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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Highlight important information in a panel like this one. To edit this panel's color or style, select one of the options in the menu. |
#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.
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
\uD83D\uDCCB Related articles
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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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The customer portal address has the following format: tenantdomain.eprintsaas.com |