Creating an order into a user's account

Availability

Infradox XS all versions

Article last updated on

23 October 2015

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Introduction

This article describes how a staff member can create an order into a user's account without having to sign in as that user.

Note that you'll need to prepare this action by adding the files for which you will be creating an order to one of your lightboxes first.

In version 27.5 or later, you can also add files to orders for any user from the preview pages: Preview page User actions

How it works

In the administrator's menu, go to User management. Find the user account. The column Files has a link x file(s) in the cart - where x is the number of files currently in the user's cart. Click on that link to open the action panel underneath the user details row in the list. 

Creating an order

Click the link Create order into account. A dialog will appear. At the top of the dialog, select the lightbox that has the files that you have prepared for this action. 

  • Enable download permissions
    If you want to allow the user to immediately download the files, then check this box. Note that this option is not relevant if the user already has immediate download permissions on his/her account. In that case the user will be able to download the files regardless - unless you change the permissions on the order after creating it (more on that below).
  • File sizes for RF files
    If the order has RM files, then the user will be able to select from the available download sizes. If the order has RF files then the file size must be selected beforehand. In this dialog you can either choose to make the largest or smallest files available for download.
  • Notifying the user
    If you want to send the user an e-mail notification about this order, then check the box Send an e-mail notification and enter a subject and message. The user's e-mail address will be already there. If you want to be able to review or change the order before notifying the user, then uncheck the notification box.
  • Reviewing and/or changing the order 
    If you need to make changes to the order (e.g. to add prices, to change permissions on the order et cetera), then click the checkbox Open order in administrator's view at the bottom of the dialog. If this option is selected, then the administrator's order page will load after you submit the dialog.
    Note that you will of course be able to change the order regardless of this setting by finding it in the Order management overview. 

Adding files to the user's cart

Alternatively, you can add files to the user's cart after which the user will be able to complete the order process themselves. This will allow the user to remove files he/she doesn't want first. You can add the contents of one of your lightboxes with the link Copy lightbox into cart or you can add single files one-by-one with the Add file to cart link.

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