End User Portal and Customer Sign Up Portal

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Revision as of 19:04, 8 June 2016 by Dcowan (talk) (modified link to new manual v1.1)
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End User Portal

The End User Portal empowers your end users to engage in self-help activates and make payment online. It provides a subset of the functionality of the Cumulus Service Provider User Interface:

Key features include:

  • Manage Account Details
  • Manage Services
  • Usage
  • Invoices
  • Transaction Ledger
  • Make Payment (If Emersion Payment System is used)

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.

Signup Portal

The Signup Portal empowers your new customers to engage in self-help signup activates, create an account and make payment online. It provides a subset of the functionality of the Cumulus Service Provider User Interface. Key features include:

  • Create Account Details
    • Can Pass in certain account details
    • Configurable detail level
  • Select Plan
    • Link from External Website (can auto allocate plan)
    • Provide Plan details
  • Service Qualification if required
  • Configure Services
  • Create End User Portal Login
  • Make Payment (If Emersion Payment System is used)
  • Automatic Notifications

Like the End User Portal, the Signup Portal is CSS based and can be framed or skinned (via CSS by your web team) to suit your corporate look and feel.

Service Migrate Activation Portal

For subscribers to the Service Type Migrate module, an End user can be given access to a service activation portal. Read more about the Activation Portal here.

Configuration

Before You Begin

You will need to have supplied Emersion with the name (URL) you intend to use, and Emersion will need to have enabled the portal and configured our web server for you. You will know when this has occurred when Emersion supplies you an IP address that you can point the URL to. Note that while you can customise the End User or Customer portals after you get the IP address, neither can be used until a signed SSL Certificate has been provided to Emersion.

You will need the following:

Permissions

Once Emersion has configured your End User portal or Customer Sign in portal instance, 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.

Troubleshooting

I cannot see my UserPortal Logo and haven't modified my Login/Base Template

In May 2016, we modified the way our system refers to the End User Portal logo that you upload via the Cumulus UI.

Some customers may have a custom/edited template and therefore may still be using the old Smarty variables.

  • In order to have your logo visible, simply add the Smarty variable {userportal_logo} where you wish the logo to appear.

The default location in the Login template is <h1> tag (as there is some hard-coded CSS that positions and styles the image for you).

Login template default example;

<div id="Body">
<div id="Header">
	{strip}<h1>{userportal_logo}</h1>{/strip}
</div>


See Also