7.1
Table Of Contents
- Introduction
- How to
- Common Tasks
- Company Tasks
- Publication Type and Document Tasks
- Add publication types
- Modify the publication type properties
- Delete a publication type folder
- Adding documents to a publication type
- Delete documents from a publication type
- Edit document properties
- Manage production settings
- Output options
- Manage linked files
- Setting up web forms
- Define file upload settings
- Setting up pricing
- Image Collection Tasks
- Order Manager Tasks
- Ordering workflow
- Settings
- General Settings
- Pricing and Ordering
- Production
- Modules
- Enabling B2C (Business to Customer)
- Introduction to Regular Expressions
Roles within your organization
Within your own organization it is possible to assign four different user roles (functions), ordered from lowest
(less rights) to highest (most rights):
• Designer: The Designer is responsible for manufacturing and managing the documents and is able to
do the following:
▪ Add new companies
▪ Add new publication types
▪ Modify and remove existing publication types
▪ Publish documents to PrintShop Mail Web
▪ Print "one-off" PrintShop Mail jobs
▪ Modify settings of a web form
▪ Add operator instructions
• Operator: The Operator is responsible for taking print jobs in production and is able to:
▪ Adjust the job status (to approved, in-plant, shipping or completed)
▪ Request an overview of print jobs
▪ Preflight print jobs
▪ Print PrintShop Mail documents to file
▪ Print "one-off" PrintShop Mail jobs
▪ Send File upload documents to an output folder
▪ Send PrintShop Mail documents to PlanetPress Watch
▪ Send print jobs to the printer
▪ Re-print a part of a print job
• Production Manager: This role is similar to that of an Order Planner. A Production Manager is able to
perform the following tasks:
▪ Adjust the job status (approved, in-plant, shipping, completed and on hold)
▪ Request an overview of print jobs
▪ Search for specific print jobs
▪ Add companies
▪ Add, assign and delete customer level users in a company or department
▪ Add, assign and delete operators and designers to a company and a department
▪ Define publication types within a company
▪ Add departments to a company
▪ Modify users, department and companies settings
▪ Set a price for quote request
▪ Add pricing information to publication types and documents
• Administrator: The administrator manages all privileges previously mentioned and is able to:
▪ Set the Terms and Conditions of the print shop
▪ Delete users, departments, companies and documents
▪ Change system settings
▪ Define output folders
▪ Add the companies web design
▪ Change the pre defined user roles
▪ Add new user roles
▪ Connectivity management
▪ Job options management
▪ Enable/disable printers
▪ Add/delete tax rates
▪ Add/delete shipping rates
▪ Customize the look-and-feel of the e-mail messages
Introduction - Key Concepts
Objectif Lune Inc. © 2010 6