Difference between revisions of "End User Portal"
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| − | To customise the End User Portal | + | 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 |
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= Access Control = | = Access Control = | ||
Revision as of 17:42, 7 September 2017
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
- manage services
- view and download usage
- view their invoices
- view the transaction ledger
- make a payment (Requires the Emersion Payment System)
- apply a cost centre to a service.
- View 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.
Access Control
In order to customise the End User Portal, staff members will need access to Admin > Settings > End User Portal tab.
This can be granted via the External Facing Portals module permission. See the article on Permissions to assist you.
Configuration
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 Emersion SSL Certificates.
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 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 Permissions to assist you.
