common questions - ecsi client...
TRANSCRIPT
Electronic Processes
Common Questions
Contacting ECSI
User Login
Resetting Passwords
System Lockouts
Goals for today’s training
Purpose of the Security forms
Completion of the forms
FTP Process
Goals for today’s training
How do I contact ECSI?
Why is this important?
Ensures your call will be routed
to the correct Department at ECSI
Ensures a timely response
ECSI Contacts
Client Support
1 800 437 6931 option 1
Operations
1 800 437 6931 option 2
What happens when I call Client Support?
• Client Support is a team of experienced former Operators and Customer Service Representatives
• Call Client Support with Borrower and SAL questions as well as escalated issues.
• If Client Support cannot help you right away, they will log an issue in our Help Desk and follow it until the issue is resolved or the question answered
• If all Client Support Team Members are busy, the call will be forwarded to the Operations Department
When should I call Operations?
• Our Operations Department can help you with:
• Password and login issues
• Installation of SALNet
• Installation and trouble shooting of Secure FTP
• Special Reports and Reports questions
How many logins should I have
and why?
Logins:
Terminal Server
SAL-Net
WebX
Logging into SAL-Net:
SAL Net has 2 steps to login:
• Terminal Server Login • Click on the SALNet Icon on your
desktop
• Enter
• Login ID – will usually be school code – user initials acxx-zz
• Password – received in an email
Terminal Server Login
SAL Net Login
• SALNet Login • User name (your name)
• User ID (your initials)
• Password (emailed to you)
SAL Net Login
Change your Password
When you are logged into SAL:
• Access Security to update Password • Click on Utility
• Click on Security
• Click on Change my Password
Change your Password
Change your Password
Note:
Update your eMail and Signature
so that they can be used with the
Mail merge documents in the
Document Writer
The Client Section of the WebSite
Client Web Site Login
Logging into WebX:
Login to WebX • You can go to the WebX link on your
desktop or to our home page
www.ecsi.net
• Enter
• Client ID: acxx (xx = school code)
• Login ID: acxx-in (xx= school code, in = your initials)
• Password: received in an email
Update Your Password
Client Additional Login
Client Additional Login
You will need your
“FTP” Password
Client Additional Login
HELP!!!!!
Be Specific
Operations Needs to know your problem!
Are you locked out because you couldn’t type (Ops will unlock you)
Are you locked out because you forgot your password (Ops will reset your password)
Terminal Server
Forgot your Password?
• Call Ops 1 800 437 6931 Option 1
• Temporary Password will be emailed to you
• Email Ops [email protected]
• Temporary Password will be emailed to you
Terminal Server
Locked Out?
• Call Ops at 1 800 437 6931 option 2 • Ops will unlock your account
• Reset password if necessary
• Email [email protected] • Ops will unlock your account
• Reset password if necessary
SAL Net
Forgot your Password?
• Call Ops at 1800 437 6931 option 1 • They will reset your password
• Email Ops at [email protected] • They will reset your password
SAL Net
Locked Out of SAL?
• 7 unsuccessful attempts will lock out the entire school!!!
• Call Ops to have school unlocked for everyone
• If you need your password, ask!
WebX
Can’t get locked out of WebX
Forget your Password?
• Use the email my password option on the login screen
• Call Ops – 1 800 437 6931 option 1
• Email Ops – [email protected]
What is the purpose of the
Security Forms
Security Forms
The purpose of the security forms is to give a new employee access or to set up a new user for SAL Net or WebX
Security Forms
Security Forms
SAL Security Forms
A User can be
Granted:
Full
View Only
Custom
Same as another
User
SAL Security Forms
SAL Security Forms
SAL Security Forms
SAL Security Forms
SAL Security Forms
After you Save the Form,
you will receive a receipt
and a confirmation
Email. Keep these for your
records.
WEB X Security Form
WEB X Security Form
WEB X Security Form
WEB X Security Form
WEB X Security Form
What is FTP and what does it
mean to me?
sFTP
• File Transfer Protocol
• To securely transfer files from School to ECSI
• To securely transfer files from ECSI to School
• We will go into more detail on following trainings
Additional Training
Please join us for the rest of the week for additional information!
