Difference between revisions of "End User Portal"

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{{DISPLAYTITLE: End User Portal}}
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=This Content Has Moved House=
=Overview=
 
The End User Portal is for Retail Service Providers and provides a customer-friendly version of the some of the functionality provided through Cumulus. It empowers your end users to engage in self-help activities such as:
 
  
* managing their account details
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
* manage services
 
* view and download usage
 
* view their invoices
 
* view the transaction ledger
 
* make a payment (Requires the Emersion Payment System)
 
* apply a [[Cost_Centres|cost centre]] to a service.
 
* View [https://resources.emersion.com/display/EKB/End+User+Portal+Reports End User Portal reports] that you have granted them access to.
 
  
The End User Portal is CSS based and can be framed or skinned (via CSS by your web team) to suit your corporate look and feel.
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We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
  
= Configuration =
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[https://resources.emersion.com/display/EKB/The+End+User+Portal Take me to the Emersion Knowledge Base article]
Before you can customise your external portal, you will need to have supplied Emersion with the name (URL) you intend to use, and Emersion will enable the portal and configure our web server. This is normally requested during the on-boarding process and so may have already been completed.
 
  
You will need to purchase and provide Emersion with an SSL certificate with a Common Name equal to the URL supplied above. A wild-card SSL certificate can be used also. Please ensure you forward through your private key as we will require this to install on our web server. For your convenience Emersion can purchase an SSL Certificate on your behalf - see [[SSLCertificate/Emersion SSL Certificates|Emersion SSL Certificates]].
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[[file:new_home_sm.jpg|900px]]
 
 
You will also need to ensure you have created a CNAME to userportal.emersion.com.au (''This is a DNS record type. Please refer to your Systems/Network Administrator or Web Hosting provider to have this configured'').
 
 
 
= Customisation =
 
To customise the End User Portal in Cumulus, please [[End_User_Portal/Customisation|see this article]], a complete guide to all End User Portal customisation settings
 
 
 
== Access Control ==
 
In order to customise the End User Portal, users will have access to '''Admin > Settings > User Portal''' tab.
 
 
 
This can be granted via the '''Admin Settings''' module permission. See the article on [[Basic_Permissions|Permissions]] to assist you.
 
 
 
=See Also=
 
* [[SSLCertificate|How to obtain an SSL Certificate]]
 
* [[EndUserPortal/ForgottenPassword|Setting up the Forgotten Password features]]
 
* [[End_User_Portal/Cost_Centre|Cost Centres in the End User Portal]]
 
* [https://resources.emersion.com/display/EKB/End+User+Portal+Reports End User Portal Reports]
 
* [[Portal_Troubleshooting| Troubleshooting Portal Issues]]
 

Latest revision as of 14:14, 26 February 2018

This Content Has Moved House

This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.

We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.

Take me to the Emersion Knowledge Base article

New home sm.jpg