Veonics® Portal User Training Track

A quick start + ongoing learning guide for Portal users

🧭  Who this is for: Badge operators, help-desk/IT liaisons, managers/admins, and template designers.

How to use: complete the modules in order (🟦 Core, 🟨 Role-specific, 🟥 Admin), then keep the “Ongoing” items handy for refreshers.

🟦 Module 0 — Start Here (Orientation)

• 📘 Ecosystem Overview & Introduction – What the Portal does, components, printing modes, TRACK, and compliance alignment. Express Badging

• 📑 Master Index – Bookmark the curated entry points for new users, daily use, design, and admin/compliance. Express Badging

🟦 Module 1 — Access & Accounts (All Users)

• 🔑 First-Time Login – Welcome email, initial password change, and basics. Express Badging

• 🔁 Reset Your Password – Self-service reset, 2FA setup, and troubleshooting. Express Badging

• 👥 Add/Manage Users – Create and manage user accounts. Express Badging

• 🛡️ SSO Options – Available single sign-on paths. Express Badging

• 🚫 User Deactivation – Inactivate accounts (single or bulk). Express Badging

🟦 Module 2 — Daily Use Essentials (Operators)

• 🗃️ Record Manager: Entering Data – Create/edit records. Express Badging

• 📇 Record Manager: Workflow Basics – Approvals, filters, batch actions. Express Badging

• 🖨️ Quick Printing (Print Button) – Single/small-batch prints. Express Badging

• 🧾 “No VPQM” Small-Job Printing – Download PDF/JPG and print via OS. Express Badging

• 🖼️ CELLfie™: Recipient Photo Flow – Remote photo intake. Express Badging

🟨 Module 3 — Photos & Data (Role-Specific)

• 📷 Photo Options in the Portal – Capture choices & when to use each. Express Badging

• ✅ Photo Standards (Basics) – Accept/reject guidelines. Express Badging

• 🧙 Photo Wizard (Mass Upload/Match) – Best for 10+ records. Express Badging

• 📥 Import Wizard (CSV Data Upload) – Map fields & import data. Express Badging

• 📅 Importing Dates Correctly – Avoid common date pitfalls. Express Badging

• 🎥 USB Webcam Enablement – Use a webcam with Portal. Express Badging

🟨 Module 4 — Printing at Scale (Role-Specific)

• 🖨️ Set Up the VPQM – Install & configure. Express Badging

• 📤 Send Jobs to VPQM – Queue large batches. Express Badging

• 📦 Post Order → eXpress badging® – Submit production orders. Express Badging

🟥 Module 5 — Admin & Template Design (Admins/Designers)

• 🎨 Template Designer Guide – Elements, layout, logic, magstripe. Express Badging

• 🏛️ Portal Structure & Features (Admin) – Admin overview. Express Badging

• 🧩 Organizations (Hierarchy & Access) – Parent/child setup, quotas. Express Badging

• 🗂️ Catalogs (Dropdown Lists) – Controlled field values. Express Badging

• 🔔 Notifications – Configure alerting. Express Badging

• 🔐 Permissions (What each does) – Rights reference. Express Badging

• 🧭 Admin Tab Features – Where to find key tools. Express Badging

• 🌐 Browser & Tech Tips – Best-practice settings. Express Badging

♻️ Ongoing — Security & Compliance (Admins/IT)

• 🛡️ Security at a Glance – Controls overview. Express Badging

• 📜 Data Retention & Secure Deletion – Policy & practice. Express Badging

• 🧾 Licensing – Models and implications. Express Badging

• 🛡️ Endpoint Protection Policy – AV/EDR stack & governance. Express Badging

• 🌐 Firewalls & Network Security – On-prem & AWS controls. Express Badging

• 🔌 VCDB SFTP Configuration – Scheduled sync. Express Badging

• 🧩 REST API Overview – Integrations. Express Badging

🎯 Role-based quick map

• Operators: Modules 0 → 1 → 2 → (3 as needed) → 4

• Help-desk/IT: Modules 0 → 1 → 3 → 4 → Ongoing

• Admins/Designers: Modules 0 → 1 → 2 → 5 → Ongoing

🚧 Guture KB articles that are coming

1. Session Expired — Causes & Fixes (focused troubleshooting page)

2. Token Reset Failed — Troubleshooting (common causes & fixes)

3. Update My Profile & Preferences (notifications, password rules recap)

4. Batch Printing Best Practices (when to use Print vs. VPQM)

5. Photo Standards — Accept/Reject Gallery (visual side-by-side)

6. CSV Template + Sample Files for Import Wizard

7. VCDB SFTP vs. REST API — Decision Guide

8. Virtual ID / Get Token — Issue, Revoke, Audit

9. Common Errors (Print/Data/Photo) — Quick Fix Matrix

10. Remote Printing & Mobile

11. Veonics TRACK — Operator Guide