7.1

Users
Add users 83
Modify user info 83
Assign users to a department 84
This chapter explains Users, how to create them, edit them and assign them to companies and departments.
Add users
To create a new user account for a company:
1. Click Companies in the Menu bar. The Companiesoverview page is shown.
2. Select a company from the overview by clicking on the company name.
3. Select Users in the side menu.
4. Click Add. The Add User dialog appears.
5. Enter the required information:
l User Name and Password: These fields define the information required to logon to the system and need to
be entered in the Login page.
l Role: The selected role defines the privileges and access level of the user.
l Department: Select a department to which the user belongs (if available). It is possible to assign users to
more than one department, by holding the shift key and clicking all the departments to which the users belongs.
l Login: Set this option to Enabled to allow the user logon to the system.
l First, Last, Gender,Job Titleand E-mail address: The values of these fields are used in the ordering
process and can be used as default values for user input fields in the New Document section.
6. Click Save. You have now added a user, which is added directly to the companies’ User overview. When more users
need to be added click Add again.
Important: When users have been assigned to departments, a department contact person should be selected: click on
Departments in the side menu, select a department from the overview, click Properties in the side menu and click Edit. This
will open the Department Properties page, where the correct contact person can be selected from a pull-down-menu. Click
Save to store the changes.
Modify user info
To modify the user information:
1. Click Companies in the Menu bar. The Companiesoverview page is shown.
2. Select a company from the overview by clicking on the company name.
3. Click Users in the side menu.
4. Select a user from the overview by clicking the user name.
5. Click Edit. The Edit Account page appears.
6. Enter the required user information:
l Person Code: This value is a unique code which can be used to link to an administration or ordering system.
l Language: The selected language defines the language used for the e-mail messages send by PrintShop Mail
Web. The language of the web site is defined by the language selected in the Login page.
l Login: Set this option to Enabled to allow the user logon to the system.
l Additional Information: The values of these fields are used in the ordering process and can be used as
default values for user input fields in the New Document section.
7. Click Save to store the changes.
Users
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