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The Manage Users section enables you to create and monitor user accounts on ESP+ Stores, reset user passwords, and oversee individual user account balances.

 

Creating Users

 

You can create new users, or import users from a CSV.

To create a user, click Create User and fill out the name and account email, then click Next and fill out the shipping information. Once you are done, click the Create User button.

To import a user list it is recommended that you use the ASI-provided CSV template.

The required columns are first and last name, email address, and full shipping address. You can also import account balances if you will be using points on the Store

Once you have added the users to the CSV, click Upload File to import the users.

 

Points

 

The user will be able to use their balance when they are making a purchase on the company store, and the account balance information will appear during the checkout process and on the customer facing user account. If the company store does have a points system enabled, the amount of points available will work in conjunction with the exchange rate established in the Order Amanagement tab. In the example below, the exchange rate is 10 points = $1, so the user has 100 points equaling $10 available in their user account.

 

Order History

 

In the Order History section you can see all Store orders for the customer. To manage the order, click View Order and you will be taken to the ESP+ Order to manage the order.

 

Address Book

 

The Address Book tab enables you to manage the physical address information for a user. You can add multiple addresses for a single user, as well as select a primary address.