Wholesaler/CreatingServiceProviders
Contents
Introduction
This process is the complete wholesaler's process for setting up new Retail Service Provider (RSP) account.
This is a multi-part process involving several steps which we have listed below. Wholesalers should always allow approximately 1 week of elapsed time to set up the RSP account and have it operating.
Allow additional time if you plan to engage Emersion's Professional Services team to help copy plans to the new RSP account.
Steps:
- Gather the required information from your RSP
- Create the Emersion Account
- Submit a QR ticket with Emersion.
- Approve the quote provided back to you.
- Complete the required onboarding tasks as per the onboarding project
- Provide information back to your RSP
- Submit a Work Request ticket to Emersion to copy plans from your Template SP to the new non-retail billing Service Provider (NRB) Optional
Gather Required information from RSP
You need to gather from your new RSP the following information, most of which is probably in your existing contract process.
- Confirm the RSP is not an existing Emersion customer.
- If the RSP is an existing Emersion customer, please request the RSP to contact Emersion directly to confirm the purchase fo services from yourself.
- DO NOT CONTINUE. As the customer is already an existing Emersion customer, you will not be required to create the account.
- Primary and Billing Contact Details
- Ensure you have a landline number for the RSP. This is required by some service types.
- Confirm the ABN.
- Confirm the login realm/domain the RSP wishes to use to login to Cumulus. This will always be in the format of @xxx.xx.xx and forms the suffix to all staff logins used by the RSP to log into Cumulus.
- If you have "Auth" based service types the realm(s) they wish to use for those service types.
- Any IP Addresses they wish to access Service Information Records (SIR) from (normally should include their office IP or billing provider IPs)
Create the Emersion Account
1. Login to Cumulus using your Wholesale Account login
2. Create the RSP account in Cumulus
Video tutorial: Set up a new service provider under your wholesale account in Cumulus: Account/ServiceProviderAccountCreation
3. Create a Package Catalogue for the RSP
Create the Package Catalogue
Assign Package Groups to the RSP (you may need to create a custom package group)
Video tutorial and further information: PackagePlans/LinkingPackageAndServicePlans
4. Copy Template Plans into the RSP Account
If you have access to Plan Copier, use Plan Copier to copy the appropriate plans from your "Template SP" into the New RSP account.
If you don't have access to plan copier, submit a request to Emersion as per the section below
5. Test access to the RSP account using the automatically generated useradmin@realm credentials.
6. Set up restricted roles and permissions
If you wish to further restrict the access your RSP has you can modify the permissions on the default roles. You may also offer to create additional logins for the RSP to help them start selling quicker.
Video tutorial: How to create and manage basic permission sets, and apply them to users Basic_Permissions
Submit a ticket to Emersion Support to setup FTP access
Once the account is set up in Cumulus, the Emersion team will need to configure our systems. Submit a work request ticket by logging into the Emerson Support Portal and creating a new ticket in the Work Requests queue. The cost for activating or adding an RSP is detailed in your Agreement with Emersion. Please allow for a 1 week turn around on these requests once we have all the required information.
Please include the following required information in your ticket or use the text below as a template for your ticket:
Dear Support, We are currently setting up a new Retail Service Provider account. Please set up SIR generation and FTP access to the SIRs for the RSP below. Emersion Account Number for RSP: Emersion Account Name for RSP: IP Addresses the RSP will connect to our FTP from: Regards,
Provide Information back to your RSP
- Provide the login details to your contact and ask them to change the password and create accounts for their staff.
- Provide the FTP details received from Emersion and ask them to test access from the IPs provided.
Use the template below to provide details to your RSP:
Dear NRB, Welcome to [TestSP Wholesale]. [TestSP Wholesale] uses Emersion Software System's Cumulus platform for ordering, provisioning and service assurance. Please find below information on accessing cumulus. Cumulus URL: https://cumulus.emersion.com.au Username: useradmin@[cumulusrealm] Password: [cumuluspassword] Please change the useradmin password once you login. You may then create additional users as required. A Quick Start guide is available from Emersion's wiki (http://wiki.emersion.com/wiki/index.php/QuickStartGuide/NonRetailBiller) along with short videos that show you how to perform common tasks. Use your cumulus login to access the wiki. Emersion will produce daily SIR files for you to download and import into your billing system. Please find below the access details FTP site: ftp.bms.emersion.com.au Username: [ftpusername] Password: [ftppassword] IP Addresses: [rspipaddresses] You will only be able to access the ftp site from the IP addresses listed above. SIR documentation is available on the Emersion wiki. Should you need any more information, please contact us on the details below. If needed, we will escalate issues on your behalf to Emersion. Regards, [TestSP Wholesale] Phone [TestSP Phone] Email: [TestSP Support]
Optional
For the new Retail Service Provider to place orders with you, they will need to be given the relevant packages to choose from. There are three ways to do this:
- Manually recreate the plans inside the RSP account
Use the UserAdmin to create a Support account for your own use - We recommend you to do this anyway in order to provide them support as required. Use your Wholesale Support account to manually build the plans that the RSP will need.
- Use Plan Copier to copy the plans from your Template SP Account to the new RSP account.
- Submit a Work Request ticket for Emersion to copy plans from your Template SP to the new non-retail billing Service Provider (NRB).
Please allow a 1 week turnaround time for your request. Please do not give instructions to move "All Plans". This means we will move EVERYTHING and 99% of the time, the results are undesirable. Most Service Providers have some packages in tiers and will only want 1 Tier offered to the new service provider. To avoid costly re-work, we will only proceed with requests to copy plans from one Service Provider account to other when a list of Package IDs and corresponding package names to be copied are provided to us in an MS Excel file your Work Request.
Plan Copier
Plan Copier is an administrative tool that copies package plans, service plans, rate cards & product rate cards in bulk from one Emersion account to another. Access to Plan Copier is only granted after you undergo specific training in its use and limitations. Training will run approximately 30-45 minutes plus question time provided you have completed the training pre-requisites. Training is charged at a per hour rate and is available upon request. Please submit a Work Request ticket if you want to book training in the use of Plan Copier .
Mistakes when using Plan Copier are very easy to make so please be very careful when using it. Emersion is not responsible for errors made in the system due to a lack of care or a lack of understanding. Emersion can fix errors made with Plan Copier, but you will be invoiced for the cost in us doing so.
Submit a Work Request ticket for Emersion to copy plans from your Template SP to the new non-retail billing Service Provider (NRB)
Use the template below to create a ticket to have the plans copied from your Wholesale Service Provider account to your new non-retail billing Service Provider.
Please submit one ticket PER SERVICE PROVIDER. Requests for Emersion to copy plans from one account to another are billable on a time & materials basis unless otherwise agreed. Check your Agreement with Emersion for the cost that may apply to you.
Please submit one ticket PER SERVICE PROVIDER. Note: These are normally billable tasks.
Dear Support, Please copy the packages from our template account into the following RSP. Emersion Account Number for Template Account (Source): Emersion Account Number for RSP (Destination): Emersion Account Name for RSP (Destination): Packages: Package ID Package Name 100000 Test Package 1 Regards,
