Adding Users to Customers

After you create Customers to represent your clients, you must add a user for each employee of your client companies who submits jobs to RICOH TotalFlow Cloud applications.
    Important:
  • Make sure that you have the names and email addresses of the employees who submit jobs for your client before you begin.
  • Let your client know that their employees will receive an email invitation to log in to RICOH TotalFlow Cloud after you add them.

To add a User to a Customer:

  1. In the left pane, click Users.
  2. Choose one of these options:
    • To add a new user: Click Add user in the top right corner of the window.
    • To copy an existing user: Right-click the row for an existing user and select Duplicate.
  3. In the dialog, enter the user's name and email address.
  4. For User type, choose Customer.
  5. For Company name, choose the name of the Customer that represents the client that employs this user.
  6. For Platform role, choose Customer.
  7. Review the list of applications and set the appropriate Access & roles values for this user.
      Note:
    • Customer users do not have access to RICOH Account Administration.
  8. Click Ok.
  9. Repeat these steps to create all the users for a specific customer.
  10. Tell your client that their user IDs have been created and suggest that they check their email for their invitations to start using RICOH TotalFlow Cloud.
    The user receives an email inviting them to log in to RICOH TotalFlow Cloud. The email invitation is valid for seven days.
      Note:
    • If the user does not log in before the email invitation expires, you can send the invitation again. Right-click the user and choose Resend invitation.
  11. Help your customers become acquainted with the application.

    We suggest sending the customer users a link to this topic:

    In addition, if you set up job submission via email, send your customers their custom email address. To find the email address for job submission:

    1. Open RICOH Account Administration.
    2. Click the Customers tab.
    3. Find the customer and right-click the row for that customer.
    4. Select Get job submission email.
    5. In the dialog, click Copy, then click Close.
      The job submission email is copied to your clipboard.
    6. Paste the email into the email or other document that you plan to send to your customer with this information.
      RICOH TotalFlow Producer customer users for which you activated the email job submission option can also get their job submission customized email address by clicking the email icon, the Get Job Submission Email Address icon.

Related information:

Users
Customers
Parent topic: Adding Customers