7.1

Table Of Contents

1.3.2 User roles

PrintShop Mail Web has two main groups of users:

• Customers

• People within your own organization

Each role has certain privileges assigned to it; therefore assigning a role to users determines not only their

level of authority but also the start-up screen they will be able to view when they log in.

PrintShop Mail Web system comes with nine pre defined roles. Five roles are intended for customers, the

remaining for people within your own organization. Administrators can create new roles in the Settings

section. The section provides more information regarding user roles.

Customer roles

Below a list of the predefined customer roles:

• Customer: These users can:

▪ Retrieve a new password

▪ Create and order print jobs

▪ Edit job content

▪ Request a quote

▪ Adjust the job status (on hold and shipping)

▪ Request an overview of print jobs

▪ Re-order print jobs

▪ Search for specific print jobs

• Customer Plus: Has the same privileges as the Customer and can also:

▪ Approve their own print jobs

• Power User: Users with this role have the same privileges as the Customer Plus role with the following

addition:

▪ Approve print jobs for users in the same department (or company if there are no departments)

• Department Manager: Department Managers have control over one or several departments, have the

same privileges as power users and can also:

▪ Add, assign and delete users within their department(s)

▪ Modify details within their department(s)

• Company Manager: Have control over one company and its departments, have the same privileges as

department managers and can also:

▪ Add, assign and delete customers, customers plus, power users, department managers and

company managers within the company and within departments

▪ Add departments

▪ Assign publication types to a department

▪ Modify the company, departments and users settings

• Public Customer: This role is given to new customers who created an account before proceeding

with an order they placed while shopping in a public company (which allows any visitor to use the

shopping cart, but requires a logged-in user to proceed with checkout). These users have the lowest

functionality. They can:

▪ Create and order print jobs

▪ Approve their own print jobs

Introduction - Key Concepts