We understand that most of our customers prefer to be self-sufficient in managing their own user base. And so we created a tool called 'Site User Manager'. Not only can you view existing users through this tool, you can also send out user invites to new members of staff.

To add a new user:

Hover over the 'Users' menu item in the admin bar.
You'll see a sub-menu is revealed. Click on 'Site User Manager' here.
Enter the email address of your new user here and give them a username. Usernames must be lowercase with no special characters.
The only role option available here is 'Editor' so you can't go wrong. Just click 'create user' and an invitation email will be sent out. Your new user will need to activate their account by clicking the link in this email.

It's worth bearing in mind that you may need to remind this person to check their spam or junk email inbox as activation emails can sometimes end up there.

View Prospect Registration Data

Whether or not you collect custom data from users, there likely will come a time where you'll want to view registration data in the Prospectus Plus CMS, especially if you do not have a CRM integration.

Where is user data stored and how do I view it?

User data is stored in the Site User Manager section of the CMS.

Navigate to Users > Site User Manager.
Click on the 'Prospectus user' filter. In the table here, you'll already have access to the key basic information stored for each user such as name and email address.
If you use custom registration forms, you can view the data collected for each user by clicking on the pencil icon next to the user you are interested in.

You'll see the edit screen for this user with custom data presented in table format.