EFAX Corporate Administrator's Guide

Overview

• Version 2.0
• Author: j2 Cloud Services, Inc.
• Date: 6/24/2016
• Restricted to authorized personnel only

Guide Contents

1. Guide Overview
2. Introduction
3. Corporate vs. Group Administrators
4. Home Page
5. Settings Page
6. Users Page
7. Groups Page
8. Numbers Page
9. Usage Page
10. Get Help
11. Provide Feedback
12. Appendices (A-H)

Introduction

What's New

• Change language of UI
• Electronic signatures
• Reset user passwords on login
• Set password limits
• Display users and numbers per page
• Updates on managing user fax emails and CSIDs

Need to Know

• Types of administrators:
  • Corporate (super-administrator)
  • Group (sub-administrator)
• Corporate account setup steps for small vs. large groups

Important Tips

• Use navigation icons for cross-referencing

Corporate vs. Group Administrators

• Differences in roles and permissions
• Procedures for logging in, changing language, profile editing, etc.

Home Page

• Dashboard with widgets
• Procedures to add, remove, and edit widgets

Settings Page

User Defaults

• Set and reset default user settings
• Enable/disable Messenger download

Billing

• View/edit billing information
• Change payment method, credit limit

Security

• Manage restricted domains
• Set password limits
• Manage unassigned fax emails

Custom

• Manage fax cover pages
• Edit email domains

Services

• SAP receipts
• Domain Send service

Users Page

• Import/export user lists
• Manage users (add, edit, remove)
• View user fax capabilities

Groups Page

• Manage user groups
• Add users/administrators to groups
• Edit group settings

Numbers Page

• Add and manage fax numbers
• Assign/unassign numbers to users/groups

Usage Page

• Run logs of fax usage
• Download usage reports

Get Help

• Customer service contacts for various queries

Provide Feedback

• Process to give non-support related feedback

Appendices

Appendix A: Keyword Index

• Index of procedures and UI location

Appendix B: System Setup

• Steps for enabling users to send/receive faxes

Appendix C: User Default Settings

• Detailed settings options

Appendix D: Advanced Settings

• For users and administrators

Appendix E: Group-User Defaults

• Default settings for groups

Appendix F: Send-Receipt Feature

• Setting up email notifications for fax delivery

Appendix G: SMTP API Guidelines

• Parameters and examples for sending faxes via email

Appendix H: Supported Email Formats

• File types supported for outbound faxes

Version History

• Version updates and changes noted