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admin:setup

Setup

Profile Fields

You access the profile field manager in the Admin menu » Site Setup » Profile Fields

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.

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 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".

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.


If you want to edit or delete a profile field, click the 'X" or "Pencil' icon from the list of profile fields »

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.



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".


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.




Adding New Profile Fields:


Shown above are the most common standard fields you would use.
Textfield - used for creating a short one-line field, typically used for entering a name or email, etc.
Textarea - a multi-line field, typically used for longer messages, such as the comment field, etc.
Select Box - used to create a drop down list that allows the to select one choice.
Multi Checks - used when there is a list of options that allows the user to select any number of choices.


Sorting Profile Fields:

You can decide which category you want a profile field to appear in, you can do this when creating a new profile field, or change/move it at any time by editing a profile field.


You can also sort profile fields in the order you want them to appear within a category. You use the "Up" and "Down" green arrows located at the far right of the list of profile fields.


Be sure to regenerate your profile fields when you're done doing any edits, changes or additions.


If your changes don't appear on your site it may be because you forgot to regenerate your profile fields.


Profile Categories

You access the profile field manager in the Admin menu » Site Setup » Profile Categories

Your Profile Fields get placed and listed under the various Profile Categories.

Creating and naming your profile categories is an important part of planning your profile fields.

Profile Categories are displayed on the user's profile page in the same order that they are listed in the admin profile categories manager section.


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.

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.


If your changes don't appear on your site it may be because you forgot to regenerate your profile categories.


Locations

In the Admin –> Site Setup –> Locations section you can "add" and "delete" countries, states and cities.

This is handy for those that are creating or operating a niche site that's targeted towards a specific location. You can delete any countries that don't apply to your niche. You can also add "states" and "cities" to countries.

Where applicable, such as the basic and advanced searches and the signup page, the user is able to select a country.

If states and cities have also been included for the selected country, additional dropdown selections will be made available and appear as each selection is made:


* If a country has no states or cities included, then only the country selection will be available and required.

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 a Countries:

You can delete a country by simply clicking the "X" icon next to the country in the list.
Caution: deleting a country and it's states and cities removes them from the database and is not reversible.

Adding "States" to a Country:

Before you can add cities to a country you must first create states (provinces or regions) which the cities will be added to.

To add a state click the "States" link for the country:


Then in the next window click "Add new state":


Adding "Cities" to 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" link, then in the next window click "Add new city":


Repeat this process to add more cities.

Tip:
If you're operating a location based niche site and your country uses a term other than "State", such as "Province" or "Region", you can change this by going to Admin –> Site Setup –> Skin Settings and click the "Translate" link. Then edit the word "state" in the following 2 fields:


Keep in mind that this will become the default term for all countries. If your niche includes more than one country that uses different terms, such as "Canada" and the "United States" for example, Canada uses the term "Province" and the United States uses the term "State", then you might want to change it so it displays something like this … State/Province.

Search Types:


You have the choice of having your users search by "Location" or "Zip Distance", location is searching by country/state/city, zip distance is searching for those within a certain distance of your location.
Note: Zip Distance only works for the USA.



Skin Settings

This feature is accessed at: Admin –> Site Setup –> Skin Settings

It offers several functions:

Translate - is useful for translating your site into another language. You can also edit certain text if needed, see the "Tip" section in "Locations" for an example scenario. Locations

Regenerate Skin - regenerates the cache including for ALL members. Useful in the event your cron job didn't run for a while (or isn't working properly), some cache files might not have been generated.


Configuring PayPal

In order to use Paypal to receive payments on your site you need to set up your Paypal account to send payment notifications to your site (and, obviously, a business or premier account on Paypal). You need to make 2 modifications to your Paypal account:

  1. first login into your paypal account at http://www.paypal.com
  2. activate IPN notifications:
    • Go to the "Profile" subtab.
    • Click on the "Instant Payment Notification Preferences" link in the "Selling Preferences" column.
    • Click Edit.
    • 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.

Activate Payment Data Transfer:

  • Click the Profile subtab.
  • Click "Website Payment Preferences" in the "Seller Preferences" column.
  • 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.
  • Under Payment Data Transfer, click the On radio button.


  • Click Save.
  • Click "Website Payment Preferences" in the "Seller Preferences" column.
  • Scroll down to the Payment Data Transfer section of the page to view your PDT identity token. It is a very long string of seemingly random digits and letters.

Then go to Admin –> General Settings –> Features and Options –> Payment: Paypal

You need to copy the PDT identity token and enter it in the Payment Data Transfer Identity Token: field. Make sure Enable test mode? Don't enable this on a live site! option is unchecked otherwise member payments will not reach your account.



Subscriptions

Accessed at: Admin –> Site Setup –> Subscriptions

Subscriptions are used if you decide to run a paid service.

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 … 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 forum.datemill.com/index.php?topic=2883.0, but remember you have been forewarned that this isn't a good idea.

You should just use the standard "Subscriptions" tab and create subscription levels. Click the "Add new" link to create a subscription.


Creating a Subscription:


Short description: this is the label or title for your subscription.
Description: this is optional and can be used if you want to provide more details about the subscription.
Price: include the price for the subscription.
Duration: this must be in days, if your subscription is annually or for a year, you would add 365.
Is Recurent? this isn't recommended as auto recurring payments have become frowned upon in many cases.
Is Visible? only uncheck this if you didn't want it to show in the list of subscription options available to members. This can be handy if you want to test setting up subscriptions but only want to make them available to members at a later date.
Upgrades to Membership: select the membership level they will be upgraded to after payment.

You can create as many subscriptions as you want, such as monthly, yearly, lifetime, etc.

New currencies can be added (or removed) in the includes/common.inc.php file, look for the following line of code around line #154

$accepted_currencies=array('USD'⇒'USD','EUR'⇒'EUR','GBP'⇒'GBP');

To add a new currency into the string it must be added in this format 'NZD'⇒'NZD' each currency item must be separated with a comma, so it's added like this …

$accepted_currencies=array('USD'⇒'USD','EUR'⇒'EUR','NZD'⇒'NZD','GBP'⇒'GBP');

You must also use the 3 digit currency code for your country.


Terms of Service

To add your terms go to: Admin –> Site Setup –> Edit TOS file

If you're not sure what to add here search the web for generic "terms of service", or search for sites similar to yours and see what their terms are.


Privacy

To add your privacy statement go to: Admin –> Site Setup –> Edit Privacy file

If you're not sure what to add here search the web for a generic "privacy statement".

admin/setup.txt · Last modified: 2016/09/06 15:06 by admin