User Profile

Each user profile contains the data and settings for that account. The same form is used to add and edit a user, and is explained in detail below.

Profile

1. First Name (required) — User's first name.
2. Last Name (required) — User's last name.
3. Username (required) — The username this user will use to log in to Scrip Manager.
4. Email — User's email address. Required to enable reminder emails and forgot-password functionality.
5. Notes — Internal notes about the user. Visible only to administrators. Maximum of 255 characters.

Password

When changing a user's password, or when adding a new user, enter the password in New Password and re-enter it in Confirm Password. To leave the password unchanged on an existing user, leave both fields blank.

Contact Information

1. Street address — User's street address.
2. City — User's city.
3. State — User's state.
4. Zip/Postal Code — User's zip or postal code.
5. Phone — User's phone number.

Child Information

The following information is optional and appears on order receipts when the delivery option Send w/ Child is selected.

1. Child's Name — Name of the child to send gift cards to.
2. Child's Room — Room of the child to send gift cards to.

Permissions

The following options grant this user access to pages and/or features of Scrip Manager.

1. Access — Select the access permission for this user from the drop-down. This controls what areas of Scrip Manager the user can reach:
   • User — Standard user access.
   • Admin — Administrator access. When selected, an Allowed Areas section appears below allowing you to choose which administration sections this user can access (Orders, Accounting, Gift cards, Users, Reports, Settings, Inventory, Mailings, Messages). At least one area must be selected.
   • Super Admin — Full administrator access to all areas.
   • Access Denied — User cannot log in.

Options

The following settings are optional and specific to this user's account.

1. Group — The group this user is associated with. Grouping users enables you to filter users and reports based on user groups.
2. Order Reminder — When enabled, the user receives the weekly order reminder email on the day of the week selected.
3. Receive Mailings — When enabled, the user opts in to receive mailing list mailings. This does not affect other email functions within Scrip Manager.

Note: An email address must be provided in the Profile section for Order Reminder emails to be delivered.

Order Settings

1. Ordering Status — Restricts the user's ability to place orders. Enabled allows normal ordering; other options can disable ordering for this user.
2. Credit Option — The credit percentage this user receives. This option is applied when an order is placed, so past orders are not affected unless those orders are placed again. Normal uses the default percentage split set for each gift card.
3. Credit Payout Schedule — The frequency of credit payouts. This is informational only and used for sorting users — credits may still be posted at any interval.

4. Threshold Amount — Amount of credit (or gift card sales, depending on the drop-down selection) that needs to be obtained before earning credit for this account. Any credit earned before this threshold is met goes to the organization. Changes are applied when an order is placed, or immediately by enabling Recalculate orders after saving.

   Note: Only the current fiscal year orders will be recalculated.

5. Post Credit to Another Account — Splits a portion of this user's credit to other accounts at the time of posting. Select the user(s) and enter the percentage of this user's credit to post to their account. The remaining percentage is applied to this user's own account.
6. Beneficiaries — If enabled via the site settings page, this allows each order to specify a beneficiary different than the purchaser. Select the beneficiaries that should appear in the beneficiary drop-down on the order form. The Preferred user will be the default — if no beneficiary is marked preferred, the current user is used.

Archive User

Archiving hides this user from drop-downs and search filters. Their orders, credits, and balances stay in the system and continue to appear on reports. The user can be unarchived at any time from this page or from the row's action menu on the users list.

Click Archive User to archive the user.

Saving Changes

Click Save at the top right of the page to save your changes, or press Ctrl/⌘+S. Click Cancel to discard changes and return to the users list.