Managing Your BarTender Cloud Account

Use the Manage Cloud Account view to access the account management features that are available for your role, as follows:

Administrators can perform the following functions:
- Configure global account information
- View usage statistics and event log data
- Manage user accounts, groups, and roles
- Register a web application that can be used to access the BarTender Cloud REST API to automate printing processes.
Both administrators and non-administrators (depending on their role and on the permissions that they are granted) can perform the following functions:
- View subscription information
- Manage printers
- View and export print history data
- Reprint whole print jobs or individual items
- Use the My Profile page to update their profile information and upload a profile image for themselves
- Use the BarTender Cloud API page to manage a private access token

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

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

Configuring General Information

Click General in the left navigation pane to display the General page, where you can configure the following information:

In the Company Information area, you can enter and edit your company's name and address and your organization domain ID.
In the Points of Contact area, you can add, change, or remove the email addresses of the users in your company who are points of contact for BarTender Cloud account notifications, billing notifications, and technical administration.
In the Security area, you can set a timeout interval for inactivity, configure two-factor authentication factors, and specify a third-party authentication service.

Viewing Usage Data

Click Usage in the left navigation pane to display the Usage page, which you can use to view your account usage information. Click Print Settings to display the Print Settings page, where you can specify print settings, reprint settings, and the print history data retention policy that you want to use.

Viewing Print History Data and Reprinting Items

Click Print History in the left navigation pane to display the Print History page, which you can use to view, sort, and filter your print history data; to export data to an external file; and to reprint whole print jobs or individual printed items.

Managing Printers

Click Printers in the left navigation pane to display the Printers page, which you can use to view your printers as organized by their location or by the groups that they are in and to create and modify printer groups. Click a location or group name, and then click a printer to open its Printer Details page, where you can view and manage the printer's print queue, permissions, settings, and so on.

Creating and Modifying a User Account

Click Users in the left navigation pane to display the Users page, where you can view, create, search, edit, and manage all your user accounts. This page displays user names, each user's roles, and their account status: Active, Deactivated, or Invited.

To create a new user account, click Create User. In the Create User dialog, enter the new user's email address in the Email field, assign one or more roles to the user in the Role list, and then click Invite. An invitation to register with BarTender Cloud is emailed to the user.

To modify a user account, point to the user name, click the icon that appears, and then click the option that you want. The options that are available depend on the user account's status and include the following:

Resend invitation: Sends another email invitation to register with BarTender Cloud to a user who has not yet responded to the first invitation.
Edit: Opens the user profile so that you can edit the user's first name, last name, and user roles. You can also allow password-based API access or enable two-factor authentication for a user (but not both).
Change profile image: Opens the Choose and crop an image for user dialog so that you can add a new profile image for the user.
Remove profile image: Deletes the current profile image.

Reset password: Sends a "reset password" email message to the user.
Deactivate/Activate user: Deactivates an active user account or activates a deactivated one.

Delete user: Deletes the user account.

Creating and Modifying User Groups

Click Groups in the left navigation pane to display the Groups page, which you can use to create, edit, and delete user groups.

Creating and Modifying User Roles

Click Roles in the left navigation pane to display the Roles page, where you can view, create, search, edit, and manage all your user roles. You can create any number of roles to assign to your user accounts. These roles define the permissions that each user has to access BarTender Cloud features.

To create a new user role, click Create Role. In the Create Role dialog that appears, enter a name and description for the new role, and then customize the permissions that you want the role to have.

To modify an existing user role, click next to the role that you want, and then click Edit. In the Edit Role dialog, make the changes that you want to the role's name, description, and access permissions.

Configuring Your User Profile Settings

Click My Profile in the left navigation pane to display the My Profile page, where you can view and edit your user profile, including general information and contact information. You can also use this page to send a password reset email message and to opt in or out of receiving email newsletters from Seagull Scientific about BarTender Cloud.

The following options are available:

User Information: In this area, you can upload an image to use as a profile image and enter basic information such as name, address, job title, and company name.
Contact Information: In this area, you can enter or edit your email address and phone number.
Security: In this area, you can view information about the last time your account password was reset, and you can click Reset Password to send a password reset email message.
Terms/Email Preference: In this area, you can click to view the BarTender Cloud Terms of Service and subscribe or unsubscribe from receiving email newsletters about BarTender Cloud.

Accessing the BarTender Cloud REST API

Click BarTender Cloud API in the left navigation pane to display the BarTender Cloud API page, which you can use to view, copy, and refresh a private access token and/or to register a web application with BarTender Cloud.