.. /* * This file is part of the SavaPage project . * Copyright (c) 2026 Datraverse B.V. * Author: Rijk Ravestein. * * SPDX-FileCopyrightText: (c) 2020 Datraverse B.V. * SPDX-License-Identifier: CC-BY-SA-4.0 * * For more information, please contact Datraverse B.V. at this * address: info@datraverse.com */ .. _ch-webapp-admin-accounts: Accounts -------- .. contents:: |RST_TABLE_OF_CONTENTS| :depth: 2 :local: .. _ch-webapp-admin-account-list-intro: Introduction ~~~~~~~~~~~~ This section is about *Shared Accounts* as explained in :ref:`SavaPage Financial `. The accounts are utilized in |DELEGATEDPRINT| and :ref:`PaperCut ` print scenarios. .. _ch-webapp-admin-account-list: Account List ~~~~~~~~~~~~ After a tap on the Accounts in the main menu this panel is shown. See :ref:`Menu `. .. figure:: ../images/manual/screenshots/admin/sp-01-04-account-list.png :alt: Admin Web App: Account - List :width: 400 Admin Web App: Account - List .. figure:: ../images/manual/screenshots/admin/sp-01-04-account-list-subaccounts.png :alt: Admin Web App: Account - List - Sub Accounts :width: 400 Admin Web App: Account - List - Sub Accounts - All accounts are listed alphabetically by default. A different selection and sorting can be entered: see :ref:`Admin Web App: Account - List - Select and Sort `. - The |image28| icon signifies a plain Shared Account and |image29| a Group Account. - Press the |RST_BUTTON_ADD| button to create and :ref:`Edit ` a new Account. Note: the button is *not* visible if :ref:`System Status ` says |RST_GUILABEL_SETUP_IS_NEEDED|. - The list can be traversed by tapping one of the buttons at the pager at the top or bottom of the page. - An entry is displayed for each Account, with the account type icon and name, the transaction period and the balance amount. .. _ss-webapp-admin-account-list-savapage-account: .. figure:: ../images/manual/screenshots/admin/sp-01-02-account-list-item-balance-savapage.png :width: 400 Admin Web App: Account - SavaPage Account Balance If :ref:`PaperCut Personal User Account ` is enabled, the amount is prefixed with the SavaPage icon, as shown in the screenshot above. - Parent \\_\_ child accounts are depicted with a subscripted smaller font child name. - Plain Shared Account items display a "shield" icon with the number of :ref:`User Groups ` (if any) whose members can use the account to charge (printing) costs on (see the |RST_GUILABEL_ACCESS_CONTROL| section in the :ref:`Edit Dialog `). The group names are displayed as tooltip when pointed to with the mouse. - Tap the |RST_BUTTON_EDIT| button to change or delete the account. See :ref:`Edit Account `. - The |RST_BUTTON_TRANSACTIONS| button brings you to the list of transactions. This list has an identical setup as the one for User Account transactions: see :ref:`Transactions `. .. note:: Due to :ref:`Admin Privileges ` certain buttons might *not* be visible. .. _ss-admin-account-select-and-sort: .. figure:: ../images/manual/screenshots/admin/sp-01-04-account-select-and-sort.png :alt: Admin Web App: Account - List - Select and Sort :width: 400 Admin Web App: Account - List - Select and Sort - Accounts can be selected by entering the containing text (fragment) of their Name. - Select the |RST_GUILABEL_TYPE| and |RST_GUILABEL_DELETED| Status. The |RST_BUTTON_MINUS_SYMBOL| button will select both option values. - The list can be sorted |RST_BUTTON_ASCENDING| or |RST_BUTTON_DESCENDING| on Name. - Tap the |RST_BUTTON_APPLY| button to (re)display the list. A tap on the |RST_BUTTON_DEFAULT| button resets the selection and sort to their default values. The |RST_BUTTON_MINUS_SYMBOL| button collapses the section. .. _ch-webapp-admin-account-edit: Edit Account ~~~~~~~~~~~~ **Group Accounts** are ad-hoc created in the :ref:`Delegated Print ` scenario, and have names identical to their User Group. Editing of Groups Accounts is limited to |RST_GUILABEL_BALANCE|, |RST_GUILABEL_NOTES| and the |RST_BUTTON_DELETE| option. **Shared Accounts** can be freely created, and can fully be edited as explained below. .. figure:: ../images/manual/screenshots/admin/sp-01-04-account-edit.png :alt: Admin Web App: Account - Edit :width: 400 Admin Web App: Account - Edit - The |RST_GUILABEL_NAME| must be case insensitive unique for parents and for children within a parent. For instance, the following ``Parent\Child`` name combinations can coexist: ``A\C``, ``B\C``, ``C\C``. Shared and Group Accounts have different name spaces, so account name ``A`` can exist as Shared *and* Group Account. A ``.`` (point) character can not be part of an account name. - *Group Accounts cannot act as Parent Account*. Therefore the |RST_GUILABEL_PARENT_ACCOUNT| *must* be a Shared Account. - An Account that acts as Parent Account for other accounts can have no Parent Account itself. - In the |RST_GUILABEL_ACCESS_CONTROL| section names of :ref:`User Groups ` can be entered, whose members can use this account to charge (printing) costs on. See :ref:`Print Job Settings ` and :ref:`Delegated Print Edit `. The number of User Groups is displayed with a "shield" icon at the item in the :ref:`Account List `. - A new |RST_GUILABEL_BALANCE| value results in a financial transaction that corrects the previous account balance. See :ref:`Transactions `. - Tick the |RST_BUTTON_DELETE| checkbox to delete the Account. This will be a logical delete as long as transactions are present. Any logical deleted Account will be physically deleted from the database when no related transactions are present anymore. This situation will automatically occur when you enabled automatic backup in combination with the delete of old account transactions. See :ref:`Backups `. - A delete of a parent account cascades to all of its child accounts. An un-delete *does not*. - Press the |RST_BUTTON_OK| button to commit the changes and return to the Account List. - The |RST_BUTTON_CANCEL| button brings you back to the Account List without changing anything. .. /* * Images */ .. |image28| image:: ../images/manual/famfamfam-silk_tag_green-no-alpha.png :width: 16px .. |image29| image:: ../images/manual/famfamfam-silk_group-no-alpha.png :width: 16px