Users

This feature allows system administrators to create new user accounts for customers, or other individuals who will be accessing the system. User management settings allow you to control access levels, permissions, and other aspects of the user's experience in the system.

Getting Started:

To access the Users screen, the user simply need to login 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 here.

Log in to the system
Click on the Management/Users/List option in the navigation menu.

Adding a New User:

Click on the Add button.

Enter the user’s required information.
Select the user's group and access level from the options provided.
Click on Add User to create the new user account.

\uD83D\uDCD8 Instructions

#1 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.

#2 Last Name

The user last name field is used to store the user's last 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 last name is a mandatory field, accepts alphanumeric characters and it is case sensitive.

#3 Customer Name

The customer name is a crucial element in the system, as it allows users to identify and track the customer associated with a specific transaction. This field is disabled in this screen, that means it cannot be changed. For more information about how to onboarding a new customer, click here.

#4 Card Number

#5 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.
The username field can be found on the user profile screen, which can be accessed by clicking on the user's name in the top left corner of the system, or during the user registration process.
The username is a mandatory field, can contain a combination of alphanumeric characters, it is case sensitive, should be unique, and is validated at the time of typing.

#6 Group Name

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 how to update a existing user, click here. For more information about how to create groups, click here.

#7 Password

User specific password to login, will also be emailed to the user after user creation is complete. The password use a specific password complexity.

This information is display when clicking on the icon:

You can also see the password enter by clicking on the icon:

#8 Confirm Password

Confirmation that the password entered is correct.

#9 Mobile

The customer mobile field is used to capture the customer's mobile phone number.

To enter the customer's mobile number, simply click on the field and type in the number using the numerical keyboard. The format should be entered as follows: XXX-XXX-XXXX (where X represents a numerical digit).

Please make sure to double check the entered number before submitting the form to ensure accuracy and avoid any potential errors or issues. The mobile number is used to send the multi-factor authentication code when MFA field is enabled and the mobile option is selected.

#10 Tags

The ePRINTit SaaS portal offers you a range of functions that save time and effort. These functions also include tags. Tags can be created and assigned to a user so that the respective user can be found more easily using the filter.

For example, you can create a tag “Downtown” and assign this tag to all users that are related to it. Afterwards, you can filter all the Downtown-relevant users and get an overview of which user are currently in the downtown 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.

#11 User status

The user status field is used to indicate the current status of a user's account. This field is essential for keeping track of user activity.

To update the user status, you can use the toggle field. The available options are:

Active: The user is currently active and has an active account with the customer.
Inactive: The user's account has been deactivated.

#12 MFA

The multi-factor authentication (MFA) field is used to enable an additional layer of security for user accounts. This feature is designed to protect against unauthorized access and to ensure that only authorized users can access sensitive information.

To enable MFA for the user’s account, use the toggle field. The available options are:

Disabled: The MFA for the user's account has been disabled.

Enabled: The MFA for the user's account has been enabled.

Once enabled, you will be prompted to choose your preferred method of authentication. There are two options:

Mobile: A code will be sent to the registered mobile number to verify the user’s identity
Email: A code will be sent to the registered email address to verify the user’s identity

Please 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.

#13 Primary Email

Editing an Existing User:

Click on the the three dots under the Actions column and select Edit option.

Deleting an User:

Click on the the three dots under the Actions column and select Delete option.