Quick Print Support

QuickPrint for ConnectKey
Support

Overview

FOR ADMINISTRATOR

1. Creating the customer account

In order for QuickPrint to work, the customer needs to be assigned an account to use.

2. Setting permissions

Setup user permissions in order for QuickPrint to work properly. This is necessary to keep track of user metrics for receipt generation. Follow this guide to quickly get your machine configured.

3. Setting QuickPrint as default entry screen

Configure QuickPrint to run as the default application for the machine so that a customer can approach the device and quickly begin the process of a successful transaction.

4. Customizing settings and theme of application

Configure your own pricing. Set copies of receipts to be emailed to an administrator. Customize the theme of the application by using your own logo, colors and messaging.

5. Troubleshooting

Clear up common issues that you may experience during installation.

FOR END USER

6. Customer instructions

Walk through the standard workflow of a customer within the application.

Installation

CREATING THE CUSTOMER ACCOUNT

1. Navigate to the CIS portal for your device.
2. Click on the Properties tab at the top.
3. Within the left sidebar, press Login/Permissions/Accounting to expand the section.
4. From there click Device User Database.
5. Press Add New User at the top left of the page.
6. Create a new user account with the username: user and password: 123
7. The friendly name can also be set as user, or another preferred name. The username is all your customers will need to know.
8. Uncheck all permission roles other than logged-in user.
9. Your screen should look like the screenshot provided in this section.
10. Press Save at the bottom right.

SETTING PERMISSIONS

1. Click on User Permissions from the sidebar and then click Edit next to User Permission Roles.
2. You will be directed to the Non-Logged-In Users tab. For the Permission role → Non-Logged-In User row, click Edit on the right as shown here.
3. You will be directed to the Print tab. From here, click Edit on the row of Job Types.
4. Within the Job Types panel, change all types except Normal Print and Secure Print to Not Allowed and press Save.
5. You will be directed back to the Print Settings page. From here, navigate to the second tab labeled Services & Tools.
6. First, press the button Restrict access to all Services and Tools. Second, change Machine Status Pathway to Not Allowed. Lastly, scroll down to QuickPrint (at the bottom of the list) and set it to Allowed. Your permissions should now appear as shown.
7. Press Apply in the bottom right
8. At the top of the next screen, press User Permission Roles to go return to the previous screen.
9. From this screen, select the Logged-in Users tab. By default, all logged-in users have unrestricted access to most features. To change that, you will need to follow these steps.
10. Press Make Your Own Permission Roles.
11. Give your custom permissions a name called QuickPrintUser, then press Create.
12. Select the username: user, or the corresponding username from section 2 and press Apply.
13. From the same page select the Services & Tools tab as shown here.
14. Choose the first option, Allow access to everything except Tools.
15. Set the first item, Machine Status Pathway, to Not Allowed. In addition block out any other apps or services you do not want to allow your customer to use by setting them to Not Allowed.
16. Press Apply at the bottom when finished.

SETTING QUICKPRINT AS DEFAULT ENTRY SCREEN

1. Make sure you are still under the Properties tab at the top of the page in CIS.
2. Within the left sidebar press General Setup to expand the section.
3. Click the item Entry Screen Defaults.
4. Under the Services dropdown, select QuickPrint.
5. Under the Default Walkup Screen section, choose Services.
6. Press Apply in the bottom right.

THEMING AND CUSTOMIZING THE APPLICATION

1. Launch the application on the device. The first thing you will see upon launch is the default welcome screen.
2. From this initial welcome screen you will need to sign into an admin account to gain access to the Settings (default is username: admin and password: 1111).
3. Go into Settings by clicking the button that appears to the top right of the screen as shown on the screenshot provided in this section.
4. Edit your custom pricing and other settings, such as emailing administrators customer receipts.
5. Switch to the Personalize Content tab.
6. You may configure your own personalized theme by setting the URL for an external stylesheet. We suggest you clone the existing CSS template which can be obtained from https://connectkey.visione.com/quickprint/theme/default.css and then create a new file that is hosted on your HTTPS URL. When your file is ready and the URL is available, update the settings to reflect this new change.
7. To save all changes, press the Save button at the top or bottom of the page.
8. Make sure to logout of the admin account when you are done for security purposes.
9. Changing a theme may require an app restart, simply press Clear All on your device and the application will be relaunched.

TROUBLESHOOTING

A. Error message displayed on first launch - There was an error registering your product.

This means there was an issue reading the serial number of your machine.
1. Send an email to support@visione.com with your machine’s serial number.
2. We will respond to you with a license key and directions for activating that key with your machine.

B. While walking through a customer transaction, the screen stays the same after following the instructions to log in on the customer account.

There is a mismatch between the user name on the account you created within CIS and the user name set within Settings.
1. From the welcome screen in the application, log into the admin account.
2. Navigate to the Settings.
3. On the first page of Settings, scroll down to the customer login section and edit the username to match the one set up within CIS.

CUSTOMER INSTRUCTIONS

The following steps represent a typical workflow. If the machine has been properly configured then access to the machine functions will be disabled until a user performs a login. Upon a successful logout, a receipt will be generated.
1. User walks up to the machine and sees the welcome screen with the main logo and a welcome message.
2. User presses Get Started Now and application brings them to an instructional section on how to log in.
3. User follows the instructions and presses Log In / Log Out to begin logging in as indicated on the welcome screen.
4. User enters username: user and password: 123 (unless configured differently by admin).
5. Once logged in, the app changes to a new page confirming customer is ready to begin working.
6. User presses the Begin Working button and is taken to the main view of applications installed on the device.
7. User performs any actions they want while logged into the customer account.
8. User logs out of the customer account.
9. App resumes and displays a receipt.
10. User presses the Print receipt button to end session and print receipt.
11. App switches screens to the welcome screen and awaits next customer.
12. User walks up to the cashier with the receipt to complete transaction.