PackagePlans/PackageCatalogue
Contents
Package Catalogue
Package Catalogues and Package Groups:
- allow users of Wholesale Service Providers the power to sell only specific packages to their downstream retail service provider customers.
- allows Retail Service Providers the control which pacakge plans Agents and staff users can order or migrate.
This section pertains to a Retail Service Provider use of the package catalogue only. If you wish to learn more about use of the Package Catalogue for Wholesale Service Providers, [this article].
The Package Catalogue provides the ability for Retail Service Providers to restrict what package plans are displayed to either an Agent or certain Staff users based on their role. When this is used, the Agent or staff user can only create an order or migrate a service to packages for which they have been granted access.
Role-based Package Catalogue (Retail Service Providers only)
Enabling the feature
In order for the Retail Service Provider to use this functionality, it must first be enabled by Emersion. If you are interested in subscribing to this feature, please contact our sales team at sales@emersion.com.au. Upon subscription, Emersion will enable the feature to users of the Admin FULL POWERS role group. If you want to grant access to other role groups, any of your staff with Admin FULL POWERS can do that.
Once the feature is enabled, you may need to grant access to other users. Edit any role groups that need access to grant packages to users and Agents based on roles by turning on the following Base Powers, based on the level of access required. Note that package Groups are used in this ferature, but access to view and change them can be granted seperately to role-based package catalogue settings that control who can control which package plans can be sold by which users.
* Package Plans (parent power) - enables/disables access to the Packages & Plans menu item.
role-based package catalogue settings
- Can Edit Package Catalog Role - grants access to update package catalogue role details, including linking and unlinking.
- Can View Package Catalog Role - grants update access to the package catalogue role list.
- Can Access Package Catalog Role - grants read only access to the package catalogue role list.
package group settings
- Can Edit Package Group - Grants access to update package group details and package group links.
- Can View Package Group - grants access to view package group details and package group links.
- Can Access Package Group - enables the Package Plans > Catalogue > Package Group tab.
Package Groups
Before you can offer a group of packages to an Agent or group of Staff users, the package need to belong to a package group. How to create a package group is covered in training video below. This video is primarily targeted at Wholesale service providers who want to make certain plans available to downstream service providers, but the process is identical. Disregard all other information related to Wholesale since is isn't relevant.
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If you would prefer to skip the video, you can create a package group by performing the following steps.
NAV: Packages and Plans > Catalogue Management > Package Groups
- Press the Create Package Group button.
- Enter a name and description for the group.
- Press Submit to save the package group.
Once you have a package group, you can use the Package Plan Group Plan sub tab to add packages in the group by setting rules that will apply to each package in the group.
By default, all packages are ACCESSIBLE and AVAILABLE to all Agents and Staff roles.''
By default, all packages are displayed and ready to add to the group. Adding a package plan to this package group is implicitly controlled via changing the settings below for a package plan.
Use the search filters provided to choose which package plans you want to include in this group. You must mark at least one of the settings below to include the package in the group. These settings control the accessibility and availability of packages.
- Link for New - controls if the package plan is available for new orders
- Link for Migrate - controls of the package can be migrated to from another package.
- If neither option is selected, the package is not in the group
- If both options are selected, the package is in the group and available for new orders and migrations.
To make a package plan available for new orders or migrations, tick the relevant box then press the Update Link button. You can only make changes to one package plan at a time.
Once you are happy with the packages in your group, you are ready to offer the packages to an Agent or a group of Staff users based on their role.
Package Catalog Roles
A Package Catalog role gives you the ability to bind package groups and roles together. Each Agent or Staff Users in Emersion belongs to at least one Role in order to control their access to features and functions. By binding the Package group to a role, you can use this same concept to control access to the package plan in your package group. Establishing these relationships is called creating a Package Catalogue Role.
Nav: Packages and Plans > Catalogue Management > Package Catalog Roles
To create a package catalogue role:
- Press the Create a Package Catalog Role button
- Enter a name and description.
- From the dropdown list of roles, select the role that you want to bind the package group to.
- Press Submit to save the Package Catalog Role.
Once you have a saved package group role, you can use the Package Group Links sub tab to view package groups and link to the package group role.
Check the link box next to the package groups you want to link to this Role. The Package Catalog Role will be automatically saved as each link is set.
