Before you start using OptimiDoc, it is necessary to create users who will manage OptimiDoc and will print or scan via OptimiDoc. OptimiDoc offers three ways to create or add users:


  1. Create users manually
  2. Import users from Active Directory
  3. Import users from CSV file

Note

The following guide shows how to create a user manually. If you want to import users from AD or CSV file please refer to the User import part.


1. In the OptimiDoc web interface click on Users on the left hand side menu and then click User list.


A list of users will appear on the right side. Here you can click on the  button and then fill in the new user's details.


2. Enter the mandatory user details:

- First name

- Last name

- Login - the value is used for assignment of print jobs and shall be the same as the user's authentication to his/her workstation.

- Password - user's password


The following entries are optional:
- Email - user's email for delivery of scans and notifications

- PIN - the PIN code for device authentication

- Card number - for device authentication

- Home folder - for delivery of scans

- Department - add user to a department
- Default Billing Code - enter the default billing code for the user

- Expiration - for users with time limited accounts


Fields with  on the right side allow more than one value. Use this button to add more values.

To remove a value, use this button



3. Click on the   button when finished. Repeat the process for all users.