Users

Users lists the people who can use the dashboard and the print service. Click a user to load their details on the right, then use the row of tabs below the detail panel to manage everything attached to them.

The Users list showing name, email, authentication method and active status
The Users list, with each person’s email, sign-in method and status. Selecting a row shows full detail below.

The user’s detail tabs

With a user selected, the tabs beneath the detail panel each manage one aspect of that user:

  • Authentication — the cards and sign-in methods registered to the user. Each row shows the credential and its type (for example Card / Mifare, Azure AD, Manual Input / PIN, Mobile, BLE or Google Smart Tap) and whether it is locked. Use Add new record to register a method, or Create/Reset PIN to issue a PIN. Right-click a card in this panel for Edit item, Remove item (to delete the card) and Unlock — deleting a card is done here, on the Authentication panel, not from the user list.
  • Delegate Groups — the delegate groups the user belongs to. Members of a delegate group can release and manage each other’s print jobs.
  • Delegates — the individual people allowed to release and manage this user’s held print jobs on their behalf.
  • Access Groups — the user’s roles (what they can see and do). Add or remove roles here; see Roles & permissions for what each grants.
  • Devices — the devices linked to this user.
  • Groups — the groups the user is a member of, used to organise users and for group-based reporting.

When you add an authentication method (Add new record on the Authentication tab), you pick its type from the full list of supported methods — cards, mobile, email and PINs: 125 KHz, Azure AD, BLE/2, Email, Google Smart Tap, GovPass, Hitag 1, Hitag 2, HITAG 2/2, ISO14443A/MIFARE, Manual Input, Mifare, Mifare desfire, PIN Number and RFID Card. Choose PIN Number to give the user a numeric PIN for releasing prints at a device.

The Add authentication dialog with the type dropdown open, listing all options including PIN Number
Adding an authentication method — the full type list, including PIN Number.

Right-click a user

Right-click a user row for quick actions (the options you see depend on your permissions):

  • Edit — open the user to change their details. You can also double-click the row. (Requires Edit User.)
  • Remove item — delete the user. (Requires Remove User.)
  • Detail info — view the user’s recent print, copy and scan transactions. (Requires View User Info.)
  • Reset PIN — issue the user a new PIN. (Shown when manual PIN entry is enabled and you have the Reset User PIN permission.)
Right-clicking a user row shows Edit item, Remove item, Detail info and Reset PIN
The user right-click menu: Edit, Remove, Detail info and Reset PIN.

To change a user’s roles, open the user and use the Access Groups tab. See Roles & permissions for what each role allows.

Note. Use Import Users (top of the list) to add users in bulk. Managing users requires the appropriate role, such as Company Admin.

dashboard