Getting Started for Administrators
IMM eReceipts is an advanced receipt solution that produces electronic transaction receipts from your core system. These receipts can include consumers' eSignatures as needed. eSignatures can be captured on tablet devices or traditional signature pads for an enhanced consumer in-branch experience. With an eReceiptsPlus subscription, consumers can view and electronically sign receipts directly on their smartphone devices. Receipts can be thermal printed, emailed, or sent as a text message (optional, paid feature) directly to consumers in a security-masked image file format. Completed eReceipts are then seamlessly archived, as fully-indexed industry standard PDF files, into your Imaging/ECM repository for easy retrieval, research, and viewing.
What's the Admin Portal?
The Admin Portal is where all administrative tasks for eReceipts are performed. From here, control system settings and manage settings at the financial institution level, branch level, or workstation level. In addition, configure user roles, the imaging system, workstation ports, and schedule member/account import. View archived transactions and take action on transactions that have not been archived. Search for transaction logs for troubleshooting purposes. Depending on your environment, you can edit agent settings and manage your subscriptions as well. For more information about the Admin Portal user interface, refer to Using the Admin Portal.
How do I get started?
Here is an overview of the main administrative pages in the Admin Portal:
-
Agents: Manage the server agents (Windows services) that are required for archiving, member/account import, and Verifast (if applicable). Refer to Agents for details.
-
Archives: View archived transactions and unprocessed transactions. If there is an error while archiving or a transaction needs to be resent to the imaging system, reprocess the transaction from the Archives page. Refer to Archives for details.
-
Branches & Workstations: Manage and configure settings for branches and workstations in your financial institution. Refer to Branches and Workstations for details.
-
FI Settings: Manage and configure settings for your financial institution. Refer to FI Settings for details.
-
Imaging Indexes: Set and configure your desired imaging system and the associated indexes. Refer to Imaging Indexes for details.
-
Logs: Search for and view transaction logs for troubleshooting purposes. Refer to Logs for details.
-
Member Import / Account Import: Configure member/account import to be done on demand or on a schedule. Refer to Member Import / Account Import for details.
-
Roles: Depending on your permissions, view and assign roles to Active Directory groups. Refer to Roles for details about what each role means. Refer to View and Manage Roles for details about using the Roles page.
-
System Settings: Configure eReceipts system defaults such as templates for email notifications and text message notifications, and remote signing text messages. Configure the default workstation port and time zone. Set the amount of time that archived transactions will be kept in the system and view subscription information. Refer to System Settings for details.
-
Workstation Ports: View and assign workstation ports. Refer to Workstation Ports for details.
Additional resources:
-
Quick reference guide about the various settings (system settings, FI settings, branch settings, and workstation settings): Settings Overview
-
Signing in to eReceipts: Signing In to eReceipts
-
Logging out of eReceipts: Log Out
-
Configuring a Verifast device: Configuring Verifast Devices
-
Configuring a Wacom device: Configuring Wacom Display Devices
-
Introduction to the eReceipts Client and Teller Portal: Getting Started
Setting up a financial institution for the first time?
Stop: Before tellers can process and archive transactions using the eReceipts Teller Portal, the following administrative tasks must be completed in the Admin Portal. For more information about the Admin Portal, refer to Using the Admin Portal. For more information about the Teller Portal, refer to Using the Teller Portal.
First, a user with the Role Admins role must assign roles (permissions) to the other Active Directory groups before the other administrative tasks can be completed. Then, typically the users with the Institution Admins role configures the eReceipts settings. Once completed, tellers can use the Teller Portal to complete transactions. Refer to Roles for more details.
Role Admins
When a financial institution (FI) is registered, a domain administrator's email address (UPN) is entered. This domain administrator assigns an Active Directory group to the Role Admins role. Then, the Active Directory group with the Role Admins role assigns eReceipts roles to the other Active Directory groups. The Active Directory group that has the Role Admins role must assign roles (permissions) to the other Active Directory groups before the other administrative tasks can be completed. Refer to Roles for more details.
Institution Admins
Once the other Active Directory groups are assigned roles (permissions), the Institution Admins group must complete these tasks:
-
Set up agents for archiving, member/account import, and Verifast (if applicable): Agents. Depending on your environment, this step may not be applicable to you.
-
Set up system settings, FI settings, branches, and workstations:
-
Configure imaging indexes for archiving transactions: Imaging Indexes.
-
Schedule member import or account import tasks if desired: Member Import / Account Import.
Super Tellers and Tellers
For details about what Super Tellers and Tellers need to do to get started and for more information about eReceipts Client and the Teller Portal, refer to Getting Started.