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To access the Profiles screen, the user simply needs to log in to the ePRINTit SaaS and on the menu bar navigate to the Configuration/Settings/Profiles area. This feature is managed by permissions and the user must be also associated with a group that allows the user to access this option. To get more information about groups and how to associate them with a role type that has this permission, click here.
Adding a New Profile
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Click on the Add button.
Enter the profile’s required information.
Click on the Add button to create a new profile.
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Updating a Profile
Click on the three dots under the Actions column and select the Edit option.
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The Edit Profile screen will be displayed.
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Refer to this- https://devtbs.atlassian.net/wiki/spaces/ES/pages/494370817/Profiles#Adding-a-New-Profile for all the information on this page. After the necessary changes are made, click on the Update all necessary fields and click on Update button.
Deleting a Profile
Click on the the three dots under the Actions column and select the Delete option.
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A confirmation message will be displayed. Once confirmed, the profile will be deleted from the ePRINTit SaaS system.
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\uD83D\uDCD8 Instructions
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/edit-v2/508035073#Customer-Name
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/508035073/Profile#Name
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/508035073/Profile#Profile-Type
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/edit-v2/508035073#Tags
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/edit-v2/508035073#Profile-Status
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/edit-v2/508035073#Disable-Confirmation
https://devtbs.atlassian.net/wiki/spaces/ESCP/pages/edit-v2/508035073#Auto-Update
Customer Name
The client name provided during the onboarding process, for which the profile will be created.
Profile Name
The profile name is usually the name that appears on a user's profile and is often used to identify the user on the ePRINTit SaaS system.
Profile Type
The profile type is the category or classification that a user's profile falls under. On the ePRINTit SaaS system, there are two types of profiles:
Computer Login
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Select "Computer Login" in the profile type, and then complete the profile addition by filling in the following options.
Username
The username field is used to create a unique identification for each user in the system. The username is used to log in to the system and to identify the user throughout the system.
Enter a unique username here.
Domain
The domain is a unique identifier that is used to locate and identify the customer's website and email server. It is a way of organizing and locating resources on the internet by using a hierarchical naming system. The domain is validated during typing to ensure it is unique and no other domain already exists.
Enter domain name here.
Password
Customer-specific passwords to log in will also be emailed to customers after onboarding is complete.
Password use a specific password complexity:
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This information is displayed when clicking on the icon:
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You can also see the password entered by clicking on the icon:
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Confirm Password
Confirmation that the password entered is correct
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Driver Configuration
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Select "Driver Configuration" in the profile type, and then fill in the following options to complete the profile addition process.
Validation Type
Choose the validation type from the dropdown. There are six available options for validation, listed as follows:
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Login
LMS Validate
Release Code
Guest Name
Computer Name
SSO
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To get more details about each validation type click here. |
Identifier Label
An "Identifier Label" is a short, descriptive term or name used to uniquely identify or categorize something, typically within a system, database, or application. It serves as a reference or key to differentiate and locate specific items or records. Enter the Identifier Label here.
Confirmation Message Description Text
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A confirmation message description text is a communication sent to acknowledge or verify a specific action, transaction, or event. It serves to inform the recipient that their request, order, or input has been received and processed successfully. Confirmation messages are commonly used to provide customers or users with reassurance and essential details.
Location Required
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If the toggle bar is enabled, the addition of location must be required.
Location Name
Select the location name here. There is two option:
Prompt for Location - No default location will be selected. It will ask for the location name every time.
Select location - Select any location and that location will be the default location. While printing default location can be changed.
While printing a job, the below prompt will be open where the location is selected.
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| Info |
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This feature only works when the Location Required toggle bar is enabled. |
Default Profile
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While installation, the installer will ask for a profile. Using this dropdown profile will be selected.
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If the toggle bar is enabled, this profile will become the default.
Edit Document Name
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"Edit Document Name" is a brief command or action that implies the task of modifying or changing the name of a document. If the toggle bar is enabled, the document name will be editable at the time of printing a job.
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Hide From List
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During the installation process, the installer will ask for a profile. If the toggle bar is enabled, the respective profile will be hidden from the list of profiles. This option will be used by the UI and File to Print Drivers, Windows, Mac, and Chromebooks so that they know when to display a profile in the list presented to the user or not to select.
Profile Status
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Tags
The ePRINTit SaaS system offers you a range of functions that save time and effort. These functions also include tags. Tags can be created and assigned to a profile so that the respective profile can be found more easily using the filter.
For example, you can create a tag “login” and assign this tag to all users that are related to it. Afterward, you can filter all the login-relevant users and get an overview of which users are currently in the login filter. Since anyone can create a tag, it is best to think of a system beforehand so that there is a structure and clear overview.
Profile Status
The ePRINTit SaaS system offers the users the possibility of changing the profile status. If the profile is active, all users under that profile have the same permission and can access the permitted areas.
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If users are already associated with the profile when it is inactivated, the users will lose all permissions related to the profile.
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Disable Confirmation
This setting enables or disables confirmation messages displayed in the system tray when a software is installed and configured with one of the available profiles.
Auto Update
The ePRINTit SaaS system offers you a range of functions that save time and effort. These functions also include tags. Tags can be created and assigned to a profile so that the respective profile can be found more easily using the filter.For example, you can create a tag “login” and assign this tag to all users that are related to it. Afterward, you can filter all the login-relevant users and get an overview of which users are currently in the login filter. Since anyone can create a tag, it is best to think of a system beforehand so that there is a structure and clear overviewthe users the possibility automatically updates the software installed, which are configured with one of the driver profiles created. Automatic updates will occur if the Auto Update field is enabled.