Customize shared accounts

You can customize the functionality of shared accounts to suit a wide range of uses. There are several advanced options available throughout PaperCut NG/MF to control this customization:

• Make shared accountA shared account is an account that is shared by multiple users. For example, in business, shared accounts can be used to track printing costs by business unit, project, or client. Organizations like legal firms, engineering firms, or accounting offices often have long lists of accounts, projects, clients, or matters. In a school or university, shared accounts can be used to track printing by departments, classes, or subjects. PIN/code visible

  When this option is active, the purpose of the shared account PIN is changed. Usually the PIN is equivalent to a password, and can be required before a user is able to charge to a shared account. When this setting is active, the PIN is treated as a 'code' instead; that is, a unique identifier for a given shared account. For example, an organization dealing with projects might allocate a shared account the project code 123.

  When this option is active it has several effects throughout PaperCut NG/MF, including:

  • The shared account list (on the Accounts tab) includes the shared account code.

  • Reports dealing with shared accounts display the code.

  • On the account selection popup dialogue of the User ClientThe User Client tool is an add-on that resides on a user's desktop. It allows users to view their current account balance via a popup window, provides users with the opportunity to confirm what they are about to print, allows users to select shared accounts via a popup, if administrators have granted access to this feature, and displays system messages, such as the "low credit" warning message or print policy popups., the code is visible when entering (i.e. it is no longer hidden by stars). This allows charging to a shared account by code, rather than scrolling through the list to find the correct account by name.

  To activate this option:

  1. Click the Options tab. The General page is displayed.

  2. In the Account Options area, select the Make shared account PIN/code visible check box.

     

  3. Click Apply.