Users synchronization/import

This step will synchronize/import any users currently sharing libraries on your media servers. As described in the User classes, Streams Manager offers two classes of users: standard and permanent and media server integration settings will dictate whether your users will be imported as standard or permanent.

What will happen when the synchronization occurs? Streams Manager will reach out to your media server. It will fetch a list of friends or users that share a server. If the friend/user already exists in Streams Manager, any changed information will be updated in Streams Manager. However, if the friend/user does not exist in Streams Manager, it will be created taking into account whether to create it as a standard user or permanent. In addition to creating a user, Streams Manager will create a default payment for the user and assign them to a plan that you marked as default. Each payment has start and end dates defined that indicate the time period for which the payment paid for user's subscription. The payment end date is marks the date when users subscription expires. The default payment will last the same amount of time as the default plan duration.

To synchronize/import users, follow these steps:

• Navigate to Users panel in the main menu

• The panel will show any existing users that may have been imported or synchronized

• Click on the menu button in the table header, and click on Sync menu item

• This will initiate the synchronization/import process that may take a while especially during the initial import

• Once complete, refresh the table to see all new users that have been imported

• Next, navigate to Servers & Libraries dropdown in the main menu and click on Shared Servers menu item

• This will open Shared Servers panel showing which users share which server and when they were invited and added to the server

• Click on the menu button in the table header, and click on Sync menu item

• This will synchronize this information so you should now see entries here for all your users that share a server

Once the synchronization is complete, navigate to User Details panel by clicking the username link. You MUST edit each user to configure each user to match you existing records. Please pay attention to the following:

• Edit user profile data to update this information:

  • PayPal email - if your user pays you via PayPal specifying their PayPal email address is critical since Streams Manager uses this email to match payments to users when importing transactions

  • Discord info - set the ID and username to ensure Streams Manager can add/remove the roles and send DMs to users

• Edit default payment created by Streams Manager to set the user to correct plan and set the end date of the payment to when user's subscription expires. This will drive when payment reminders are send and when a user is eligible to be removed from your Plex servers should they not pay to extend their subscription. Also, if the user is on an existing recurring payment, set the Subscription ID of the recurring subscription so that Streams Manager can match future payments to this user. This is the ID in form of I-JSE05VWSMN55 for PayPal and sub_7867632387ddd in case of Stripe.