Summary
👤 Managing Users: Log in to the web portal to view and manage user profiles across your devices. You can activate, deactivate, and edit user roles and permissions.
🛠️ User Roles: Assign roles like Manager, User Manager, or Print Only, each with specific permissions for managing users and products.
Detailed Step-by-Step Summary: Web Portal User Management
Introduction to User Management
- Accessing User Profiles: Log in to the web portal using an appropriate administrative account. Depending on your account level, you may see users associated with a single venue or across multiple venues.
Viewing and Managing Users
- Account Levels: The users you can manage depend on your account type. For single device users, you’ll see a list of associated users. For multi-level accounts, you can see users across all associated venues.
- Activating/Deactivating Users: To deactivate a user (e.g., if they leave the company), select their profile and deactivate it. Deactivated users can be reactivated later if needed.
Editing User Roles and Permissions
- Role Assignment: Edit user roles by selecting a user and clicking on their details. You can demote a user to a “Print Only” role or change their role to “Manager” or “User Manager.”
- Location Assignment: Assign or change the devices a user has access to by adding or removing locations from their profile. This ensures that users can only access the devices they need.
Adding New Users
- Creating a User Profile: Add new users by clicking “Add New User.” You can choose to send a full invite (which requires an email and provides back-office access) or create a device-only profile that doesn’t require an email.
- Role Selection: When creating a new user, assign the appropriate role (Manager, User Manager, Print Only) based on their job responsibilities.
Handling User Invitations
- Invited and Expired States: After sending an invitation, users who haven’t responded will appear in the “Invited” section. If the invitation isn’t accepted within a certain period, it will move to the “Expired” state, allowing you to manage or resend invitations.
By following these steps, you can efficiently manage user profiles and permissions within the web portal, ensuring that each user has access to the appropriate resources and functionalities based on their role.