Site Users

Manage customer accounts that access your storefront, including user profiles, orders, projects, albums, roles, and import/export.

Site Users are the customer accounts that register on or are created for your storefront. From this page you can view all customers, search by name or email, toggle flags like Approver and Tax Exempt directly in the grid, and drill into any user to manage their orders, projects, carts, albums, roles, profile, and password.

Site Users are distinct from Admin Users, which are accounts that have access to the Unified Admin dashboard itself. A single person may have both a site user account and an admin user account.

View Site Users

From your Unified Admin, go to Users > Site Users.
The list displays all customer accounts for the currently selected storefront, sorted by most recent login by default.
Use the search bar at the top right to filter users by name, email, or username.
Toggle the Approver, Mktg Option, Sales Rep, and Tax Exemp checkboxes directly in the grid. Changes save immediately.
The grid uses server-side pagination with continuous scrolling for large user lists.

List Columns

Column	Description
Customer #	Unique numeric identifier for the customer account.
First Name	Customer's first name.
Last Name	Customer's last name.
Email	Customer's email address.
Approver	Checkbox. When enabled, this user can approve orders that require approval before processing. Toggle directly in the grid.
Mktg Option	Checkbox. When enabled, the customer has opted in to receive marketing emails. Toggle directly in the grid.
Sales Rep	Checkbox. When enabled, this user is flagged as a sales representative and appears in the Sales Rep dropdown on orders. Toggle directly in the grid.
Tax Exemp	Checkbox. When enabled, tax is not calculated for this customer's orders. Toggle directly in the grid.
Last Login	Date and time of the customer's most recent login (MM/DD/YYYY hh:mm:ss AM/PM).
Action	Menu with View/Edit and Delete options.

Header Actions

Button	Description
Add User	Opens the Add Customer form to create a new site user account.
Export (overflow menu)	Downloads all site users for the current storefront as an Excel spreadsheet.
Import (overflow menu)	Opens the import dialog to bulk-import users from an XLSX spreadsheet.

Add a Site User

From the Site Users list, click Add User.
Fill in the required fields and click Save.

Field	Description
Username	Required. The login username for the customer account. Must be 4-50 characters and unique across the storefront.
Password	Required. Initial password for the account. Must be 6-50 characters.
First Name	Required. Customer's first name (max 50 characters).
Last Name	Required. Customer's last name (max 50 characters).
Email	Required. Must be a valid, unique email address (max 50 characters).
Company	Optional. Company name associated with the customer.
Is Approver	Checkbox. Grants this user the ability to approve orders that require approval.
Is Rep	Checkbox. Flags this user as a sales representative.
Send welcome email	Checkbox. When checked, the customer receives a welcome email with their login credentials after the account is created.
Vendor	Dropdown. Assigns a vendor to this customer. Defaults to "None".

View/Edit User Details

From the Site Users list, click the Action menu on any row.
Click View/Edit to open the user detail page.

The detail page has a two-column layout: the left side contains tabbed data grids (Orders, Projects, Carts, Albums/Images, Roles), and the right side shows Statistics, Information, Reset Password, and Profile Picture panels.

Tabs: Orders | Projects | Carts | Albums/Images | Roles

Statistics Panel

The Statistics panel (top right) provides a quick summary of the user's activity.

Field	Description
Last Login	Date and time of the most recent login, or "Never" if the user has not logged in.
Orders	Total number of orders placed by this customer.
Projects	Total number of saved design projects.
Carts	Total number of items currently in the customer's shopping cart.
Albums	Total number of image albums owned by this customer.
Images	Total number of images uploaded by this customer.

Information Panel

The Information panel (right side, below Statistics) contains the editable user profile fields.

Field	Description
Storefront	Read-only. The storefront this customer account belongs to.
Username	Read-only. The customer's login username. Cannot be changed after creation.
FirstName	Editable. Customer's first name.
LastName	Editable. Customer's last name.
Email	Editable. Customer's email address. Must be a valid email format.
Organization	Dropdown. Assigns the user to an Organization. Select "None" to remove the association.
User Groups	Multi-select dropdown. Assigns the user to one or more User Groups for group-based pricing and product visibility.
Company	Editable. The customer's company name.
Approver	Checkbox. Grants order approval privileges.
Mktg Option	Checkbox. Marketing email opt-in flag.
Sales Rep	Checkbox. Flags the user as a sales representative.
Vendor	Dropdown. Associates this user with a vendor for order routing.
Tax Exempt	Checkbox. Exempts this customer from tax calculations on all orders.

Click Save to persist changes.

Reset Password Panel

Enter a new password (minimum 6 characters) and click Reset to update the customer's password.

Profile Picture Panel

Displays the customer's current profile picture. Click Change profile picture to upload a new image file.

Orders Tab

Displays all orders placed by this customer in an AG Grid.

Column	Description
Order #	Unique order identifier.
Order Date	Date the order was placed (MM/DD/YYYY).
Shipped Date	Date the order was shipped (MM/DD/YYYY), if applicable.
Order Total	Grand total of the order.
Action	"View Order" link that navigates to the full order detail page.

Projects Tab

Displays all saved design projects for this customer.

Column	Description
Preview	Thumbnail preview of the project design.
Project Name	Name of the saved project.
Project Type	The product type of the project.
Last Updated	Date and time of the last modification.
Action	Menu with: View/Edit (opens in Print Editor), Available Downloads (set download limit), Change Project Owner (reassign to another user), Delete, Download PDF, Download Low-res Proof, and Download Assets.

Carts Tab

Displays items currently in the customer's shopping cart.

Column	Description
Preview	Thumbnail preview of the cart item product.
Name	Product name.
Quantity	Number of units in the cart.
Total	Line item total (formatted as currency).
Last Updated	Date and time the cart item was last modified.
Action	Delete button to remove the item from the customer's cart.

Albums/Images Tab

Displays the customer's image albums with server-side pagination.

Column	Description
Name	Album name.
Last Updated	Date and time of the last modification.
Shared	Checkbox indicating whether the album is shared with other users.
Action	Menu with options to view album contents, add images, or delete the album.

Click + Add New Album to create a new album for this customer.

Roles Tab

Displays the administrative roles assigned to this customer across storefronts.

Column	Description
Storefront	The storefront where the role is assigned.
Description	Description of the role.
Role	The role name assigned to the user.
Action	Delete button to remove the role assignment.

Click + Add Admin Role to assign a new role. Select a storefront and a role from the dropdowns, then click Save.

Import Users

From the Site Users list, click the overflow menu (three-dot icon) and select Import.
The import dialog opens with instructions on required fields.

Required fields for all imports: Username, Password, Email, First Name, Last Name.

Additional required fields when importing addresses: Address Line 1, City, State, ZIP/Postal Code, Country, Phone. The "Is Residential" column is optional and defaults to FALSE.

Optional fields: CustomerID, Company, Organization, UserGroups, Approver, MktgOption, SalesRep, TaxExempt, AddressID, Address Line 2, Is Residential.

Click the download link to get a blank XLSX template with all column headers.
Upload your completed XLSX file and click Import.
After the import completes, a report displays any rows that failed with row numbers and reasons.

Only XLSX files are accepted.

Area	Effect
Customer login and registration	Site user accounts are used for customer login on the storefront. Customers can self-register via the registration page or be created by an admin. During registration, customers may select a user group and opt in to marketing emails.
My Account / My Info pages	Customers can view and update their profile information (name, email, marketing preference), view order history, and manage saved projects from the storefront's My Account area.
Order approval workflow	Users with the Approver flag enabled can approve orders and B2B invoices that require approval before processing. Approvers see a dedicated approvals page where they can approve or deny pending orders from users in their user groups.
Sales rep login	Users flagged as Sales Rep are detected during login and routed to a corporate login interface where they can impersonate customer accounts for order placement and support.
Tax exempt checkout	Users with Tax Exempt enabled bypass tax calculations during checkout. TaxJar receives an "wholesale" exemption type for these customers. Tax exemption can also be inherited from a user group.
Organization address access	Assigning a user to an Organization controls which shipping/billing addresses are available during checkout.
User Group controls	Assigning a user to User Groups controls product category visibility, pricing tiers, storefront theme, credit card availability, and whether orders require approval.
Marketing opt-in	The Mktg Option flag syncs with the customer's email marketing preference. Customers can also toggle this from the My Info page on the storefront.
Welcome email	When "Send welcome email" is checked during user creation, the customer receives an email notification with their login credentials.

Print Editor

Area	Effect
Saved projects	The Projects tab shows all designs saved in the Print Editor. The View/Edit action opens the project directly in the editor for modification.
Image albums	The Albums/Images tab manages image libraries that the customer can use within the Print Editor for their designs.
Available downloads	The "Available Downloads" action on a project controls how many times the customer can download the finished PDF from the storefront.

Admin Users — manage users who have administrative role assignments
Organizations — group customers under shared company settings and addresses
User Groups — assign customers to groups for pricing, visibility, and payment controls
User Carts — view all active shopping carts across the storefront
User Projects — browse saved design projects for all customers
User Roles — create roles that grant admin screen access to users
Orders — view orders placed by customers managed on this page