Copystar eAppsMaker User guide

Type
User guide
© 2018 KYOCERA Document Solutions Inc.
KYOCERA eAppsMaker
―Partner Account Management Operating Manual―
KYOCERA Document Solutions Inc.
KYOCERA eAppsMaker Partner Account Management Operating Manual
i
© 2018 KYOCERA Document Solutions Inc.
Trademark
HyPAS is a trademark of KYOCERA Document Solutions Inc.
TASKalfa is registered trademarks or trademarks of KYOCERA Document Solutions Inc.
Microsoft
®
, Windows
®
, and Internet Explorer
®
are registered trademarks of Microsoft
Corporation in the U.S. and/or other countries.
All other brand and product names herein are trademarks or registered trademarks of their
respective companies.
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© 2018 KYOCERA Document Solutions Inc.
Terminology
Terms used in this document are defined as follows.
Terms
Brief summary
MFP
MFP is an abbreviation for Multi Function
Peripherals. It is a device that contributes to
effective office tasks by integrating the functions of
copier, facsimile, printer, scanner and so on into a
device.
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Table of Contents
Trademark i
Terminology ii
Table of Contents iii
1. What KYOCERA eAppsMaker Offers 1
2. About This Document 2
3. Environment 3
3-1 Supported Browsers 3
3-2 Supported Languages 3
4. Registering a Partner Account 4
4-1 Log in 4
4-2 Registering a New Partner Company 5
4-3 Registering a Partner Account 6
4-4 Log out 8
5. Partner Information Management 9
5-1 About Partner Management Page 9
5-2 Edit/View Partner Company 10
5-3 Delete Partner Company 11
5-4 Edit Partner Account 12
5-5 Delete Partner Account 13
5-6 Lock Partner Account from Login 14
How to check the lock status 14
How to lock 14
How to unlock 15
Appendix 1: Troubleshooting 16
Q1 What Should I Do If I Forgot My Password? 16
Q2 What If Login Even with Correct Login ID and Password? 17
Q3 How Can I Change Display Language? 17
Q4 How Can I Change Account Information? (Change of User Name, Email Address,
Password) 19
KYOCERA eAppsMaker Partner Account Management Operating Manual
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© 2018 KYOCERA Document Solutions Inc.
1. What KYOCERA eAppsMaker Offers
KYOCERA eAppsMaker is a web site on which you can create a workflow application easily using
a web browser.
You can easily create an application that will cater to customer’s individual workflows for scan and
send (email, SMB or FTP destinations), copy, and fax. This will simplify user operation by
eliminating the need to set multiple steps. This also improves an organization’s productivity via
task-focused one-click operations, so daily routine work can be finished quickly.
OR
Remote Install
eAppsMaker
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© 2018 KYOCERA Document Solutions Inc.
2. About This Document
This document is for the person who manages Partner Accounts.
The partner account which belongs to RHQ is created by the RHQ. The partner account which
belongs to SCs is created by the SCs.
If you want to know the application creation procedures about eAppsMaker, please refer to the
“Application Creation Procedures” document.
This document takes operations on Microsoft Internet Explorer 11 for examples. Moreover, the
screen images shown in this document may vary depending on the browser or software versions
to be used.
Structure of This Document
This document is composed of five chapters.
Chapter 1 describes the outline of this document.
Chapter 2 describes the target reader and the structure of this document.
Chapter 3 describes the supported environment of eAppsMaker.
Chapter 4 describes the procedure to register a new partner account.
Chapter 5 describes the flow to edit or delete the partner company or the partner account which
was registered with the procedures mentioned in Chapter 4. This chapter also shows the way of
locking/unlocking specific partner account from login.
The Appendix 1 describes troubleshooting information.
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3. Environment
3-1 Supported Browsers
Google Chrome (version 49.0 or later)
Mozilla Firefox (version 45 or later)
Microsoft Edge
Internet Explorer 11
Safari for iPad (iOS 8, 9, 10) only
3-2 Supported Languages
The following 12 languages are supported in eAppsMaker:
English, German, Spanish, French, Dutch, Portuguese (Brazil), Japanese, Italian, Russian,
Simplified Chinese, Traditional Chinese, Korean
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4. Registering a Partner Account
Prior to creating a partner account, an agreement with the partner company must be reached by
written agreement in prescribed form. After registration, a member from the company can log in to
eAppsMaker site using the partner account.
4-1 Log in
(1) Enter the address of eAppsMaker site in web browser.
https://ew.kyocera.biz/
(2) Enter the login ID and password after eAppsMaker is shown. If you forget the login
password, refer to Q1 What Should I Do If I Forget My Password?, to reset your password.
(3) Press the LOGIN button.
(4) The following page appears if the login is successful.
(2)
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4-2 Registering a New Partner Company
This section describes how to register a new partner company.
(1) Click the Partner button on the side bar.
(2) Click the Add a partner company (+) button.
(3) Enter the partner company's information.
Item Name
Setting Value
Partner company ID
(Optional)
Corporation ID
If there are IDs which are managed separately, please use it as
memo.
Partner company
name
(Required)
Corporation name
Address
(Required)
Office address
Phone number
(Required)
Office phone number
Brand
(Required)
Managed brand name
You can select it from KYOCERA, TA/UTAX, COPYSTAR.
MFP models to be displayed on eAppsMaker are changed with the
brand set here.
Comment
(Optional)
Add any comment if necessary.
(4) Click the Save button. The partner company is registered.
(1)
(2)
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4-3 Registering a Partner Account
In order to register a partner account, you need to register the company (partner company) to
which the partner account belongs to. If the company is not registered, please refer to 4-2
Registering a New Partner Company.
(1) Click the Partner button on the side bar.
(2) Select the PARTNER ACCOUNT tab.
(3) Click the Add a partner account button (+).
(4) Enter the partner account's information.
Item Name
Setting Value
User name
(Required)
User name
Partner company
name
(Required)
Partner company name
Select the Partner company name which was added set with the procedures
mentioned in 4-2 Registering a New Partner Company from the drop
down list.
E-mail address
(Required)
E-mail address
It is also used as a login ID.
Password
(Required)
Password
It is used for first login.
Copied application
(Optional)
Select the applications to copy to the partner account from the application list
which you made.
You can copy up to 5 applications.
Please note that information of the set destination are also copied.
Customer information in the application is not copied.
Comment
(Optional)
Add any comment if necessary.
(5) Click the Save button.
(3)
(4)
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(6) Upon successfully registering the partner account, an invitation is sent to the address which
was set at (4). Confirm the contents of the invitation, if there are no problems, just click the
Send button. If you would like to change the contents, please click the Submit button after
changing the contents.
With that, the registration of the new partner account is completed. To login to eAppsMaker
using the registered partner account, use the E-mail address and the password. (You are
prompted to change the password at the first login.)
(2)
(3)
(1)
(4)
(5)
(6)
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4-4 Log out
(1) Click the user name appearing on the top right.
(2) Click Logout.
(3) Logout confirmation dialog is displayed. Click Yes button. Account is logged out.
(1)
(2)
(3)
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5. Partner Information Management
5-1 About Partner Management Page
This section explains the buttons shown on the Partner Management page.
Number
Button name
Description
(1)
Add a partner company button
Registers a new partner company.
Add a partner account button
Registers a new partner account.
(2)
Veiw or edit a partner company
button
View or edits the registered partner company's
information.
Veiw or edit a partner account
button
View or edits the registered partner account's information.
(3)
Delete partner companies button
Deletes the registered partner company's information.
Delete partner accounts button
Deletes the registered partner company's information.
(4)
Export list as CSV button
Download partner account list as CSV file. (Only when
selecting the PARTNER ACCOUNT tab.)
(5)
Refresh button
Reloads the information.
(6)
PARTNER COMPANY tab
Tab to switch the page to Partner Company management
page.
(7)
PARTNER ACCOUNT tab
Tab to switch the page to Partner Account management
page.
(1) (2) (3) (4) (5)
(6)
(7)
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5-2 Edit/View Partner Company
(1) Click the Partner button on the side bar.
(2) Click PARTNER COMPANY tab.
(3) Select a partner company to edit.
(4) Click the View or edit a partner company button.
(5) PARTNER COMPANY DETAILS page is displayed. You can modify the partner company's
information if Edit button is pressed.
(6) The Save button allows you to save the modified contents. You can refer to the Edit Partner
Company page for the information of accounts which belong to the partner company.
(1)
(2)
(3)
(4)
(5)
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5-3 Delete Partner Company
(1) Click the Partner button on the side bar.
(2) Click PARTNER COMPANY tab.
(3) Select one or more partner company to be deleted.
(4) Click Delete partner companies button.
(5) Delete confirmation dialog is displayed. Click Yes button. The registered partner company's
information is deleted. All the partner accounts which belong to the partner company are
also deleted.
(1)
(2)
(3)
(4)
(5)
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5-4 Edit Partner Account
(1) Click the Partner button on the side bar.
(2) Click the PARTNER ACCOUNT tab.
(3) Select a partner account to edit.
(4) Click the View or edit a partner account button.
(5) The partner account information is displayed. You can modify the contents of the items if
Edit button is pressed.
(6) You can save the modified contents by pressing the Save button.
(1)
(3)
(4)
(5)
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5-5 Delete Partner Account
(1) Click the Partner button on the side bar.
(2) Click the PARTNER ACCOUNT tab.
(3) Select a partner account to be deleted.
(4) Click the Delete partner accounts button.
(5) Delete confirmation dialog is displayed. Click the Yes button. The partner account
information is deleted.
If you log in with partner account, you can delete your own account.
(1) Click the user name on the top right of the page.
(2) Click Delete Account.
(3) A confirmation dialog will be displayed. Click Yes to delete the account.
(1)
(2)
(3)
(4)
(5)
(1)
(2)
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5-6 Lock Partner Account from Login
You can lock or unlock specific partner accounts.
How to check the lock status
The Lock icon is shown on the right of the partner account indicates the lock status.
How to lock
(1) Click the Partner button on the side bar.
(2) Click the PARTNER ACCOUNT tab.
(3) Click the Lock icon . A partner whose account is locked cannot login on the
eAppsMaker site.
The partner account is allowed to login.
The partner account is locked from logging in.
(4)
(1)
(2)
(3)
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How to unlock
(1) Click the Partner button on the side bar.
(2) Click the PARTNER ACCOUNT tab.
(3) Click the Lock icon .
A user can log in eAppsMaker site as a partner whose account is unlocked.
A partner whose account is unlocked can now log in on the eAppsMaker site.
(1)
(2)
(3)
(4)
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Appendix 1: Troubleshooting
Q1 What Should I Do If I Forgot My Password?
A. Click "I forgot my password" link on the Login page and then enter your registered email
address. You will receive a temporary password in your email. Use the temporary password
to login. If the login succeeded a dialog is shown, and you can set a new password.
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Copystar eAppsMaker User guide

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