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Users & User Groups

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Add Default Logo and Business Photo Images to User Profile

Customers currently have to upload their logo and photo to each piece. Our wide client base will not allow for a shared asset library.
Sheli Cordero over 4 years ago in Pressero / eDoc & File Preview / Files, Assets, and File Manager / Users & User Groups 4 New Idea

Increase the number of Groups columns in the export users template

Currently, the Export User Template contains 5 columns for Groups. If a user belongs to 6, 7, or 10 groups, the information is not uploaded to the user profile. In addition, it is modifying the user's profile (by removing groups) when editing ...
Antonio Rosania almost 2 years ago in Pressero / Users & User Groups 2 New Idea

Custom "Order Completed" notification based on Shipping Method - Example: "Order Ready for Pickup"

Alter "Order Completed" notification based on Shipping Methods. Particularly helpful to allow "Order Ready for Pickup" notifictaions with pickup instructions or address.
Olivia MacLachlan over 4 years ago in Pressero / Approvals & Workflow / Email Notifications / Users & User Groups 1 New Idea

Ability to Customize Profile Fields

I would like to see a way to customize profile fields on the various account pages. Right now, it flows however it flows. Additionally, if you add custom fields, they appear in a new section labeled "Additional Information". This is not very pleas...
Jim Riddles about 4 years ago in Pressero / Users & User Groups 0 New Idea

Allow addition of Address while creating Site users

At present when you create a user you are required to add the details and then save the user in order to get an Address book option so that the address can be added. It would be great if we can add all the details together so that we can save ever...
Sumit Maheshwari 7 months ago in Pressero / Users & User Groups 1 New Idea

Add "Created Date" to the Export Users report

If I go to the Site Users page of my site builder, it shows me the created date. However, when I export site users to Excel, this data point is missing. This is crucial marketing information for us, and the ability to manipulate a spreadsheet base...
Jamie Campos 12 months ago in Pressero / Users & User Groups 0 New Idea

Include the user's unique identifier when exporting a list of users

No description provided
Guest about 3 years ago in Pressero / Users & User Groups 2 New Idea

Approve New User and set User Group

As a Self-signup user is being approved it would be nice to select the user groups the user should be in at the same time as approval.
Nick Fulton about 3 years ago in Pressero / Users & User Groups 0 New Idea

Ability to Self-Select multiple user groups when user is creating account

Currently, you can add a drop down list for users to self-select their own user group when creating their account. However, they can only select one group. Most of our users require at least two groups (The Everyone group and their team-specific g...
Olivia MacLachlan almost 4 years ago in Pressero / Users & User Groups 1 New Idea

Approval Plan Rule based on Payment Methods

The main idea is to approve those payments that are made through a MISC such as 30, 45, 60, or 90 days payments of those made by Credit Card or PayPal accounts. All payments received on a site that goes through a MISC Payment Method will need app...
Antonio Rosania about 4 years ago in Pressero / Approvals & Workflow / Payments & Taxes / Users & User Groups 1 New Idea