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admin:setup [2014/05/15 16:33]
admin [Profile Categories]
admin:setup [2017/05/20 12:16] (current)
admin [Locations]
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-Profile fields are very flexible, you can create new ones, edit and customize ​them to create pretty much whatever you want that will best suit your needsand also which profile fields should ​and shouldn'​t be made searchable. The labels (titles) for profile fields can be whatever you feel makes sense to you and your site.+Profile fields are very flexible, you can create new ones, edit and customize ​existing ones to create pretty much whatever you want that will best suit your needs and niche.  
 + 
 +You can also decide ​which profile fields should ​or shouldn'​t be made searchable ​and appear as options in the advanced and/or basic search. The labels (titles) for profile fields can be whatever you feel makes sense to you and your site.\\ 
 +{{:​admin:​search_field_opt.png}}\\
  
 When setting up your profile field options it's important that you carefully plan how you want your profile fields before creating members or going live with your site as there will be some things that can be potentially problematic if you try changing the fields later. When setting up your profile field options it's important that you carefully plan how you want your profile fields before creating members or going live with your site as there will be some things that can be potentially problematic if you try changing the fields later.
  
-Editing ​the profile field values that have multiple selection options ​is the most important. Once you go live and have members you can't change the order of the values that have multiple selection options or edit the text for values as this will effect the selections that existing members have already made. For example, if you have "​Blue"​ as the second selection option for eye color and later change the selection order where "​Brown"​ becomes the second selection option, all those members that previously selected "​Blue"​ as their eye color will now show their eye color as being "​Brown"​.+Editing profile field values that have multiple selection options ​such as Field types created as **Multi Checks** or **Select Box** are the most important. Once you go live and have members you can't change the order of the values that have multiple selection options or edit the text for values as this will effect the selections that existing members have already made. For example, if you have "​Blue"​ as the second selection option for eye color and later change the selection order where "​Brown"​ becomes the second selection option, all those members that previously selected "​Blue"​ as their eye color will now show their eye color as being "​Brown"​.
  
-Additional ​values ​or selection options can be added to a profile field at anytime ​after you go live and have members as long as they are added to the end of list by clicking the "green plus" icon of the last value listed.\\+Use **CAUTION** when adding new values ​to existing ​selection options. You can add new values ​anytime ​once your site is live and has members as long as they are **added to the end of list** by clicking ​the "​**green plus**"​ icon of the last value in list (see image below).\\ 
 + 
 +**Note** - profile field values do not get created in a descending or ascending order, but rather in the exact order you add them. If you add values at the beginning, each one will get added above the previous value listed. To add profile field values so they get listed one after the other, after the last value in the list, you would instead click the "green plus" icon of the last value listed.\\
 >>​{{:​profile_field_values.png}}\\ >>​{{:​profile_field_values.png}}\\
  
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 **Caution** - the first 4 profile fields should not be deleted as they are key profile elements that are integrated through-out the script. You can edit them but just be careful not to delete them.\\ **Caution** - the first 4 profile fields should not be deleted as they are key profile elements that are integrated through-out the script. You can edit them but just be careful not to delete them.\\
 >>​{{:​profile_fields_nodelete.png}}\\ >>​{{:​profile_fields_nodelete.png}}\\
 +\\
 If there'​s some reason you don't want or need one of these fields, such as the "​Birthdate",​ you can more or less disable it by leaving the following "​unchecked"​.\\ If there'​s some reason you don't want or need one of these fields, such as the "​Birthdate",​ you can more or less disable it by leaving the following "​unchecked"​.\\
 >>​{{:​profile_field_unchecked.png}}\\ >>​{{:​profile_field_unchecked.png}}\\
 +**Editable?​** - un-checking this box won't allow the user to edit this profile field and it doesn'​t get displayed in the profile_edit.php page, however it can still be edited in the admin.\\
 +**Visible?​** - un-checking this box won't display the profile field in the profile pages (profile.php or my_profile.php). Only in the admin are these fields displayed when viewing a member'​s profile.
 +
 +\\
 \\ \\
 \\ \\
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 >>​{{:​profile_categories.png}}\\ >>​{{:​profile_categories.png}}\\
  
-You can't sort the categories in the same manner as you can with the profile fields. You need to create ​and/or name the categories in the order you want them to appear on the user's profile page. If you create a new category or rename existing ​category ​you will need to go to your profile fields and edit them and select the category you want them listed under. To save yourself some time and work, you should first try to create and name ALL of your categories just how you want them before editing your profile fields to select the appropriate categories for each profile field.+You can't sort the categories in the same manner as you can with the profile fields. You need to re-create or re-name the categories in the order you want them to appear on the user's profile page. If you create a new category or rename existing ​categories ​you will then need to go to your profile fields and edit them and select the category you want them listed under. To save yourself some time and work, you should first try to create and name ALL of your categories just how you want them before editing your profile fields to select the appropriate categories for each profile field
 + 
 +By clicking the edit link of a category you can also assign which membership levels can access (view) a particular profile category.\\ 
 +{{:​admin:​category_access.png}}\\ 
 +Any membership level that hasn't been selected for access will see a link in a member'​s profile category requesting that they need to UPGRADE their membership in order to view the info in that category. **NOTE** - the category access levels only applies to members viewing other members profiles, it doesn'​t apply to a member being able to access and edit a category in their own profile.  
 + 
 +There is no access level restriction capabilities for actual profile fields, therefore any profile fields you don't want certain memberships to able to access (view) you will need to include or move those fields to a category that you have restricted access to.
  
 Be sure to regenerate your profile categories when you're done doing any edits, changes or additions.\\ Be sure to regenerate your profile categories when you're done doing any edits, changes or additions.\\
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 **Note:** The Etano default only contains a complete set of //"​**states**"//​ and //"​**cities**"//​ for the "​**United States**",​ to try and include all the states and cities for every country in the world would not only require a massive amount of time to do, it would also create a huge bloated database which could cause time-out issues on some servers when trying to install Etano. In certain incidences it could also potentially slow your site down. **Note:** The Etano default only contains a complete set of //"​**states**"//​ and //"​**cities**"//​ for the "​**United States**",​ to try and include all the states and cities for every country in the world would not only require a massive amount of time to do, it would also create a huge bloated database which could cause time-out issues on some servers when trying to install Etano. In certain incidences it could also potentially slow your site down.
  
-**Deleting ​Countries:​**+**Deleting Countries:​**
  
 You can delete a country by simply clicking the "​X"​ icon {{:​delete.png}} next to the country in the list.\\ You can delete a country by simply clicking the "​X"​ icon {{:​delete.png}} next to the country in the list.\\
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 >>​{{:​location_add_state.png}}\\ >>​{{:​location_add_state.png}}\\
  
-**Adding "​Cities" ​to a State:**+**Adding ​or Deleting ​"​Cities" ​for a State:**
  
-Once you have added a state to a country ​and you click the "​States"​ link it will then show a link for "​Cities", ​to add cities for this state click the "​Cities"​ linkthen in the next window ​click "Add new city":​\\+Once you have a state added for a country you then click the "​States"​ link and it will then show a link for "​Cities",​ click the "​Cities"​ link and then you can delete any cities that are listed, or if you want to add a new city click the "Add new city" ​link:\\
 >>​{{:​location_add_city.png}}\\ >>​{{:​location_add_city.png}}\\
 Repeat this process to add more cities. Repeat this process to add more cities.
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   - first login into your paypal account at http://​www.paypal.com   - first login into your paypal account at http://​www.paypal.com
   - activate IPN notifications:​   - activate IPN notifications:​
-    * Go to the "​Profile"​ subtab.+    * Go to the "​Profile"​ subtab.{{:​admin:​paypal-profile.png}}
     * Click on the "​Instant Payment Notification Preferences"​ link in the "​Selling Preferences"​ column.     * Click on the "​Instant Payment Notification Preferences"​ link in the "​Selling Preferences"​ column.
     * Click Edit.     * Click Edit.
-    * Check the box and enter the URL at which you would like to receive your IPN Notifications. It is not too important what you enter here, what is important is to have the box checked but since you cannot leave this field empty you could enter http://​www.yoursite.com/​processors/​ipn.php?​p=paypal . If this field was already filled with another value (and the box checked) you can leave the field unchanged.+    * Check the box and enter the **Notification ​URL** at which you would like to receive your IPN Notifications. It is not too important what you enter here, what is important is to have the box checked but since you cannot leave this field empty you could enter http://​www.yoursite.com/​processors/​ipn.php?​p=paypal . If this field was already filled with another value (and the box checked) you can leave the field unchanged.
     * Click Save.     * Click Save.
-  ​activate ​Payment Data Transfer: + 
-    * Click the Profile subtab.+{{:​admin:​paypal-ipn.png}} 
 + 
 + 
 +**Activate ​Payment Data Transfer:** 
 +    * Click the Profile subtab.{{:​admin:​paypal-profile.png}}
     * Click "​Website Payment Preferences"​ in the "​Seller Preferences"​ column.     * Click "​Website Payment Preferences"​ in the "​Seller Preferences"​ column.
     * Under Auto Return for Website Payments, click the On radio button.     * Under Auto Return for Website Payments, click the On radio button.
-    * For the Return URL, enter the URL on your site that will receive the transaction ID posted by PayPal after a customer payment. It is not too important what you enter here, what is important is to have the Auto Return On box checked but since you cannot leave this field empty you could enter http://​www.yoursite.com/​thankyou.php?​p=paypal . If this field was already filled with another value (and the box checked) you can leave the field unchanged.+    * For the Return URL, enter the URL on your site that will receive the transaction ID posted by PayPal after a customer payment. It is not too important what you enter here, what is important is to have the Auto Return On box checked but since you cannot leave this field empty you could enter http://​www.yoursite.com/​thankyou.php?​p=paypal . If this field was already filled with another value (and the box checked) you can leave the field unchanged.{{:​admin:​paypal-return.png}}
     * Under Payment Data Transfer, click the On radio button.     * Under Payment Data Transfer, click the On radio button.
 +\\ {{:​admin:​paypal-pdt.png}}
     * Click Save.     * Click Save.
     * Click "​Website Payment Preferences"​ in the "​Seller Preferences"​ column.     * Click "​Website Payment Preferences"​ in the "​Seller Preferences"​ column.
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 Once you have a payment gateway setup, such as PayPal, you can then create subscription levels. Once you have a payment gateway setup, such as PayPal, you can then create subscription levels.
 +
 +**Note** - only create subscriptions for paid memberships levels, do not create one for the free membership level or it may prevent basic free user's from logging in and accessing their account. ​
 +
 +Also see ... [[admin:​configuration_options#​access_levels|Access Levels]]
  
 You'll also see an "​**Auto Subscriptions**"​ tab which is meant for a scenario such as auto upgrading females to a paid level for free during the registration process, which is **not recommended** as it opens the door for spammers to register on your site as a female. This feature also doesn'​t work unless you do some custom coding, you can find more about how to do it in the forums if it's something you insist on having [[http://​forum.datemill.com/​index.php?​topic=2883.0|forum.datemill.com/​index.php?​topic=2883.0]],​ but remember you have been forewarned that this isn't a good idea. You'll also see an "​**Auto Subscriptions**"​ tab which is meant for a scenario such as auto upgrading females to a paid level for free during the registration process, which is **not recommended** as it opens the door for spammers to register on your site as a female. This feature also doesn'​t work unless you do some custom coding, you can find more about how to do it in the forums if it's something you insist on having [[http://​forum.datemill.com/​index.php?​topic=2883.0|forum.datemill.com/​index.php?​topic=2883.0]],​ but remember you have been forewarned that this isn't a good idea.
admin/setup.1400171633.txt.gz · Last modified: 2014/05/15 16:33 by admin