Guest users / guest printing

Introduction

A guest user is a user with a limited set of permissions - by default those that are listed under the Guest role in PMC.

Note that PMC creates the Guest role when the first guest registers.

Default guest role permissions:

• AccessInputPort

• SearchInputPort

• AccessOutputPort

• ColorPrint

• ColorCopy

• OCRDocument

• AirPrint

• ViewJob

• ViewMyProfile

• ModifyMyProfile

• GenerateOTP

• GenerateShortID

• ModifyMyPersonalInformation

• SearchLocation

• AddJob

• ReleaseJob

• WebUploadDocument

• ViewClientAndMobileDownload

• AllowPullPrint

Guest accounts also differ from standard user accounts in that you can set an expiration time for them. After they expire, they are deleted from PMC automatically.

Enabling guest self-registration

To enable guest self-registration, perform the following steps:

1. In the PMC Web UI, go to Users. Click the Self-registration tab.
   

   

   You must have the ViewSelfRegistrationSettings and ModifySelfRegistrationSettings permission to see this page. Both are assigned to the Administrator role by default.

2. Enable the guest self-registration toggle. After that, you will see the configuration options.

   1. In case you want guests to be able to self-register via Email to print functionality, enable email to print self-registration toggle.

      

3. In Guest account expiry, specify the amount of time (in hours) after which the guest account expires and is automatically deleted. To disable the expiration, set the value to 0. Changing this option does not affect guest accounts registered in the past.

4. In Activation link expiration, specify the amount of time (in hours) after which the activation link in the Activation Code Email expires.

5. Enable the reCAPTCHA toggle if you wish to use reCAPTCHA protection for the self-registration process. We strongly recommend keeping this option enabled.

   

   reCAPTCHA is a security service that protects websites from fraud and abuse. It is used in the self-registration process to secure the procedure and filter out malicious usage or bots. Since version 3 is used, there are no puzzles or any other manual steps for users to complete — everything is hidden and automatic.

   You can use your own reCAPTCHA account, or the system default reCAPTCHA one.

6. In reCAPTCHA Secret, enter your reCAPTCHA secret if you wish to use your own reCAPTCHA account. If the field is left empty, the system default will be used.

7. In reCAPTCHA Site Key, enter your reCAPTCHA site key if you wish to use your own reCAPTCHA account. If the field is left empty, the system default will be used.

8. Click Save.

9. The guests will see the self-registration option on the PMC Web UI login page.

Transaction emails

PMC sends emails during the guest self-registration process. The content of these emails comes from predefined templates. It can be customized by, for example, adding terms of service. It is also possible to create custom template and use it. In each template, there is a set of usable variables.

In Messaging configuration, select which of your messaging configurations will be used to send emails to self-registered guests.

There are three types of emails sent to guest users:

1. Guest user activation: This email is sent to the email address that the user filled in the self-registration form (it must be an address that doesn't exist in PMC yet). The email contains an activation link that continues the self-registration process. This link has a default expiration time of 2 days but can be changed in the settings (see Activation link expiration above).

   • Template variables:

     • {{activation-link}} - Activation link (web link e.g. https://acme.com/activate)

     • {{account-expiration-time}} - Amount of time after which the guest account expires (e.g. 6 hours)

     • {{expiration-time}} - Amount of time after which the activation link stop work (e.g. 6 hours)

     • {{customer-name}} - Name of the company (e.g. Acme corporation)

2. Guest user expired notice: This email is sent to the guest's email address after it expires. It informs the guest about the removal of their account and directs them to the login page.

   • Template variables:

     • {{login-link}} - Login page link (web link e.g. https://acme.com/login)

     • {{customer-name}} - Name of the company (e.g. Acme corporation)

3. User exists notice: This email is sent to the user in case the email address already exists in the system. It directs the user to the login page.

   • Template variables:

     • {{login-link}} - Login page link (web link e.g. https://acme.com/login)

     • {{customer-name}} - Name of the company (e.g. Acme corporation)

Email to print transaction emails

In case of creating guest user via Email to print functionality, after activation email is sent back with PIN code to allow user to access printer device. Template configuration for Email to print emails can be found on Email to print configuration page.