User Manual - Account Management

Full account management features are included, which are perfect for managing any type of membership site, client database, or anything of that nature. Full support is included for multiple account types, custom profile fields, membership fee billing, password protected member area(s), and more.


Account Settings

The Settings->Account Settings menu contains several sub-menus, which allow you to manage all overall account management settings including account types, profile fields, member areas, and more. Below explains the various sub-menus that are available.

Profile Fields

Allows you to easily define the various profile fields that are stored in the database for each account / member. By default, fields for full contact information are created upon installation. If desired, all fields can be deleted except the name, e-mail and password fields, as these are the only three required fields. The profile fields are stored with each member, and displayed on your registration form (ie. http://domain.com/register).


Account Types

Each account / member is assigned an account type, which allow you to easily differentiate and categorize accounts. For example, you may offer different levels of membership, or may need to differentiate by other means (eg. customer, affiliate, supplier). This sub-menu allows you to easily define the various account types offered, including any membership fee charged, and / or trial period offered. By default, one account type called "Member" is created upon installation.

The "Member Area" field defines which member area this account type will receive, allowing you to offer different menus / functionality depending on account type. Support for multiple member areas is explained in more detail below. The "Show in Signup Form" field allows you to define whether or not this account type is displayed in the list on the registration page.


Member Areas

Envrin CMS allows you to easily create multiple member areas, and optionally provide different menus and functionality to each account type. By default one member area is created upon installation, and if desired you can create multiple areas, which you can then assign to different account types via the "Account Types" sub-menu.

Upon creating / modifying a member's area, you'll see a screen such as:

This area shows all available menus, and allows you to easily add them to the member's area. The "Member Area Name" can be anything you wish, and is only used for display purposes. On top of the menus, you can also add seperators and parent menus. A seperator is simply a header (<h3> tag) to separate the various menus into sections. A parent menu hides all submenus below it, and will open upon clicking it, same as menus within the admin panel.


Registration Form

The default registration form can be found by visiting the /register page of the software. For example, if you installed Envrin CMS at http://domain.com/, your registration page can be found at http://domain.com/register. You may modify the contents of this page by modifying the file located at /data/tpl/public/register.tpl. The form is quite simplistic, and can be modified as desired, although within the form you will see two special function tags that look like:

{function alias="display_form" form="account_profile" show_type="1" show_username="0" show_password="0"}

{function alias="payment_method_form"}

If wanted, these two function tags can be removed and replaced with a standard HTML form. However, the names of the form fields must remain the same. To get the names of the form fields, please view the /register page in your web browser, and view the source HTML.


Member's Area

The login form for your password protected member's area can be found by visiting the /login page of the software, and can be modified through the file located at /data/tpl/public/login.tpl. Upon successful login, you will be redirected to http://yourdomain.com/members_area/. As explained above, you may define the various menus that are available within the member's area through the Settings->Account Settings->Member Areas menu of the admin panel.

For full information regarding the design of the member's area, and how to modify it, please see the Themes & Design section of the user manual.


Account Management

The administration panel contains an Accounts menu that provides full functionality to easily manage all accounts within the system. All submenus should be quite straight forward, and below lists any non-straight forward aspects that you should know.

  • Within the Manage Account menu, begin by entering the username, full name or e-mail address of any member. The database will be automatically searched, and a list of results will be displayed. You must select a result by either clicking on it, or using the up / down arrow keys.

  • In the Delete Accounts menu, once again enter the username, full name or e-mail address of any member in the provided text box, and a list of results will be displayed. To delete a member, you must select the desired account, and click the "Select Account" submit button. This menu allows multiple members to be deleted at the same time, but only members who are showing in the queue table will be deleted.

  • Through both the View All Accounts and Search All Accounts menus, you can click on any table row, and a quick summary of the member will popup, which also includes a link to fully manage the member.

  • Upon deleting a member, instead of being fully deleted, their account details are moved to a separate part of the database. Through the Deleted Accounts menu you can search and manage all members that have been previously deleted, plus resurrect their account if needed.

  • Through the Communicate->Notify Account menu you can easily send an e-mail to any existing member(s). This works the same as the Delete Account menu, where you need to select the member and press the "Select Account" button. Only members that are displayed within the queue table will be sent the e-mail.

  • You can send an e-mail message to all members, or those matching a certain criteria, through the Communicate->E-Mail All Accounts menu. Mailings can eiher be sent immediately, or automatically scheduled to be sent at a later date. Mailings set to send immediately will not be instantly sent, and instead will start sending within 15 minutes.