Difference between revisions of "End User Portal"
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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. | 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. | ||
| − | + | = Configuration = | |
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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. | 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 | + | 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]]. |
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''). | 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''). | ||
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* [[file:User Portal Management User Manual v1.1.pdf]] | * [[file:User Portal Management User Manual v1.1.pdf]] | ||
* [[file:UserPortal-template-example.zip]] | * [[file:UserPortal-template-example.zip]] | ||
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| + | = Customisation = | ||
| + | To customise the End User Portal: | ||
| + | |||
| + | NAV: '''Admin > Settings > End User Portal''' | ||
| + | |||
| + | '''''IMPORTANT! If you do not see an entry in this list, your End User Portal has not been configured. If you feel this is incorrect, please contact Emersion.''''' | ||
| + | |||
| + | Click on the ID of the portal you wish to customise. The settings page for your portal will be displayed. | ||
| + | |||
| + | [[file:]] | ||
| + | |||
| + | |||
| + | = Access Control = | ||
| + | Once Emersion has configured your End User Portal, you will have access to '''Admin > Settings > User Portal''' tab or '''Signup Portal''' tab within Cumulus. If you don’t, you may need to modify the permissions of the user. See the article on [[Basic_Permissions|Permissions]] to assist you. | ||
Revision as of 10:32, 28 June 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)
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.
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).
You will need the following:
- Cumulus account with permissions to configure the portal(s)
- HTML & CSS skills
- File:User Portal Management User Manual v1.1.pdf
- File:UserPortal-template-example.zip
Customisation
To customise the End User Portal:
NAV: Admin > Settings > End User Portal
IMPORTANT! If you do not see an entry in this list, your End User Portal has not been configured. If you feel this is incorrect, please contact Emersion.
Click on the ID of the portal you wish to customise. The settings page for your portal will be displayed.
[[file:]]
Access Control
Once Emersion has configured your End User Portal, you will have access to Admin > Settings > User Portal tab or Signup Portal tab within Cumulus. If you don’t, you may need to modify the permissions of the user. See the article on Permissions to assist you.
