PackagePlans/PackageCatalogue - Revision history

Dcowan at 05:57, 12 September 2018

2018-09-12T05:57:07Z

Scarpenter at 23:35, 10 August 2016

2016-08-10T23:35:20Z

Scarpenter: /* Role-based Package Catalogue (Retail Service Providers only) */

2015-04-17T06:30:52Z

‎Role-based Package Catalogue (Retail Service Providers only)

Scarpenter: /* Package Groups */

2015-04-17T04:23:40Z

‎Package Groups

Scarpenter: /* Package Groups */

2015-04-17T04:22:26Z

‎Package Groups

Scarpenter: /* Role-based Package Catalogue (Retail Service Providers only) */

2015-04-17T04:18:56Z

‎Role-based Package Catalogue (Retail Service Providers only)

Scarpenter: /* Package Catalogue */

2015-04-17T04:15:59Z

‎Package Catalogue

Scarpenter: /* Package Catalogue */

2015-04-17T04:15:24Z

‎Package Catalogue

Scarpenter: /* Package Catalogue */

2015-04-17T04:15:04Z

‎Package Catalogue

Scarpenter: /* Enabling the feature */

2015-04-17T04:14:23Z

‎Enabling the feature

@@ Line 18: / Line 18: @@
 How to create a package group is covered in training video below. This video is primarily targeted at Wholesale service providers who want to make certain plans available to downstream service providers, but the process is identical. Disregard all other information related to Wholesale since is isn't relevant.
-<mediaplayer MWPlayerConfig="MyCustomConfig" height="400" width="600">http://wiki.emersion.com.au/wiki/media/packageCatalogue.mp4</mediaplayer>
+<mediaplayer MWPlayerConfig="MyCustomConfig" height="400" width="600">http://wiki.emersion.com/wiki/media/packageCatalogue.mp4</mediaplayer>
 If you would prefer to skip the video, you can create a package group by performing the following steps.
@@ Line 62: / Line 62: @@
 = Permissions and Powers =
-In order for the Retail Service Provider to use this functionality, it must first be enabled by Emersion. If you are interested in subscribing to this feature, please contact our sales team at [mailto:sales@emersion.com.au sales@emersion.com.au]. Upon subscription, Emersion will enable the feature to users of the Admin FULL POWERS role group. Once the feature is enabled, access can be granted to other users.
+In order for the Retail Service Provider to use this functionality, it must first be enabled by Emersion. If you are interested in subscribing to this feature, please contact our sales team at [mailto:sales@emersion.com sales@emersion.com]. Upon subscription, Emersion will enable the feature to users of the Admin FULL POWERS role group. Once the feature is enabled, access can be granted to other users.
 The following Base Powers grants access to the package catalogue and package group management pages:

@@ Line 1: / Line 1: @@
-= Package Catalogue =
+{+DISPLAYTITLE: Package Catalogue}
 ''Package Catalogues'' and ''Package Groups'':
-* allow users of Wholesale Service Providers the power to sell only specific packages to their downstream retail service provider customers.
+* provide users of Wholesale Service Providers the ability to sell only specific packages to their downstream retail service provider customers.
-* allows Retail Service Providers the control which pacakge plans Agents and staff users can order or migrate.
+* provide a way for Retail Service Providers to control which package plans staff users (including Agents) are available to order or migrate.
-This section pertains to a Retail Service Provider use of the package catalogue only.  If you wish to learn more about use of the Package Catalogue for Wholesale Service Providers, [[http://wiki.emersion.com.au/wiki/index.php/PackagePlans/LinkingPackageAndServicePlans#Package_Catalogues_and_Package_Groups|see this article]].
+This section pertains to a Retail Service Provider use of the package catalogue only.  If you wish to learn more about use of the Package Catalogue for Wholesale Service Providers, [[PackagePlans/LinkingPackageAndServicePlans#Package_Catalogues_and_Package_Groups|see this article]].
-The Package Catalogue provides the ability for Retail Service Providers to restrict what package plans are displayed to either an Agent or certain Staff users based on their role.  When this is used, the Agent or staff user can only create an order or migrate a service to packages for which they have been granted access.
+The Package Catalogue provides the ability for Retail Service Providers to restrict what package plans are available to either an Agent or Staff users based on their role.  When this is used, the Agent or staff user can only create an order or migrate a service to packages for which they have been granted access.
 = Role-based Package Catalogue (Retail Service Providers only) =
 == Package Groups ==
-Before you can offer a group of packages to an Agent or group of Staff users, the package need to belong to a package group. How to create a package group is covered in training video below. This video is primarily targeted at Wholesale service providers who want to make certain plans available to downstream service providers, but the process is identical. Disregard all other information related to Wholesale since is isn't relevant.
+How to create a package group is covered in training video below. This video is primarily targeted at Wholesale service providers who want to make certain plans available to downstream service providers, but the process is identical. Disregard all other information related to Wholesale since is isn't relevant.
 <mediaplayer MWPlayerConfig="MyCustomConfig" height="400" width="600">http://wiki.emersion.com.au/wiki/media/packageCatalogue.mp4</mediaplayer>
@@ Line 59: / Line 43: @@
 Once you are happy with the packages in your group, you are ready to offer the packages to an Agent or a group of Staff users based on their role.
-== Package Catalog Roles ==
+== Package Catalogue Roles ==
-A Package Catalog role gives you the ability to bind package groups and roles together. Each Agent or Staff Users in Emersion belongs to at least one Role in order to control their access to features and functions. By binding the Package group to a role, you can use this same concept to control access to the package plan in your package group. Establishing these relationships is called creating a Package Catalogue Role.
+A Package Catalogue role gives you the ability to bind package groups and roles together. Each Agent or Staff Users in Emersion belongs to at least one Role in order to control their access to features and functions. By binding the Package group to a role, you can use this same concept to control access to the package plan in your package group. Establishing these relationships is called creating a Package Catalogue Role.
-'''Nav: Packages and Plans > Catalogue Management > Package Catalog Roles'''
+'''Nav: Packages and Plans > Catalogue Management > Package Catalogue Roles'''
 To create a package catalogue role:
-# Press the '''Create a Package Catalog Role''' button
+# Press the '''Create a Package Catalogue Role''' button
 # Enter a name and description.
-# From the dropdown list of roles, select the role that you want to bind the package group to.
+# From the drop down list of roles, select the role that you want to bind the package group to.
-# Press '''Submit''' to save the Package Catalog Role.
+# Press '''Submit''' to save the Package Catalogue Role.
 Once you have a saved package group role, you can use the '''Package Group Links''' sub tab to view package groups and link to the package group role.
 Check the '''link''' box next to the package groups you want to link to this Role.  The Package Catalog Role will be automatically saved as each '''link''' is set.
 = See Also =
 * [[Admin/PermissionManagement|Permission Management (Including Roles)]]

@@ Line 19: / Line 19: @@
 Edit any role groups that need access to grant packages to users and Agents based on roles by turning on the following Base Powers, based on the level of access required.  Note that package Groups are used in this ferature, but access to view and change them can be granted seperately to role-based package catalogue settings that control who can control which package plans can be sold by which users.
-'''* Package Plans''' (parent power) - enables/disables access to the '''Packages & Plans''' menu item.< /br>
+'''* Package Plans''' (parent power) - enables/disables access to the '''Packages & Plans''' menu item.<br />
 ''role-based package catalogue settings''
 * Can Edit Package Catalog Role - grants access to update package catalogue role details, including linking and unlinking.

@@ Line 45: / Line 45: @@
 Once you have a package group, you can use the '''Package Plan Group Plan''' sub tab to add packages in the group by setting rules that will apply to each package in the group.
-''''By default, all packages are ACCESSIBLE and AVAILABLE to all Agents and Staff roles.'''' < /br>
+''By default, all packages are ACCESSIBLE and AVAILABLE to all Agents and Staff roles.'''' <br />
-''''By Default, all packages are displayed and ready to add to the group. Adding a package plan to this package group is implcitly cntrolled via changing the settings.
+''By default, all packages are displayed and ready to add to the group. Adding a package plan to this package group is implicitly controlled via changing the settings below for a package plan.
-Use the search filters provided to choose which packages you want to include in this group. You must mark at least one of the settings below to include the pakcage in the group. These settings control the accessibility and availbility of packages.
+Use the search filters provided to choose which package plans you want to include in this group. You must mark at least one of the settings below to include the package in the group. These settings control the accessibility and availability of packages.
 * '''Link for New''' - controls if the package plan is available for new orders
@@ Line 57: / Line 57: @@
 To make a package plan available for new orders or migrations, tick the relevant box then press the '''Update Link''' button. You can only make changes to one package plan at a time.
-Once you are happy wiht the packages in your group, you are ready to offer the packages to an Agent or a group of Staff users based on their role.
+Once you are happy with the packages in your group, you are ready to offer the packages to an Agent or a group of Staff users based on their role.
 == Package Catalog Roles ==

@@ Line 32: / Line 32: @@
 == Package Groups ==
-Before you can offer a group of packages to an Agent or group of Staff users, the package need to belong to a package group. How to create a package group is covered in the package catalogue training video below (originally designed for use by Wholesale service providers) but the process is identical. Disregard all other infoimation in this video as it is not relevant.
+Before you can offer a group of packages to an Agent or group of Staff users, the package need to belong to a package group. How to create a package group is covered in training video below. This video is primarily targeted at Wholesale service providers who want to make certain plans available to downstream service providers, but the process is identical. Disregard all other information related to Wholesale since is isn't relevant.
 <mediaplayer MWPlayerConfig="MyCustomConfig" height="400" width="600">http://wiki.emersion.com.au/wiki/media/packageCatalogue.mp4</mediaplayer>
@@ Line 39: / Line 39: @@
 '''NAV: Packages and Plans > Catalogue Management > Package Groups
-# Press the '''Create Package Group'''.
+# Press the '''Create Package Group''' button.
 # Enter a name and description for the group.
 # Press '''Submit''' to save the package group.
-Once you have a saved package group, you can use the '''Package Plan Group Plan''' sub tab to view all packages in the group and set what ruled ytou want to apply to each package.
+Once you have a package group, you can use the '''Package Plan Group Plan''' sub tab to add packages in the group by setting rules that will apply to each package in the group.
-''''By default, all packages are ACCESSIBLE and AVAILABLE to all Agents and Staff roles.''''
+''''By default, all packages are ACCESSIBLE and AVAILABLE to all Agents and Staff roles.'''' < /br>
 ''''By Default, all packages are displayed and ready to add to the group. Adding a package plan to this package group is implcitly cntrolled via changing the settings.

@@ Line 14: / Line 14: @@
 == Enabling the feature ==
-In order for the Retail Service Provider to use this functionality, it must first be enabled by Emersion. If you are interested in subscribing to this feature, please ^^^^contact sales^^^^. Upon subscription, Emersion will enable the feature to users of the Admin FULL POWERS role group only. If you want to grant access to other role groups, your Administrator with FULL POWERS can do that for you.
+In order for the Retail Service Provider to use this functionality, it must first be enabled by Emersion. If you are interested in subscribing to this feature, please contact our sales team at [mailto:sales@emersion.com.au sales@emersion.com.au]. Upon subscription, Emersion will enable the feature to users of the Admin FULL POWERS role group. If you want to grant access to other role groups, any of your staff with Admin FULL POWERS can do that.
 Once the feature is enabled, you may need to grant access to other users.

@@ Line 6: / Line 6: @@
 * allows Retail Service Providers the control which pacakge plans Agents and staff users can order or migrate.
-This section pertains to a Retail Service Provider use of the package catalogue only.  If you wish to learn more about use of the Package Catalogue for Wholesale Service Providers, [[/PackagePlans/LinkingPackageAndServicePlans#Package_Catalogues_and_Package_Groups|see this article]].
+This section pertains to a Retail Service Provider use of the package catalogue only.  If you wish to learn more about use of the Package Catalogue for Wholesale Service Providers, [[/LinkingPackageAndServicePlans#Package_Catalogues_and_Package_Groups|see this article]].
 The Package Catalogue provides the ability for Retail Service Providers to restrict what package plans are displayed to either an Agent or certain Staff users based on their role.  When this is used, the Agent or staff user can only create an order or migrate a service to packages for which they have been granted access.