Users tab

Use this tab to add, remove, and manage individual users. You can configure an email address and the inheritance of quota management settings; specify a quota management profile to disable printing under certain circumstances; and set print balances for cost control.

Click an option you want to learn more about.

Show only previously configured users

Displays users that were previously added by an administrator.

Show all users

Displays all previously configured users and any users automatically created by Output Manager. When documents are received by a Output Manager source, the document owner is automatically added as an Output Manager user if it is not already contained in the Output Manager database.

Include removed users

Displays users that were previously removed by an administrator.

Users grid

From this grid, you can add and manage individual users.

User Name — Specifies the user name that will be used when logging in to the server.

Full Name — Specifies the full name and email address of the user.

Type — Indicates whether this user is an Output Manager user, an LDAP user, or a Windows user.

Domain or Machine — Indicates whether the location of the security database for the user account is a domain account or a local machine account.

Email — Specifies the email address for the user.

Inherit — Specifies whether this user inherits quota settings from the department. When a new user is automatically added to a department or when the department settings are changed by an administrator, the administrator has the option of assigning the existing settings to the new user or the new settings to other members of the department. Note, however, that the balance for each user changes individually. That is, the department does not share a balance. Assigning quotas using inheritance is a good practice because administrators can more easily manage quota settings.

Do Not Track — Specifies that you do not want to track jobs from the printer.

Card ID — Identification value for the card that the user scans to log in at a device.

Secondary Card ID — Identification value for a second card that the user scans to log in at a device. The value can be another card ID or a user ID or PIN.

Print Rule Profile — Profile that defines printing restrictions for the user and whether the system notifies the user of restrictions by email or through the Desktop Client.

Desktop Client Profile — Name of the client profile assigned to the user. To select a profile, click the cell and select a profile from the list. To manage profiles, click the Browse button to display the Manage Desktop Client Profiles dialog box. The column is only visible when the Desktop Client is licensed.

Device Profile — Profile that controls the information that appears on the device when the user logs in or releases a print job. For example, you can configure the profile to prompt the user for a billing account when the user releases a print job.

Print Delegates — User or group that has permission to print for the selected user.

Set Balance — Indicates if a print allowance is assigned to the user. Selecting this option activates Allowances Profile, Remaining Balance, and Next Refresh.

Allowances Profile — Profile that controls quota and cost management values for the user. For example, you can configure a profile that controls how many color pages a user can print during a specified period.

Remaining Balance — Monetary balance available to the user to print documents.

Remaining Copy Balance — Monetary balance available to the user to copy documents.

Remaining Pages (Color or Total) — Number of pages available to the user if you set a total or color page limit in the allowances profile.

Remaining Pages (B&W) — Number of black and white pages available to the user if you set a black and white page limit in the allowances profile.

Next Refresh — Date on which the new accounting period begins.

Print Delegates — User or group that has permission to print for the selected user.

Role — Indicates whether the user is a system administrator, security administrator, or does not belong to a role.

Print or Export Users Grid button Print or Export Users Grid button

Opens a Preview window in which you can print, email, or export the user grid in a document, data, or image format. The export command exports the user list to the to one of the following file formats: PDF, HTML, MHT, RTF, XLS, XLSX, CSV, text (tab delimited), and image (BMP, EMF, WMF, GIF, JPEG, PNG, TIFF). The email command exports and emails the user list file in all of the same formats except for HTML.

User/Group Import Wizard button

Allows importing users into Output Manager from a CSV file on disk, Active Directory users and groups, and LDAP users and groups. You can specify exactly how you want to do the import (for example, the column from the CSV file that contains the user names). You can also specify if you want to run the wizard as a scheduled task. For example, if you configured the wizard to run every 24 hours and an employee changed departments, if HR updated their department in Active Directory, Output Manager would pick that up change within 24 hours.

More Users button

If the user to whom you want to assign quota settings is not listed, click More Users to add that user. Once users are added, they are placed in the Output Manager database and will always be listed in the future. Choose one of the following options from the list:

  • Add OM User — Displays the OM User dialog box for adding Output Manager users.
  • Add LDAP User — Displays the LDAP User dialog box for adding LDAP users.
  • Add Windows Users — Displays the Users and Groups dialog box for adding Windows users and groups.

Modify button

Depending on the type of user selected, displays the Edit Windows User dialog box, the OM User dialog box, or the LDAP User dialog box so that you can change the information.

Remove button

Deletes the selected user.