End User Portal and Customer Sign Up Portal
From Emersion
Revision as of 11:36, 28 June 2017 by Scarpenter (talk)
Overview
The Signup Portal empowers your new customers to create an account and order services online. It provides a cut-down customer-friendly version of the ordering functionality of Cumulus. 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 Sign Up Portal is CSS-based and can be framed or skinned (via CSS by your web team) to suit your corporate look and feel. Emersion have provided some template examples located here on the End User Portal page.
Permissions
Once Emersion has configured your End User portal or Customer Sign in portal instance, you will have access to Admin > Settings > 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.
