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:

   

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

   

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

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.

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:

   

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.

   

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.

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

• 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.

We 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.

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:

   

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

   

3. Click on the Submit button.

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.

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:

   

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:

   

   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.

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

   

   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.

      Internet 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

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

   

6. 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.

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 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)

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.

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:

   

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:

   

   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.

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

   

   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.

      A 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.

      We 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.

5. Click on the Submit button.

   All 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.

To edit a Member account, do the following:

1. In the left navigation panel, click on the Accounts menu.
2. Click on the 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)

Signing Up