End-User Portal Setup

Here at VoIP Innovations, we take pride in our ability to provide a high-quality service for our customers. Part of what makes our service so great is our ability to constantly change and provide new features that better improve our service. We are proud to present our latest feature, the end user portal.

The following article is written from the perspective of a VoIP Innovations' customer as it references what a VI customer will view in our Back Office.

The end user portal is a fully transparent new feature that we believe not only greatly strengthens our service but strengthens the service between you and your customer as well. The end user portal is a fully functioning website that will allow your customer to place orders and make changes to their DIDs. We believe that this feature will allow you to focus more on growing your business and expanding your profits, rather than constantly changing caller ID names or ordering DIDs for your customer. The end user portal is fully functional with the Clients tab. We will be going over some brief setup with this feature, but the wiki article dedicated to the Clients tab is a recommended read before proceeding. If you aren't familiar with the Clients tab, click here.

Each created client will allow you to track the month-to-date usage and expenses of each client, complete with graphs and other easy to use tools that make managing your clients a breeze. Grouping the clients is very easy to do as well. You can group them by DID Groups, Endpoints, 911 Groups, or even a combination of the three. An end user portal will be available for each client you have created in the back office. The end user portal will allow your customer to perform many simple tasks, including:

Viewing the usage on DIDs Viewing and editing the services for individual DIDs (conference line, fax to email, etc.) Provisioning DIDs for E911 (both on-net and off-net) Ordering DIDs Viewing active and completed ports Viewing pending and completed orders.

The changes made by your customer are not instantaneous and will create orders that must be approved before they will take effect. Orders are requests made by your customer to make any changes to their account. All orders will create an email that will alert the Client Contact email when they are sent. The changes will only then take effect once you or an authorized person from your company approves them. This means you do not have to worry about your end user making unauthorized changes at will.
When viewing the Clients section of the Back Office, that four additional tabs have been added to support this feature. These tabs form together to provide you with the main management tools you will use for your end user portal. This article will cover every tab and the functions that you will be able to accomplish to get your end user portal up and running.

The tabs from the Clients section are:

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LOGINS TAB
The logins tab is where you will create user logins for your customer. Once these are created, you can use the links from your VI Back Office to impersonate that end user's portal. The 'Allow Order Requests' checkbox indicates whether you want to allow the specific end user to make changes on the services from the end user portal that will generate the request for your approval. Once a login has been created, the credentials and URL for the new end user account will be sent to the email addresses that you specified. As you begin familiarizing yourself with this feature, you may want to create your own test end user account so you will be familiar with the email your customers will receive.

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ORDER SETTINGS TAB
The Order settings tab is where you can fully customize what kind of DIDs your customers will have the ability to order. You can limit what DID tiers your customer will have access to, as well as what DID services can be edited. If you would like to turn off DID ordering or 911 Provisioning, there are radio buttons to do so on the left side of the page. DID Requirements give you the ability you to select what features your customers can purchase. You may also set auto-approvals for Call Forwarding, Failover Numbers, and 911 Provisioning for your customers.

Once an end user submits an order, it will show under your 'Pending Orders' tab. Approve or reject based on your own criteria.

ORDER HISTORY TAB
The order history tab displays all orders that have been previously approved or rejected. Click on the order number to see any further information on the order.

If you accidentally reject an order and want to approve it, click the 'Client Order History' tab and click the 'Undo Rejection' button on the appropriate order number

END USER APPLICATION SETTINGS
As stated prior, the end user portal is fully transparent, and we give you the ability to customize the end user portal with your own company logo and contact information. This can be accessed under End User Portal > Portal Settings. You can access this section from the End User Portal tab in the Back Office.