WL_Training_Users_1280x720.mp4

00:00:01

Hello, and welcome

00:00:03

This is Chad Bove from Moby First, and today I'm going to be going over another white label training video

00:00:09

In this video, we're going to be going over the Users section, located directly underneath my platform

00:00:16

The User section will let you search users as well as change the user's plans and settings for their account, and you can even create new users manually

00:00:26

You can see here we have some test users set up

00:00:28

You can search by email address here

00:00:31

You can type in any portion of an email address, like a number or part of a name, and that'll find that particular email registered or related to that search

00:00:40

And you can also search by plan as well

00:00:42

You see all of your existing plans can drop down here, and you can see who's on which plan by using this

00:00:48

Very simple and easy to use, and you can see if they've paid or not paid

00:00:52

You can even see when the account was created

00:00:55

And you can also create a new account manually

00:00:59

So in order to create a new user manually, you would simply click this green button down here to create a new user

00:01:05

Now you're going to need an email address for that user

00:01:09

Keep in mind, the email address doesn't necessarily have to be an active and valid email address

00:01:15

This is more like a user name, and as long as the email address that you entered and the password are correct, then whoever knows that should be able to log in

00:01:24

So the email address doesn't have to be active

00:01:26

However, it is always recommended to use an existing and active email address

00:01:31

So that way, if you ever need to receive notifications or many of the auto responders in this platform default to your login email address, it's always wise to keep that active and valid and make sure

00:01:43

that it is a real email address

00:01:45

But all you would have to do is just simply type in an email address here

00:01:50

And then once you enter a password and then you set the plan, whichever plan you want to put them on, hit save, it will create that user in that particular plan

00:02:06

And you'll see once we go back, there is that new email we just created and there's that user in that particular plan

00:02:14

Once you're in a user's account, you can see their email address

00:02:18

You won't be able to see their password, but you can change their password by typing anything into this field and saving it and that'll replace their existing password

00:02:26

Or if you leave it blank, it'll keep it unchanged

00:02:28

You can also adjust their current plan, simply drop down this menu and select a different plan

00:02:33

And when you save that, it'll now put them in that particular plan with those features for that plan

00:02:39

Also, if they have purchased through your platform and they entered their billing information, you can see their billing details right here, as well as their billing history, if any

00:02:48

And you can also adjust any privacy options right down here

00:02:53

So once you actually have users in your profile, you can actually log in as that particular user and see everything that they've done in the platform and even make any changes yourself

00:03:04

You would simply click this log in as this user

00:03:07

It'll ask you if you're sure

00:03:09

And once you click OK, you'll be logged in as this particular user

00:03:13

Now, keep in mind, it's very important to be careful when you're logged in as another user because it is possible to accidentally delete sites or make changes that the user might not want

00:03:24

So be very careful if you're ever troubleshooting or addressing an issue

00:03:28

Be aware of which plan that you're in and what you have access to and be aware of what you're doing

00:03:34

So once you actually are a user, you can see they have different options available to them

00:03:40

And there you'll always going to see the email address right at the top right here

00:03:47

That's the user you are currently viewing

00:03:50

And you'll know that you're not in your account

00:03:52

If this is different and you'll always see this back to your identity button

00:03:57

And when you click that, that'll shoot you back directly to your identity and that's always going to be there

00:04:02

So no matter which section you are, you can see that it'll be there

00:04:04

If you have to troubleshoot their sites, you can go into their sites, address their sites

00:04:08

And then once you're done, you simply click back to your identity and that'll now put you in that particular and back to your users list

00:04:16

Once you're back in your users list, you can continue addressing whatever you need to fix

00:04:21

And you can also adjust the paid status of a user

00:04:25

So if you, if they are not paid and they haven't made any payments, you can actually switch them to paid and sort of give them a free account in a sense

00:04:33

So they don't have to pay by switching that manually

00:04:35

Once it's switched to paid, they will have access to the modules that they would not normally have unless they paid

00:04:41

You can also block a user and delete a user

00:04:45

And blocking a user will prevent them from being able to log in and access their platform

00:04:50

Deleting the user will completely remove it from the users list and delete all of their sites and all of their progress as well

00:04:56

So be very careful about that

00:04:58

But once you set a user to paid, if they're unpaid, you can log in and they should have access to modules that they didn't have access to before because they are now paid

00:05:10

But keep in mind that's something you want to be aware of if they haven't paid or not and make sure not to give away free accounts on accident

00:05:19

So once you have everything set up and all of your users ready, you can actually download your list of users by clicking this button

00:05:31

This will actually download your list of users in a CSV file, which you can then export into other programs or you can organize however you wish

00:05:42

And it's really that simple to add users to download them and to organize the users with our platform