Difference between revisions of "End User Portal"

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(See Also)
(See Also)
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=See Also=
 
=See Also=
* [[SSLCertificate|How to obtain an SSL Certificate]]
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* [https://resources.emersion.com/display/EKB/SSL+Certificates How to obtain an SSL Certificate]
 
* [[EndUserPortal/ForgottenPassword|Setting up the Forgotten Password features]]
 
* [[EndUserPortal/ForgottenPassword|Setting up the Forgotten Password features]]
 
* [[End_User_Portal/Cost_Centre|Cost Centres in the End User Portal]]
 
* [[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]
 
* [https://resources.emersion.com/display/EKB/End+User+Portal+Reports End User Portal Reports]
 
* [https://resources.emersion.com/display/EKB/Troubleshooting+Portal+Issues Troubleshooting Portal Issues]
 
* [https://resources.emersion.com/display/EKB/Troubleshooting+Portal+Issues Troubleshooting Portal Issues]

Revision as of 12:47, 30 January 2018

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.

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 guide to End User Portal customisation settings that can be controlled by service providers.

There are additional settings that can be configured on your behalf by Emersion staff. Please see this article for more information.

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.

See Also