The user management screen allows you to manage users and leads and can be accessed from any of the following locations:

• Search Results Screen: Click the link associated with the first column in the results table
• User Listings (Users > List Users): Click the link associated with the first column in the results table
• Lead Listings (Users > List Leads): Click the link associated with the first column in the results table
• Username Links: Clicking a username anywhere on the admin control panel
• Search: Search for a username using either the ajax search feature or the standard search feature.

Once you are in the user management screen, the following options will be presented:

Icon	Link Name	Description	Special Notes
	Notes	Allows you to manage account notes and alerts.	N/A
	E-Mail User	Allows you to e-mail the user.	N/A
	Delete User	Deletes the user’s account.	N/A
	Ghost Login	Allows you to log into a user’s account without affecting the user’s stats or alerts.	N/A
	Billing Logs	Allows you to view the billing history for this user.	N/A
	Download Activity	Allows you to view digital product download activity for the user.	N/A
	Login Activity	Allows you to view a history of the user’s logins.	N/A
	Password Sharing Report	Displays trackstat information for this user.	N/A
	Unlock User	If an account is locked, this icon will allow you to unlock it.	This icon only appears if the user’s account is locked due to excessive failed logins.
	View Subscriptions	Allows you to view active subscriptions for this user.	This icon only appears if the user has an active subscription.
	Create Subscription	Allows you to add a subscription to the user’s account.	This icon only appears if the user has a credit card on file.
	Add Credit Card	Allows you to add a credit card to the user’s account.	This icon only appears if you are using an API as your payment gateway.
	Charge Credit Card	Allows you to charge a user’s credit card.	This icon only appears if the user has a credit card on file.
	View Credit Card	Allows you to view and edit the user’s credit card information.	This icon only appears if the user has a credit card on file.
	Delete Credit Card	Allows you to delete the credit card.	This icon only appears if the user has a credit card on file.
	E-Mail Opt-Out	If a user’s account is opted-out from e-mails, the user will no longer receive ANY e-mails sent from the ppSD2 system.	This icon only appears if the user is currently opted-in (default) to receive e-mails.
	E-Mail Opt-In	This user’s account is currently opted-out from receiving e-mails sent from the ppSD2 system. E-Mail Opt-In will once again allow the user to receive e-mails.	This icon only appears if the user is currently opted-out of e-mails.

If you wish to hide sensitive information such as credit card information and passwords from certain types of employees, do the following from the admin control panel:

• Click on “Setup”
• Click on “General Options”
• Edit the option entitled “Display Sensitive Information On Control Panel?”
  • Selecting “Administrators” will prevent standard staff members from viewing sensitive information
  • Selecting “Staff” will allow all standard staff members and administrators to view sensitive information
  • Selecting “No One” will prevent any sensitive information from appearing on the control panel

Notes allow you to leave information attached to an account that users will not be able to see. Notes are used for administrative purposes, allowing you to keeps detailed logs on your users.

Unlike notes, alerts are posted directly to a user’s control panel.

This icon appears when an alert has been viewed by the user.

This icon appears when an alert has NOT been viewed by the user.

Alerts will only be displayed on a user’s control panel a certain number of times. You can control how many times an alert is displayed from the administrative control panel:

• Click on “Setup”
• Click on “User CP Related Options”
• Set the option entitled “Display Account Alerts” to the number of times each alert should be displayed

This icon appears when a note or alert is “universal”).

A universal alert appears on every user's control panel and the standard options for displaying alerts do not apply (meaning that it will only disappear from a user’s control panel when you delete it from the administrative control panel).

A universal note appears on every user’s management screen within the administrative control panel.

Note: Deleting a universal note or alert from the user management screen will delete it permanently from all users’ accounts.