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Account administration
67
11 Account administration
With the optimail 30 account administration function you can record and evaluate franking procedures separated by accounts. Accounts can be sections / departments of a company or individual companies within a community office.
You can define up to nine accounts in your optimail 30 and set up access rights with
MASTER and USER cards. Account 1 is defined ex factory and permanently assigned to the MASTER card (MASTER account).
Refer to chapter 5.1 on page 43 on how to select accounts for franking.
11.1
Setting up a new account
Account Administration
Display / Edit / New
Not Assigned
Enter name
Continue
Save
• Press the key.
• Select in the menu:
ACCOUNT ADMINISTRATION
DISPLAY / EDIT / NEW.
• Select a NOT ASSIGNED account in the list.
The optimail opens the procedure for setting up the account.
• Simply follow the instructions on the display.
The optimail 30 successively prompts you to specify all necessary details.
Possible settings are explained on the next page.
• Press CONTINUE to save the displayed parameter.
• If all parameters are complete: SAVE the new account.
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optimail 30 Operator Manual
Possible account parameters and their meaning:
Name
Letters, special characters and numbers
Refer to page 25 for information on
how to type text.
Default advert
NO DEFAULT The advert selected last remains set in the home menu when you select an account.
Default Text
Message
Teleset access
Cards
(USER cards)
WITHOUT ADVERT The selection made automatically becomes effective when you
All saved adverts change to the account.
From card When you insert the
‘USER with advert’ card the advert on the card is selected.
The advert from the USER card always appears at the end of the list.
Prerequisites: – The account is set up.
– The ‘USER with advert’ card must be assigned to the account and inserted.
NO DEFAULT The text message selected last remains set in the home menu when you select an account.
WITHOUT TEXT
MESSAGE
All saved text messages
YES
The selection made automatically becomes effective when you change to the account.
Teleset is released.
The account user is authorised to load postage.
Teleset is locked. NO
YES
NO
At least one USER card is assigned to the account.
No USER card is assigned to the account.
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Table of contents
- 7 About this Operator Manual
- 8 1 Safety tips
- 10 2 A short description of the optimail
- 13 3 The basics of operation
- 13 Turning on / off
- 14 Stand-by
- 14 Access control – MASTER / USER
- 15 The user interface
- 15 Key functions
- 17 Display symbols
- 18 in the present Operator Manual
- 19 The home menu
- 20 The product selection menu
- 22 The menu
- 23 Lists
- 24 Adjustment menus
- 24 Pop up windows
- 25 Text input
- 26 Zero test print
- 28 4 Setting the franking imprint
- 28 Postage / Royal Mail product
- 29 Setting a new product
- 33 Changing the product settings
- 35 Entering / changing the weight manually
- 36 Entering the postage value manually
- 37 Endorsement
- 38 Advert
- 39 Text message
- 43 5 Franking
- 43 Selecting / changing an account
- 45 Positioning and franking a letter
- 51 7 Special functions
- 51 Using the DX feature (optional)
- 51 Things worth knowing about the DX feature
- 52 Franking DX-mail
- 54 Viewing and printing information on DX mode
- 55 Stamping incoming mail
- 56 Moistening and sealing letters (optional)
- 58 Using an external postal scale
- 58 Connecting the postal scale to the optimail
- 59 Operating optimail 30 with an external postal scale
- 60 8 Memory
- 60 Setting postage / Royal Mail product using the memory
- 61 Saving memory items
- 62 Renaming memory items
- 63 Deleting memory items
- 64 9 Displaying and printing registers
- 65 10 Loading postage – Teleset
- 67 11 Account administration
- 67 Setting up a new account
- 69 Assigning / blocking USER card(s) for an account
- 70 Viewing and printing account statistics
- 70 Changing / clearing down / deleting an account
- 72 Clearing down all accounts
- 73 12 Imprint management
- 73 Loading imprint data from card
- 74 Using / renaming / deleting adverts
- 75 Entering new text messages
- 76 Editing / deleting text messages
- 77 Deleting endorsements
- 78 13 Advanced settings & system information
- 78 Viewing / printing / sending system information
- 79 Displaying and clearing down the item counter
- 80 Low postage warning – setting the threshold
- 80 Setting the access rights
- 81 Setting the display contrast
- 82 Setting audible signals
- 83 Clock
- 83 Correcting the time
- 84 Summer time changeover
- 85 Setting the time zone
- 85 Stand-by
- 85 Changing the stand-by time
- 86 Setting Memory 1 as standard after stand-by
- 87 Changing the user interface language
- 88 Connection to data centre
- 88 13.10.1 Internal modem
- 90 13.10.2 GSM Modem (optional)
- 92 13.10.3 Universal Link Box (optional)
- 93 13.10.4 mailcredit (optional)
- 95 Changing dial-up numbers
- 97 Changing Internet addresses
- 98 Rate table
- 98 13.13.1 Loading rate tables from card
- 99 13.13.2 Loading rate table from the data centre
- 100 13.13.3 Deleting rate tables
- 101 Switching automatic endorsement selection on / off
- 102 Integrated scale (optional)
- 102 13.15.1 Zeroing
- 102 13.15.2 Setting the gravity
- 103 13.15.3 Switching differential weighing mode on / off (optional)
- 104 Creating a MASTER card
- 105 Enable / disable functions
- 105 13.17.1 Extend memory function (optimail 30 without integrated scale only)
- 106 13.17.2 Differential weighing
- 107 13.17.3 InfoPrint
- 108 13.17.4 Send diagnostics with Teleset
- 109 14 Maintenance and care
- 109 Cleaning the franking machine
- 110 Changing the ribbon cassette
- 112 Sealer (optional)
- 112 Cleaning
- 113 Checking the liquid level and filling the sealer
- 114 Replacing felts
- 117 Changing the battery
- 120 15 Tips for troubleshooting
- 128 16 Withdrawal and disposal of the franking machine
- 129 Access rights for selected functions
- 131 Menu (overview)
- 132 Glossary
- 134 Technical Data
- 137 Declaration of Conformity
- 139 Index
- 147 Service