Customizing the signup process for your users
🔎 Find this feature in the admin interface: Configure > Easy printing > New User
You have all the infrastructure, the firewalls and switches, the cabinet-mounted printers, spare paper, oodles of toner under lock and key and you’re ready. Now for the moment everyone’s been waiting for - introducing all your users to the new system.
In some organizations, producing an MTV-worthy Tik Tok will be all you’ll need to tell your users how to get access to the printing system, where to download the mobile app, and who to go to for help.
For everyone else, you can customize the welcome email that goes out to users, with setup instructions, a quick-access QR code so they don’t have to type in a long URL, and a sign-up journey that feels more like a jaunt.
Configure > Easy printing > New User > Welcome Message
This is simply a place to customize the message that goes out with the signup instructions email. What would you like all your users to know when they sign up?
We’ve had customers say they use the welcome email to advertise their IT help desk number in case things go wrong, or the locations of the new printers, or even a reminder about the college’s football rankings from last season!
Configure > Easy printing > New User > Team Signup
The hope is that if there’s a task that you have to do day in, day out, maybe it can be automated. We’ve given you the choice with team signups to auto-approve signup requests coming from a particular domain.
When someone signs up to print using PaperCut Pocket or Hive, any of the organization administrators has the ability to approve or deny the signup request:
|Approve||The user is added to the list of printing users in your organization, and receives the Welcome message configured above. They’ll then be able to continue to set up their PaperCut Printer and mobile app.|
|Deny||The user isn’t added to the list of printing users in your organization, and receives the Deny message configurable below.|
Chances are that when you set up printing you’ll invite all the users in your organization at once. They’ll receive the welcome email, they can then set up, and the printing can begin. However, if you prefer, you can set up auto-approval rules so that if someone from
@my-company.com signs up, they get automatically approved.
It’s a win for administrators (no more having to go in to approve users) and it’s a win for the users too (wow, that approval was instant!).
If anyone signs up from a domain that’s not listed as auto-approving, then it will go into the regular approval queue for administrators.
Where do users go to sign up?
If you have printers with QR Codes on them (that you’ve printed and stuck on previously - hint hint!), a brand new user can scan the code and be taken to a signup page for your printing organization.
If their email matches one of the auto-approve domains, then they’ll be approved right away and taken through the setup steps. Easy!
How do I invite users to my printing instance ‘manually’?
So maybe you have your own system of onboarding new users, or maybe you don’t want to use the automatic welcome emails. That’s OK, too!
If you don’t want to use the Invite User button under Manage > Users, you can manually send out a URL that lets the user sign up to your unique printing organization - like
https://hive.papercut.com/join/[Organization-ID] (don’t include the square brackets) - then your users can enter their email address and request access.
Find your Organization ID from the URL when you log into the admin interface - for example pocket.com/12ab34dc8
How do administrators know when a signup needs approving?
The SysAdmin(s) for the organization will receive an email letting them know that there’s a new signup needing approval or rejection.
Note: All administrators receive the request for access from the user. The quickest one to respond to the request for access gets to decide!