AuctionGate | Account management - Site page "Users"

The section of the website menu called "Users" is intended for creating, editing, and deleting users. To open the "Users" page of the site, click on the "Users" menu section, which is located in the site menu (Figure 1, pointer 1). This will open the corresponding page (Figure 2).

Figure 1 - Site menu section "Users"

On the "Users" page of the website, there is a table area displaying all the users registered on the site. By clicking the "Tools" button (Figure 2, Pointer 1), you can open the filter area to set parameters (Figure 3):

• “Select status” - from the dropdown list that opens when you click the button, select the user's status;

• “Select account Copart ” - from the dropdown list that opens when you click the button, choose the Copart auction account;

• “Select accoun IAAI” - from the dropdown list that opens when you click the button, choose the IAAI auction account;

• "SubBidder name" - enter a user name;

• "Login" - enter the user's login.

After entering the parameters, click the "Apply" button to generate the list of users in the tabular area. In case you want to cancel, use the "Clear" button.

Figure 2 - Site Users Page

Figure 3 - Filter area

User Creation

To create a new user, click the "Add user" button (Figure 2, Pointer 2). Then in the "Add user" window that opens (Figure 4), fill in the fields:

Authorization data:

• "Select status" - from the drop-down list that opens when you click on the button , select the status of the user.

Note: If "Inactive" is selected, the user will not be able to participate in auctions.

• "User Name" - enter the user's first and last name in Latin characters;

• "Login" - enter the login, which will be further used for authorization in the extension and mobile app;

• "Email" - enter the user's e-mail address;

• "Password" - enter the user password, which will be further used for authorization in the extension and mobile application. The password must contain at least five characters;

• "Confirm Password" - re-enter the password that was entered in the field above.

Price lists

• "Select price list" - from the drop-down list that opens when you click on the button , select the price list that will be used to calculate the cost of delivery;

Bid Settings

• "Bet Limit (USD)" - using the keyboard or by pressing the button, enter the bet amount limit;

• “Bet limit on vehicle (Q-ty)” - using the keyboard or by pressing the button , enter the limit of the bid amount for one car;

Note: If the user's bid at the auction exceeds the limit specified in the fields above, the user's bid will not be accepted.

• “Quantity limit of purchased cars (Q-ty)” - using the keypad or by pressing the button, enter the limit of the number of purchased cars for all auctions.

Note: If any of the fields is set to "0", there will be no restrictions for the user.

Prebid status

• "Betting limits" - from the drop-down list that opens by clicking on the button , select the required value in the pre-betting mod

Live Bid Status 

• "Online Bidding Status" - from the drop-down list that opens when you click on the button , select the required value in the online bidding mode;

Note: If "Inactive" is selected in the ""Bid Limits" or "Online Bid Status" field, the user will not be able to place bets in pre-bid or online bidding mode.

Copart Accounts

• "Select Copart master account" - from the drop-down list that opens when you click on the button, select your Copart auction account;

• "Select Copart slave account" - from the drop-down list that opens when you click on the button, select your Copart auction account;

Note: If there is no auction location on the primary account, the extension will automatically switch to the second account where the required location is present.

IAAI Accounts

• “Select IAAI master account” -  from the drop-down list that opens when you click on the button , select your IAA auction account;

• "Select IAAI slave account" - from the drop-down list that opens when you click on the button, select your Copart auction account;

Note: If there is no auction location on the primary account, the extension will automatically switch to the second account where the required location is present.

Offices

• "Select office" - from the drop-down list that opens when you click on the button select the desired office;

Employee

• "Employee" - from the drop-down list that opens when you click on the button select the employee's full name.

After entering the parameters, click on the "Save" button, in case of cancelation click on the "Cancel" button.

As a result of the actions performed, a new user will be created and displayed in the table area.

Figure 4 - "Add user" window

Editing a user

In order to edit the user data, click on the button, which is located on the right side of the record in the table area (Figure 2, Pointer 3). After that, the Edit User window opens (Figure 5), where data changes are performed in the same way as when creating a user (see above).

Figure 5 - Edit User window

Deleting a user

In order to delete a user, click on the button, which is located on the right side of the entry in the table area (Figure 2, Pointer 4). After that, a window will open in which to confirm the deletion, click on the “Delete” button, and to cancel, click the “Cancel” button (Figure 6).

As a result, the user will be absent from the tablespace.

Figure 6 - Confirming/Canceling User Deletion

Mass editing function for users

The bulk user editing function provides a convenient way to simultaneously edit the same type of data in several records.

To use this feature, follow these steps:

In the table, select the checkbox next to each user you want to edit (Figure 2, Pointer 5).

After marking the users, a panel with bulk editing options appears at the bottom of the table, where you can use the available options to change the parameters (Pointer  6).

Note: Selecting the For All checkbox (Pointer 7) will select all users, so that changes can be applied to all at once.

Available options:

• Deleting a user - in the bulk editing panel, select the "Delete" option (Figure 7, Pointer 1), after which a window opens in which you can click the "Yes" button to confirm the deletion, or the "No" button to cancel it. As a result, the user will be deleted from the table.

Figure 7 - Delete option

• Change the user status - in the bulk editing panel, select the "Set status" option (Figure 8, Pointer 1), then select the status from the drop-down list and confirm the changes by clicking the "Apply" button (Pointer 2).

Figure 8 - Option to change the user status

• Install an employee - select the "Set employee" option (Figure 9, Pointer 1), then select the desired employee from the available options and click the "Apply" button (Pointer 2).

Figure 9 - The option to change an employee

• Setting up a Copart/IAAI account - select the "Set account Copart/IAAI" option (Figure 10, Pointer 1), then select the required account from the available options and click "Apply" (Pointers 2) to save the changes.

Figure 10- Account assignment option

• Setting the price list - select the "Set price list" option (Figure 11, Pointer 1), then select the required account from the available options and click "Apply" (Pointer 2) to save the changes.

Figure 11- Option to assign a price list

Note: The list of employees, accounts, and price lists available for use displays only those with the "Active" status.