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Help - User

User Management
Clicking the "User Management" link will display a list of all of your Gossamer List users, and allow you to create, modify and delete user records.

Adding A User
Clicking the "Add a User" button will display a form allowing your to create and customize a new user record.

- The values entered in the "Full Name", "Company Name" and "URL" fields can be automatically added to messages sent from Gossamer List using the following tags:

> <%pro_first_name%>
> <%pro_last_name%>
> <%usr_email%>
> <%pro_company%>
> <%pro_url%>

- Choose whether the user record will be "active" or "inactive" in the drop-down menu. A user with an inactive record will not be able to log in, and their mailings will not be sent.

The "Reply-to-Email" and "Bounce Email" fields contain the addresses that will be set as the default reply and bounce email addresses when the user is creating a new message.

The "Reply to Email" field should contain the address you want replies to the message to be sent to.

The "Bounce Email" field should contain the address you want messages that have been bounced to be sent to.

The "Date format" drop-down menu controls the date format that will be used for the user's messages. To create a custom date format, select one from the drop-down menu and modify the format in the field to the right.

The "Editor Advanced" field allows you to choose the default message composition format for the user (Text, HTML or both).

- Click the "Update Profile" button to save changes, or click the "Reset" button to blank the form.

Editing User Records
Clicking the "edit" link beside a specific user record will display a menu allowing you to edit all aspects of that record.

- The "User Email" will be the address provided by you or the user when the user record was created. This address can not be changed.

- The values entered in the "First Name", "Last Name" "Company Name", "Email" and "URL" fields can be automatically added to messages sent from Gossamer List using the following tags:

> <%pro_first_name%>
> <%pro_last_name%>
> <%usr_email%>
> <%pro_company%>
> <%pro_url%>

- Choose whether the user record will be "active" or "deactive" in the drop-down menu. A user with a deactive record will not be able to log in, and their mailings will not be sent.

- The "Reply-to-Email" and "Bounce Email" fields contain the addresses that will be set as the default reply and bounce email addresses when the user is creating a new message.

- The "Date format" drop-down menu controls the date format that will be used for the user's messages.

- Click the "Update Profile" button to save changes, or click the "Reset" button to restore the original values.

Deleting A User
To delete users, click the checkboxes beside the desired user records (click the checkbox at the top of the menu to select all mailings), and click the "Delete Users" button.

Searching For Users
Clicking the "Search Users" link will display a detailed search form allowing you to search for records by any criteria.

- Enter values for the users you are searching for (Email, First Name, etc.), and define your search parameters in the bottom section of the form.

- You can define the maximum number of users you want the search to display in the "Maximum Hits" field.

- If the "Match Any" box is checked the search will return all users containing any of the search criteria entered in the search form. For example, a "Match Any" search for mailings with "user" in the Email field and "Gossamer" in the Company field would return all users which contain "user" in the Email field, even if they did not contain "Gossamer" in the Company field.

- The "Sort By" drop-down menus allow you to select whether to sort the search results by Email, First Name, Last Name, Reply-to Email and User Type, and whether to sort the results in ascending or descending order.

- Click the "Search" button to search for users, or click the "Reset" button to blank the form.

Customize Profile
The "Customize Profile" menu allows you to view and modify the columns that are used in the "Profile" section of users' accounts. Click on the "Add a Field" button to create a new column, or click on an existing field name to modify a column. The following fields can be defined while creating/modifying columns:

Column Name: This is simply the name of the column that will appear in the list of columns and in the templates. The column name must be entered in valid SQL format (no spaces between words, etc.).

Column Type: This is the type of data that will be stored in the column. You are given a drop-down menu with the following data types to choose from:

> INT: An integer column contains a positive or negative number with no decimals. The "ID" and "Hits" columns are examples of integer columns.
> TINYINT:An integer ranging from -128 to 127. A TINYINT column will occupy less space than a regular INT column.
> CHAR: A character column contains a string of no more that 255 characters.
> VARCHAR: A variable character column contains a string of characters of unlimited length. The "Name" column is an example of a variable character column.
> TEXT: A text column contains a string of characters of any length. The "Description" and "Meta_Keywords" columns are examples of text columns.
> DATE: A date column contains a date that complies with the "Date Options" in the Setup menu. The "Add Date" and "Mod Date" column are examples of date columns.
> DATETIME: A datetime column stores both a date and a specific time of day in the format: YYY-MM-DD hh-mm:ss

Column Size: If the column is a VARCHAR or CHAR type, you can enter the maximum number of characters the column will contain here.

Not Null: If this is checked "yes", then the column must be given a value when a record is being created or modified. If this option is checked "no", no value is necessary.

Default: If you want the column to have a default value that will appear when a record is being created, enter it here. If the column has a form type that only permits the selection of pre-designated options (SELECT, MULTI-SELECT, CHECKBOX, or RADIO), enter one of those pre-designated options in the "Default" field to make the field default to it when a record is being created.

Form Display: If you want a name other than the actual Column Name to appear when records are being displayed or edited, enter it here. This name does not have to be entered in valid SQL format, so a column with a Column Name of "extended_description" can appear as "Extended Description".

Form Type: This option sets the appearance the column will have when it is displayed. You are given a drop-down menu with the following form types to choose from:

> HIDDEN: The column will not be displayed when records are being viewed, added or modified.
> SELECT: A vertical list of pre-designated options of which only one can be selected:
> MULTI-SELECT: A vertical list of pre-designated options of which any number can be selected. Hold down the CTRL button while clicking in order to select more than one option.
> CHECKBOX: A series of checkboxes allowing the selection of all, some, or none of a group of pre-designated options.
> RADIO: A series of checkboxes allowing the selection of only one of a group of pre-selected options.
> TEXT: A single-line text field.
> TEXTAREA: A scrollable text field.
> PASSWORD: A field which will have all input typed into it masked by asterisks.

Form Size: This is the size of the form of the column. The number that is entered here is equivalent to the number of lines that the form will have if it is a SELECT or MULTI-SELECT columns, and is roughly equivalent to the number of character spaces which will fit in one line of the form if it is a TEXT or TEXTAREA column. The Form Size field has no effect on HIDDEN, CHECKBOX and RADIO columns.

Form Names: If the column is a SELECT, MULTI-SELECT, CHECKBOX or RADIO type, enter the values of the pre-designated options that you want to be stored in the database. The Form Names field has no effect on HIDDEN, TEXT, and TEXTAREA columns.

Form Values: If the column is a SELECT, MULTI-SELECT, CHECKBOX or RADIO type, enter the names of the pre-designated options that you want to display to the user while adding or modifying a record. The Form Values field has no effect on HIDDEN, TEXT, and TEXTAREA columns.

Form Regex: The Regex (regular expression) is the format (as written in perl) with which all input in a field must comply. If the value in the column does not comply with the Form Regex, it will not be accepted.