User Settings
Click the Edit button in the Users window to open the User settings.
User Info
First Name and Last Name
The actual name of the user (mandatory).
E-mail
A valid e-mail address where the user can be reached (mandatory). This e-mail address is used to invite the new user to join the collaboration workflow, and to send notifications.
User Name
A name that can be used instead of the e-mail address to log on. This must be a unique name in your WebApproval system.
Phone, Mobile, Fax
Additional user information.
Comment
A free-text field for adding extra information about the user.
User Roles
Here you choose one or more roles for a user. The roles can also be edited on a job-by-job basis.
Printer Company Roles
| | Printer Company Administrator |
| | Customer Service Representative (CSR) |
Print Buyer Roles
| | Print Buyer Administrator |
| | Approver |
| | Uploader. |
Preferences
Language
The language of the portal interface and e-mail notifications. Choose the language that you want to use from the drop-down list.
Units
The units for the measurements displayed in the Flipbook (e.g. page info):
•Metric (mm)
•Imperial (in)
Send e-mail
Select this check box if you want the system to send notification e-mails when certain events occur.
In the Send e-mail table you can select check boxes in the first column to send notifications when the user is assigned the uploader role, in the second column when he is assigned the approver role. A third column is provided for CSRs who may need to upload or approve jobs for which they are not the CSR. The following events trigger a notification:
•First pages ready to inspect: a notification is sent while the pages are still being processed and some of the pages can be inspected.
•All pages ready to inspect: a notification is sent when all the pages have been processed and are ready to be inspected.
•All pages approved: a notification is sent when all the pages of a job have been approved.
•Page rejection: a notification is sent when a page is rejected.
•Invitation to upload: a notification is sent when a job has been prepared and uploaders can upload pages for this job.
NOTE: The messaging is based on the user’s role which may be modified on a job-by-job basis. For this reason, it is recommended to specify the messaging for all the roles, not just the pre-defined role.
