How do you add or manage Veonics Portal Users?

Veonics® Portal Users are created to access and manage various assigned software permissions and notifications. There is no need for badge recipients to have User rights since they will never log in.

Table of Contents

1. Creating a New User
2. Edit an Existing User
3. Roles and Permissions
4. Subscriptions

In the User section of the Veonics Portal, authorized users can Create (New) and Manage (View) users that require access.

Creating a New User

Select the New button within the User tab when user rights are assigned.

• Once in the New User General Tab, complete the form as directed.
• A Username can be manually entered or by selecting the Generate button once the First Name and Last Name have been entered. The first initial and last name will be joined together and used as the Username (flast.) If the username is not unique, a unique value will be appended.  (flast1, flast2...)
  • DO NOT create one common login to share or share yours. You would be breaking the cyber security policies of eXpress badging and, most certainly, your organization's.
• Enter the user's email. Otherwise, the password reset feature will not work.
• It is recommended to assign an Account Expiration date from 90 days to 365. Otherwise, all users that need to be inactivated must be done manually. 
• Assign the Organization based on the hierarchical access of the user.  ABC Corp for all access, ABC Orlando for Orlando only, ABC Cocoa Beach for Cocoa Beach only, and ABC Tampa for Tampa only. Multiple Organizations can be assigned if applicable.  If all locations are needed for select users, select the parent Organization.  
  
  

Save

Once completed, select the Save button, which will automatically send the User an email with instructions to log in and reset the automatically assigned password.

• Password reset instructions can be found here.

Copy Permissions

One simple way to create a new user is to select the Copy Permissions button, locate a User with the same rights the new user will be using, select OK and edit the User as needed above.

Editing an Existing User

Once a User is created, it can be edited by highlighting the User in the list, then selecting View.

The number one edit will be to Reset the Password. This will automatically send a Reset Password notification via email, prompting the user to log in with a temporary password and reset their password. They can reset the password themself if their account has not been inactivated.

Roles and Permissions

Roles and Permissions should only be used by trained and authorized Users. In most cases, eXpress badging will manage the initial Role assignments for all customers. There are over 325 Permissions that can be assigned within the Veonics Portal. Roles are a set of Permissions for easy assignment. There are currently 14 roles that have different permissions attached to them.

1. Super Administrator User
   1. A Super Administrator user will have all the available Veonics Portal features within an assigned Organization
   2. Roles can only be Deleted, Created, Read, and Updated by Super Administrator Users
   3. Contact eXpress badging or your Organization's Super Administrator if a role needs editing
2. VCDB System User (Use for VPQM Permissions)
   1. Assigns user rights to all Web Services Permissions
      1. Call getBatchUpdates WS
      2. Call updateCard WS
      3. Call searchBatches WS
      4. Call endSession WS
      5. Call updateBatch WS
      6. Call searchCards WS
      7. Call getPhoto WS
      8. Call addPhoto WS
      9. Call getCard WS
      10. Call getMetadata WS
   2. Excludes Call processCardAction WS
   3. Only used for VPQM and not VCDB
3. VPQM System User (DO NOT USE)
   1. Permissions are NOT ASSIGNED
   2. Use VCDB to enable VPQM access
4. Fulfillment User
   1. Home, Data Management, Record Setup, Photo Properties Catalogs tabs only
   2. Is Basic Customer with a few more menus with the ability to edit some information
   3. Can add new record setups but cannot edit them
   4. Can deactivate the record setups
   5. Can view Photo Properties and nothing else
   6. Can make new catalogs but cannot edit the record setup to add them
5. Fulfillment + Design User
   1. It is an extension of Fulfillment but adds access to the template designer
6. Fulfillment Power User
   1. Has 90% of the User Permissions of a Super Administrator
   2. Essentially a slightly lower admin
   3. Very little it can’t do
7. Basic Customer User
   1. Home and Data Management tabs only
   2. Has the simplest of Permissions to login in, create and edit records, and print badges
   3. Users can manage, validate/approve photos and records
   4. Must use post order for badges to be printed
8. Data Entry User
   1. Similar to Basic Customer
   2. Can only add photos and record info
   3. No approval power of photos or records
9. Photo ValidatorUser
   1. An extension of Data Entry
   2. Can now approve Photos
10. Card Manager User
    1. It is recommended to assign Card Manager permissions to advanced Data Entry users
    2. An extension of Photo Validator
    3. Can now approve Records
11. User Manager User
    1. Adds User Manager permissions to a User who will manage, create, edit, inactivate, and reset other users' passwords
    2. Can only access Users and Organizations by itself
    3. Allows the user to add roles to other user accounts
12. Organization ManagerUser
    1. Adds Organization permissions to a User who will manage, create, edit, and inactivate Organizations with an assigned hierarchy
13. Full-Service UserUser
    1. It is a stripped-down version of Basic Customer
    2. Essentially can only Post orders and review data.
14. App-Only AccessUser (Do Not Use)
    1. This Permission was used to manage a legacy Andriod and iOS Veonics Portal app
    2. Other uses are not known and should not be used

Subscriptions

Subscriptions are event-based and will automatically enroll assigned Users in associated email Target Lists.

Card Event

• Card Record Added (Default Card Event Text)
• Card Record Approved (Default Card Event Text)
• Card Record Photo Linked (Default Card Event Text)
• Card Record Photo Verified (Default Card Event Text)
• Card Record Printed (Default Card Event Text)
• Card Record Deactivated (Default Card Event Text)
• Card Record Updated (Default Card Event Text)
• Card Record Delete (Default Card Event Text)
• Card Record Reopen (Default Card Event Text)

Batch Events

• Batch Created (Default Batch Event Text)
• Batch Activated (Default Batch Event Text)
• Batch Marked as Printed (Default Batch Event Text)
• Card Record Deactivated (Default Batch Event Text)
• Batch Deactivated (Default Batch Event Text)
• Batch Updated (Default Batch Event Text)
• Batch Reopened (Default Batch Event Text)
• Batch Deleted (Default Batch Event Text)
• Card Record Photo Linked (Default Card Event Text)

Organization Events

• Organization Created (Default Card Event Text)
• Organization Deactivated (Default Card Event Text)
• Organization Activated (Default Card Event Text)

User Events

• Organization Created (Default Card Event Text)
• Organization Deactivated (Default Card Event Text)
• Organization Activated (Default Card Event Text)

Quota Events

• Quota Notification Reached  (Quota Exceeded)

Partner Follow-up Events

• Batch Data Upload Received (Card group upload received)
• Customer posted card group order (Card Group Order Posted)
• Customer changed approval status of card design (Card Group Design Approval)