Revision as of 13:05, 23 September 2014

Setting up a Retail Service Provider in your Emersion Wholesale Account

This process is the complete wholesaler's process for setting up new Retail Service Provider (RSP) account.

Wholesaler's process for setting up new RSP

This is a multi-part process involving several steps which we have listed below. Wholesalers should always allow approximately 1 week elapsed time to set up the RSP account and have it operating. Allow additional time if you require Emersion to assist with copying plans to your new RSP account. An estimate can be provided back to you when the work request is submitted.

Steps:

1. Gather required information from your RSP
2. Create the Emersion Account
3. Submit a Work Request ticket to set up FTP access
4. Provide information back to your RSP
5. 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.

1. Confirm the RSP is not an existing Emersion customer.
   1. If they are please ask them to contact Emersion and inform us they are buying services from you
   2. DO NOT CONTINUE, you will create an unneeded account.
2. Primary and Billing Contact Details - ensure you have a landline number for the RSP as this is required by some service types.
3. Confirm the ABN.
4. Confirm the login realm/domain they wish 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.
5. If you have "Auth" based service types the realm/s they wish to use for those service types.
6. IP Addresses they wish to access SIRs from (normally should include their office IP, billing provider IPs)

Create the Emersion Account

1. Login to Cumulus using your Wholesale Account login

1. Create the RSP account in Cumulus

     Video tutorial: Set up a new service provider under your wholesale account in Cumulus: Account/ServiceProviderAccountCreation 

1. Create a Package Catalogue for the RSP
   1. Create the Package Catalogue
   2. Assign Package Groups to the RSP (you may need to create a custom package group)

    Video tutorial and further information: PackagePlans/LinkingPackageAndServicePlans

1. Copy Template Plans into the RSP Account
   1. If you have access to Plan Copier, use Plan Copier to copy the appropriate plans from your "Template SP" into the New RSP account.
   2. If you don't have access to plan copier, submit a request to Emersion as per the section below

1. Test access to the RSP account using the automatically generated useradmin@realm credentials.

1. 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

Use the template below to create a ticket to Emersion

Dear Support,
Please setup 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

1. Provide the login details to your contact and ask them to change the password and create accounts for their staff 2. 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.au/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

Submit a ticket to Emersion Support to copy plans from your Template SP to the New NRB SP

If you don't have access to Plan Copier, use the template below to create a ticket to have the plans copied.

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,

Please do not use "All Plans" as all means EVERYTHING and 99% of the time you do not want this. Most providers have some packages in tiers and will only want 1 Tier offered to the service provider.