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After the Customer Onboarding Process, the admin ePRINTit SaaS account is created and the link to the customer portal and credentials to access it is sent by email to the email address informed during the onboarding process. The instructions below share the information regarding the functionalities available in the Customer Portal. For more information about the Customer Onboarding Process, click here.

The Customer Portal screen is divided into several sections, each of which contains specific types of information about the customer. This sections include:

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#1 Dashboard

# 1.1Analytics

The Analytics dashboard provide the overview regarding the pages printed per day in the last 30 days and the delivery method (Mobile, Web Upload and Email).These information displayed in this format, allows business owners to save time and improve their decision making.

#2 Applications

#2.1 Print Release

This options displays all jobs submitted to the customer by all customer’s users. This screen allows the user to print or delete one or more jobs. This option is managed by permissions and will only be available to users that are under a group that has this permission configured. For more information about how to configure permissions, click here.

#2.1.1 Summary

The summary displays the number of files, the page count and the total cost of the selected files. To check these totals simply select the files and these values will be displayed under Summary area.

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If you want select the files related to a specific release code, type the release code in the search release code area and press enter. All files under the searched release code will be displayed and same process applies. To check the number of files, the page count and the total cost simply select the files and these values will be displayed under Summary area. The user has the option to print the selected files or to delete them. For more information about how to print the files, click here. For more information about how to delete the files, click here.

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#2.1.2 Printing a Job

After the file or files are selected, the user has the option to print them. Click on Print button.

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The available printers will be displayed.

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Select the Printer you are going to send the job and click on Print button.

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A new screen will be displayed with the status of the printing. After the status is completed, click on Okay button and the status screen will be closed.

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After the document is printed, the file will be removed from Print Release screen and will be displayed under Re-Print screen. For more information about Re-Print Screen, click here.

#2.1.3 Deleting a Job

After the file or files are selected, the user has the option to delete them. Click on Delete button.

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The confirmation message will be displayed. Click on Okay button to confirm the file exclusion.

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#2.2 Re-print

#3 Reports

#4 Management

#4.1 Customer View

#4.2 Locations

#4.3 Users

#4.4 Groups

A group is a collection of multiple user accounts that share the same access rights to the system and have common security rights. In the ePRINTit SaaS there are two types of groups: Permissions and Print Configurations.

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#4.4.1 Permissions

User permissions are the access rights each user

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#4.4.2 Print Configurations

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Release Code:

Guest Name:

Email:

Customer Name:

Username:

Cost:

Mask File Names:

#5 Things

#5.1 Thing

#5.2 Devices

#6 Configuration

This area of the user documentation describes the permissions and customizations.

#6.1 Permissions

Permissions are rights and privileges given to users to provide functions that determine the reachability of target functionalities.

#6.1.1 Roles

A role is a collection of permissions and lists the actions that can be performed, such as add, delete, and update. In the ePRINTit SaaS roles are created considering the actions that can be performed by each one of the navigation menu option. To create a new role, access the role screen and click on Add button.

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The Add Role screen will be displayed. Type the Role Name and click on Add Role button.

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The Permissions screen will be displayed with the Role Status option and two different areas (Navigation and Permissions). The Role Status field, determines if the role that is being created is active or inactive.

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In the Navigation area, is it possible to select which menu options will be available to the Role that is being added. If all fields of the Navigation area are marked, it means the users assigned to this Role will have full access to the ePRINTit SaaS menu. If only a few fields of the Navigation area are marked, it means the users assigned to this Role will have access only to the options marked. Select all menu options that will be available to the Role and click on Update Permissions button.

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In the Permissions area, is it possible to select which action can be performed by users assigned to this Role. Select all desired permissions and click on Update Permissions button.

#6.2 Customization

Customization refers to the action of altering a product to suit a person’s preferences.

#7 Licenses

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Getting Started:

Users must log in to the system to access the Customer Portal. To login to the system, each user should be use the credential sent by email after the user creation.

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If the user has forgotten their password, they can reset it by clicking on the Forgot Password link located on the Sign in page. This will take the user to a page where they will be prompted to enter the username associated with their account. Once the user has entered their username, they will receive an email with instructions on how to reset their password. If they do not receive an email, they should check their spam folder or contact their support team for assistance.

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If the multi-factor authentication (MFA) is enabled for the user, the following screen will be displayed requesting the MFA code that should be sent to the user. For more information about MFA, click here.

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Once logged in, users can navigate to the main navigation menu which is divided into several sections, each of which contains specific types of information about the customer. These sections include:

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Info
The customer portal address has the following format: tenantdomain.eprintsaas.com

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#1 Dashboard

# 1.1Analytics

#2 Applications

#2.1 Print Release

#2.1.1 Summary

#2.1.2 Printing a Job

#2.1.3 Deleting a Job

#2.2 Re-print

#3 Reports

#4 Management

#4.1 Customer View

#4.2 Locations

#4.3 Users

#4.4 Groups

#4.4.1 Permissions

#4.4.2 Print Configurations

#5 Things

#5.1 Thing

#5.2 Devices

#6 Configuration

#6.1 Permissions

#6.1.1 Roles

#6.2 Customization

#7 Licenses

\uD83D\uDCCB Related articles

\uD83D\uDCD8 Instructions