Skip to main content
Skip table of contents

Customer information

Each Vendor primary account, Customer primary account, or standard Account in the YSoft SAFEQ Cloud system tree has a Customer information (settings) tab. The tab holds the general settings for the entity in the system, such as Name, logo branding, and any domain names that identify their system in the SAFEQ Cloud.

Adding Vendor accounts and Customer accounts

  1. Select a parent node within the SAFEQ Cloud system tree.
  2. If you wish to add a Vendor account, click Create new and select Add Vendor.
  3. If you wish to add a Customer account, click Create new and select Add Account.

Vendor accounts and Customer accounts can only be added to Primary nodes or Vendor nodes, not to Customer account nodes.

General setup

Configure the Vendor account or Customer account settings. Most options are the same for both types of accounts.

Basic options:

  • Name – Enter a user-friendly name of the Vendor or Customer within the SAFEQ Cloud system.
  • Application Name – The application name is automatically copied from the Name field when creating the account but you can modify it. Note that the Application name is primarily for display purposes. 
  • Domains – Add the domain names that uniquely identify this Vendor or Customer. You can add multiple domain names, one per line. You can use commas and semicolons as separators between domain names. They will automatically be converted to a new line upon saving. When creating the account, the first domain name will be automatically copied from the Name field. During the copying, it will be converted to a valid domain name format. If any parent Vendor account of this new Vendor or Customer account has the "Default domain for new accounts" set, then this value from the closest Vendor will be used as a suffix to your domain name. See the above screenshot where the "" part was inherited from a parent Vendor.
  • Application Name – Add an application name for the Vendor or Customer. This is primarily for display purposes only.
  • OEM Logo – Upload a logo image file that will be displayed both in the top right side of the SAFEQ Cloud Web UI and on the login screen for this Vendor or Customer.

Advanced options:

  • Default location – This value indicates the Vendor or Customer location. If no location is set on the Vendor or Customer, the no data value will automatically be assigned to the Location parameter.
  • Default language – The default language of the account.
  • Default paper size – The default paper size of the account.
  • Target Node – This read-only value displays the parent node where the Vendor or Customer will be placed.
  • Default domain for new accounts – Available only for Vendor accounts. The subdomain that all new Vendor or Customer accounts created under this new Vendor account will receive. The format is <account>.<Default domain for new accounts>. Make sure that the cloud server contains a correct wildcard certificate and that your DNS points correctly to the cloud.
  • Mobile release printer QR code text – The text displayed under QR codes used to release print jobs via the Mobile application

Click SAVE to create the Vendor or Customer entity within the SAFEQ Cloud system.

Editing the settings

Select the appropriate node in the SAFEQ Cloud system tree. This will open the navigation sub-menu. In the sub-menu, click Customer information.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.