Xerox FreeFlow Web Services Support & Software Betriebsanweisung
Configuration
Print Service Provider User Guide
233
To duplicate an existing account group:
1
Select the Account Group in the list and click the
Duplicate
button. A new group is created with the
same description and group members.
2
Enter a
Group Name
and update the
Description
if necessary.
3
Update the group membership if necessary by selecting accounts in one of the list boxes and clicking
the
Add
or
Remove
arrow as appropriate.
4
Click
Save
.
To edit an existing account group:
1
Select the Account Group in the list.
2
Update the
Group Name
and
Description
if necessary.
3
Update the group membership if necessary by selecting accounts in one of the list boxes and clicking
the
Add
or
Remove
arrow as appropriate.
4
Click
Save
.
Add CSR Users
1
Navigate to
S
YSTEM
S
ETUP
->
U
SERS
.
2
Create a user account for each CSR:
a
Assign each CSR a System Admin, Manager, or Manager Advanced
User Type
. The Manager
Advanced user type is only available with Web Services Order Center. It provides the same
privileges as Manager but also allows the user to create and edit credit notes, and cancel receipts.
System Admin users can also create and edit credit notes and cancel receipts. but have more
extensive privileges.
b
Assign each CSR to an
Account Group
. The CSR will only have privileges to accounts that are
members of this Account Group. This field does not display for System Admin user types (who
have full access to all accounts).
For more detailed information on managing users and user types, see
Managing Print Service Provider
Users
(on page 17) and
Print Service Provider User Privileges
(on page 18) in the Print Service Provider
User Guide.
Configure Web Services Order Center Email
In order for Web Services Order Center to match the email replies from customers to the relevant quotes
and orders, Web Services Order Center needs a dedicated email account. Each CSR must also have an
email account, and these accounts must be configured so that emails received by the CSR are also
forwarded to the Web Services Order Center email account. The procedure to configure Web Services
Order Center email involves the following steps:
1 Set up Web Services Order Center Email
(on page 233)
2 Configure CSR Email Forwarding
(on page 234)
Set up Web Services Order Center Email
1
Create a dedicated Web Services Order Center email account (for example, an account called Web
Services_Email) on the company's exchange server / ISP. For assistance, consult your PC support
team / IT.
2
Configure the mail listener file, as follows:
a
Open
W
INDOWS
E
XPLORER
, and browse to the
IP
ANEL
\D
B
folder (default installation path:
D:\NewEdition\IPanel\Db).
b
Open the
MAIL
L
ISTENER
.
CONFIG
file for editing (for example, using Notepad).
c
Change the value of the
PopServer
parameter from NONE to the name of your organization's
POP3 (Incoming email) Server. If necessary, change the
Port
and
useSSL
parameters according