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User Accounts

After a user has logged in through any available sign-on options, they will have access to various profile, preference, and setting options for their account.

In this article you’ll find:

  • Account Settings
  • Notifications
  • Privacy
  • User Dropdown
  • My Calendar
  • User Data Download
  • Interest Reports

Account Settings

To access User Account settings:

1. From your public-facing platform, hover over the user dropdown

2. Under Preferences, select Settings. By default, you’ll see your Account Settings

  • Photo
  • Full Name*
  • Email Address*
  • Zip code
  • Pronoun
  • Birthday
  • Connect with Twitter
  • Connect with Facebook
  • Connect with Google
  • Connect with LinkedIn
  • Change password

– Note –

*Users are required to add their Full Name and Email Address.

Notifications

To access Notifications settings:

1. Navigate to the Account Settings page

2. Select Notifications

  • All users are opted in by default to receive all notifications. They can change what they want to receive at any point in time.

– Exception –

If a user has not verified their email account, they will not receive any notification emails.

Users can change Notifications settings on the following:

  • Someone sends me a message, friend request, or event invitation
  • Someone accepts my friend request or event invitation
  • Someone comments on an event I’m attending
  • Details changes on event I’m attending
  • A friend RSVPs to an event I’m attending
  • I submit an event, or it is approved or rejected
  • Digest of tomorrow’s plans
  • Reminder to leave a review for an event I attended
  • Periodic trending events newsletter

Privacy

To access Privacy settings:

1. Navigate to the Account Settings page

2. Select Privacy

  • By default, all user profile information can be viewed by Everyone. Other privacy options are Just My Friends (applies to friends in Localist), and Nobody.

Users can change Privacy settings on the following:

  • Main profile
  • Upcoming plans
  • Events I’ve attended
  • My followed places
  • My friends
  • My recent comments and reviews
  • My photos

User Dropdown

Hovering over the profile photo will display a drop down with links to various pieces of a user’s profile and account.

Administration

  • Calendar Admin (if applicable): This allows Admins access to the Admin Dashboard from the front end.

Me

  • Dashboard: Shows a complete overview of upcoming plans, activity and, number of follows.
  • Public Profile: Shows the user what the public sees. It updates as they change their privacy settings.
  • My Calendar: Shows a list of all events on which a user clicked the I’m Interested button.
  • Messages: If a user has corresponded with another Localist user, this is where the messages will be displayed.
  • Reviews: All events on which the user clicked the I’m Interested button will be listed here to be reviewed at any time once the event is in the past.
  • Friends & Places: Shows a list all “friends” added on the Localist platform and places that the user follows.
  • Photos: Shows all photos added by a user.

Preferences

  • Settings: Edit Account, Notifications, or Privacy settings.
  • Logout: Allows the user to log-out

My Calendar

Selecting My Calendar will display a list of all events on which a user has clicked the “I’m Interested” button.

To access My Calendar:

1. Login to your calendar

2. Hover over the profile photo to access the User Dropdown

3. Select My Calendar (nested beneath Me in the User Dropdown)

– Note –

Users who mark themselves as “I’m Interested” in an event will receive a reminder notification the day before the event and a prompt to review the event the day after the event. Keep in mind that a user is automatically marked as “I’m Interested” for event hosted by Place, Group, and/or Department Pages that they follow.

User Data Download

For security purposes, user data is not available via Localist’s API because it is publicly accessible. For this reason, user data has been provided as a CSV download that is only accessible to Platform Admins.

To download your User List:

1. In the Admin Dashboard, navigate to Users > All Users

2. On the user results page, select Export CSV

Available User Data

  • ID
  • Name
  • Email
  • Role
  • Verified (yes/no)
  • Pending (yes/no)
  • Trusted (yes/no)
  • Birthday
  • Gender
  • Sign-up Date
  • Description
  • Twitter
  • Community
  • Tags
  • + Any custom fields you have added to your platform that apply to users.

Interest Report

Localist creates an Interest Report automatically for all events. The report includes all users that clicked I’m Interested, users who marked themselves as going on the corresponding Facebook event or who bought tickets/registered via Eventbrite.

Accessing the Interest Report

1. Navigate via Events > Live OR search an event’s title in the Refine Results section on the right side

2. Select an event from the list of live events if selecting from the Live Events list

3. In the edit form, select Metrics then select People Interested at the top of the drop down

4. To export this data as a CSV, select the Download Interest Report button

This reports lists the user’s name, email address (if they responded via Localist), the date they are attending and the source of their Interest.