This section of guides covers viewing your Bidder List in the Webtron Dashboard, as well as the various Bidder Management options:
- Accessing your full Bidder List
- Searching your Bidder List with the Modify Filter panel
- Manually Activating a Bidder’s account
- Editing a Bidder’s profile details (First Name, Last Name, Email Address, External Ref. Number)
- Banning/Locking a Bidder’s account
- Viewing Bidder Auction Registration and Invoice Histories
- Viewing a Bidder’s profile updates history (Audit Trail)
- Whitelisting and Red Flagging a Bidder’s account
- Adding Activity Notes to a Bidder’s account
Users & Groups – Restricted Access
As with other sensitive areas of the Webtron Dashboard, access to the Users & Groups > Users menu is restricted to your Admins with Webtron Admin Tier 4 or higher.
The option to export your Bidders is also restricted to Webtron Admin Tier 5, meaning only admins with the highest access tier can generate Bidder CSV export spreadsheets.
Navigation Paths – Bidder Management
Each of the pages, menus and options for Bidder Management are mapped out below, with each of the guides in this chapter going into greater detail. If you get stuck trying to find any of the Bidder Management options, we recommend referring back to the scenarios and paths listed below.
As a quick reminder, we use Navigation Paths as quick maps from Point A to Point B inside the Webtron Dashboard, with Navigation Paths being split into two types, Click Paths and Visual Paths:
Click Paths look like this:
Click the blue Users & Groups dropdown, then click the Users option. Once the Users menu loads, look to the left-hand side of the page and click the yellow Modify Filter button above the Bidder List table.
Click Paths will describe where you need to click in a bit more detail, pointing out where to look, how each click appears (as a dropdown, button, link etc.) and highlighting each step with bold text.
Visual Paths will look like this:
Users & Groups > UsersVisual Paths follow a colour key:
Per-Auction – This badge will indicate if a path leads to a per-Auction or Auction-specific destination, such as one of the Auction Sections.Blue – The starting point and page names along the path
Orange – A table, button or option on a page you need to interact with to proceed to the next step
Green – The name of the destination page or option
Opening your Bidder List and showing the Full Bidder List (Users List)
To open your Bidder List (Bidders who have completed the Create Account form on your Portal), follow this path:
From any page in the Webtron Dashboard, look to the top-left of the page and click the blue Users & Groups dropdown, then click the Users option at the top of the dropdown list. The Users menu will now display your Bidder List table, containing signups from the last 10-14 days. Look to the top-left of the menu and click the yellow Modify Filter button, inside the Modify Filter panel click the red X (Clear Field) button next to the Account Created Between Date Range options, then scroll down and click the blue Apply button at the bottom of the Modify Filter panel. The Dashboard will now load and display your Full Bidder List*.
Webtron Dashboard > Users & Groups dropdown > Users option > Bidder List menu > Modify Filter button > Account Created Between option > X button > Apply button > Full Bidder ListOpening a Bidder’s Profile (Bidder account menu)
To open a Bidder’s Profile, follow this path: