Sign Up Portal

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.

Access Control

In order to customise the Sign Up Portal, staff members will need access to Admin > Settings > Signup Settings tab.

This can be granted via the External Facing Portals module permission. See the article on Permissions to assist you.

Portal Settings and Configuration

• Navigate to Admin > Settings > Signup Settings to access signup portal specific settings

Multiple tabs are available to configure different aspects of the signup portal, as described below;

Details
Username Populate Type: Here you can set what type of username to generate for the end user portal once your customer has finished signing up. Options are Account ID or Primary Contact Email. Note: End users are not required to enter your default service provider "realm / suffix" to log into the end user portal. See this article for more details. Complete Redirection: You can also set a URL to redirect to after the order has been completed. FQDN format is required. Example: https://mysecuresite.com.au/order/thanks.html
Static Header and Footer
Here is where you set the custom HTML and/or CSS at the very top and very bottom of the page. In these fields you may use HTML and/or CSS. Tip: If overriding existing styles on Emersion generation HTML (as defined by Emersion in the included .css files), set them inside a {{<style>}} block inside the Header field.
Dynamic Header and Footer
Here you can define a dynamic header and/or footer, made up of HTML and/or CSS, to each page (step) of the ordering process. This is in addition to any static header/footer defined on the previous tab. Start by clicking Add New Header & Footer, select the appropriate page (step type) and then fill out the Header and/or footer with HTML/CSS as appropriate. Repeat for each page (step) you want a dynamic header and/or footer to appear. Note: When adding a new page configuration, the Step Type drop-down list will not display a page (step) that you have already saved a configuration for. In order to edit an existing page, click on the ID of the page you wish to edit, then click the Edit button.
Logo
You may wish to upload a logo and reference in your static header. Once uploaded the system will give you a generated <img> tag complete with the logo's path relative to our web-server to use to include it in either of the header/footer fields detailed above. Note: It is not mandatory to upload a log to the Emersion server. You may reference a logo hosted externally if you wish (this may have an impact on the secure nature of the signup portal if including images from a non-secure source)

Additional Settings

Whilst not available in the user interface, upon request Emersion can enable one or more of the following settings for you;

Allow Print Confirmation
Enabling the ability for the end user to print a confirmation page before signup order completion
Skip BillingContact
Controls whether the billing contact step is skipped during the signup process. If enabled, the entered end user contact will become both Primary & Billing.
Skip Secondary Contact
Controls whether the secondary contact step is skipped during the signup process
Use specific profile
Use an alternate (account) profile ID when the account is created, versus using the service provider's default account profile.
Allow Upload Customer Contract
Allows an end user to upload a customer contract from the confirmation screen.
Allow Confirmation of Understanding
Allowing user to use the confirmation of understanding functionality
Skip Secondary Contact
Controls whether the secondary contact step is skipped during the signup process

Package Plan Configuration

In order for customers to order anything from your signup portal, you must make package plans available for sale in the signup portal via a special flag.

To enable plans to be available, you need to check the Saleable in Signup Portal checkbox against an approved package plan.
See PackagePlans for additional package plan advice.

See Also

• How to obtain an SSL Certificate
• Auto Populating Addresses in Sign Up Orders
• Troubleshooting Portal Issues