Account Types and Permissions

The web utility offers two account types: Client and User.


Client Accounts

User Accounts

Client accounts generally create and manage other accounts but they also have the capability of processing mail pieces.  The primary administrative account for any company will be a Client account that is set up with the help of Engineering Innovation's Sales and Customer Support teams.
User accounts generally process and track mail pieces exclusively.  They are not able to adjust their own permissions and cannot create new accounts.


Note:

Permission controls for each account type are extensive.  Nearly every menu option on the site can be enabled or disabled for any given account.



Creating a New Administrator Account

Normally the primary Client account that will be used to set up all other internal accounts will be set up by Engineering Innovation.  Should it be necessary to set up the primary account, follow these steps.  Permissions for the account will be set by Engineering Innovation after account creation.


1)  After navigating to the login page, click on the "Register Here" link in the New Users box.

2)  Add the Administrator's details to this form.
  • Any field marked with a red asterisk (*) is a required field.
  • If a required field is left empty, the first missed field title will change from blue text to red text and the next page will not load.
  • The page may not highlight all missing fields at the same time.  If multiple fields were left empty, a new field will be highlighted each time "Next" is clicked.

3)  Click the "Next" link at the bottom of the page.

4)  On the next page, choose a username and password, then accept EII's Terms and Conditions.
  • If you have not previously read EII's Terms and Conditions, please click on the "View our Terms and Conditions" link to read them.

5)  Click the "Finish" link at the bottom right of the page.




Creating a New Client Account

Client accounts manage and create other accounts under their jurisdiction and can be set up to process mail pieces.  Follow these steps to set up a Client account.


1)  Hover over the "Account" tab on the tool bar.  This will open a drop-down menu.

2)  In the drop-down menu, go from "Account" to "Accounts" and select the "Client / Department Accounts" tab.

3)  Click either of the "Create a new client" links.

4)  Add the new Client account's details to the form.
  • Any field marked with a red asterisk (*) is a required field.
  • If a required field is left empty, the first missed field title will change from blue text to red text and the next page will not load.
  • The page may not highlight all missing fields at the same time.  If multiple fields were left empty, a new field will be highlighted each time "Next" is clicked.

5)  Click the "Next" link at the bottom right of the page.


6)  On the next page, set a username and password for the Client to use and log in, then accept EII's Terms and Conditions after reviewing them.

  • If you have not previously read EII's Terms and conditions, please click on the "View our Terms and Conditions" link to read them.


7)  Click the "Next" link on the bottom right.


8)  On this page, choose which permissions the new Client will and will not have on their account.  the boxes selected in the example image are pre-selected by default, though any combination of options may be selected.

9)  When all desired permissions are selected, click the "Next" link on the bottom right.

10)  The next page offers more permissions for the Client.  Again, the options selected on the example image are the default for this page.

11)  When the desired permissions are selected, click the "Finish" link on the bottom right.

12)  The new Client is now visible on the "View Client Accounts" page.

13)  From this page, the Client account can be logged into or edited and another new Client account can be created.




Creating a New User Account

A User account is designed to process and manage mail and is incapable of generating more accounts.  In order to set up a User account, follow these steps.


1)  Hover over the "Account tab on the tool bar.  This will open a drop-down menu.

2)  In the drop-down menu, go from "Accounts" to "User Accounts" and select the "User Accounts" tab.
3)  Click either of the "Create New User" links.
4)  Add the User's details to the form.  Any field marked with a red asterisk (*) is a required field.
  • If a required field is left empty, the first missed field title will change from blue text to red text and the next page will not load.
  • The page may not highlight all missing fields at the same time.  If multiple fields were left empty, a new field will be highlighted each time "Next" is clicked.

5)  Click the "Next" link at the bottom right of the page.

6)  Choose which permissions the new User will and will not have on their account.  The boxes selected in the example images are pre-selected by default, though any combination of options may be selected.

7)  When all desired permissions are selected, click the "Next" link on the bottom right.
8)  The next page offers more permissions for the User account.  Again, the options selected in the example image are the defaults for this page.  

9)  When the desired permissions are selected, click the "Finish" link on the bottom right.
10)  The new user is now visible on the User Accounts page.

11)  From this page, the User account can be logged into or edited and and another new User account can be created.