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Customer

Customer

The Customer Details screen is an important feature within the ePRINTit SaaS and allows the user with specific privileges and rights to view and/or manage all the relevant information about the customer.

 

Getting Started:

To access the customer view screen, the user simply needs to login to the ePRINTit SaaS on the menu bar and navigate to the Management/Customers 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.

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 Instructions

Customer | Updating an Existing Customer

 

Updating an Existing Customer

Update the customer’s required information.
Click the Save button.

 

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Tenant Domain

This field displays the unique domain associated with the customer's account. It helps identify the customer's environment within the platform.

Theme

This feature allows users to customize the appearance of the portal to match their preferences or company branding. To change the theme, select the one of the available themes and click on it.
The system will automatically apply the selected theme.

Brand

Supports hex color or RGB, used for customer branding. To create a brand theme, user just need select the color of the theme and click on Apply. This color will be used to all bars and buttons of the Customer Portal, Kiosk, Mobile and File Upload Page.

Name

This field displays the name of the customer as registered in the system. This field is used to identify and manage customer-related transactions, uploaded jobs, and other associated data.

Scheme

The changing scheme feature allows users to customize the brightness of the system by selecting from three available schemes, Auto, Dark and Light. These schemes can be selected and changed at any time, providing users with a personalized experience. To change the scheme, select the one of the available schemes and click on it. The system will automatically apply the selected scheme and the scheme will be applied to the Customer Portal and Public Upload Page.

Auto

The scheme changes automatically according to the time of the day.

Light

A light scheme is perfect for usage in the day time.

Dark

A dark scheme is perfect for night time usage.

Description

This field allows the admin user to provide additional details about the customer. The information entered here will be displayed on the Public Upload Page, helping to clarify customer-specific instructions, requirements, or any relevant notes for users uploading files.

Layout

The changing layout feature allows users to customize the layout of their screen by rearranging and resizing different elements within the system. This allows a more personalized and efficient experience for the user. To change the layout, select the one of the available layouts and click on it. The system will automatically apply the selected scheme and the scheme will be applied to the Customer Portal.

Dense

The main meu on the left side will display only the icons of each one of the menu options, in a dark screen.

Classic

The main menu on the left side will display the icons with the description of each one of the menu options.

Thin

The main meu on the left side will display only the icons of each one of the menu options, the background will change according to the scheme selected and each one of the options will be displayed in a new submenu.

Classy

 

Enterprise

 

Modern

 

Tier

This field is used to categorize customers based on predefined levels.

Time zone

This field displays the customer's time zone. The selected time zone ensures that all date and time-related data, such as order timestamps and scheduled events, are displayed correctly based on the customer's location.

Customer Type

This field categorizes customers based on their relationship with the business. This classification helps in managing customer records, applying specific pricing rules, and generating reports.

Order Number

This field displays a unique identifier assigned to each customer. This can be the contract number.

Register From

This field indicates the date when the customer’s contract with the company began. It is used to track the official start date of the customer's agreement and may be referenced for billing, service eligibility, and historical records.

Register To

This field displayed the customer’s license expiring date.

Web Logo

Required size 240 x 130 px in a PNG image format, used in branding for customer

Mobile Logo

Required size 80 x 27 px in aPNGg image format, used in mobile branding for customer

Language

This field indicates the preferred language of the users.

Currency

This field displays the default currency associated with the customer. This currency is used for all transactions and payments related to the customer.

Number of Decimal Places

This field defines the number of decimal places displayed for numerical values. The selected value determines the level of precision for amounts, calculations, and displayed figures. Options range from 0 (whole numbers) to a specified maximum decimal precision (3).

Location Search Distance (in miles)

This field allows you to specify the maximum distance (in miles) within which the system will search for locations relevant to the selected customer. Enter a numeric value to define the search radius. A larger value expands the search area, while a smaller value narrows it.

Partner

This field represents a reseller, distributor, or an affiliated entity. If a customer is a partner, they also have the ability to create their own customers.

Separator Symbol

A currency separator symbol, also known as a thousands separator or digit grouping symbol, is a character used to separate the digits of a large number into groups for easier reading. Commonly used symbols include commas (,) and periods (.). For example, in the number 1,000,000, the comma serves as the currency separator symbol, making it easier to read as one million. These symbols are particularly useful in financial contexts where large numbers are frequently encountered.

Enable Sign-Up

This field allows the admin user to enable or disable the sign-up option for the selected customer. When enabled, users can register and access the system. If disabled, sign-up will be restricted, preventing users from creating an account by themselves.

Default Group Name

This field specifies the default group assigned to new users created to the customer.

Enforce MFA for All Users

When enabled, this setting requires all users associated with the customer account to use Multi-Factor Authentication (MFA) for login. This enhances security by adding an additional verification step beyond the password. Users will be prompted to set up and use MFA the next time they log in.

File Upload Page

Link to the customer’s public upload page.

Assigned Customer Email Address

The email address generated during the onboarding process and provided in this field is used by users of the customer to send documents by email to be processed through the ePRINTit system.

Add Alias Email Address

The alias email is an additional email address that is associated with the assigned customer email address. It is essentially a forwarding address that redirects emails to the main inbox without requiring a separate mailbox. The primary purpose of using an email alias is to enhance privacy, organization, and security while managing online communication.

Users can send your files/documents to this alias email for printing.

Password protected files are not supported

If you submit a password protected file, the you will receive an error mail which is shown in below screenshot.

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