Whispercast Account Setup Guide 1. Whispercast Account Setup Guide

Transcription

1 Whispercast Account Setup Guide 1 Whispercast Account Setup Guide

2 Whispercast Account Setup Guide 2 Contents Chapter 1 Getting Started... 3 About Whispercast... 3 Get Started with Whispercast... 3 Chapter 2 Adding Administrators... 4 Tiered Administration... 4 Master Administrators... 4 Add Administrators... 4 Remove Administrators... 6 Create Custom Administrative Roles... 6 Assign Administrative Roles... 6 Chapter 3 Managing Amazon Devices... 6 Devices purchased from Amazon... 6 Devices purchased from other sources... 7 Adding a Device to a User... 7 Deregistering a Device... 7 Chapter 4 Managing Users... 8 Adding a Single Managed User... 8 Adding Multiple Managed Users Inviting Users Deleting a User Chapter 5 Managing User Groups Create a Group or Child Group Add and Remove User Accounts from a Group Manage Groups Chapter 6 Kindle Content Overview Setting Up a Payment Method Paying with a Purchase Order Purchasing and Sending Content Chapter 7 Personal Documents Sending Personal Documents Chapter 8 Device Policies and Wireless Network Settings Overview Sending Device Policies Wireless Network Settings Chapter 9 Whispercast Customer Service... 20

3 Whispercast Account Setup Guide 3 Chapter 1 Getting Started About Whispercast Whispercast is a free, self-service tool designed to help organizations manage the distribution of content to their Fire tablets, Kindle devices, and Kindle reading apps. Whispercast is compatible with Fire tablets, Kindle devices, and Kindle reading apps including Kindle for PC, Mac, ios, Android, Windows 8, Chromebooks, and Cloud Reader except Fire HD Kids Edition. With Whispercast, organizations can: Purchase and rent directly from Whispercast. Send documents created by your organization. Create Groups for a specific class or corporate department, and distribute materials directly to the User Accounts within those Groups. Save time by bulk registering devices. Whispercast supports IE11, Chrome, Firefox and Safari. Get Started with Whispercast Once the following steps have been completed, a Whispercast Administrator can shop for Kindle books and apps, or upload documents and distribute them to User Accounts. 1. Sign in with the Whispercast account you intend to use to purchase Kindle content with at: Tip: This account will be linked to your new Whispercast account as the Master Administrator and will be the only account that can purchase content for your devices, unless you choose to add additional Whispercast Administrators later. 2. Create a Group. 3. Add Users Accounts and assign them to a Group 4. Add devices (if using Amazon devices). Note: This step is not required for customers using Kindle reading apps. 5. Add a payment method. 6. Start shopping for and distributing books, apps, and documents. Common Terminology The following terms are specific to Whispercast and are used during the account setup process: Organization: The name of the school or institution that owns the Whispercast account. Payment Method: The method of payment for that account. Options include a credit card, Amazon Invoice, or Amazon.com gift card. Administrator(s): One or more Amazon.com accounts that are able to log into a Whispercast account and are permitted to perform actions. Managed User: An Amazon.com user account that receives content from Whispercast. These accounts are created, owned, and managed by the Organization.

4 Whispercast Account Setup Guide 4 Invited User: An Amazon.com account owned by an individual who has his or her own device, such as a student or employee, which can receive content from Whispercast. Note that you cannot send Policies to Invited User accounts. User Group: A group of users. User Groups make it easy to manage policies and distribute content for different groups of users. A user can be added to multiple User Groups. User Account: An individual or a device that is accessing content from an account. Only one recipient is allowed for each User account. Policies: Restrictions that prevent Managed Users from performing specific actions, such as browsing the web or deregistering the device. Policies are implemented by Whispercast Administrators. Device Serial Number: A unique 16-digit number that identifies each Amazon device. Chapter 2 Adding Administrators Whispercast Administrators are designated individuals within your organization that can access your organization's Whispercast account. Administrators may purchase and distribute content, import devices, add and invite Users, and manage Groups. You can view the current Whispercast Administrators for your Whispercast account by selecting Administrators from the drop-down menu where your organization is listed in the top right-hand corner of any Whispercast page. Tiered Administration Tiered Administration allows you to manage the permissions and group access of Whispercast Administrators within your organization. These permissions and group access settings can be applied to all Whispercast Administrators, or for select groups of Administrators. Master Administrators Upon creation of your Whispercast account, you will become a Master Administrator by default. Master Administrators have the ability to add additional Administrators.. As a Master Administrator, you can set permissions for new and existing Administrators to control access to Whispercast functionality. Master Administrators can also create custom roles and assign Administrators to Groups. Manage Administrators As a Master Administrator on your organization s Whispercast account, you can add and remove additional Administrators, and mange permissions, roles, and Group access for those Administrators. Add Administrators To add a new Administrator to your Whispercast account: 1. Select Administrators from the drop-down menu where your organization is listed in the top right-hand corner of any Whispercast page. 2. On the left hand side of the screen, click + and select Add Administrator. 3. Enter the address of an existing Amazon account and name of the new Administrator, and then click Add. 4. Click Manage Permissions and assign the desired permissions to the new Administrator. Important: You must assign permissions to the Administrator, otherwise they will not have access to anything when they log in to Whispercast. The current permissions that you that you can apply when creating new Administrators are:

5 Whispercast Account Setup Guide 5 Administrator Management Enable Administrators to view or edit the permissions under the Permissions tab on the Administrator Management page. View the Administrator Management page Administrators can view the current permissions and assigned Groups within the Whispercast account. Edit other Administrators at the same level or below Administrators can edit the permissions on the Administrator Management page. User Management Enable an Administrator to view the User Accounts for the Groups they are assigned (visible on the User Accounts page). View the Users page Administrators can view the User Accounts that other Administrators are a member of, after Groups are assigned from the User Accounts page. Add/edit/delete Groups and Users, and register devices Administrators can modify and edit Groups any User Accounts that they are a member of. Payment Method Management Enable Administrators to view or edit the payment methods configured for the Whispercast account. View the payment methods page Administrators can view the payment methods for the Whispercast account. Add/make default/delete payment methods and apply gift card balance - Administrators can edit the Payment method(s) for the Whispercast account. Policy Management Enable Administrators to view the Device Policy page, where they can create or edit device usage policies. View the policies page Administrators can review policies for the Groups they are a member of. Create and send restriction/network policies Administrators can edit or create policies for device usage within a Group they are a member of. Document Management Enable Administrators to view, add, and send documents. View the documents page Administrators can view all documents, including those which have been sent or are still in the Cart. Upload/delete documents Administrators can upload and send documents to User Accounts in a Group, or delete items in the Cart or Purchase History. Content Management Enable Administrators to view or purchase content from the Whispercast Store. View the stores Administrators can view and browse the content in the Whispercast Store. Purchase and distribute content/documents - Administrators can browse and purchase content in the Whispercast Store. Order History Management Enable Administrators to view the order history of all orders. View the order history page Administrators can view the history of all orders placed for the Whispercast Account.

6 Whispercast Account Setup Guide 6 5. Click Manage Groups to assign Group access to the new Administrator. Important: You must assign Group access to the Administrator, otherwise they will not be able to view any Groups, assign Users to their Groups, or distribute content. Once you ve completed the steps listed above, the new Administrator will need to visit whispercast.amazon.com and accept the Terms & Conditions to finalize the process. Note: Currently, Whispercast is only available in the U.S. When a new Whispercast Administrator account is created, the user s Amazon account will be verified to ensure their address of residence is based in the U.S. Remove Administrators To remove an Administrator from your Whispercast account: 1. Select Administrators from the drop-down menu where your organization is listed in the top right-hand corner of any Whispercast page. 2. On the left hand side of the screen, click the name of the Administrator you wish to remove. 3. Hover your curser over the icon to the right of the Administrator s name, and then select Remove Administrator from the list of options. 4. Click OK to confirm. Create Custom Administrative Roles With Tiered Administration, you can customize the permissions and Group access for Administrators by creating an Administrative Role. To customize permissions: 1. Select Administrators from the drop-down menu where your organization is listed in the top right-hand corner of any Whispercast page. 2. Select Administrative Roles from the Administrators drop-down menu on the left side of the page, and then click the + icon. 3. Click Add Role, enter a name for the role, and then click Add. 4. Check or uncheck the boxes next to the desired permissions, and then click Save. Tip: The option to save your role will not appear until you have made changes to the role. Assign Administrative Roles After creating an Administrative Role, you can assign the role to Administrators on your Whispercast account. To assign a role: 1. Select Administrators from the drop-down menu where your organization is listed in the top right-hand corner of any Whispercast page. 2. Select the Administrator that you d like to assign the role to, and then select Manage Permissions. 3. Click Change Role, and then choose the desired role. Whispercast will automatically update the permissions for the selected Administrator. Chapter 3 Managing Amazon Devices To manage devices using Whispercast, you need to add them to your Whispercast account. Once you've added them to your Administrator account, they will be available in the Devices tab to assign to Users. You can add devices purchased directly from Amazon or that were purchased from other sources. Devices purchased from Amazon Amazon devices bought directly from Amazon can be added to your Whispercast account. To add devices:

7 Whispercast Account Setup Guide 7 1. From the Whispercast Home page, click the Devices tab on the top navigation bar, and then click Add Devices. 2. Enter or select the Amazon.com order number that was used to purchase the devices. The order number must be from an Administrator account. You can view your order number by viewing your Order History on Amazon.com. The recently added Kindle devices will now appear in the Devices tab. Please note that devices already registered to a Whispercast account must be deregistered prior to being added to a new account. Devices purchased from other sources Amazon devices purchased from sources other than Amazon can also be added to your Whispercast account. To add these devices: 1. Send an to [email protected] (monitored 7 days a week from 6 a.m. to 10 p.m. Pacific time) and include the following information: Account Name: This must match the name you used when setting up your Whispercast account. List of Device Serial Numbers (DSN) that you want added to your Whispercast account. 2. You will receive a confirmation when the devices have been added to your Whispercast account. If you need help or have questions, please contact Whispercast Customer Support at , Monday Friday, 6 a.m. to 10 p.m. Pacific time. Adding a Device to a User If you choose not to register an Amazon device while creating a User account, you can register one later. 1. From the Whispercast Home page, click the Users tab, and then locate the User in the All Users list. 2. Click the Register Device link under the Registered Device column. 3. Enter the Device Serial Number of the Amazon device you wish to assign to the User, or check the Auto Assign Device box to randomly assign an available Amazon device to the User. 4. Click Register Device. Deregistering a Device You can deregister a device to remove all content and assign the device to another User. Content purchased through a Whispercast account is tied to the User it was purchased for and will be available for download from the cloud once a new device is registered to that account. 1. From the Whispercast home page, click the Devices tab. 2. Check the box next to the device that you would like to deregister. 3. Select Deregister Device from the Actions drop-down menu. You can also deregister device from the Users tab. 1. Check the box next to the user that you would like to deregister the device from. 2. Select Deregister Device from the Actions drop-down menu.

8 Whispercast Account Setup Guide 8 Chapter 4 Managing Users User Types To receive content, every User must have an Amazon.com account. Administrators can create new Amazon User accounts or invite existing Amazon accounts holders. There are two types of Whispercast Users: Managed or Invited. A Managed User's account is created and managed by the Administrator. An Invited User's account is an existing Amazon.com account created and owned by the user. There are three ways to add Users to a Whispercast account: Add a Single Managed User Add Multiple Managed Users Invite Existing Amazon.com Users Note that the address must be unique for each user in a Whispercast account however, the passwords can be the same. Adding a Single Managed User You can now add users from two places on the Whispercast home page. For first time Whispercast users, using the Getting Started guide is the recommended option. For more experience Whispercast users, select the User Accounts tab on the home page top menu bar is the recommended option. First Time Whispercast Users Getting Started Guide 1. From the Whispercast home page, click Add button next to User Accounts. 2. Choose Account type, New Accounts or Existing Amazon.com accounts and click Next. 3. Select a group to for the new User accounts and click Next.

9 Whispercast Account Setup Guide 9 4. Enter User Account name, Login ID and Password. The Login ID needs to be in the format of an address. Password requires a minimum of 6 characters. If you want to add more than 3 user accounts, click Add Row and continue to add user accounts. If you have many user accounts to add, try the bulk upload tool. Click Next. 5. A progress bar will appear while Whispercast is processing your data. When it is done, it will take you to the next screen. 6. A summary page will appear to display the user accounts created, and the group that is assigned to these user accounts. 7. Click Download to save the user accounts for your record keeping. 8. Click Browse ebooks to get books for your user accounts.

10 Whispercast Account Setup Guide 10 For More Experience Whispercast Users 1. From the Whispercast home page, select the User Accounts tab, click Add User, and then click Select next to Managed Users. 2. Click Select next to Add Single Managed User, and then enter the name, an address that is not already associated with an Amazon.com account, and a password for the new Amazon.com User account. 3. Click Add User. To assign an Amazon device that has already been added to your Whispercast account to the User, enter the Device Serial Number for the Amazon device that you'd like to have registered to the User or check the Auto Assign Device box to automatically assign a device from your Devices tab to the User. Managed Users can only be added to one Whispercast account.

11 Whispercast Account Setup Guide 11 Adding Multiple Managed Users 1. From the Whispercast home page, click the Users Accounts tab, click Add User, and then click Select next to Managed Users. 2. Click Select next to Add Multiple Managed Users. 3. Click "template" in Step 1 to download the template and open the template in a spreadsheet application 4. Enter the following information: Amazon.com Account Address: Enter the unique address you'd like to associate with the new Whispercast User. User Account Friendly Name: This is the name of the User you want to add. The Friendly name will be the key identifier for the Users in Whispercast account. Password for New Amazon Account: Enter a password with a minimum of 6 characters for the new Amazon.com User account. Serial Number of Amazon Device (optional): This is the Device Serial Number of the device that is registered to the Whispercast account. You can assign these devices to the User in this account. This number can be found in the Devices tab in the device settings. Whispercast Group Name (optional): Enter the existing User Group name to which you'd like to add the new User. The spelling must be correct to add the User to the User Group, but this field is not case sensitive. 5. After you populate the spreadsheet, select all columns including headers. 6. Right-click on your spreadsheet and select Copy or use the keyboard shortcut. 7. Click in the box under Enter user information, right-click your mouse, and then select Paste or use the keyboard shortcut. 8. Click the Preview button and ensure that the column heading descriptions match your data. If any column is incorrect, select the correct description from the drop-down menu.

12 Whispercast Account Setup Guide Click the Process button. 10. Once the request is processed, scroll down to the bottom to confirm it was successful and click Done. Inviting Users You can invite users to opt-in using their Amazon.com accounts. Invited Users can select the Amazon device or free Kindle Reading Application on the device they plan to use. If a User does not have an Amazon.com account, they can easily create one by visiting Existing Amazon.com users can be invited to join multiple Administrator accounts. 1. From the Whispercast home page, click the Users Accounts button, and then click Users. 2. Click Select next to Invited Users. 3. Click Select next to Generate Invitation URL. 4. Enter an Invitation Name and click Generate. This generates a URL to send to the Users you want to invite to Whispercast. You can select a User Group for a User when you invite them. 5. Copy the generated URL, and then paste it into an Send the to anyone that you'd like to invite to receive content from your Whispercast account. Once a User clicks on the URL, they must login with their Amazon account information or create a new Amazon account to accept your invitation. If they accept, the User can receive content from the Administrator, their names will be added as new Users to your Administrator account, and their status will appear as Invited once they accept the invitation. Deleting a User You can remove a User or Users from your Whispercast account. This will not delete the Amazon.com account for that User, but will prevent them from receiving any future content from your organization through Whispercast. You can choose to delete a single user or multiple users in one action. If you delete a User, you will be unable to add them again unless you contact Customer Support. You can contact Whispercast Customer Support at , Monday Friday, 6 a.m. to 6 p.m. pacific time. 1. Click User Accounts from the top navigation bar, and then select the User's name that you would like to delete. 2. Select Delete Users from the Actions drop-down menu.

13 Whispercast Account Setup Guide 13 Chapter 5 Managing User Groups Groups make it easy to manage policies and distribute content for different groups of User Accounts. You can create a Group by going to the User Accounts tab. Within Groups, Administrators can create sub-groups, which are referred to as Child Groups, within their Whispercast account. Whispercast Administrators can define their organization s structure through these Child Groups e.g., A District may have a School as a child group; The School may have a Grade as a child group; and a Grade may have a Class as a child group. Note: Any User Accounts that are added to a Child Group will automatically be added to all of its parent Groups. Whispercast supports up to seven Child Groups within one Group. Create a Group or Child Group To create a Group within a Whispercast account: 1. From the User Accounts tab, click the + icon next to Groups. 2. Enter a name for the new Group and select Create. You'll now see the Group name listed under Groups on the left side of the screen. To create a Child Group within a Whispercast account: 1. From the User Accounts tab, select the name of the Group that you d like to add a Child Group to. 2. Hover your curser over the icon, and then select Add Child Group. 3. Enter a name for the group, and then click Create. You'll now see the Group name listed under Groups on the left side of the screen. Add and Remove User Accounts from a Group To see what User Accounts belong to a Group, click the User Accounts tab in the top menu bar, and then click the Group name in the left pane. You can add additional User Accounts to a Group at any time. 1. Click All Users from the User Accounts tab to bring up the complete list of Whispercast User Accounts that are registered to your Whispercast account. 2. Check the box next to each User Account name that you'd like to include in the Group, and then select Assign to other Groups. 3. Select the Group(s) you want to add the User Accounts to, and then select OK. User Accounts can be removed from a Group at any time by clicking X next to the Group in the right pane, or by clicking Edit Group Memberships and checking or un-checking any Groups that are assigned to User Account.. Manage Groups Once you've created a Group, you can rename or delete the Group at any time. To rename or delete a Group: 1. Click the User Accounts tab. 2. Select the name of the Group that you d like to modify from the left hand side pane of the page. 3. Hover your curser over the icon, and then select Rename Group or Delete Group from the drop-down menu.

14 Whispercast Account Setup Guide 14 Chapter 6 Kindle Content Overview You can purchase and send apps, Kindle books, Kindle textbooks, and personal documents to the Users registered to your Whispercast account. Prior to purchasing content, you must set up a Payment Method, even for free content. Whispercast supports credit cards, the GE line of credit, and Amazon.com Gift Cards as Payment Methods. You must have a credit card or GE line of credit set up if you want to use an Amazon.com Gift Card. You can purchase items all at once, or individually. During the check-out process, Whispercast will ensure that each User in the order has a compatible device assigned to the User and Whispercast will not distribute content that is either incompatible with the device or to an account whose country of residence is outside of the U.S. The quantity of apps, Kindle books, and Kindle textbooks purchased is based on the number of Recipients to which you choose to send each title. For example, if you select two Kindle books and send them to 10 Recipients, then you will be billed for a total of 20 books. Setting Up a Payment Method 1. From any Whispercast page, click Payment Methods from the drop-down menu where your organization s name is listed. 2. Click Add New, enter your payment information, and then click Add Payment Method. Paying with a Purchase Order Whispercast allows institutions to use a purchase order when making purchases and receive an invoice through Amazon Invoicing. Getting set up to pay with purchase orders consists of three steps: 1. Credit Check Amazon will conducts a credit check on institutions wishing to pay through a purchase order. 2. Submit Purchase Order If approved, you can submit a purchase order for use in your Whispercast Account. The purchase order will appear as a payment instrument available to make Whispercast purchases. 3. Amazon Sends You an Invoice Once a purchase is made from Whispercast, Amazon invoices your institution referencing your purchase order.

15 Whispercast Account Setup Guide 15 Tip: With Tired Administration, you can set permissions for any Whispercast Administrators that you would like to have access to Amazon Invoicing. Purchasing and Sending Content 1. From the ebooks or Apps tab, search for titles you would like to purchase. Alternatively, you can browse Kindle content categories. 2. Add titles to the Shopping Cart by clicking the Add to Cart button next to the titles. 3. When you re ready to place your order, click the Shopping Cart icon. 4. Click the Select Recipients button, and then select the User Group(s) you would like to send the content to. 5. If desired, check the box to apply your Amazon.com Gift Card balance and then click the Preview Order button.

16 Whispercast Account Setup Guide Review your order summary, and then Click Place Your Order. Note that the cost of an order is calculated based on the item price multiplied by the number of Recipients. Chapter 7 Personal Documents Sending Personal Documents You can send documents to Amazon devices or Kindle reading applications registered to your Whispercast account. 1. From the Whispercast home page, click the Documents tab on the top navigation bar. 2. Click Upload, click Browse, and then select a file from your computer. To verify that Whispercast supports your file type, go to Supported File Types. 3. Add a Title, Author, and Description (optional) for the file, and then click Upload. 4. Select the document(s) you would like to send, and click Add to Cart.

17 Whispercast Account Setup Guide After you finish adding documents to the Cart, click on the Cart icon to see the documents. 6. Click Select Recipients, and then select the User Group(s) that should receive the Kindle Documents. 7. Click Preview Order to review the order. 8. Click Place Your Order to finalize the order or select Edit Order to make any changes. Users will receive the documents when their device connects to a Wi-Fi network. Chapter 8 Device Policies and Wireless Network Settings Overview Whispercast enables your Organization to push Policies and network settings to all of your registered Amazon devices at once or by User Group. For example, you may want students in 11th grade to have access to the Internet from school devices, but you don't want this functionality available to 6th graders. Policies and network settings are not supported on Kindle reading applications, Invited Users' devices and the following Amazon devices: Kindle 1st Generation, Kindle 2nd Generation, Kindle DX, and Kindle Fire 1st Generation. If your Organization's Managed Users are using Kindle Fire 1st Generation, you may take advantage of the on-device parental controls in lieu of Policies. Sending Device Policies 1. From the Whispercast home page, click the Policies tab in the top navigation, and then click the Restrictions tab. 2. Click Create Policy. 3. Enter a policy name and select your policy preference for the following: Block social network integration: Block access to social network integration of Kindle purchases and book reviews with Facebook and Twitter. Please note that this does not block Facebook, Twitter, or other social networks from the device. Block web browser: Block access to the Experimental (e-ink) or Silk (Fire) browser. Block store: Block access to the Kindle Store. Block factory reset & device de-registration: Prevent Users from restoring the device to the original factory settings, which removes all settings and content, or registering the device to another account. Block changes to Wi-Fi settings: Prevent Users from changing the wireless network that the Kindle connects to. Require password on device: Ensure that only authorized Users have access to your registered Amazon devices.

18 Whispercast Account Setup Guide 18 NOTE: There can only be one device policy applied to a group. If you sent two device policies to the same group, the latest sent policy will override the previous policy. 4. Click Save Policy. 5. When you are ready to send the Policy to your Amazon devices, select the Policy that you would like to send from your list of Saved Policies, and then click Send Settings. 6. Select the User Group(s) to which you would like to send the Policy, and then click Select group. 7. You will see a confirmation that your Policy is being sent to the selected User Groups.

19 Whispercast Account Setup Guide You can view the past Policies and wireless network settings that have been sent to your Amazon devices and the status of recently sent device policies and wireless network settings by clicking the History tab within Policies. The policy will be delivered to the selected Amazon devices when each device connects to a Wi-Fi network. Wireless Network Settings You can manage the wireless network settings for Amazon devices that are registered to your Whispercast account. 1. Click the Policies tab in the top navigation, and then select the Wireless Network tab. 2. Select Add Network. 3. Enter a name for the Network Settings and enter the information required to access your wireless network. This normally includes the SSID, Security Type (WEP, WPA, WPA2), password, and proxy settings. If you do not know this information, please check with your organization's IT administrator. 4. Click Add Network to confirm. 5. When you are ready to send the wireless network settings to your Amazon devices, select the network you want to send from on the list of Saved Networks, and then click Send Settings.

20 Whispercast Account Setup Guide Select the User Group(s) to which you would like to send the wireless network setting, and then click Select group. You will see a confirmation that your wireless network settings have been sent to the selected User Groups. Wireless network settings will be established on the Recipient s Amazon device once that device is turned on and connected to a wireless network. NOTE: It is important that you plan the sequence in which you send the Policies and Network Settings to your Amazon devices. If you send a policy with Block factory reset & device de-registration and Block changes to Wi-Fi settings to your device, then there is a possibility that the device may not be able to connect to a network if you change the Wireless Network password. Chapter 9 Whispercast Customer Service For additional assistance, please contact Whispercast Customer Service: Phone: [email protected] Phone Support hours: Monday Friday, from 6 a.m. to 10 p.m. Pacific time Support Hours: Monday-Sunday, from 6 a.m. to 10 p.m. Pacific time For more detailed instructions, please refer to Whispercast Online Help. Thanks for using Whispercast!