PostalWeb (PWN) Menus

The following section describes the available menus and menu options found in PWN, along with the components. The description of each menu option will also provide what role or roles have access to it.

Not all roles have the required permissions to view all menus.

My Dashboard Menu

Role Access: ALL

The My Dashboard area generally contains administrative information, such as the user’s profile and system notifications.

The options within the My Dashboard menu are:

  • My Dashboard: The My Dashboard screen shows the EDocs production history of the MSP’s submissions (blue), received UPD documents (yellow), and received FIN statements (green) for three weeks.

  • My Profile: The Member Profile screen (also known as the Personal Information screen) allows the user to edit personal contact information on file in the PWN system. This information was entered when the user registered the site or was invited to be a user by the Company Administrator or Location Manager. The screen is separated into four categories: Personal Information, Contact Info, Mailing Address, and Billing Address.

  • Manage Subscriptions: Turn on and off whether a user receives PostalWeb System Notifications.

  • Notifications: If there are system notifications such as system status, downtime, and updates, they will be displayed here. The Notifications screen displays a list of all the notifications to date in summary form.

EDocs Menu

Role Access: ALL (except Services and Manual Statement options)

The options within the EDocs menu are:

  • EDocs Dashboard: The EDocs page displays the list of jobs submitted to, and returned from, PostalOne!. Above the list of jobs, a message, either red or green, alternates every 30 seconds between the latest submission to PostalOne! and the latest receipt from PostalOne!.

    The jobs are displayed in order of PostalOne! processing time, with the most recently processed job, displayed first in the list.

  • Statistics: The Statistics page displays totals for a user-defined period for a particular location (or all locations). The results can be exported to an Excel spreadsheet.

  • Services (Role Access: Company Administrator): Services are generally in the form of automatic delivery of electronic statements, either to a pre-designated file folder on the MSP’s network or via email as an attachment to subscribed users. The statements can be received in PDF and XML format. After subscribing to a service(s) in the Services screen, each user intended to use the service(s) must have the EDocs feature enabled for that user.

  • Postage Statements: The Postage Statements screen displays the postage statements that PostalOne has generated!. The screen displays postage statements based on applied filters set by the user. Just above the list of postage statements, message displays, either red or green, alternates every 30 seconds between the latest submission to PostalOne! and the latest receipt from PostalOne!.

  • Manual Statement Request (Role Access: Company Administrator): To manually request a statement from PostalOne! using the Job ID and PS ID.

MSP Menu

Role Access: Company Administrator

This category is for the management and maintenance of the overall PWN site.

The MSP menu will only be visible if the user logged in is assigned an Administrator role.

The options in the MSP menu are:

  • Company Info: The MSP Information page allows the Administrator to edit the name, contact information, and addresses associated with the Company the PWN site is registered to. The screen is separated into four categories: MSP Information, Contact Info, Mailing Address, and Billing Address.

  • Invite Users: Inviting users is the first step in bringing new users onboard to use PWN. The invitation is in the form of an email to the prospective user. The email contains a link that the prospective user must click on to register.

  • Invitations: As the email invitation is sent, it is also added the invitations list in PWN for invites without a reply.

  • Manage Users: This screen displays a list of the PWN site’s users. For example, users assigned the Company Administrator role can manage role assignment, location assignment, and subscribed services for each user from this screen.

  • Manage CSRs: This screen allows Mail Owners to be assigned to a Company CSR (Customer Service Representative).

    Before a Mail Owner can be assigned to a CSR, the Mail Owner must already be known to PWN for the MSP. Refer to the MSP > Mail Owners Option section in the Setup Guide for more information.

  • Manage Locations: The Manage Locations screen displays the list of available MSP locations. A Company Administrator performs the management of these locations and the addition of new locations. Users with access to these locations will have access to the job and statement information that pertains to each.

  • Mail Owners: This screen displays a list of the MSP's Clients. This list auto-populates based on activity from PostalOne!.

  • API Credentials: The Manage API Credentials screen allows users to view their assigned API Credentials. API credentials are used for provisioning an MSP's PostalWeb site location with other Window Book applications, such as PostalWeb Connector and Enterprise Shipper.

Reporting Menu

Role Access: All

The EDocs Reporting feature must be turned On in a user’s profile for the Reporting menu to display.

The Reporting module in PWN allows user-configurable reports to be easily generated and displayed, then saved in either PDF or Excel formats if desired. Reports are based on the past 13 months of data (at a minimum) from the Client’s past postage statements retrieved from PostalOne!.

The options in the Reporting menu are:

  • EDocs Reports:

    • Postage Report: A summary of all mailings for a user-defined period itemized by class, mailing category (flats, letters, etc.), and rates. The resulting report may be exported into various file formats and printed. This report is predefined with a fixed layout.

    • Report Definitions(requires EDOCS Reporting service to be turned On in user’s profile): A utility for configuring a report definition or template used by the User-Defined Reports report generator (see next bullet item below). Templates may be configured as either a summary or detailed listing using virtually any data field contained in a postage statement, in any order desired. Multiple templates may be configured and saved.

    • User-Defined Reports(requires EDOCS Reporting service to be turned On in user’s profile): This report generator uses the previously defined report definitions and a combination of basic filtering. The user-defined report may be displayed and saved as a PDF or Excel.

Location Menu

Role Access: Company Location Manager

The Location top menu item will only appear if the user has been assigned the role of Company Location Manager. For example, for a Company Administrator, the same functions provided in the Location menu and its corresponding options are accessible from within the MSP menu.

This category is intended for the maintenance and management of Locations assigned to a Company Location Manager and the management of users assigned the role of Company Location User. A Company Location Manager only has access to the locations assigned by a Company Administrator. And while a Company Location Manager can invite new users, a Company Location Manager can only assign the role of Company Location Manager or Company Location User to new users.

The Location menu contains the following options:

  • Location Info: This includes the Location's Name, CRID, Status (Active or Inactive), Provisioned (Provisioned or Not Provisioned), and State and Zip+4.

  • Invite Users: Inviting users is the first step in bringing new users onboard to use PWN. The invitation is sent from PWN via email to the invitee. The email contains a link that the invited individual must click on. Doing so will open a new web page that includes an application the invitee must complete before being allowed to log in to the MSP’s PWN site. At the same time, a second email will be sent to the person sending the invitation to advise them that the invitee has accepted the invitation.

  • Invitations: An invitation initiated by a Company Location Manager generates an email to the invited individual. As the email invite is sent, the user is added to the invitations list in PWN until they reply.

  • Manage Users: The Manage Users screen for Company Locations Managers allows the assignment or re-assignment of roles and locations for all users other than a Company Administrator, but their control is limited

  • API Credentials: The Manage API Credentials screen allows users to view their assigned API Credentials. API credentials are used for provisioning an MSP's PostalWeb site location with other Window Book applications, such as PostalWeb Connector and Enterprise Shipper. Provisioning allows communication between PostalWeb, the other Window Book software application(s), and PostalOne!.

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