Overview

The Users tab provides the list of all users who made payments in the merchants' projects. All profiles are created without any manual assistance according to their personal details provided. It is possible to edit their personal details using the Administrative Panel.

Related pages

Merchants
Projects

Opening the item

Follow the steps below to see the list of Users:

  1. Navigate to the Admin Panel.

  2. Click eCommerce on the left sidebar.

  3. Go to the Users menu item to open the Users list.

Follow the steps below to browse User details:

  1. Navigate to the Admin Panel.

  2. Click eCommerce on the left sidebar.

  3. Go to the Users menu item.

  4. Click Show or Edit in a profile line to open its details.

Component parameters

Parameter

Description

ID

Demonstrates internal identification numbers assigned to each User.

Identifier

A login used by the User when signing in to the system. Up to 128 symbols. Set automatically from the Email field.

Display name

User name.

Email

The email address set as the main contact.

Project

The project name to assign the user to.

Platform

The space name that is used to save user card details. A platform is used to save card details in the White Label’s system—such cards can be saved for multiple merchants supported by the White Label. The feature requires a platform and a duplicated user.

Blocked

The field defines whether the User profile is active or blocked.

Action

  • Click Show to open a User profile without the ability to edit it.

  • Click Edit to open a profile with the right to edit the details.

  • Click Delete to irreversibly remove a User profile.

Filters

Search for Users by certain parameters. Search is filtered by the parameters provided in the tab, multiple-choice is available.

Add new

Create a User profile manually.

Configuring the component

User profile details is the main panel of user information display and editing.

Parameter

Description

General

The field includes personal details of the User. Most of the parameters correspond to the main list, though there are several additional parameters that can also be configured:

  • Phone - the phone number set as the main contact.

  • IP address - Internet Protocol number of the User.

  • Country – the country of the User.

  • Locale - language environment of the User.

  • User agent - the list of credited software.

  • Comment - additional information provided by an Administrator.

  • Cards - the list of cards used for prior payments. It is also possible to set a card to remember when editing the User profile.

Recurring

Defines the information on recurring payments related to the User. The following details are provided:

  • Recurring enabled - the parameter defines if there are any recurring payments related to the User.

  • Recurrent transaction - recurrent identifier. Click the transaction number to see its details.

  • Recurring frequency - the time period set by an Administrator to define the minimum time between two transactions. The parameter is used to limit the number of transactions charged from a User per period.

  • Recurring trial - trial period for recurring payments (in days)

  • Recurring interval - the time period before the transaction is repeated in days (1-365). If set to 0, the subscription is semi-automated and is initiated by a merchant (semi-automated subscriptions are to be configured in the system configuration).

  • Recurring starts at - date and time when the first transaction was charged from the User.

  • Recurring ends at - date and time when the last transaction will be charged from the User.

  • Last completed recurring at - date and time when the previous transaction was charged from the User.

  • Next recurring attempt at - date and time when the next transaction will be requested from the User.

  • Recurring attempts - unsuccessful attempts counter. The Recurring interval parameter is to be set to a value >0. Recurring attempts are executed according to the following conditions:

    • The number of attempts is less or equal to 7—an attempt is executed with a 1-day interval.

    • The number of attempts is 8-11— an attempt is executed with a 1-week interval.

    • The number of attempts is more or equal to 12— an attempt is executed with a 1-month interval

    • Once the sum is charged, the number of attempts is set back to 0.

  • Recurring price - the transaction sum.

  • Recurring currency - the transaction currency.