Users

Create a New User

  1. At the welcome page, select USER ADMIN > USERS > NEW.
  2. This brings you to the “User Management“ screen. If you have the rights, you can establish new users using this form.

  • The items that follow describe the fields. All fields on the DocuBreeze screen that are marked with an asterisk are required.
  • Login Name: The user’s login name. Required.
  • Password: A unique, case-sensitive password. Required.
  • Confirm Password: Duplicate the password exactly. Required.
  • Challenge Phrase: A question or phrase that will prompt the Challenge Answer. If a user forgets their information, this will verify their identity. Required.
  • Challenge Answer: An answer to the question posed in the challenge phrase, or a response prompted by the challenge phrase. Example, Morning Sunshine. Required.
  • First Name: The user’s first name. Required.
  • Last Name: The user’s last name. Required.
  • E-mail Address: The user’s e-mail address. Required.
  • Phone No.: A contact phone number for the user. Required.
  • Credentials - After saving a user, this category identifies if they have a registered card for login on an MFP with Authentication.
  • Language Preference: The language that will be displayed each time the user logs in. Default is English(U.S.).
  • QuickTask: Select the style of the QuickTask to be used when the user selects QuickTask. MFP Panel offers a wizard interface to be used at the MFP panel. A Standard quicktask is similar to a Standard Saved Task, but it allows ad hoc task execution immediately.
  • Target Page: Select a page from the drop-down list as the user's DocuBreeze "Target" page. This page will be displayed when the user clicks on the target button ( ). Do not confuse this with the "Home" icon in the upper left, which will always return you to your Welcome page.
  • Inbox Messaging: Select the number of days after which each type of message will be removed from the user's inbox. Note that Action Required messages will never be deleted.
  • Status: This field identifies whether this user is Active or Inactive. Inactive users may not log in to DocuBreeze. Once a user is saved, and added to a valid Group, you can click on the Activate button to make this user Active.
    1. Review the information and click Save . The user is saved and there is now a section at the bottom for assigning the User to a Group. The example below shows the fields filled with data.

    1. Click on the plus sign to Add the user to a Group. This screen will be displayed.

    1. Click Save and you will be returned to the User Profile screen.
    2. A successful addition of a new User will display the message shown below and the Activate button will be enabled. Click Activate.

    Edit or Delete a User

    From the navigation menu, select USER ADMIN > USERS > EDIT/DELETE. Click on Edit/Delete, and choose the user to Edit from the search results list.

    The bottom section of the saved User page has a Credentials and a Preferences section. The Credentials section will be filled in if the user has registered a proximity card for use on the MFP.

    Preferences
    You may choose Language, quick task type, a startup and target page, a skin style, and click on the down arrow to select a number of days (up to 60) to keep each of the following message types:

    To deactivate a user, click Deactivate. Conflicts that may prevent you from deleting a user will be displayed in red text (if the user is the owner of a scheduled task, for instance), and all conflicts must be resolved before you can delete or deactivate a user.

    Modify Groups/Roles Association to a User.

      1. To modify an associated Group or Role, select User Administration > Edit User, and select the user to be edited, to open the User Management screen. At the bottom of the page, select the Group to be edited, from the list on the left, and click Modify.
      2. The Group/Role Assignment window opens allowing you to disassociate a role from groups. Checked Roles are associated with the user.
      3. Select or Deselect the roles you want associated to the user, and click Save.