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eDirectory Manual


Logging In To An Account

The Site Manager can log in to a Member account whenever he/she has something to view or examine there. Mostly, this is a handy tool to see what information your Members are seeing in their accounts.

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To login to a Member account, do the following:

  1. In the left navigation panel, click on Accounts > Members Accounts. After doing this, a page will appear like the one shown below:

    LOGGING_IN_TO_AN_ACCOUNT_img1

  2. Click on the view icon of the corresponding account that you want to view. After doing this, a page will appear like the one shown below:

    LOGGING_IN_TO_AN_ACCOUNT_img2

  3. Click on the Login link (highlighted in the image above).

Finding A Specific Account

When the Site Manager is looking for a specific Member or Site Manager account, he/she does not need to browse through all the account records. He/she can easily search for an account using the search

Normally, the Site Manager looks for a specific Member account when he/she wants to see the Member’s account details, to see what items a Member owns, and what transactions that Member has made.

DOCUMENTATION_CONVENTIONS_img2
To find a specific account, do the following:

  1. In the left navigation panel, click on the Accounts menu. Then, click on Members Accounts or Site Manager Accounts submenu under it. After selecting any of these, a page will appear similar to the one shown below:

    FINDING_A_SPECIFIC_ACCOUNT_img1

  2. Click on the Search sub-menu on the top of this page. After doing this, a form will appear like the one shown below.

    FINDING_A_SPECIFIC_ACCOUNT_img2

  3. In the Username box, type the Login ID of the account owner.
  4. Click on the Search button to see the results of your search.

    DOCUMENTATION_CONVENTIONS_img1
    After clicking the button, you may want to click on the Username to see all the information associated with the account.

Deleting An Account

The Site Manager can delete those accounts that are no longer active. When he/she deletes an account (a Member or another Site Manager account), the information associated to that account will also be lost. This information includes the following:

  • Account and contact information (e.g., Username, Password, First Name, Last Name, etc.)
  • Items created by the account owner

Transaction and invoice records involving the account owner are not removed in the application after the deletion procedure.

DOCUMENTATION_CONVENTIONS_img1We suggest adding information to your Members’ Terms of Use to inform the Members on how long you will keep their Member accounts if they become inactive in the site. Terms of Use are a set of rules which are set up by the Site Owner in the Site Content area. A site visitor who wants to become a Member must agree with the Terms of Use before he/she can complete the signing up procedure.

DOCUMENTATION_CONVENTIONS_img2
To delete an account, do the following:

  1. In the left navigation panel, click on the Accounts menu. Then, click on Members Accounts or Site Manager Accounts submenu under it. After selecting any of these, a page will appear like the one shown below:

    DELETING_AN_ACCOUNT_img1

  2. Click on the delete icon of the corresponding account that you want to delete. After doing this, a page will appear like the one shown below:

    DELETING_AN_ACCOUNT_img2

  3. Click on the Submit button.

Adding / Editing An Additional Site Manager Account

The Site Manager is a person who has full access to the directory application. He/she may be the site owner (the one who purchased the application) or another person to whom the site is entrusted. If the directory is a large one, the site owner can’t always monitor all activities in the directory front and Member accounts. That is why in many cases, the Site Manager creates an additional Site Manager account and confides it to someone who can keep a “second” eye to the site.

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Creating a new account does not mean sharing all your privileges as a Site Manager. You can set restrictions or limitations on what areas the other Site Manager can access.

DOCUMENTATION_CONVENTIONS_img2
To add a Site Manager account, do the following:

  1. In the left navigation panel, click on Accounts > Site Manager Accounts. After doing this, a page will appear like the one shown below:

    ADDING_AND_EDITING_A_SITE_MANAGER_ACCOUNT_img1

  2. Click on the Add sub-menu on the top of this page.
  3. In the Site Manager Account Information area (image shown below), do the following:

    ADDING_AND_EDITING_A_SITE_MANAGER_ACCOUNT_img2

    1. In the Username box, type the Login ID that you want to assign to the other Site Manager.
    2. In the Password box, type the password you want. Password strength tells you if the password you input is weak or strong.
    3. Retype your new password.

In eDirectory version 7.4.00, a username real time validation is added in the Username field of this form (image shown here). The application validates username availability once the Site Manager types the username for the Site Manager account that he/she is creating. It also issues warnings regarding the character type and length validity of the provided username in real time.


  1. In the Site Manager Account Contact Information area (image shown below), do the following:

    ADDING_AND_EDITING_A_SITE_MANAGER_ACCOUNT_img3

    1. In the Name, Phone, and E-mail boxes, type the contact information being asked.
    2. If you want the account to be accessed only in specific IP addresses, type the IP in the IP Restriction textarea.

      DOCUMENTATION_CONVENTIONS_img1Internet Protocol (IP) Address is a unique numeric address assigned to every device connected to the public Internet. There are many online tools to help you quickly and easily determine your computer’s current IP address. One popular site to determine an IP address is http://whatismyipaddress.com

  2. In the Site Manager Permission area (image shown below), check the modules and sections that you want to be available in the account.

    ADDING_AND_EDITING_A_SITE_MANAGER_ACCOUNT_img4

  3. Click on the Submit button.



Editing can be performed by the Site Manager when he/she wants to change the information that he/she supplied in the adding procedure.

DOCUMENTATION_CONVENTIONS_img2
To edit a Site Manager account, do the following:

  1. In the left navigation panel, click on Accounts > Site Manager Accounts.
  2. Click on the edit icon of the corresponding account that you want to edit.
  3. Do Steps 3 to 6 of the procedure that you perform when adding a new account. (Refer to the previous How To)

Adding / Editing A Member Account

Signing up is the most used method of creating a Member account. It allows Members to personally set their account and contact information, giving them the privilege to choose their desired username and to enter other required information in a more precise manner.

Aside from signing up which is performed by Members, there is another way of creating a Member account and this time it is performed by the Site Manager. Through the Site Manager account, adding, editing, deleting and viewing of Member accounts are made possible.

DOCUMENTATION_CONVENTIONS_img2
To add a Member account, do the following:

  1. In the left navigation panel, click on the Accounts menu. After doing this, a page will appear like the one shown below:

    ADDING_AND_EDITING_A_MEMBER_ACCOUNT_img1

  2. Click on the Add sub-menu on the top of this page.
  3. In the Account Information area (image shown below), do the following:

    ADDING_AND_EDITING_A_MEMBER_ACCOUNT_img2

    1. In the Username box, type the Login ID that you want to assign to the Member. You need not provide the Password because the application generates one automatically.
    2. Check the Password is going to be sent to Member E-mail Address option.

In eDirectory version 7.4.00, a username real time validation is added in the Username field of this form (image shown here). The application validates username availability once the Site Manager types the username for the Member account that he/she is creating. It also issues warnings regarding the character type and length validity of the provided username in real time.


  1. In the Contact Information area (image shown below), do the following:

    ADDING_AND_EDITING_A_MEMBER_ACCOUNT_img3

    1. In the Language dropdown list, specify the language that the Member prefers. He/she can then receive e-mail notifications from the directory in the language specified.

      DOCUMENTATION_CONVENTIONS_img1A Member receives an e-mail notification when he/she performs an important action in his/her account or in the directory front. (To know more about e-mail notifications, click here)

    2. In the First Name, Last Name, Company, Address Line1, Address Line2, City, State, Postal Code, Country, Phone, Fax, E-mail, and URL boxes, provide the information being asked.

      DOCUMENTATION_CONVENTIONS_img1We advise you to double check the E-mail that you provide because that is where the Member’s assigned sign-in access will be sent.. When the member has his/her personal website, you can also put the website address in the URL box for reference purposes.

  2. Click on the Submit button.

    DOCUMENTATION_CONVENTIONS_img1All information you provided in the form (except the Username) can be edited by the Member (or the account owner) in his/her own account later on. Also, the information will not appear anywhere in the directory front and will only be visible to you and the Member.



Editing can be performed by the Site Manager when he/she wants to change the information that he/she supplied in the adding procedure.

DOCUMENTATION_CONVENTIONS_img2
To edit a Member account, do the following:

  1. In the left navigation panel, click on the Accounts menu.
  2. Click on the edit icon of the corresponding account that you want to edit.
  3. Do Steps 3 to 5 of the procedure that you perform when adding a new account. (Refer to the previous How To)


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Signing Up

  • Introduction

    • Welcome to the eDirectory User Manual
    • Manual Conventions
    • What Is eDirectory
    • Contacting Us
  • Knowing Your eDirectory

    • Edirectory for IPhone (2)
    • MEMBERS (19)
    • SITE MANAGER (60)
      • Changing Your Sign In Access (1)
      • Configuring Your Directory Site (9)
      • Improving Your Site Content (5)
      • Managing The Categories (3)
      • Managing The Locations (5)
      • Managing The Payments (3)
      • Managing The User Accounts (5)
        • Adding / Editing An Account (2)
        • Deleting An Account (1)
        • Finding A Specific Account (1)
        • Logging In To An Account (1)
      • Modifying Your E-mail Notifications (1)
      • Navigating Your Site Manager Account (1)
      • Optimizing Your Site (3)
      • Selecting The Site Language (1)
      • Signing In (1)
      • Taking Advantage Of The Google Services (2)
      • Transferring Data (2)
      • Viewing The Search Statistic Reports (1)
      • Working On Modules (17)
    • SITE VISITORS (3)
    • Updates: eDirectory Version 7.0.15 (1)
    • Updates: eDirectory Version 7.3.00 (4)
    • Updates: eDirectory Version 7.4.00 (4)
    • Updates: eDirectory Version 7.5.00 (8)
    • Updates: eDirectory Version 7.5.10 (2)
    • Updates: eDirectory Version 8.0.00 (6)
    • Updates: eDirectory Version 8.1.00 (7)
    • Updates: eDirectory Version 9.0.00 (5)


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