Groups are used for definition of access rights to a particular functionality of OptimiDoc and multifunction. Basic Everyone group is used for general definition of access rights for all users. Other groups can switch the settings from Everyone group. So, for example, when the Everyone group allows usage of color printing and copying then the administrator can deny the Color group in other groups. Each group has an assigned list of users or departments.





Group list - Add group

To add a group to OptimiDoc, click on the  button.



Group list - Delete group

To delete a group click, on the  button. A group cannot be deleted if any user is assigned to it.



Group list - Edit group

To edit a group click, on the  button.



Basic settings

 

  • Name – Enter the name of the group
  • Description – Enter the description of the group.
  • Access rights - General settings of access to the web interface and device functions
  • Web interface with the following options:
    • User - basic access to dashboard, user reports
    • Department Manager - access to user level + user department reports
    • Manager - access to user + complete reports
    • Administrator - access to the complete the OptimiDoc web interface
    • Local Administrator – access to the reports and device management for specific location. Location name is to be specified in the Description field of the group - if blank local admin will see all printers. (if your printers have location filled out, such as "3rd floor" or "Building A", you can enter the same location name into the description field)
  • Device operations - Here you can deny any operation – Copying, Print, Scanning, Usage of color. If you want to use this functionality on Xerox devices, you need to turn on pre-authorization.


Members - tab to add and remove group members. Rights will be applied to users added to the group. To add a user or department, write input to the field. To remove a user or group, select user or department and click on the trash bin that will appear when you move your mouse pointer over one of assigned departments or users.


Scan workflows - definition of scan workflows access rights. In the list of Enabled workflows, you can see the list of enabled workflows in the Everyone group. In the list of disabled workflows, you see the list of disabled workflows in the Everyone group. To change the settings, move the workflow from disabled to enabled or opposite using the arrow buttons. There is also the possibility to enable or disable more scan workflows at once by holding down CTRL and selecting the desired flows.




Print connectors - definition of access rights to print connectors. Behavior is the same as for scan workflows. To change the settings, move the workflow from disabled to enabled or opposite using the arrow button. There is also the possibility to enable or disable more print connectors at once by holding down CTRL and selecting the desired connectors.



Billing codes - definition of access rights to projects. Behavior is the same as for workflows. To change the settings, move the workflow from disabled to enabled or opposite using the arrow button. There is also the possibility to enable or disable more projects at once by holding down CTRL and selecting the desired billing codes.





After you have finished creating the new group, click on the Save button.

We have the possibility to multiselect groups and delete more groups at once.