To create a new administrative user, select the “+ Add New” link at the top of the page.
First Name - required field. Enter the first name of the user.
Last Name - required field. Enter the last name of the user.
Title - optional field. Allows you to enter the user's title.
Email - required field. This is the default login value for the account.
Telephone - optional field. Allows you to enter the user's telephone number.
Fax - optional field. Allows you to enter the user's fax number.
Time Zone - Make sure to select the correct time zone for this user so their view for order and email dates and times is correct.
Create Date - This is an informational only field. After the record is created the day and time will be noted. If that field is blank on a user account that already exists, it means that the record was created before we started collecting this information.
Last Login - This is an informational only field. Each time this user logs in to the administrative area, the date and time will be recorded here.
Last Order - Whenever your admin user places an order in any of the stores, the date and time will be updated here.
To view and re-activate a previously deleted administrative user, check the box “Include Deleted Users” at the top of the page. To edit a user, select the pencil icon beside the Username of the user.
Email - required. Each user record must have a unique email address. You can not have more than one admin user using the same email address or you will not be able to save the record. If you get an error message that the record can not be created, make sure that you have not previously used that email address and that it is not an email address for a deleted admin user account (select the Include Deleted Users link at the top of the page to check). The "@" character is required in the mail value, so this value must be in the format of an email address.
Username- This is optional but if your user would prefer to log into the admin area using a username instead of the email address, enter one here. The "@" character cannot be used in a Username. You can create a user without a login username value, it is only required that the user has an email address to login.
New Password and Confirm Password - This is required. After entering the password you must confirm it to make sure you entered it correctly. You will not see this entry when you return to the user account after saving for security reasons. The staff of Aleyant can not tell you what was entered in these fields either. If an admin user forgot the password, a new password will need to be entered here and the account will need to be re-saved.
Integration ID - If this user is using an integration with an MIS system, use this input to tie the user account back to the MIS system.
Receive Notifications check box - the Pressero system will generate email notifications from the system when certain events happen. This could be when an order is placed, when a file has been uploaded to a form on a page, when a proof is approved, etc. If you want this particular admin user to receive these notifications (sent to the email address set up here), then check this box. Please Note: Using Admin Groups you can limit the admin user to only get notifications for certain stores in the account.
API tokens are used when a user does not want an admin password to access the API. Instead of setting it up with a password, a token is used in its place. API tokens are also used so that expiring passwords do not break the API. By default, the API token does not expire, so if the admin password changes, the token would keep working until the user either disables it or sets an expiration date.
Note: The API Tokens section only appears AFTER a new user is created.
Click the + Add API Token button to create a new API Token.
Expiration Date - optional field. Click inside the field or click on the calendar and clock icons to set an expiration date and time.
Description - optional field. Enter text to save information about the API token.
Is Active - If "Is Active" is unchecked, the API Token will be inactive whether it is expired or not.
Save - Click "Save" to save your changes.
Clicking the "Edit" pen in the left column of the API Token opens the Edit API Token window. You can use this window to adjust the settings and copy the API Token.
Copy API Token - To copy an API Token to paste into an application, click the Copy button as shown below.
Save - Click "Save" to save your changes.