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 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 here.

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 Instructions

Users | Adding a New User
Users | Updating an Existing User
Users | Deleting an User

Adding a New User

Click the Add button.
Enter the user’s required information.
Click the Add User button to create the 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.

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.

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 initial user account created will default to admin and is used to log in to the Customer domain-specific site example: https://xyz.eprintitsaas.com/sign-in.

Group Name

The default Group created is admin, the default Role is admin and the created user will be associated with the group admin with role admin. All users are associated with a group with a role type permissions. These permissions determine navigational permissions and specific options settings permissions.

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.

User Status

This 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:

Mfa

This field is used to enable or configure Multi-Factor Authentication, an additional security layer that enhances account protection. If this field is enabled, users will be required to enter a secondary authentication method (as a one-time code) sent via email and/or SMS.

Primary Email

This field stores the main email address associated with the user or account. This email is used for communication, notifications, and account-related updates. It must be a valid email address and may be required for authentication or password recovery.

Card Number

Please enter the card number of the customer.

Mobile

This field is used to enter the user's mobile phone number. Ensure that the number is entered in the correct format, following any required country codes or formatting rules. This field may be used for communication, verification, or notifications, depending on system settings.

Updating an Existing User

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

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The Edit User screen will be displayed. After the necessary changes are made, click on Update button.

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Identity Provider

This is a read-only field. This field indicates the authenticate method used by the user when the username was created.

Print Configuration Group

If the group to which the user is associated has a print configuration group assigned, this information will be displayed in this field.

Account Name and Balance

This field shows the current available balance for the selected account. This value reflects the total amount after all transactions, including credits and debits. The Update Balance button allows the user to increase or decrease these balances. update these balances. This feature is managed by permissions and the user must also be associated with a group that allows them to access this option. To get more information about groups and how to associate them with a role type that has this permission, click here.

Deleting an User

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

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A confirmation message will be displayed. Once confirmed, the user will be deleted from ePRINTit SaaS system.

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