typos that will prevent users from being properly registered). The system will verify that the two email addresses entered match. If not, users will be prompted to check correct the mismatch before continuing in the registration process.
8. Click Save Changes.
● Users