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Use this section to:
- Keep track of clients by sorting them into manageable groups
- Use the Email Marketing Campaign tool to inform customers of new products, sales, or specials.
- Reset a forgetful user’s password.
- Weed out old customer accounts
User to Group Mapping is a tool that allows customers to be categorized into identifiable and manageable groups.
Click on User to Group Mapping; a Security Warning will appear. To run the User to Group Mapping tool, select Yes. The tool cannot be used if No is selected. Learn more about the warning by clicking on More Info.
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To install sections of the MiDAS application without seeing this warning again, click Always trust content from Swift Systems Inc. After the control has been installed, the User to Group Mapping tool will display.
Layout:
The top left-hand corner has four icons for Creating, Editing, Deleting, and Emailing Groups, respectively. Below this is the mapping area, where Everyone (every registered Customer) is divided into hierarchical Groups.When a Group is selected, its Customers will be listed to the right. The lower right-hand corner has four icons for Creating, Editing, Deleting, and Resetting the Password for individual Users, respectively.
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Groups:
To begin, create groups in which to put users. To do this, click on the Add Group icon. The following window will appear:
Enter a group name [required] and group description [optional], and then click Add Group when finished.
Subgroups:
To create a subgroup of a Group, select the Parent Group, and then click Add Group. The bottom of the window will automatically say This group will be a child of [Group Name]. The subgroups will appear like this:
Edit Group:
Once a Group is created, it may still be Edited in order to update and/or correct it. To do this, select the desired Group, and then click the Edit Group icon. The window will look something like this:
When editing is complete, click the Update Group Info button.
Delete Group:
To delete a group, select the desired group and then select the Delete Group icon. The following warning will appear:
To proceed, click Yes. If not, press No.
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Email Customers:
In order to email a group, make a selection and then click Email. (Email Editor cannot email the default groups Everyone or Unassigned.) The Email Editor will then open. Here emails may be written in HTML with the Rich or Raw Editor, or in simple Text. The Rich Editor has formatting buttons to help modify the document; whereas the Raw Editor uses html code.
Use the buttons located directly below the list of email addresses to Add, Edit, or Remove an email address.
The 5 icons above the text field serve as quick editing tools. The first icon can insert a link into the text. The second icon adds an image to the message. A warning will appear, stating that files must link to a web page in order for recipients to be able to view them. In other words, please type in an absolute URL to the picture (e.g. "http://www.somesite.com/directory/image.jpg") in the Picture Source field so that it will be available to most email clients.
In addition to Spacing and Alignment options, a Border may be added to the picture. Use numbers and decimals only.
The third icon creates a blank New Email. The fourth icon inserts an online document that can be edited within the Email. The final icon enables the Browse Mode when pushed in.
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Clients. Add, Update, and Map Customers.
Add User. Now that the groups are created, it is time to add customers. The site administrator may create these, or customers may add themselves by registering on the website. To add a customer, click the Add User icon. Complete the form as comprehensively as possible.
Click Add User when completed with the form.
Edit User.In order to Edit a User, select the desired user. There are 2 ways to select a User.
1. Find a Customer by entering his/her Username, First Name, or Last Name in the
Search field in the top right-hand corner. The Search tool will search in the Group that
is selected in the column to the left.
Click Search to get results.
2. Another method is to select the Group (e.g. Frequent Customer) and select the desired customer from the list to the right.
Once the desired Customer is selected, click the Edit User icon. The following window will appear:
Everything can be edited in the form except the User Name. The password can be changed here, or by using the Reset Password form. Click the Update User button to save changes to the form.
Remove User:
To Delete a User or Remove the User from a Group, use the Remove User icon. Make sure to select the correct User, and then press the Remove User button. The following window will appear:
A User may be completely deleted, or simply have the User removed from its current Group. If Remove User From Group is selected, the User will go to the Unassigned Group if it is not in any other Groups. If one of these two is chosen, a notification will appear. Simply press OK. Select Cancel to keep the User in its current location.
Relocating a User:
A User may be in more than one Group at a time. To insert a User into a new Group, locate the User by using the Search tool. Click and drag the User to the desired Group. The User will automatically copy to the Group. A notification will appear stating that the file is successfully transferred. Press OK.
Reset Customer Password:
In order to quickly modify a customer’s password, use the Reset Customer Password option. Simply select the desired Customer, click the Reset Customer Password button, type in the new password, and click Reset.
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