Subs Administrator Help

Index

• Adding a new user
• Processing payments
• Changing a password
• Deleting a user
• Searching for users
• Holding an account
• Editing user details
• Entering dates
• Sending bulk email
• Protecting against Pirates
• Multiple configuration files

1. Go to Edit User
2. Enter a suitable login name. This is the name the user will have to enter when they first try to access your protected information.
3. A password will have been suggested for you. It is the password the user will have to enter when they first try to access your protected information. You can either accept it (it should be easily pronounceable and reasonable secure), or enter something else
4. Set the account status. The options are:
   • Wait for approval. You have not authorised their Credit Card pament yet. User cannot access the system yet.
   • Trial. User has short term (usually free) access to your site until the Access End date. You would usually only offer a few days Trial access before asking for payment for a full subscription.
   • Approved. You have priocessed their payment and the user has access to the system until the Access End date.
   • Held. User access has been temporarily stopped. You might use this while you resolbve a dispute with the customer. While the account status us set to Held, no access is permitted.
5. Enter the users full name
6. Enter the users email address if they have one. If an address is entered, Subs will send a greeting message to that address containing their user name and password. The text can be customised on the Configuration page
7. Enter the users home address
8. Enter any notes about the customer you may wish
9. Enter the date of the first day of permitted access. Todays date will be provided automatically. You can enter any date you like, or phrases like tomorrow, 2 days etc (see Entering dates
10. Enter the date of the last day of permitted access. A default date (set up on the Configuration page will be provided automatically. You can enter any date you like, or phrases like tomorrow, 2 days etc (see Entering dates
11. If you wish to record Credit Card details, enter the card type, card number, name on the card, and the card expiry date.
12. Press the "Commit" button. If there were any error in the form, it will reappear with an error message at the top. Fix the error and press the "Commit" button again. If there were no error, email will be sent to the email address (if provided), and you will be presented with a blank for ready for a new user.

1. Go to Pending Requests
2. For each payment request listed, process the credit card payment with your credit card company.
3. For each payment requested, select either Accept or Decline, depending on the result of the card payment.
4. Press Commit at the bottom of the screen. Each user will be converted to "Approved", and have their end date extended, and will receive email. access

1. Find the user using the Search page Click on the user name. The Edit User page for that user will appear.
2. The old password will be shown in the Password field. Edit the password. Make sure the new password is not easy to guess.
3. Press "Commit".

1. Find the user using the Search page Click on the user name. The Edit User page for that user will appear.
2. Press "Delete"

1. Go to Search Users
2. A list of all users will appear, one line per user. Users whose End Date has expired have a "*" at the end of the End Date column.
3. To see all the details for a user, click on the user name.
4. To see a more restricted list of users, choose a criteria from the menu at the top of the page, and press "List Users". Criteria whose names end in a ":" require you to enter additional search criteria in the text field. Searches on Login, Full Name and credit card number will do a partial match and are not case sensitive.

1. Find the user using the Search page Click on the user name. The Edit User page for that user will appear.
2. Set Account Status to "Held".
3. Press "Commit".

1. Find the user using the Search page Click on the user name. The Edit User page for that user will appear.
2. Edit any details that need changing
3. Press "Commit".

• An absolute date. If you set the date format on the Configuration page to ddmmyy, you should enter dd/mm/yy. For example Jan 25 1996 would be entered 25/1/96. If your date format is mmddyy, you would enter 1/25/96.
• Today. Say something like "today" or "tod".
• Tomorrow. Say something like "tomorrow" or "tom".
• Days from today. Say something like "1 d", "2 days", "5 d" etc.
• Weeks from today. Say something like "1 w", "2 weeks", "5 w" etc.
• Months from today. Say something like "1 m", "2 months", "5 m" etc.
• Years from today. Say something like "1 y", "2 years", "5 y" etc.

• Go to Mail Users
• Select a category of users to mail to.
• Fill on an informative subject line.
• Enter the body of the email message.
• Press "Mail Users".
• All users in the selected category that have an email address will be sent the email.
• If there are many users to send to, you may need to wait while the email is sent.

• $user{'name'} is replaced with the users login name.
• $user{'full_name'} is replaced with the users full name.
• $user{'address1'} is replaced with the users address line 1
• $user{'address2'} is replaced with the users address line 2
• $user{'city'} is replaced with the users city
• $user{'state'} is replaced with the users state
• $user{'postcode'} is replaced with the users postal code
• $user{'country'} is replaced with the users country
• $user{'start_date'} is replaced by the start date of their subscription
• $user{'end_date'} is replaced by the end date of their subscription
• $user{'pay_request_date'} is replaced by the date that they made their last subscription request.
• $config{'service'} is replaced with the service name that you entered in Your Service Name above.
• $config{'admin_name'} is replaced with the name you entered in Administrator full name above.
• $config{'admin_address'} is replaced with the name you entered in Administrator address above.

You can prevent this happening to your site by arranging to run the pirateCheck program. PirateCheck analyses your web server access log and looks for usernames that are being used from many different locations. Any accounts that are being used to milk your site are automatically marked as Held and their access privileges disabled. PirateCheck also automatically disables access for subscriptions that have expired.

You can quickly navigate to all the admin pages for all your servers from List All Servers. In order to use this page your administrator must set up metaconfig.pl.