Manage Cloud Account View

The Manage Cloud Account view provides access to account-specific information. To display this view, use one of the following methods, according to your user role:

  • Administrators can display this view by clicking on the toolbar and then clicking Manage Cloud Account.

  • Non-administrators can display this view by clicking My Profile on the main menu under their profile image.

The property pages that are available in this view vary depending on your user role, as follows:

  • Administrators can use the General, Usage, Print History, Users, Groups, Roles, and BarTender Cloud API property pages to view and configure global account information; view usage statistics and print history data; manage user accounts, groups, and roles; and register a web application that can be used to access the BarTender Cloud REST API to automate printing processes.

  • All users can use the General property page to view subscription information, use the My Profile property page to update their profile information and upload a profile image for themselves, and use the BarTender Cloud API property page to manage a private access token.

Access to the BarTender Cloud REST API is included with the Automation subscription plan.

ClosedGeneral Property Page

Click General in the left navigation pane to display this property page, which you can use to view and (if you are an administrator) edit your company information and contact information. The options that are available vary depending on your user role and include the following.

Company Information

  • Company Name: Specifies the name of your company. If you are an administrator, you can click Change to make edits.

  • Company Primary Address: Specifies your company's address. If you are an administrator, you can click Change to make edits.

  • Support Number: Displays the subscription ID for your BarTender Cloud account. This ID is used by the Technical Services team when they provide technical support.

  • Subscription Plan: Displays your subscription plan type.

  • Valid Through: Displays your subscription plan's expiration date and the amount of time that remains until the plan expires.

Points of Contact

  • Primary Email: Specifies the email address of the user who is the primary contact for the account.

  • Billing Email: Specifies the email address of the users who manage billing for the account. To add additional contacts, click Add, and then select the contacts that you want in the list. To delete a contact, click .

  • Technical Administration Email: Specifies the email address of the users who manage the technical settings for the account. To add additional contacts, click Add, and then select the contacts that you want in the list. To delete a contact, click .

ClosedUsage Property Page

Click Usage in the left navigation pane to display this property page, which you can use to view your account usage information.

The following options are available.

Usage Chart

The information that is displayed in this chart depends on the time and item parameters that you configure in the lists.

  • Last <number> months/<Month>: Displays usage information from the specified number of previous months (if Printed Items is selected in the other list) or from the specified month (if Monthly Details is selected in the other list).

  • Printed Items/Monthly Details: Displays the information for the selected type of data.

Usage by Month

This table displays the total number of printed items by month for every month that your subscription has been active. You can click the column headers to sort in ascending or descending order.

ClosedPrint History Property Page

Click Print History in the left navigation pane to display this property page, which you can use to view, sort, and filter your print history data. The Print Job Summary dashboard provides an overview of the data, and the table below the dashboard displays detailed information. You can sort the data in any column in the table by ascending or descending order by clicking the column header.

The following options are available:

  • Search: Searches the table for a specific print job name.

  • : Displays the column chooser list so that you can select the columns that you want to be displayed in the table. The following columns are available:

    • Job Name: Sorts the print jobs by job name.

    • Job Status: Filters the table results by the print job status, such as Queued, Printing, Completed, Cancelled, and so on. Click to display a list of print job statuses that you can filter by. In the list, select or clear the check boxes to specify the statuses that you want.

    • User: Sorts the print jobs by user name.

    • Submitted: Filters the table results by the time frame during which the print jobs were submitted, such as "Last 24 hours" or "Last 30 days." Click to display a list of available time frames to filter by.

      In this list, you can click Custom to specify a custom date range or date and time range to filter by. When you do this, the Custom Date and Time Range dialog is displayed. This dialog includes the following options:

      • Start date: Specifies the start date of the date range.

      • End date: Specifies the end date of the date range.

      • Advanced control: Expands the dialog to display time range options. You can use these options to further narrow the results of your custom date range filter to specific days of the week and/or to the time range that you specify. The following time range options are available:

        • Specify weekdays: Turns on the weekday chooser so that you can specify one or more days of the week to filter by.

        • Start time: Specifies the start time of the time range.

        • End time: Specifies the end time of the time range.

    • Printer ID: Sorts the print jobs by printer ID.

    • Printed Items: Displays the number of items that were printed in a print job.

    • Pages: Displays the number of pages that were printed in a print job.

    • Job ID: Sorts the print jobs by job ID.

    • Document Name: Sorts the print jobs by document name.

ClosedUsers Property Page

Click Users in the left navigation pane to display this property page, which you can use to add new users, assign user roles, and configure user settings. The following options are available:

  • Create user: Opens the Create User dialog so that you can invite a new user to join your BarTender Cloud account.

  • Search by name or email: Searches the user list for a specific user's name or email address.

  • Users list: Displays the name, email address, role, and status of each user. To make changes to a user, point to the user that you want, and then click to display a menu that provides the following options:

    • Resend invitation: Sends an invitation email message to the user. Available for users who have been invited to join BarTender Cloud but have not yet responded.

    • Edit: Displays a user information dialog, which you can use to change the selected user's name and role.

    • Change profile image: Opens the Choose and crop an image for user dialog so that you can upload and crop a new image to use as a profile picture.

    • Remove profile image: Deletes the current profile picture.


    • Reset password: Sends a password change request email message to the user.

    • Deactivate/Activate user: Specifies that the selected user is deactivated (if active) or activated (if not active).


    • Delete user: Deletes the selected user.

For more information, refer to Managing Users.

ClosedGroups Property Page

Click Groups in the left navigation pane to display this property page, which you can use to create, edit, and delete groups. The following options are available:

  • Create group: Opens the Create Group dialog so that you can create a new group and add users to it.

  • Search by name or email: Searches the group list for a specific group, user name, or email address.

  • Group list: Displays the name of each group and its members. To edit or delete a group, point to the group that you want, and then click to display a menu that provides the following options:

    • Edit: Displays the Edit Group dialog, which you can use to rename the group and to add or remove users.

    • Delete: Opens the Delete Group dialog so that you can delete the selected group.

For more information, refer to Managing User Groups.

ClosedRoles Property Page

Click Roles in the left navigation pane to display this property page, which you can use to create new user roles, view and search existing roles, and edit or delete roles. The following options are available:

  • Create Role: Opens the Create Role dialog so that you can add and configure new roles.

  • Search roles: Searches the role list for a specific role.

  • Role list: Displays the roles that are in use, including the permissions that are assigned to each role. To edit or delete a role, point to the role that you want, and then click to display a menu that provides the following options:

    • Edit: Displays the Edit Role dialog, which you can use to rename the role and to add or remove permissions.

    • Delete: Opens the Delete Role dialog so that you can delete the selected role.

For more information, refer to Managing User Roles.

ClosedMy Profile Property Page

Click My Profile to display this property page, which you can use to create and update your user profile information and upload or change your profile picture. The following options are available.

User Information

  • Profile Image: Provides options to upload an image to use as a profile picture or to delete the existing profile picture. Click the image placeholder, and then click Upload image to open the Choose and crop your profile image dialog so that you can upload and crop an image.

  • First Name: Specifies your first name.

  • Last Name: Specifies your last name.

  • Country: Specifies your country.

  • State/Province: Specifies your state or province.

  • City: Specifies your city.

  • Industry: Specifies your industry.

  • Position Title: Specifies your position title.

  • Company: Specifies your company name.

Contact Information

  • Email Address: Specifies your email address.

  • Phone Number: Specifies your telephone number.

Security

  • Password: Indicates when your password was last changed. To change your password, click Reset Password. A password reset request is emailed to you.

Terms/Promotions

  • Terms of Service: Indicates whether you agreed to the BarTender Cloud Terms of Service and Privacy Policy.

  • Promotions: Specifies whether you agree to subscribe to email messages from BarTender.

For more information, refer to Editing Your User Profile.

ClosedBarTender Cloud API Property Page

Click BarTender Cloud API in the left navigation pane to display this property page, which you can use to do the following: 

  • View, copy, and refresh your access token.

    You use the access token when you send API requests to the server, such as by cURL commands, PowerShell scripts, and JavaScript.

  • Register a web application with BarTender Cloud.

    After you register your web application, you can use it to access the BarTender Cloud REST API and then use the API to automate your printing processes. After you register one or more web applications, they are listed on this property page. To start the web application registration process, click Register new web application.

For more information, refer to Authentication.

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