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To access the Users screen, the user simply needs to login to the ePRINTit SaaS and on the menu bar navigate to the Management/Users area. This feature is managed by permissions and the user must be associated to a group that allows the user to access this option. To get more information about groups and how to associate it to a role type that has this permission, click hererefer this: Group.

\uD83D\uDCD8 Instructions

Adding a New User

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First Name

The user first name field is used to store the user's first name, which is used to personalize the user's experience in the system and for address the user by name in various communications. The user first name is a mandatory field, accepts alphanumeric characters and it is case sensitive.

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The user group feature allows system administrators to organize users into specific groups based on their roles and responsibilities. These groups can be used to manage permissions and print configurations. This field is not mandatory, and the permissions can be assigned after the user is created. For more information about groups, click here.

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Password

Customer-specific password to login will also be emailed to the customer after onboarding is complete.

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Note that the user will be required to enter the verification code each time the user log in to his account. This is to ensure that only authorized users have access to their account and the sensitive information it contains.

User Account Management

Accessing User Accounts

Login to the Portal: Use your customer's credentials to log into the management portal.
Navigate to Users: Once logged in, find the "Management" menu option. Click on it to expand the menu, then select "Users" from the list.
Select a User: In the Users list, locate and select any user whose account details you wish to manage. This action will take you to the user's configuration page.

Viewing Account Balances

On the user configuration page, you will see a section labeled "Accounts." This section displays:
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- Account Name: The name associated with the user’s account.
- Account Balance: The current balance of the account, which may include multiple types of balances.

Updating Account Balances

To update account balances, two options are available:
1. Update Debit Balance:
  - Locate the "Debit Balance" section.
  - Click the "Update Balance" button next to the debit balance field.
  - A prompt will appear allowing you to enter the new debit balance amount.
  - Confirm your changes to update the balance.
  - This update will also reflect immediately on the user’s detail page.
2. Update Quota Balance:
  - Find the "Quota Balance" section.
  - Click the "Update Balance" button next to the quota balance field.
  - Enter the new quota balance in the provided input field.
  - Confirm your changes to apply the update.
  - The updated quota balance will be displayed on the user’s detail page after saving.
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Important Notes

Real-Time Updates: Changes made to the debit or quota balances are reflected in real-time. Users can view the updated information immediately on their detail page.
Error Handling: If the input values are invalid (e.g., negative balances), an error message will prompt the user to enter valid amounts.
Audit Trail: All changes to user account balances are logged for auditing purposes, ensuring accountability and traceability.
Permissions: Ensure that you have the appropriate permissions to modify user balances. Unauthorized attempts will be logged and reported.

Primary Email

The user email field is used to capture the email address of the user. It is an important field as it is used for various purposes such as account registration, account recovery, and communication.

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