User Dashboard. Nuance 5.7

15

User Dashboard

Topics

Enabling Account Balance Transfers

Enabling PIN Management

Adding Custom Reports

Setting Default Billing Code

Displaying Color Quota

User Dashboard enables users to access and manage their personal account via the Internet. User Dashboard offers the following features:

• view and print their personal account statement and custom detailed user activity reports

• view and delete their queued print jobs

• transfer personal funds to another user accounts. (Equitrac Express feature)

• change their user PINs

• set a default billing code for transactions

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Configuring User Dashboard

Some features must be configured in System Manager before they are available for the user to view or access. The basic

User Dashboard enables users to view their account information, view and print their personal account statement, and view and delete their queued print jobs. Features such as transferring personal funds, managing their user PINs, and setting the default billing code for their transactions must be configured in System Manager.

Enabling Account Balance Transfers

As part of the Equitrac Express solution, users can transfer personal funds from their account to another user account.

When a transfer takes place, the money is deducted from their Paid account and is deposited into the Paid account of the intended recipient. The Allotted account is not used in these transfers, and remains unaltered.

To allow users to transfer funds form their paid account into another user account, do the following:

1

In System Manager, go to Configuration > User interaction > User dashboard.

2

Select the Show account transfer page checkbox to enable the Transfer funds link on the main User Dashboard page. When this option is selected, users can click on this link to transfer personal funds from their Paid account to another user account.

Within the same User dashboard dialog box, you can also choose whether to display the user’s Paid and Allotted balances, and/or their Primary PIN on the main User Dashboard page.

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Select the Show paid/allotted money balances checkbox to display the user’s Paid and Allotted account balances.

If not selected, only the Total balance is displayed on the main page.

Select the Show user PIN1 checkbox to display the user’s Primary PIN on the main page.

Click OK.

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Enabling PIN Management

To allow users to reset their Equitrac PINs, do the following:

1

In System Manager, go to Configuration > Network environment > Automated PIN code management.

2

Select the PIN codes you want to enable users to reset on User Dashboard.

NOTE: At least PIN1 or PIN2 must be selected to enable PIN code management in User Dashboard. If both PIN1 and

PIN2 management options are disabled, the Manage PINs tab does not appear in User Dashboard.

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4

Enter the Minimum and Maximum PIN1 length available for users to create their own PIN. The minimum PIN1 length must be less than or equal to the maximum. The minimum/maximum values only apply to new PINs, and does not affect existing PINs that violate these limits.

Click OK.

Adding Custom Reports

The Reports link provides users access to their personal Account statement. The Account statement contains user account information for the past 30 days. Additionally, custom detailed activity reports can be created and enabled in

Reports Manager for the user to run in User Dashboard.

To allow users to run custom reports, do the following:

1

2

In Reports Manager, generate one of the following reports:

• Account statement

• Detailed activity by network user

• Detailed activity by user account

• Detailed activity for queued documents by user account

• Detailed activity for routed documents by user account

Select File > Save Definition As to open the Save report definition as dialog box.

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4

Set the report definition, and click Next to continue. See

Saving a Custom Report

on page 368 for details.

Enter a Name for this report definition. The custom report name cannot be greater than 50 characters.

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Select Site report from the Report type drop-down list.

Enter a Description for the report.

Select the Allow users to run this report from user’s personal webpage checkbox.

Click Finish to save the custom report.

NOTE: A secondary custom site report can be created from an existing custom site report, however, the secondary

report cannot be run in User Dashboard.

Setting Default Billing Code

Users are able to set a default billing code for their transactions. Depending on how Billing code access is configured in System Manger, users may not have access to all billing codes. You must choose a global access level for the billing codes that determine which billing codes the users can access. For more information, see

Enabling System-Wide

Billing Code Access

on page 187.

To determine to billing codes that users can access, do the following:

1

Go to System Manager > Configuration > User interaction > Billing code access.

2

3

Select on the following billing code access options:

• All codes – Users can charge transactions to any billing code.

• Only codes assigned to user’s department – Users can charge only those billing codes defined for the departments to which they belong.

• Only codes assigned to user – Users can charge to only those billing codes assigned to their user accounts.

• Codes assigned to user or user’s department – Users can only charge to those billing codes assigned to their user accounts, or the departments to which they belong.

Click OK.

NOTE: The Exclude codes with no balance option does not affect the default billing code in User Dashboard.

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Displaying Color Quota

Color quota displays as N/A on the main User Dashboard page if the user has unlimited color quota, or if color quota is not enabled in System Manager.

To show the user’s color quota in User Dashboard, do the following:

1

Go to System Manager > Configuration > Accounting and quotas > Color quota.

2

Select the Enable color quota checkbox and click OK.

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