The user has the ability to manage all settings within WooCommerce, including adding, editing and removing products. You will also have the ability to View all WooCommerce reporting tools.

Dashboard

Upon logging in, you’ll immediately access your Dashboard. From the Dashboard Screen, you can access your site’s content and get glimpses into other areas of the WordPress community. 

The Dashboard screen presents information in blocks called widgets. By default, WordPress delivers five widgets on this page: 

• Welcome – The Welcome widget shows links for some of the most common tasks when setting up a new site.
• At a Glance – The At a Glance widget provides a summary of the number of posts, pages, and comments on your site. Each of these content types are displayed in the form of a link and will direct you to the specific area to manage that content. 
• Activity – This widget shows the upcoming scheduled blog posts, recently published posts, and the most recent comments on your posts–and allows you to moderate them. Hovering the mouse over each comment activates a menu of choices: to approve (or unapprove) the comment, edit the comment, reply to the comment, mark the comment as spam, or delete the comment.
• Quick Draft – The QuickDraft widget allows you to quickly and easily draft a new blog post. Enter a post title, upload/insert media, enter the post content, add tags, and click the Publish button or click the Save Draft button. It’s that easy!
• WordPress Events and News – This Dashboard widget lists upcoming local events and the latest news from the official WordPress blog. Here you can keep up with software developments–such as version announcements and security notices, and news about the WordPress community.

Screen Options

Across most pages, the Screen Options panel is available in the top right corner. It allows you to choose which widgets are displayed or not displayed. When you click on the Screen Options tab, the resulting panel shows the various Dashboard widgets. Check the box to display a specific widget, or uncheck the box to hide that widget.

Click the Screen Options tab again to close the Screen Options panel.

Expanding and Rearranging Widgets

Each widget can be expanded or contracted by clicking on the widget title bar. Widgets can be moved by hovering the mouse cursor over the widget title bar. When the mouse cursor changes to four arrows, hold the left mouse button down, drag the widget to where you want to place it, and then release the mouse button (this cursor motion is called drag and drop).

Posts Overview 

In this first phase, you’ll use this space to create posts for Featured Creators, Featured Mediums, Featured NonProfits, Curations, and Events. 

This table lists all existing Posts, and contains the following columns headings:

• [ ] Checkbox – When the heading checkbox is selected, all posts will be selected to be modified by the applied Bulk Action. Select individual posts for individual modification. 
• Title – The post Title is displayed as a link. Click the Title link to edit this post. 
• Author – Displayed in the form of a link, this is the User who wrote the Post. Each author link, when clicked will cause all Posts authored by that user to be displayed.
• Categories – Each Category link, when clicked will cause the list of Posts assigned to that Category to be displayed in the Table of Posts.
• Tags – Each Tag link, when clicked will cause the list of Posts assigned to that Tag to be displayed in the Table of Posts.
• Comment Bubble – Each Post row has a comment bubble with the number of comments for that Post. If a Post has any comments, then the number comments is displayed in a blue bubble. Clicking on a blue comment bubble causes the Comments Screen to be displayed for view.
• Date – The Date column for each Post shows the Date ‘Published’ for Published Posts or the Date ‘Last Modified’ for drafted Posts. If the Post is a “future Post,” the scheduled date for publishing will be displayed.

Sortable Columns

Hover over the column title, for example Title, to see the up-arrow or down-arrow. Click the heading to change the sort order.

Bulk Actions 

Bulk Edit Actions allows the fields, Author, Comments Allowed, Status, Pings Allowed, and Sticky, to be changed for all the selected Posts. It is important to note, Categories and Tags can be ADDED in bulk to a set of Posts, but it is not possible to CHANGE, or DELETE, a Category, or Tag, for those Posts. Click the Apply button to execute the Bulk Action, specified in the Actions pulldown, on the selected Posts. Remember, prior to executing Actions, one or more Posts must be selected.

Quick Edit 

Perform an immediate action on one Post by clicking the Quick Edit link, under the Post Title in the Table of Posts. This is an in-line edit that allows you to change the following items–Title, Slug, Date, Author, Password or Private post box, Categories, Tags, Allow Comments, Allow Pings, Status, and Make this a post-sticky.

Add New Posts

See below, Add New – Creating Posts and Pages

Media Library

This area will house all images uploaded by Creators and Site Admins. Use the Add New to upload images in bulk. Select from this library on other pages when choosing to upload images.

Adjust your view, using the toolbar at the top. Click the paper icon to view images and details in a list view. Choose the boxes icon to view your media in a grid.

Filter your view by specific media, using the items dropdown box to choose the items you want to see. 

View images added in a specific month only, by using the dates dropdown box. Choose to view images in a list, and organize items by the File Name, Creator (or Author) and the page that it was Uploaded to, Comments (if any) and Date. 

For product images, Uploaded to will show the Product page. 

Pages Overview

Use the Pages Screen to manage all of the pages on the site including edit, delete, and view. Filtering, and searching, also makes it easy to quickly find Pages matching certain criteria. 

This overview includes: 

• [ ] Checkbox – When the heading checkbox is selected, all posts will be selected to be modified by the applied Bulk Action. Select individual posts for individual modification. 
• Title – The post Title is displayed as a link. Click the Title link to edit this post. 
• Author – Displayed in the form of a link, this is the User who wrote the Post. Clicking the author link causes all Posts authored by that user to be displayed in the Table.
• Comment Bubble – Each Post row has a comment bubble with the number of comments for that Post. If a Posts has any comments, then the number comments is displayed in a blue bubble. Clicking on a blue comment bubble causes the Comments Screen to be displayed for view.
• Date – The Date column for each Post shows the Date ‘Published’ for Published Posts or the Date ‘Last Modified’ for drafted Posts. If the Post is a “future Post,” the scheduled date for publishing will be displayed.

Filtering Options

At the top of this screen are Filtering Option links – All, Published, Pending Review, Draft, Private. When clicked, Pages of that type will be displayed in the underlying Table. 

Below that row and to the right of Bulk Actions are more filter options – Dates, All SEO Scores and All Readability Scores. Click Filter to perform your selected action. 

Bulk Actions

This allows you to Edit page sections, such as the below, or Trash a whole batch of Pages. 

• Author – Change to one of the site admins
• Parent – Allows this page to be accessed via one of the available parent pages
• Template – Select a template for the layout of content for a selected page
• Comments – Choose to turn on or off comments from Patrons visiting this page
• Status – Save this page as a Draft or Publish your change

Quick Edit 

Hovering over the title of any page will display the options to Edit, Quick Edit, Trash or View. Quick Edit provides an easy method to change a multitude of values, such as Title, Slug, Date, and Author, for a given Page. View will direct you to the site to view the page as the customer. 

Add New – Creating Posts and New Pages

Block Editor

 

To create a new page, click Add New. The block editor will open by default in Fullscreen mode. Click on the WordPress icon in the top left corner to get back to the Admin Menu, or use the three dots in the navigation to switch Full Screen Mode to Off. 

The WordPress Editor uses blocks to transform the way you create content. With blocks, you can quickly add and customize multiple media and visual elements that used to require shortcodes, custom HTML code, and embeds.

What Are Blocks?

Each block consists of a Block Toolbar, a Block Settings Sidebar and the Block Content. Depending on the block’s purpose the buttons of the Block Toolbar will change and so will be settings items in the Block settings sidebar. All the core blocks are divided into three sections: 1) Description of how a block works, and the items in the Block Tools and what you can change in the Block Settings Sidebar. 

Configuring a Block

Each block has its own settings. To find them, select a block, from the + icon at the top of the page. 
The settings at the top of the block usually include formatting options as well as the option to change the block type.

In the editor’s sidebar you can switch between settings for the current block and settings for the whole document.

The Document Settings is where you can add tags and categories, choose a featured image, see and change the status of your post, and more — these are options that apply to the page or post as a whole.

What if you’d like to change a block type? No problem: you can transform each block to another similar or related block type. For example, change a paragraph to a heading, a list, or a quote.

Removing a Block

To remove a block, select the block and click the three dots right above it. Among the settings there you’ll see the option to remove that block.

Use this video to see an example block being created: https://wordpress.org/support/files/2019/03/add-block.mp4

Find out more about how to build a post or a page here: https://wordpress.org/support/article/wordpress-editor/ 

Comments

Comments Overview

Manage store-wide comments here! Edit or delete content found in comments to your posts, mark comments as spam, send comments to the trash, or reply to comments. A number of rules can be defined about who can write comments, and how comments are moderated. These rules are managed via Administration > Settings > Discussion. See comment details, including:  

• [ ] Checkbox – When the heading checkbox is selected, all comments will be selected to be modified by the applied Action, or select individual comments for modification.
• Author – This is the name of the commenter. The author’s email address can be clicked to begin an email to that address. If added, you can see the commenter’s web-site that can also be clicked as well as the IP address in the form of a link. NOTE: Clicking that IP address link causes all the comments originated by that IP address to be displayed thus allowing a Bulk Action to be applied to all comments from that address. Helpful for spam.
• Comment – This area shows the comment or a portion of the comment. Hovering over any comment gives you Immediate Actions that can be performed.
• In Response To – This is the post that inspired the comment. It links to the post editor for that entry. The View Post link leads to that post on your live site. The small bubble with the number in it shows the number of approved comments that post has received. If the bubble is gray, you have moderated all comments for that post. If it is blue, there are pending comments. Clicking the bubble will filter the comments screen to show only comments on that post.

Comment Spam

WordPress built-in tools and history of combating comment spam means that most WordPress blogs get very little spam, and when they do it’s easy to address. 

However, it’s inevitable that Local Good won’t receive some instances of fake commenting. The best defense is watching your comments. The Comment Table shows a listing of the latest comments on any post, so you can quickly scan the comment activity on your site. The faster you respond to comment spam on your site, the less likely spammers will return. 

WooCommerce Dashboard

This section will explore all pages within the WooCommerce PlugIn. 

You can explore your Store’s orders by going to WooCommerce > Dashboard. Your dash will show you a performance overview of your entire store. Use the date range to filter your view. See quick highlights including:

• Total Sales
• Net Sales
• Orders
• Items Sold

Across all pages of this Plugin, you can quickly view your Inbox, Orders, Stock and Reviews by choosing the icon in the top right navigation. Upon click, the information will be displayed in a sidebar, sliding out from the right.

Charts

See how things look visually in the Charts section. Choose how you’d like to view them in the top right corner of the section. Select the line graph or bar graph icon. 

Select the three dots, to see all of the types of data available. Choose which data you’d like to see by clicking on the name or button next to it. 

Leaderboards

See which Product is getting the most attention, or which Customer has the highest spend in the Leaderboads section. Select the three dots to change the data, the view, the placement or the name. 

Orders 

You can explore your Store’s orders by going to WooCommerce > Orders. 

Each row displays several details. Some are there by default, others can be added from the Screen Options drop down. 

Filter and Sort Orders

Filter orders by Date (month/year) or by registered customer.

• Select the month, or search for a customer.
• Select Filter.

Sort orders in ascending or descending order by selecting the highlighted heading.

Order Status

An Order statuses lets you know how far along the order is, from “Pending” to “Completed.” The following order statuses are used:

• Pending payment — Order received, no payment initiated. Awaiting payment.
• Failed — Payment failed or was declined. Note that this status may not show immediately and instead show as ‘Pending’ until verified.
• Processing — Payment has been received, and stock has been reduced; order is awaiting fulfillment. 
• Completed — Order fulfilled and complete. No further action.
• On hold — Stock is reduced, but you need to confirm payment.
• Canceled — Canceled by an admin or the customer – stock is increased, no further action required.
• Refunded — Refunded by an admin – no further action required.
• Authentication required — Awaiting action by the customer to authenticate the transaction and/or complete SCA requirements.

Order Actions

Hovering over an order Status displays Notes made on the order.

Previewing Orders

Clicking the preview “eye” opens a modal, containing the order number, status, full billing details, payment method, shipping details and method, items ordered and the option to change the order status. 

Viewing an Order 

Clicking the Order name will take you to the Edit Order page, where you can see a single order in full detail. 

From this page you edit the following items:

• Order status 
• Order items – modify the product, prices, and taxes.
• Stock – Reduce and restore stock for an order
• Order Actions – Email order details to customer or Regenerate download permissions
• Meta – Modify product Meta to edit product variations by removing and adding 
• Coupons – Add a coupon code to apply to the order. Coupon usage counts are tracked, and can be removed from orders. However, the order must be unpaid to have an affect.
• Fees – You can enter an amount or percentage to add a fee to an order. Negative fees will apportion taxes between all items, and will not allow the cart total to go below zero.

Manually Add an Order

Use Add New at the top of the page. When the Single Order page appears, fill out the fields as needed. Set the Order Status and Save. 

Order Details

The Order Details panel you can view:

• Order number
• Payment details
• Order date and time
• Order status
• Customer details:
  • Username and email to view their profile and other past purchases 
  • Billing details
  • Shipping details

Editing Order Details

Most of the details in this section can be updated or changed.

Under “Billing” and “Shipping”, several other details can be changed. In order to do so, select the pencil icon next to each of them. Select Update to save your changes, when done. 

• Under “Billing”, the following things can be changed:
  • Billing address — this can also be loaded from the customer’s profile by selecting “Load billing address”
  • Email
  • Phone number
  • Payment method and details
• Under “Shipping”, the following things can be changed:
  • Shipping address — this can also be loaded from the customer’s profile or copied from the billing address
  • Customer provided note

• To change date and time, use the dropdown and quantity selectors.
• To change the status, choose the right status in the dropdown.
• To change the customer, select the current customer and search for the new customer.
  

Order Items and Totals

The Order Items panel contains the product items, the shipping details, and the order summary.

Each product item row lists:

• Product image
• Product name
• Single product Cost
• Quantity
• Total (Cost x Quantity, with discounts)
• Taxes

Shipping details displayed below, include:

• Shipping method
• Boxed items
• Total cost
• Taxes

Lastly,  an overview of the order costs. By default, it will include:

• Items subtotal — cost excluding tax
• Coupon(s) — amount deducted; coupons used are displayed to the left in this section
• Shipping — shipping cost for the order
• Taxes — amount of taxes for the whole order; this will be determined by the tax code 
• Order total — the total of the above costs
• Store Owner Details — an overview of payment and fees taken by payment gateways

Edit Order Items and Totals

Apart from refunding, order items can not be edited, unless the order status is “Pending payment”, or “On hold.” The following product items can be edited:

• Add Meta — Add and remove meta to change product variable options.
• Quantity — Number of items the customer is purchasing.
• Total — Line price and line tax before pre-tax discounts.
• Tax — Tax cost. For example, if a customer is tax-exempt you may want to remove the taxes.

At the bottom of the window, you can perform other actions, including the following:

• Add item(s) — this will show you six new options:
  • Add product(s) — Add additional products to the order.
  • Add fee — Add an additional fee, such as gift wrapping.
  • Add shipping — Add a shipping cost. When you’ve done this, select the pencil icon to update the name, the method, the cost, and the tax.
  • Add tax — Add an additional tax code to every section in the order.
  • Cancel — Cancel if you do not want to make any changes.
  • Save — Save once the changes are made.
• Apply coupon — If your customer forgot to add the coupon could or you want to reward the customer before they pay, selecting this option will show a modal that allows you to apply a coupon code.
• Refund — to refund the customer. For more information about Manual and Automatic Refunds, see WooCommerce Refunds.
• For any changes, select Recalculate to ensure all the changes are reflected in the order totals.

Order Notes

The Order Notes panel displays notes attached to the order and can be used for storing event details, such as payment results or reducing stock levels, or adding notes to the order for customers to view. Some payment gateways also add notes for debugging.

The following note types are possible:

• Blue: Notes to the customer. Customers receive notes via email but can view them by viewing an order, or using the WooCommerce order tracking page
• Grey: General status updates, such as status changes or private notes. Customers do not see these notes but may receive notification of them, e.g., when the status changes from processing to completed, an email may be sent (depending on your settings).
• Purple: System status notices, such as payment gateway details.

Notes can be a powerful tool for communicating with customers or other store managers. Need to add a tracking number for shipping? Is stock delayed? Add a customer note, and they are automatically notified.

Customers 

This reporting page will help you learn more about where your purchases are coming from and who your customers are.

Filter and Search 

Search for a single person by name, or add some advanced filters to sort. *Note: Unlike the table search, Name, Country, Username and Email do not allow for a partial match on customers. Instead, they provide an easy way to filter the report down to specific names, countries, etc.

Report Sorting
 

Use the column titles to sort the table in ascending or descending order. By default, the report shows the most recently active customers.

Downloading Reports

Download this information in an Excel document using the Cloud icon on the right. 

Menu Cart Setup

The shopping cart button on your user site can be found under WooCommerce > Menu Cart Setup. Choose where your cart is displayed, how it’s displayed, the details that show up with it and even what the icon looks like. 

Once you select Save, these changes will show up on your customer site. 

Reports

Reports give you the ability to see your store’s performance to the month, using graphs and stats. Info can be seen by Orders, Customers, Stock, and Taxes.

Download any report or Export a CSV file. 

Orders

The orders report allow you to view gross and net sales volume and totals, as well as top sellers, top freebies, top earners, and product downloads. 

Organize your order Sales by date. This gives you the current sales performance by year, last month, this month, last 7 days, and a custom date range.

The sales graph itself shows the number of gross sales plotted on a light blue line, the net sales plotted in dark blue, the shipping amount plotted in green, refunds plotted in red, and coupon values redeemed in orange. Hovering over a point will give you the exact figure.

Organize your Order using Sales by Product to see sales per day in a given range. You can select any product from your store to view sales data, and again drill down into by year, last month, this month, last 7 days, and custom.

View Sales by Category, by selecting the categories you want to review. Select Show to see the sales report.  

Coupons by Date will show discounts in total and number of coupons used in total. It also provides the ability to filter by coupon, view the most popular ones used and which ones give the most discount. 

Customers

The Customers tab allows you to view reports for Customers vs. Guests and Customer List with options to further sort by year, last month, this month, last 7 days, and custom.

Note, that Customers are paying users who have registered on your website. Customer List does not show Guests who have made purchases. 

Stock

Stock lists your low-in-stock and out-of-stock items as well as your most-stocked products. You can view stock availability. You cannot pull specific reports based on stock. 

Taxes

The reports for Taxes allows you to view Taxes by code (state) and Taxes by date, by year, last month, this month and custom dates you enter.

Shipping Labels

View shipping costs and services used over any given time period, under this tab.

Vendors

See sales orders and items information by your individual Creators. See them all at once or search for them individually. You can view data by month or create a custom date. 

Settings

On this page, you’ll find information about configuring General WooCommerce settings as well as Product, Tax, Payments, Shipping, Payments, Accounts, Email, API, and Webhooks. These settings will apply globally to your store, affecting every Shop. 

General Settings

Store address defines your shop’s address country and state, where you are based as a seller. It determines default tax rates and customer locations.

Selling Location(s) allows you to choose to sell to all countries or to specific countries. 

With Shipping Location(s), you can choose to ship to only those countries you sell to or a subset of countries. You can disable shipping and all shipping-related functionality.

Default Customer Location can be used if we have the ability to assume the location site visitors are in, before they enter it, to calculate tax and shipping. Select from the following: 

• Shop base address assumes they are in the same location as your shop.
• No address doesn’t allow tax to be calculated until a location is provided. 
• Geolocate address verifies where their current location is and calculates tax accordingly.
• Geolocate with page caching support is the same as above, but does the geolocation via Ajax. You may notice your website URLs have a ?v=xxxxx appended to them. This is normal to prevent static caching of prices.

Enable Taxes to calculate rates and show numbers during checkout. Disabling taxes hides the tax settings page.

Enable coupons to be applied from the admin edit order screen for unpaid orders, cart and checkout pages.

• Enable the use of coupon codes – Select to enable the use of coupons in your store.Note, you can determine the maximum number of coupon codes are allowed in one purchase. 
• Calculate coupon discounts sequentially – Changes the coupon calculation logic to apply coupons in sequence on top of one another, rather than basing them on the original product prices.

The following currency options affect how prices are displayed on the frontend. 

Choose the default currency position for prices: Left, Right, Left/Right with space.

Choose the default currency for the store. Only one may be selected.

Choose the symbol to use for the thousand separator: 1,000 or 1.000

Choose the symbol to use for the decimal separator: 100.00 or 100,00

Choose how many numbers to display to the right of the decimal when displaying prices: 100.00 or 100

Products Settings

Settings for products and how they are displayed, including image sizes, inventory and downloadable product settings.

GENERAL 

Under this section Shop Pages, Measurements and Reviews, allowing you to control checkout settings, units of measurement, and enabling product reviews and ratings.

Select what page you want to be the default shop page. 

‘Add to cart’ behavior allows you to redirect to the cart page after successful addition by automatically taking the customer to the cart page upon adding a product.

Enabling Ajax add to cart buttons on archives  provides the ‘Add to Cart’ option to shop archive pages.

Placeholder Image is your default image that will appear on the front end when no other image is available. This could be your brand logo or an image of a signature product or service.

Also on this page, select a unit of measurement for weight and dimension of products from the dropdown.

Enable patron reviews for individual products to let other patrons on the site learn more. 

• Enable product reviews
• Select whether to display if the reviewer bought the product
• Control if anyone can leave a review or only buyers

Enable product ratings from patrons who have made purchases to let other interested patrons learn more. 

• Enable stars on reviews
• Select whether it’s required or optional

INVENTORY

Choose whether to enable stock management. If selected, you have these options:

• Enable stock management to allow inventory for physical products to be auto-managed. Individual vendors will enter quantity, and WooCommerce subtracts items as sales are made, displaying: Stock, Out of Stock or On Backorder. 

Disable Inventory and status for physical products must be entered manually. You can still Enable Stock Management on a per-product level if desired. 

• Hold Stock – Limit how long products can be held in a cart for unpaid orders. When the limit is reached, the pending order is canceled. Leave blank to disable.
• Notifications
  • Enable low stock notifications
  • Enable out of stock notifications
• Notification Recipient – Enter email address for notifications.
• Low Stock Threshold – Number of products to trigger low stock notification
• Out Of Stock Threshold – Number of products to trigger out of stock status
• Out Of Stock Visibility – Choose to hide out of stock items from catalog
• Stock Display Format
  • Always show stock – “12 in stock”
  • Only show stock when low – “Only 2 left in stock” vs. “In stock”
  • Never show amount

VENDORS

Use payments to choose how product payments are handled for the Vendors.

 

• Choose a default commission that works globally for all Creators as a fallback if commission is not set per vendor level. 
• Include a commission type to choose whether the commission amount will be a fixed amount or a percentage of the cost. 

Display options will impact the view of the customer site. Enable the following by selecting the check box. 

• Show the vendor name for each product wherever the product is viewed
• Show the vendor’s overall review rating on the vendor’s page
• Show the vendor’s logo on the vendor’s page
• Show the vendors profile on the vendor’s page

The Creator Profile Text will also show on the customer site. 

• Nonprofit test is preceded by the Vendors name on the Creator Profile Page
• Art Space Heading will be displayed on the Creator Profile Page
• Art Space Text is preceded by the Vendors name on the Creator Profile Page

Tax Settings

For now, all taxes will be manually set using the Product settings. Follow the below and the image to the right to manage tax settings. 

• Automated taxes: Disable
• Prices entered with tax: No, product prices will be entered exclusive of tax. 
• Calculate tax based on: Customer shipping address*

*Ultimately, this setting can be anything since it will be overridden in the Product Settings. 

• Shipping tax class: Standard
• Rounding: can be left unchecked
• Additional Tax Classes

This space is where you’ll list your city and state taxes

• Display prices in the shop: Excluding tax
• Display prices during cart and checkout: Excluding tax
• Display Tax Totals: As a single total 

Additional Tax Classes

Click into this new tab to add new rates, similar to the below example. 

Type the city and state of the tax implication in the box. Select “Save Changes” to see the new tab populate in the secondary navigation. 

Be sure not to include Country, State, Postal or City code, or else taxes will not pull from different information and not populate appropriately. Use the Tax Name to define what the tax amount is. Indicate the priority with the number selection. 

These lists will now appear in the Product Data section, where you can specify how each product should be taxed. See below for more instruction. 

Product Settings – Selecting the appropriate tax

To implement these tax rules, you’ll need to go to navigate to the specific product as each product will need to have it’s own tax class selected.  

WooCommerce > Products > All Products

By hovering over the individual item, you can select Quick Edit to make the following changes. 

• Tax Status: Taxable
• Tax Class: *select the city and state of the product’s Creator

Shipping Settings

SHIPPING ZONES

Think of a shipping zone as a geographic region where a certain set of shipping methods and their rates apply. You can read about setting up shipping zones at: Setting up Shipping Zones

SHIPPING OPTIONS

Use Calculations to do the following: 

• Enable the shipping calculator on the cart page
• Hide shipping costs until an address is entered

Choose how patrons will enter their Shipping Destination by shipping to the billing address or customer shipping address by default or only ship to the user’s billing address.

VENDORS PER PRODUCT SHIPPING

Per product shipping allows you to define different shipping costs for products per vendor, based on customer location.

Payments

Installed gateways are listed and can be dragged and dropped to control the order in which they display to customers on the checkout. To adjust, select the three lines icon on the far left. 

Clicking the name of the payment gateway will take you directly to a screen to set up or adjust your settings.

Another way to configure settings is to select Set Up or Manage. You can also use the Enabled toggle to turn a gateway on or off: 

If you try to enable a payment method that needs extra configuration, it will redirect you to the payment methods setup screen.

Accounts and Privacy

Control options relating to customer accounts and data retention. 

Guest Checkout

• Allow customers to place orders without an account – Allows customers to check out without creating an account. Orders will not be tied to a user account in WordPress.
• Allow customers to log into an existing account during checkout – This displays a login form and prompt on the checkout page if the customer is not already logged in.

Account Creation

• Allow customers to create an account during checkout
• Allow customers to create an account on the My account page
• Automatically generate username from customer email – If this is disabled, there will be an input box for the user to create their own username.
• Automatically generate customer password – If this is disabled, there will be an input box for the user to create their own password. Note that while the password strength notification will be displayed, customers can choose any password so as to not limit conversions.

Account erasure requests

• Remove personal data from orders – WordPress 4.9 allows you to remove personal data on request. When doing this, if you enable this option, user data will also be removed from your orders if they belong to the user being erased.
• Remove access to downloads – WordPress 4.9 allows you to remove personal data on request. When doing this, if you enable this option, download data will also be removed if it belongs to the user being erased. The erased user will no longer have access to any purchased downloads if this happens.

Personal data removal

• Allow personal data to be removed in bulk from orders – Adds a new bulk action to remove personal data on the Orders page. Useful if you need to manually anonymize orders in bulk.

Privacy Policy for this site is not currently needed as a page has been custom designed for this information. 

The personal data retention section allows you to decide how long to keep order data on your store. You should specify how long your site will retain data in your privacy policy; consider what makes sense for local laws such as the EU GDPR. 

For each option, enter a number and choose the duration from days, weeks, months, or years. Leaving these options blank will disable them.

• Retain inactive accounts – Inactive accounts are accounts which have not logged in nor placed an order for the specified duration.
• Retain pending orders – Pending orders are unpaid or abandoned and should not need to be fulfilled.
• Retain failed orders – Failed orders are unpaid or abandoned and should not need to be fulfilled.
• Retain cancelled orders – Cancelled orders were orders cancelled on purpose by either the admin or the customer, or timed out waiting for payment.
• Retain completed orders – Completed orders were fulfilled in the past.

Email Settings

Email notifications sent from WooCommerce are listed on this page. Click Manage on the right side or directly on an email to configure it’s details. 

Scroll down to set the ‘From’ name and email address for the sender, under sender options. 

The template section lets you customize WooCommerce emails and preview them to see how they will look to the recipient.

Select Save Changes before leaving the page. 

Advanced Settings

Advanced settings allow you to change WooCommerce defaults and integrate with the API.  

PAGE SETUP 

Ensure pages are set so WooCommerceis able to send users to perform certain actions. While you do not need to use the pages WooCommerce installed, you must have a page set for each of the below. Otherwise, your customers cannot buy and pay for your products. 

• Cart Page – This page shows items in your customers cart.
• Checkout Page – This page is where your customer will enter their payment information and submit orders.
• My Account page – This page is where registered customers will go to view their orders or update their account details.
• Terms and Conditions – This page shows terms and conditions.
• Secure checkout – Force SSL (HTTPS) on the checkout pages. An SSL Certificate is required, if selected.

Checkout endpoints are appended to page URLs to handle specific actions during the checkout process. They should be unique. Learn more about WooCommerce endpoints.

My Account Endpoints are appended to your page URLs to handle specific actions on the accounts pages. They should be unique.

• Orders
• View Order
• Downloads
• Edit Account
• Addresses
• Payment Methods
• Lost Password
• Logout

REST API

The WooCommerce Rest API allows external apps to view and manage store data. Access is granted only to those with valid API keys. Here you can create API keys to work with WooCommerce. 

WEBHOOKS

More info at: Using WooCommerce Webhooks.

Status

System Status

This page describes all of the technical details about your site. Select the Get system report button and copy the information provided, whenever you fill out a support ticket. 

Tools

In the Tools tab are helpful buttons that can address items such as user capabilities and customer sessions.

Logs

The Logs tab is where WooCommerce keeps logs of all events happening in your store.

In the dropdown, you can choose the level of logs you want to see, then select the Filter button to see events captured there. This can be useful to get exact errors with timestamps on parts of your store. 

If your site experiences a fatal error, they may be logged here under a log named fatal-errors. This is useful when debugging.

Scheduled Actions

These items are scheduled updates made to staging. Follow the status as updates are pushed from Sandbox to Complete. 

WooCommerce Services

Users of WooCommerce Services have a fifth tab that allows you to check the health of Services, specific Services in use, a debugging section, and more. Health displays the status of connected parts – if anything with WooCommerce or Jetpack needs attention, and if Services is up or down.

Services display how specific Services are doing. Perhaps they’re unused, have an error needing attention, or working fine. You can enable debug logging to capture issues, and also contact our Support team to help configure your printer for printing shipping labels.

Extensions

This page features more services that can help build your store. Choose from one-time paid for options or select the Subscriptions tab to explore other options. 

All Products 

You can view and sort through all Products being sold on the Local Good site using the All Products screen. 

Filter and Sort

Use the drop down items, under Bulk Actions, to filter your view of Products based on their Category, Product Type or even by their Stock Status. To sort your view, hover over the column title, for example Name, to see the up-arrow or down-arrow. Click the heading to show products in ascending or descending order.

Reviewing Pending Items

Select Pending to view all items that have yet to be published to the site. To review the product more closely, select the product Name. 

View the Edit Product screen by selecting the Product name. This will provide you with the ability to edit all details. 

Publishing Products 

To publish, simply select the blue Publish button under the Publish meta box on the right hand side of the screen. Once this item is published, the Creator will have the ability to make edits without requesting approval. 

Add New

Use this page to create your own products. See Creator User Guide for specifics. 

Product Data

General 

This is where you’ll indicate taxes for the product. Refer to page 29 for more information on taxes. 

Attributes

Use this space to create attributes that will show as default for all Creators products. Or, leave this space blank and Creators can build their own attributes per product. 

Product Categories

Product Categories are the primary way items will be displayed and filtered on the Local Good website. Currently, there are nine categories and 41 subcategories. On this page, you can review those categories, edit them and create new ones as your Creators and Store evolve. 

Sort and Reorder 

Click on highlighted column headings to sort product categories in ascending and descending order. Categories viewed on the website can also be reordered at Appearance > Menu.

Adding and Editing 

Similar to categories on your posts in WordPress, you can add, delete, and edit product categories by navigating to Products > Categories.

• Add a Name
• Add a Slug (optional) – this is the URL-friendly version of the name.
• Choose a Parent if this is a subcategory.
• Enter a Description (optional); some themes display this.
• Choose the Display type. Decide what is shown on the category’s landing page. “Standard” uses your theme’s default. “Subcategories” and “Products” will display only those. “Both” will display subcategories and products below that.
• Upload/Add Image – Storefront by default displays product category images on the homepage template.

By default, the category, “Uncategorized” is an option. When selected as the default category, it can not be deleted. However, renaming the category or switching the default category, using the row actions underneath the category name, will remove it as the default.

Product Tags

Product tags are another way to relate products to each other, and allows people searching for items to find what they’re looking for. For example, if you find Creators adding a lot of cat prints, you could make a tag for “cat.” Then add that tag so cat lovers can easily find those items. 

Adding and Editing

Tags can be added similarly to adding product categories and work in exactly the same way as post tags.

Product Vendors

Visit Products > Vendors to view details regarding the Shop and Creator. Creator Application details will display here. Personal information of the person(s) managing the store and User Role (the way you “approve” or “reject” a Creator) can be found further down, under Users.

On the left of your Vendors screen, you have the option to Add a New Vendor. To the right, your Vendor Table includes:  

• [ ] check box – Check this box if this user is to be affected by the Bulk Actions listed. There is also a checkbox in the column header to the left of the text Username–click that checkbox to cause all Users to be checked.
• Name – The vendor or Creator’s store name that will be displayed publicly. 
• Slug – Thi is the URL-friendly version of the name. It’s usually all lowercase and contains only letters, numbers and hyphens. 
• Products – Tell you how many approved products this vendor has listed. 
• Admins – Lists all of the Administrators associated with this Store. Click directly on the Admin name to view their User Profile. 
• Notes – These are added by you when clicking into their Application. These are not publicly displayed. 
• Vendor ID – A WordPress variable used to associate this Vendor with other items throughout the site. 

Bulk Actions

In the event you need to Delete multiple Creators, simply click the checkbox of each Creator you wish to delete and click Apply to confirm. 

Sorting Columns

Some column headings, such as the Name, Slug and Products, can be clicked to sort the Table of Vendors in ascending or descending order. Hover over the column title, for example Name, to see the up-arrow or down-arrow. Click the heading to change the sort order. 

Hover Actions

Notice if you hover the mouse anywhere over the whole row for a particular vendor, the Edit, Quick Edit and Delete links will be made visible for use. The current logged in user will not have the Delete link revealed. 

• Edit – Will bring you to view the Store information, including their Creator Application.
• Quick Edit – Edit the Name and Slug directly on the Product Vendors page. 
• Delete – The current logged in user will not have the Delete link revealed.
• View – Will bring you to the Creator’s public facing profile page.

Edit Vendor – Creator Application Information

From the Vendors Page, selecting a Name will bring you directly to the Edit Vendor page, which will include all provided information from the Creator’s Application. 

NOTE: You will not be able to approve or reject a Creator Application on this page. To edit a User’s role and “Approve” a Creator as part of Local Good, see Setting User Roles. 

After viewing and approve of the Creator’s Application details, edit their financial details:

• Commission – This is the commission amount the vendor will receive. Product level commission can also be set, which will override this commission.
• Commission Type – Choose whether the commission will be a fixed amount or percentage of the cost.
  • Commissions at a product, vendor or site-wide level are set by the Store Owner.
• Pass Shipping – Check this box to pass the shipping charges to the vendor.
• Tax Handling – Select one of the following to determine how to treat tax.
  • Keep Taxes – Calculate commission based on product price only.
  • Pass Taxes – All tax charges will be included in the vendor’s commission.
  • Split Taxes – The full price including taxes will be used to calculate commission.
• Instant Payout – Pay commission to vendor instantly when order is paid.
• PayPal Email – Scheduled commission payouts will be using this PayPal email to receive payments.
  • If you choose to enable Instant Payment or Scheduled Payments (weekly, bi-weekly or monthly), Vendors will need a PayPal account to receive payment.
• Show per Product Shipping Rules – When enabled, this single vendor will be able to edit their own per-product shipping rules.
• Enable Bookings Feature – Enable to allow vendors to create bookable products such as booking classes or lessons. 

Commission

The Product Vendors Commissions page displays the commission of each product by order. Other info, such as commission, shipping and fulfillment status is also included.

On this same page, you can export the commission in two different ways:

• Export Commissions: Lets you export a CSV file of the commissions paid or unpaid in the current view. If filtered, the exported data will show for the filtered options only.
• Export All Unpaid Commissions: This exports a CSV file for all unpaid commission, regardless of the view. This is useful when you want to manually process your mass payouts via PayPal Payouts.

Commissions can be calculated to include or exclude taxes in the product price.

Bulk Actions

Process similar transactions across multiple Creators, including the below. 

• Pay Commission: Pays commission for selected products.
• Mark Unpaid: Indicates that a commission is unpaid.
• Mark Paid: Indicates that a commission is paid. Does not pay commission
• Mark Void: Indicates that a commission has been voided.
• Mark Fulfilled: Indicates that the product has shipped.
• Mark Unfulfilled: Indicates that the product has not shipped.
• Delete Commission: Deletes commission. Does not delete orders.

Commission Scheduled Payout

Instead of Instant Pay, schedule commission payouts on a weekly, bi-weekly or monthly basis.

Depending on your store and terms, you may want to pay commission at a later date so you can create a cushion for customer refunds or whatever processing you may need.

Note that when you select either weekly, bi-weekly or monthly and save, your interval will start at the time you clicked save. For example if I chose “bi-weekly” and click on save now, it means from now and two weeks later, run the payout.

The default setting is Manual, which means no commission is paid unless Instant Pay is enabled.

Analytics Overview

WooCommerce Analytics is a new reporting and data analysis tool to help you manage your WooCommerce Store. The suite introduces nine new reports along with advanced filtering and segmenting tools, the ability to download all data to CSV, and a customizable dashboard to monitor all the important key metrics of your site. See below for a high level explanation of uses. 

You can also select which date range to compare against, either the same range from the Prior Year or the Prior Period. If the presets don’t match your desired date range, click the Custom tab at the top of the picker to have more granular control over the date range.

Depending on the report you are viewing, there might also be other Quick Filters and/or Advanced Filters that allow you to further customize the data set being viewed.

The Date Range picker allows you to specify which dates you want to include in the report being viewed. Choose from several popular presets to quickly choose some common date ranges.

If filter options are available, they will be shown next to the Date Range picker, or below it on narrow/mobile viewports. 

Summary Cards offers a quick view of the total figure for that metric over the period selected, the total number for the period being compared, and the percentage trend between those two figures. By clicking on a Summary Number, that particular metric is then displayed in the chart.

Charts on report pages offer quite a few options to customize the visualization of data. Choosing different “Summary Cards” allows you to toggle the visibility of the different data set periods. The “Interval Selector” allows you to adjust the interval displayed in the chart. The options available here are dependent upon the length of the date range selected.

Choose one of the graph icons on the right side to change your view. adjust the “Type of Chart” being displayed between a bar or line chart.

Settings

Settings are broken into five sections, Excluded Statuses, Actionable Statuses, Default Date Range, and Import Historical Data.

Excluded Statuses: In this section, statuses that are unchecked are included in analytics reports. Checked statuses are excluded. If your store uses custom order statuses, those statuses are included in the reports by default. They will be listed in this section under Custom Statuses and can be excluded via the status checkbox.

Actionable Statuses: See Activity Panels. 

Default Date Range: WooCommerce Admin is pre-configured with a default date range of Month to Date. This is the date range that will be used when loading the WooCommerce Dashboard or Analytics page from any non-WooCommerce Admin page. Any reports that support a date range will have a Date Range Picker to allow changing the date range for the report.

Import Historical Data: You won’t need this option since this is year 1 for Local Good! 

Orders Report

By default, orders with non-excluded statuses are listed by order date descending. Excluded statuses can be edited in the Settings page, as described above. 

Refunded orders cannot be excluded from the orders report, but do have two rows in the report. One, for the date of the original order and one, for the date of refund.

Advanced Filters

Select advanced filters from the Show drop down to see your data from a number of views. 

Products Report

By default, the Products Report displays the All Products view. All products that have had sales in the specified date range will be shown.

Single Product View

By selecting “Single Product”, you can search for a single product to display report data for.

Report Comparison

By selecting “Comparison”, you can search for multiple products to display report data for. You can also use the checkboxes in the report table to select products for comparison. Click “Compare” in the table header to compare the selected products.

Report Search

The search control at the top of the report table provides a quick interface to filter the report to one or more specific products, searching by name. It also allows partial string matching on product names. 

Note: “Net Sales” is calculated by subtracting refunds and coupons from the sale price of the product(s).

Categories Report

By default, the Categories report is sorted by the number of Items Sold by category descending.

Report Totals

The total of the rows in the report may not equal the totals at the bottom of the report for two reasons:

• Products can be assigned more than one category. The sales amounts for a product is included in the totals of all assigned categories.
• The sales amounts for children/descendant categories are both shown in the report for that category and included in the totals of the parent category(ies).

Category Filters and Comparison

When the Category report loads it includes all categories for the selected date range. The Category filter dropdown has two filter options, Single Category and Comparison. For either filter, begin typing the name of the category. 

A second way you can compare categories is using the checkboxes in the table and the Compare button at the top of the table.

Search

At the top of the report table is the search box. This allows you to filter the report by one or more categories.

Report Links

Two of the Categories report columns contain clickable entries, Category and Products.

Both links open the Single Category report listing the products sold within that category. Three of the Single Category report columns contain clickable entries:

• Product link opens the Products report for that product
• Orders link opens the Orders report for that product
• Category link opens the Single Category report for that category

There are two possible shipping types:

• Per Product Shipping – If you, the Store Owner, shipping costs are passed to the Vendor, and the Vendor has the ability to add their own rates per product. See below.
• All other shipping methods – If enabled by the Store Owner, shipping costs are charged to the customer, and payment is collected in checkout.

Coupons Report

The Coupon report includes all coupons for the selected date range. The Coupon filter dropdown has two filter options, Single and Comparison. For either filter, type the name of the coupon to see results. 

Single Coupon vs Comparison

The Single filter will report for the coupon you’ve searched. The Comparison filter loads the report for two or more coupons that you’ve selected.

Report Links

Two of the report columns contain clickable entries:

• Coupon Code link opens the Coupons Report for that coupon code
• Orders link opens the Orders Report filtered to orders which used that coupon

Taxes Report

By default, the Taxes Report displays the All Taxes view. All taxes that have been collected in the specified date range will be shown.

Comparison Mode

By selecting “Comparison” in the “Show” dropdown, search for multiple tax codes to display report data for.

• Search for and add all tax codes you want to compare
• Select “Compare”

Alternatively, use the checkboxes in the report table below the graph to select tax codes for comparison. Select “Compare” in the table header to compare the selected tax codes.

Report Search

The search control at the top of the report table provides a quick interface to filter the report to one or more specific tax codes. It also allows partial string matching on tax codes.

Report Sorting

By default, the report is sorted by the creation date of the tax codes.

Report Links

The “Tax Code” column links to the Orders Report, filtered by the selected tax code.

Downloads Report

This page is useful should the store begin to utilize the Download sale option. 

Stock Report

The Stock Report provides insight into the inventory of your store. This report is only available on stores with stock management enabled.

Report Filter

The Stock Report allows you to filter the report by stock status. Note: Products that do not have stock management enabled will be shown as Out of Stock.

Report Sorting

The report table allows sorting by all columns. By default, the report shows stock ordered by stock quantity ascending.

Report Links

Two of the report columns contain clickable entries:

• Product/Variation: Opens the Products report for that coupon code
• Status: Opens the WooCommerce Edit Product screen for that product

Marketing

Marketing

Use this page to view any future marketing extensions you choose to install. 

WP Forms

Much of this section will not be applicable as portions haven’t been installed, or are not necessary; Analytics, SMTP for example. 

All Forms

This section will allow you to view only those forms that use the WP Forms plugin. This includes the User Registration form and the User Login form.

Hovering over the Form row will bring up a list of quick actions, including:

• Edit: Make changes to form fields. 
• Entries: View specific form users and their time and dates of submissions. 
• Preview: See the form on the site, as the user would.
• Duplicate: Recreate a copy of this form. 
• Delete: Remove this form from the site. 

Click on the form Name to review and edit fields. Select any of the form fields to edit, copy, delete or drag and reorder.

Add New

Create new forms using template options or creating your own fields.

Entries

See all users who have submitted a form in a chart. 

Entry Actions

To view users of a specific form and actions, click on that form’s title. At the top, there are links to useful features you can use:

• Edit this Form: This option takes you back to the form builder of this specific form.
• Preview Form: This allows you to see how the form looks in the front end of your site.
• Download Export (CSV)
• Mark All Read: Much like marking an email as ‘read’, this will remove the green circle that indicates unread entries.
• Delete All: Remove all form entries at once. 

Individual Entry

To the far right of each entry, you can also click on one of the Actions options to View, Edit, or Delete an individual entry. 

Clicking on an user’s Email will bring you to the individual entry page. You can view a ton of details including all entry details, date of submission, and user details, if applicable. You can also perform actions specifically for this entry, such as printing the entry and resending notifications for the entry, according to the form’s notification settings.

Settings

This will automatically open to the General settings tab, however you can click on any tab along the top of the page to access additional settings.

General Settings

Settings in the General tab are potentially relevant to all users, no matter which features or addons you use.

Your license key will provide your site with access to updates, as well as any addons available with your license level.

WPForms will, by default, add styles to ensure your form looks great no matter which theme you choose to use on your WordPress site. Load Assets Globally

Loading Assets Globally box will load code for styling and JavaScript, etc. when a form is detected on the page.

GDPR, or General Data Protection Regulations, is a set of policies by the European Union meant to help protect the privacy of EU citizens on the internet. This will not be needed for Local Good. 

Email Settings

Settings under the Email tab will apply to notification emails for all forms on your site. Local Good will not use this at the moment. 

reCAPTCHA Settings

WPForms includes built-in integration with Google’s reCAPTCHA, a super popular free service to combat spam. Currently, Local Good uses style setting 3. The user will only see a small badge in the lower right corner of the screen that links to Google’s terms of service and privacy policy, running completely in the background.

Validation Settings

Validation messages are shown to the user when they fill out parts of your forms incorrectly. For example, if the user skips a required field they’ll see a validation message that states “This field is required.”

Payments Settings

PayPal settings will be located elsewhere, once loaded. 

Integration Settings

Should you use WP Forms to integrate, providers can be seen here. 

Access Settings

Access settings allow you to choose who has access to your forms with our Access Controls.

With Access Controls, you are in control of which user roles are allowed to interact with your forms. You can decide what actions a user can take (such as creating or viewing a form), in addition to which forms a user can act on.

Misc Settings

Settings shown under the Misc tab don’t fit into another category, and are unlikely to be needed by most users.

Tools

This page will not be needed for the most. However, The System Info contains details that can be helpful when troubleshooting.

System Information

This section displays a bunch of details about your site, such as memory limit and PHP version, that can help determine the cause of some server-related issues.

If the site is having trouble verifying a license key or communicating with other services, this can sometimes be a result of issues with the SSL connection. The Test SSL Connections tool provides an easy test to be sure the SSL is working properly.

Addons

Choose to purchase Addons that enhance your forms. 

Analytics

For Analytics, refer to the Table of Contents. Actions on this page will likely not be needed by Local Good.

SMTP

Actions on this page will likely not be needed by Local Good. 

Appearance

Themes

This is unnecessary, as a customized design has been built for Local Good. 

Menus

Add pages, adjust and reorder the user navigation here. To make edits here use WP documentation: https://wordpress.org/support/article/appearance-menus-screen/

Users

All Users

Local Good Users are individuals who have access to the Local Good Admin. This includes the Store Owner, those who assist in the managing the site, Creators and those who assist in managing the Shops. The Users Screen allows you to add, change, or delete your site’s users. In addition, you can search for users, and you can make bulk changes and deletions to a selected group of users.

It also contains User information on the

• [ ] check box – Check this box if this user is to be affected by the Bulk or Change User Role functions. There is also a checkbox in the column header to the left of the text Username–click that checkbox to cause all Users to be checked
• Username – The login of the User 
• Name – The first and last names of the User
• E-mail 
• Role – This reflects the level of capabilities the User has. 
• Posts – The number of Posts written by that User. Click on that number to be directed to the Posts Screen to view or edit the Posts written by this User. 

Sort Columns

Highlighted column headings can be selected to sort the Table of Users in ascending or descending order. Hover over the column title to see the up-arrow and down-arrow. Click the heading to change the sort order. 

Approving/Deny a Creator

 

After reviewing a Creator’s Application on the Product Vendor’s page, choose their level of capabilities by selecting their User Role. Do this in two ways. 

1. Change role to… drop down: Select the checkbox of the User you’d like to affect. Use the drop down to select the Role desired. Apply this action by clicking the Change button. At successful completion of the changes, a splash box with the message “Changed roles.” displays.
2. Selecting the User Name: This action will bring you to the Edit User page where you’ll be provided the Role dropdown. After selecting the Role desired, click Update User at the bottom of the page. 

Edit User

Hover anywhere over the row of a particular user, to see the Edit and Delete actions. The current logged in user will not have the Delete link revealed.

To edit a User, click on the Username link. Navigate to the Edit User [Name] page to make any necessary changes. This includes the following sections:

• Name – Includes display name and Role. 
• Contact Information – Includes email address
• Account Management – Allows you to generate a password for this User
• Additional Capabilities – Edit the specific capabilities of this User’s Role 
• Vendor Management – Choose is this User can publish Products to their site
• Customer Billing Address – Address of the User
• Customer Shipping Address – May or may not be included, depending on the above

Add New User

Use this page to create a new User without them applying. 

Your Profile

Edit the Store Owner profile from this page just like you would a Creator profile. 

User Role Editor

Select a Role and change its capabilities using the drop down at the top of the page. 

Steps to Edit a Role

1. Select a Role to edit by using the drop down box
2. View a Role’s current capabilities by selecting Granted Only 
3. Search for a specific set of capabilities using the Group panel on the left. Or, if you know the capability, search for it by name in the Quick Filter
4. Modify the Role’s capabilities by selecting or deselecting from the list 
5. Apply any changes you make by selecting the Update button

Other Actions

Use this page to add new capabilities, add new roles, rename them or delete them.  

Tools

Tools allows you to import posts and products from another system to this one. You will not need this. 

The Site Health page will show you any critical issues and any recommended improvements. This includes SEO, Security, Plugin updates and other performance insights. 

Settings

Appendix

What to do when you have a new Creator

1. Log into your Store Owner account
2. Products > Vendors (page 40) New vendors will only appear by their Store name. To find the new applicant easily, sort by Number of Products. New stores will have 0 products. 
3. Click directly on the Store Name to review Application details
4. Users > All Users (page 59) Once you’ve decided whether to accept the Creator, navigate to the Users page to change their Role. This page will default sort by the Creator’s Username. Use the bar above the Bulk changes, and below the page title to find the “Pending” users. 
5. Selecting Vendor Username will bring you to their personal details. 
6. Use the Role dropdown to select their approval status, Vendor Admin to approve or Vendor Denied to reject this submission. 
7. Once you’ve chosen, use Default to publish this User’s new Role. 

NOTE: Upon selecting Default, an email confirmation will be immediately shared to the Approved vendor. 

A Vendor Denied will NOT receive an email. This will need to be sent manually, and can be done so through the Email Templates (page 32).