Understanding Printerpoint User Roles

There are three types of users in Printerpoint: Primary Admin, Admin, and Regular User. Each has different levels of access and responsibility.

Action	Primary Admin	Admin	Regular User
Access assigned customers and printers	✅	✅	✅
Monitor usage, supplies, and service alerts	✅	✅	✅
Approve monthly invoices, pending supply orders	✅	✅	✅
Configure company settings (branding, notifications, etc)	✅	✅	❌
Manage integrations (e-automate, etc)	✅	✅	❌
Add, edit, or remove users	✅	✅	❌
Add or remove customers	✅	✅	❌
Manage billing, subscription	✅	❌	❌
Transfer account ownership	🔒 Contact Support	❌	❌

1. Primary Admin (user who signs up for the account)

The Primary Admin is the first person who creates the Printerpoint account for the company.

They serve as the primary contact and account owner for Printerpoint.

Responsibilities:

• Creating the company’s main Printerpoint account.
• Managing billing, subscription, and integrations.
• Completing initial setup and configuration.
• Serving as the primary contact for Printerpoint Support.

The Primary Admin’s email is tied to your company’s account ownership. If this person leaves the company, contact Printerpoint Support to transfer the role to another user.

2. Admins

Admins manage their company’s Printerpoint environment. They can configure most company-wide settings and manage user access.

Responsibilities:

• Setting up user accounts and permissions for team members (service techs, dispatch, billing, supply coordinators).
• Configuring company-wide settings such as branding, customer access levels, and email subscriptions.
• Managing ERP or accounting integrations (ie. e-automate).
• Onboarding staff and ensuring workflows for service, supplies, and billing are established.
• Ensuring printers and agent software are installed, connected, and sending data.
• Being the point of accountability for compliance, data integrity and user access (ie. making sure only appropriate users can access certain customers/data).

3. Regular Users (Non-Admin)

Regular users are focused on day-to-day activity in Printerpoint. They keep workflows running smoothly by monitoring activity and handling daily operations within their assigned customers. Regular users can have visibility into all customer accounts, or just certain customers.

Responsibilities:

• Monitoring usage and workflows: verifying monthly invoices are correct, supplies are fulfilled, and service alerts are acted on.
• Serving as a liaison with Printerpoint Support or your dealer/vendor for issues, feature updates, and training.

What Regular Users Cannot Do

Regular users have limited access to administrative areas. 
They cannot:

• Change user permissions or preferences.
• Add or delete customers.
• View customers they aren’t authorized to see.
• Use Printerpoint Connect (remote access feature).
• View or edit e-automate meter read configuration.
• Access anything under My Account, except their own profile settings.

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When Someone Leaves Your Company

If someone with a Printerpoint login leaves your organization, follow these steps to keep your account secure and current.

If the departing user is a Regular User or Admin

1. Log in as an Admin.
2. Go to My Account › Users.
3. Select the user and choose Delete User.
4. Optionally, update printer Notes or customer assignments to reflect who will now handle those responsibilities.

If the departing user is the Primary Admin

Because the Primary Admin email is tied to your company’s account ownership, it cannot be changed or deleted from within Printerpoint.

If this person leaves your company, contact Printerpoint Support to transfer ownership to another Admin.