Alec Young A Bidder’s record in the Webtron Dashboard keeps their history: every change made to their account, every Auction they have registered for, and the invoices sent to them.
This guide covers reading a Bidder’s Audit, their Auction registrations, their invoices and their Vendor associations.
This guide has been rewritten to match the current Webtron Dashboard, including the new sidebar. It is a first draft, so wording and animations may still change.
What Bidders can change themselves
On your Portal’s My Account page, Bidders can change their name, company, job title, address and time zone, contact numbers and marketing preferences. They can’t change their username or email address. For the details you can change, see Viewing and Managing your Bidders (Users).
Reading a Bidder’s Audit
The Audit tab shows changes made to the account, by the Bidder or your admins, with the reason each admin gave. To find the Bidder and open their record, see Viewing and Managing your Bidders (Users).
Each step has a short animation of the screen. Select a part in the bar under an animation to hold it there, then select Play to carry on. The red outline marks what to select next.
Step 1: Opening the Audit tab
- On the Bidder’s record, select the Audit tab.
- Choose which actions to show: By the Bidder, To Or By the Bidder, or To Or By the Bidder And Auction Registrations By them. Each button carries the Bidder’s username.
Step 2: Reading the list
- A window opens, Audit data recorded for actions done to User, followed by the username. Each change is listed with when it was made and who made it.
- It starts at the last two weeks. To look further back, change the Audit Events Between dates and times and select Apply Filter. No Audit Trail found means nothing matches those dates.
What each entry shows
Each entry shows when it happened (Audit Event Time), what kind of change it was (System Message: User Created, Edited or In Auction), who made it (User Making Change) and their reason (User’s Message). Changes the Bidder made themselves read Public User Event. Select the + beside Show changes for this audit event to see what changed; on the User Created entry it shows the details the Bidder first gave.
Viewing a Bidder’s Auction registrations
Step 1: Opening the Auctions tab
- On the Bidder’s record, select the Auctions tab. Every Auction the Bidder has registered for is listed, across all your Auctioneer Profiles.
Each row shows the Auction, Auctioneer, Auction status, Auction location, Registration Date, Registration Status and Spending Limit. On LIVE Auctions it also has the actions that apply to the registration, from Approve, Request Deposit, Request Further Information, Suspend and Notes. See Viewing and Managing Auction Registrations and Ejecting a Bidder – Suspending Bidder Auction Registrations.
Opening a Bidder’s invoices
Step 1: Opening the Invoices tab
- On the Bidder’s record, select the Invoices tab.
- A line at the top says how many invoices the Bidder has been sent that haven’t been paid. Below it are their invoices since a cut-off date, with Invoice Ref, Sent, Viewed, Paid, Status and Auctioneer.
- Select an Invoice Ref. The invoice opens.
For working with invoices, see Webtron in-Dashboard Invoicing.
Vendor associations
The Vendor Association tab lists the Vendors the user is linked to. It decides which Items they see in My Sales on your Portal. See Creating and Managing Vendors.
FAQs
It starts at the last two weeks. Change the Audit Events Between dates and select Apply Filter.
In the Bidder’s Audit: the admin’s reason is listed with the change.
No. An admin changes it on the Edit tab: see Viewing and Managing your Bidders (Users).
Actions show on LIVE Auctions, and only those that apply to the registration’s status.