self-provisioning tool user guide · the 'smartgroup access' column, of the row that...

Self-Provisioning Tool

User Guide Document Version 1.01

THE INFORMATION CONTAINED WITHIN THIS DOCUMENT IS THE PROPERTY OF

PAGEONE COMMUNICATIONS LTD AND MAY NOT BE COPIED, USED OR DISCLOSED IN

WHOLE OR IN PART, EXCEPT WITH THE PRIOR WRITTEN PERMISSION OF PAGEONE

COMMUNICATIONS

Self Provisioning Tool - User Guide v1.01 2

Table of Contents

Amendment History ............................................................................................... 3

Overview: Self Provisioning Tool ............................................................................ 4

Accessing the Self Provisioning Tool ....................................................................... 4

'SMS Credits' Tab – SMS Management ................................................................... 5

Check your SMS Credit Balance ................................................................................................................... 6

Set a Low SMS Credit Email Alert ................................................................................................................ 6

Purchase SMS Credits ....................................................................................................................................... 7

Other Block Sizes ................................................................................................................................................ 8

View your SMS Purchase History ................................................................................................................ 9

'User Accounts Tab' – User Account Management ................................................ 10

Creating User Accounts ................................................................................................................................ 10

Duplicate Usernames ..................................................................................................................................... 11

Managing User Accounts .............................................................................................................................. 12

Assigning Alpha Tags & MSISDN .............................................................................................................. 13

'SmartGroups' Tab – SmartGroup Management ................................................... 15

Add new SmartGroups .................................................................................................................................. 15

Manage SmartGroups .................................................................................................................................... 15

Manage User Account Access to SmartGroups ................................................................................... 16

Customer Support ................................................................................................ 17


Amendment History

Version No. Date Amendment Details

1.0 June 2013 First complete version

1.01 July 2013 Images Updated


Overview: Self Provisioning Tool

The Self provisioning tool allows an administrator, when using the master

account, to make the following changes:

• Check your SMS Balance*

• Top-up your SMS Credits*

• View your SMS Credit Purchase History*

• Configure a 'low SMS credit' email alert*

• User account management

o View your used & also your remaining, unused user accounts

o Create, activate and suspend accounts

o Change account passwords

o Assign Alpha Tags & MSISDN numbers to accounts

• SmartGroup management

o View the number of used and unused SmartGroup numbers

o Create new SmartGroups

o Assign SmartGroups to user accounts

*Pre-Pay SMS Block users only. If you use SMS bundles you will not be able

to use the self-provisioning tool to manage these. Please call your sales

representative or PageOne Customer Support for more information on

changing your SMS bundle.

Accessing the Self Provisioning Tool

You must first log in to your account by visiting the PageOne website:

http://www.pageone.co.uk/login

The Self Provisioning tool is accessed via the Services menu on the left hand

side of your account click on the link titled 'User Management'.

For security reasons you will then be prompted to enter your password and

username. After successfully signing in, you will be presented with the self-

provisioning tool.


'SMS Credits' Tab – SMS Management

If you purchase SMS blocks for use with your account, rather than using an

included monthly bundle of SMS messages, then the SMS Credits tab will be

available to you, and will be the default screen that is presented to you when

the self-provisioning tool loads.

Fig. 1.1: SMS Credit Tab View


Check your SMS Credit Balance

Your remaining SMS Credits are displayed at the top of the SMS Credits

Window. See Fig.1

Set a Low SMS Credit Email Alert

In order to avoid inadvertently running out of SMS credits, it is possible to set

up a reminder for when your SMS Credit falls below a user-definable limit. If

you would like to receive a low SMS credit email alert, enter your desired

SMS limit along with your email address and click 'Enable Notification'.


Purchase SMS Credits

Fig.1.2 – Purchasing SMS Credits

To purchase additional SMS credits, select the appropriate size block of SMS

credits that you would like to purchase. When you have selected a block size,

the block's price will be displayed in the 'Top-up block price' field. The price

shown is based on the price of the SMS as agreed in your contract and you

will be invoiced for this amount once you have confirmed the purchase.


You may also wish to enter a billing reference for each SMS top-up. This is

solely for your reference.

An email address is also required for the confirmation email that will be sent to

you to confirm the SMS top-up.

Finally, press 'Order SMS Credits', then read and agree to the disclaimer to

purchase the SMS top up. Alternatively, you can click 'Cancel' to abort the

transaction. On pressing order you should see the confirmation dialogue,

informing you that your account will be billed accordingly and your SMS

credits will be updated (Fig.1.3).

Fig.1.3 – Purchasing SMS Credits

Other Block Sizes

If you wish to purchase a size of SMS block different to that available via the

self-provisioning tool, please contact your sales representative or our

customer support team.


View your SMS Purchase History

Fig.1.4 – SMS Purchase History

Click 'View SMS Credits Order History' to view your previous top-ups of SMS

blocks. Each block of SMS that you purchase is shown along with the

remaining credit balance and the order & expiry dates of the top-up. SMS top-

ups are valid for one year. Using SMS credits will always deplete credit from

the oldest block first.


'User Accounts Tab' – User Account Management

Fig.2.1 – User Account Management

The top of the User Accounts tab view displays the number of accounts you

are able to create as well as the number that have already been created.

If you would like to increase your User Account allowance, please contact

your sales representative or contact customer support.

Creating User Accounts

Click 'Add New User Account(s)' and you will be prompted to enter an account

Username and Password (Fig 2.2). Alternatively you can select the 'Multiple

Accounts' option (Fig 2.3), which allows you to enter a list of usernames. Each

username must be on a new line. Clicking 'Confirm' will create the account(s)

that have been entered.


Duplicate Usernames

If any of the usernames you have entered already exist, then the account

creation process will be aborted.

Fig.2.2 – Adding a single new account

Fig.2.3 – Adding multiple Accounts


Managing User Accounts

Each of the user accounts that you have created are displayed, along with the

accounts Username, Status, number of assigned Alpha Tags & MSISDNs and

the user ID. There is also a field for notes, which you may find useful for

recording information such as to whom (person / department) the account has

been created for, or assigned to.

To edit any of the account record information fields, including account status

(note: the User Id cannot be changed), simply click on the field to edit it (see

Fig.2.4). Enter the new information and click Save to apply the change.

Fig.2.4 – Editing account details

To change the password for an account, select the checkbox of the account

you wish to change and then press 'Change Password'. Type in the new

password when prompted and confirm your changes.


Fig.2.5 – Changing a Password for a selected Username

Assigning Alpha Tags & MSISDN

Each account record displays a button with the number of Assigned Alpha

Tags & MSISDNs that have been assigned to it. To edit these, click the button

and a pop up will appear to let you assign or remove the Alpha Tags and

MSISDN records that are available in your account (Fig.2.7).

Fig.2.6 – Viewing assigned Alpha Tags and MSISDNs


Fig.2.7 – Managing assigned Alpha Tag and MSISDN

To add an Alpha Tag or MSISDN, select one that is listed as 'Available' and

click 'Assign'. To remove, select one from the 'Assigned' list and click 'Un-

assign'.


'SmartGroups' Tab – SmartGroup Management

As well as giving you the control to create and manage SmartGroups, the

SmartGroups Tab provides information such as the number of SmartGroups

that you are entitled to create and the number of SmartGroups you have

created (Fig.3.1).

Fig 3.1 – SmartGroup Allowance Information

If you would like to increase your SmartGroup allowance, please contact your

sales representative or contact customer support.

Add new SmartGroups

To add new SmartGroups, select how many you would like to create from the

drop-down menu and then click 'Add SmartGroups' (Fig.3.2). The new

SmartGroups will be created and added to the SmartGroups table (as long as

you have enough free SmartGroups available).

Fig.3.2 – Creating New SmartGroups

Manage SmartGroups

The SmartGroups table displays all the SmartGroups in use, their names

(editable – just click to amend) and information about how many accounts

they are assigned to.

Fig.3.3 – Managing SmartGroup Information and Assignation


Manage User Account Access to SmartGroups

To change which accounts have access to a SmartGroup, click the button in

the 'SmartGroup Access' column, of the row that concerns the SmartGroup

number that you wish to amend (Fig3.3). The SmartGroup User Access

Management window will be displayed, which can be used to amend the user

accounts that have access to each SmartGroup (Fig3.4).

Fig.3.4 – SmartGroup User Assignations

To give a user access to a SmartGroup, select them from the 'Available

Users' column and click 'Assign'. To remove a users' access, select them from

the 'Assigned Users' column and click 'Un-assign' (Fig.3.4). Then, to apply

your changes, click 'Confirm'. Click 'Cancel' to abandon your changes.


Customer Support

If you would like any further assistance using the self-provisioning tool, please

contact PageOne Customer Support:

Web: www.pageone.co.uk/contact-us

Email: [email protected]

Phone: 0844 811 0070

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