Group Default Page

Personalize admins can use this page to create and/or edit a group default user interface (UI) - a Personalize UI that users in a license group will see when they authenticate at a device belonging to the license group. Administrators may want to create a UI for use by an entire group or department, creating consistency among team members and saving them the time of creating the UI themselves. The Group Default page uses the Personalize Portal’s Panel Editor to create and edit group default UIs. Changes made by an admin to a group default UI become available to licensed users immediately after their next login.

Admins can create up to five group default UIs per license group and activate one for users in the license group to use. An active group default UI overrides the MFP’s native UI if the following are true for users logging in to a device:

  • The device belongs to the user’s license group.
  • The user has no active Personalize personal UI. Active personal UIs override group default UIs.

About Personal UIs and Group Default UIs

At the MFP, an activated personal UI overrides the default UI. That is, users with an active personal UI will always see their personal UI until they deactivate it. Users with an active personal UI wanting to use the default UI must deactivate their personal UI using the ACTIVE UI toggle switch on the Panel Editor.

The default UI can be either the MFP’s native UI or a group default UI. If a group default UI has been activated for a license group, it overrides the MFP’s native UI.

Notes:

  • Group default UIs are associated with group members but not with devices in the group. Group default UIs become associated with a device each time a group member authenticates at the device.
  • Guest users (licensed users using a device that belongs to a different license group) do not see the group default UI.
  • The Panel Editor allows you to configure a UI with features that may not be supported by all devices. That is, a UI you configure here on the Personalize Portal may not match the UI that appears on a device. For example, you can add the Fax tile to a UI, but the tile will appear only on devices that support Fax.

Creating a Group UI

The Group Default page includes the Panel Editor with an additional panel called the Quick Panel Preview that helps you maintain multiple UIs. The Quick Panel Preview appears to the left of the Panel Editor. It indicates the active group default UI (if any) and displays thumbnail previews of any existing UIs created for the license group.

The Menu Bar appears at the top of the screen below the Title bar, providing easy access to the other pages in the Admin area. The following illustration shows an empty Panel Previewer in which no UIs have been defined for the license group:

To create a UI for the license group, do the following:

  1. In the Quick Panel Preview, click on the Create UI button. The Create a Group UI window appears.
  2. A default UI name appears. You can edit the name. We recommend entering a name that describes the UI’s use or function. Click the Create button when done. The UI name appears in Quick Panel Preview above a thumbnail preview image of the UI.

Note: For information on editing a UI, see the Editing a UI section in the Panel Editor topic.

Designating a Group UI as the Group Default UI

The default group UI (if any) for the license group appears at the top of the Quick Panel Preview under the Active label. If no default group UI has been designated, the “No Active UI” thumbnail appears under the Active label. To update the default group UI, do the following:

  1. In the Quick Panel Preview , select the UI you want to designate as the group default UI. The UI appears in the Panel Editor.
  2. Click on the Active UI button. The toggle switch turns blue and moves to the right, and the UI now appears at the top of the Quick Panel Preview under the Active label.

The illustration below shows the following changes to the standard UI:

  • The “Autumn” UI is selected as the active UI.
  • The active UI appears at the top of the Quick Panel Preview.
  • The “Scan to Me” tile has been added to the UI.
  • A background image has been added to the UI.