End User Portal and Customer Sign Up Portal
Contents
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.
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
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.
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>
