Etisalat Business Online Portal Account Management User Manual

Etisalat Business Online Portal User Manual
Account Management

Version 1.0 | Last update: April 7, 2015

Contents
1. ACCOUNT MANAGEMENT ................................................................................................ 3
1.1. Business Function .............................................................................................................. 3
1.2. Navigation .......................................................................................................................... 4
1.2.1. Overview .................................................................................................................... 4
1.2.2. Account Overview ...................................................................................................... 5
1.2.3. Account Details .......................................................................................................... 9
1.2.3.1. Account details for prepaid ..................................................................................... 10
1.2.3.2. Account details for postpaid .................................................................................... 12
1.2.3.3. Account Details / Recurring payment Tab ............................................................... 14
1.2.3.4. Account Details /Bill Setting Tab ............................................................................. 16
1.2.3.5. Account Details /Bill Summary Tab ......................................................................... 17
1.2.3.6. Account Details /Usage Tab ..................................................................................... 17
1.2.3.7. Change account Group/subgroup and Custom fields .............................................. 19
1.2.3.8. Change Bill Settings ................................................................................................. 19
1.2.3.9. More …. link ............................................................................................................. 20
1.3. Custom Fields Management ............................................................................................ 20
1.4. Go paperless .................................................................................................................... 21
1.5. Manage shared account .................................................................................................. 22

| Copyright © Etisalat http://businessonline.etisalat.ae
(2 of 23)

1. Account Management
1.1. Business Function

Account Management module enables the Business user to view all Business accounts assigned to him.
It also enables the user to view accounts detail and perform certain actions on one or multiple accounts
such as make payments/change bill setting for postpaid accounts and recharge for prepaid accounts.

(3 of 23)

1.2. Navigation
1.2.1. Overview
When Etisalat Business Online is logged in, the user clicks on “Accounts Management” menu item, the
submenu items will appear enabling the user to view the Account overview, Custom Fields
Management, Go Paperless, and Manage shared account pages.
• Account Management
o Accounts Overview
o Custom Fields Management
o Go Paperless
o Manage shared account

(4 of 23)

1.2.2. Account Overview

The Account Overview page enables the Business user to view the business account list grouped
according to its service type Mobile & Devices, Land Line & Telephony, Home Services, Broadband &
Network, Business in a Box, Managed Services and Digital Services.

The user can select either find Accounts by Account group/subgroup OR by Account No. as follows:

(5 of 23)

• Case 1 Find By Account Group/Sub group: The user has to select the account group/subgroup from
Group Drop down list which will display the groups and sub groups based on the logged in
BUSINESS ONLINE user assignment on the groups and sub groups, also the user can select Service
type to be displayed if the user selects only one type the selected service type expanded/collapsed
tables will appear.

• Case 2 Find by Account number: The user has to enter the account number to only display it.
By default there are no displayed accounts, only the search criteria fields will appear as shown in the
account overview page “Case 1". When selecting the search criteria and clicking on Search button the page
will display the accounts in the groups based on the selected search criteria “Case2”.
Prepaid/Postpaid option Common actions
Prepaid
- Recharge “ ”
Other(Postpaid)
- Pay Billed Amount “ ”
- Change Bill Settings “ ”
The user can Export all the accounts based on logged in Business user who was assigned on the account
groups & sub groups, where accounts associated with this logged in Business user ID will be exported only.
Also the user can perform actions on the displayed accounts resulted from the search as follows:
a. Recharge one of the displayed prepaid accounts.

b. Pay Bills for one of the displayed postpaid accounts.
c. Change Billing settings for one of the postpaid accounts.
d. Download all accounts which the user has permitted to it.
e. Export all the search result accounts into CSV file with the following fields (Service Account No.,
Backend ID, Account Group, Account Subgroup, Custom Field 1, Custom Field 2, Amount Due,
Balance, Status).
Case 1:

(6 of 23)

Case 2:

(7 of 23)

(8 of 23)

1.2.3. Account Details

The Account Details page appears when the customer clicks on service account number link from the
account overview page. The account details page will enable the user to view more details about the
selected account (in case the logged in user has permission to view this account details). The account
details of postpaid will be different than the account details of the prepaid as shown in sections (Account
Details for Postpaid Account) & (Account Details for Prepaid Account) also the related actions and multi-‐
tab will be different from postpaid than prepaid as describe in the following table:
Prepaid Account Postpaid Account
Related Actions
Pay Billed Account No Yes
Recharge Yes No
Setup/Edit/Disable AutoPay Yes Yes
Change bill Setting No Yes
More…… Yes Yes
Available tabs in Multi-‐tab
Recurring Payment Yes (Default tab) Yes(Default tab)
Usage Yes Yes
Bill Summary No Yes
Billing Setting No Yes
As described in the above table the account details page will contain multi-‐tabs which provide more
information and settings for displayed account.

(9 of 23)

1.2.3.1. Account details for prepaid

Account detail for prepaid accounts enables the Business user to view more information for Business
prepaid account, and perform actions related to this account based on the logged in Business user
permission on the account. The Tabs for Business Prepaid Account will be Recurring Payment And Usage.
The available action for the prepaid account is “Recharge" at which the user can recharge the account
balance.
The recharge action will be available for Business user who has permission to recharge this account.
For Recurring Recharge (AutoPay) the action link will be shown in different cases as follows:
§ When there is no CC defined in the payment configuration the link will be named as
“Setup AutoPay”, at which will redirect the user to the Recurring Recharge (AutoPay)-‐
prepaid page when select it.
§ When there are CC defined, and the account not registered for AutoPay, there will be
two links named “Setup AutoPay” which will direct the user to Recurring Recharge
(AutoPay)-‐prepaid page.

§ When there are CC defined, and the account registered for AutoPay, there will be two
links named “Edit AutoPay Setting” & “Disable” which will redirect the user to add/ Edit
AutoPay for Prepaid account page.

This link will appear if the logged in user has Administration role.

(10 of 23)

(11 of 23)

1.2.3.2. Account details for postpaid

Account Details for postpaid accounts enables the Business user to view more information for
Business postpaid account, and perform actions related to this account based on the logged in
Business user permission on the account. The Default Tab for Business Postpaid Account will
be Recurring payment (Auto-‐ pay)
The business user can pay for account bill ("Pay Billed amount") or navigate through account
tabs from this screen.
And for Recurring payment (Auto-‐ pay) the action link will be shown in different cases as
follows:
§ When there is no CC defined in the Recurring payment (Auto-‐ pay) the link will be
named as “Setup AutoPay”, at which will redirect the user to the Recurring payment
(Auto-‐ pay) page when select it.
§ When there are CC defined, and the account not registered for AutoPay, there will be
two links named “Setup AutoPay” which will redirect the user to Recurring payment
(Auto-‐ pay) page.

§ When there are CC defined, and the account registered for AutoPay, there will be
two links named “Edit AutoPay Setting” & “Disable” which will redirect the user to
add/ Edit Recurring payment (Auto-‐ pay) page.
Link appears only if the logged in user has

administration role.

(12 of 23)

(13 of 23)

1.2.3.3. Account Details / Recurring payment Tab

The payment configuration Tab for postpaid/ prepaid account will enable the Business user who is assigned
to this account to view, the account auto pay subscription information. There are two cases for
subscriptions (i.e. AutoPay) either enabled (configured) or disabled, and change subscriptions using “Setup
AutoPay” action. The “Setup AutoPay” action will redirect the user to Recurring payment (Auto-‐ pay) page
for postpaid accounts and to Recurring recharge (Auto-‐ pay)-‐prepaid page for prepaid account (as
described in the Bills and Payment Module) to enable, disable, or change configuration of AutoPay.
In case the subscription is disabled the user will see it as disabled, while if enabled the user will be able to
view subscription information as read only.
Case 1: The account AutoPay subscription is enabled for postpaid account

Case 2: The account AutoPay subscription is enabled for prepaid account

Case 3: The account AutoPay subscription is disabled

(14 of 23)

(15 of 23)

1.2.3.4. Account Details /Bill Setting Tab

The Billing setting Tab for postpaid account will enable the Business user who is assigned to this
account to view the billing settings configuration for the selected account.
The user will be able to receive paper bill by post it to the updated Bill Address. If the user will not
receive the paper bill, s/he can to receive automatic email of the electronic bill to each service account
and download her/his bills anytime and up to 6 months from the online portal.

(16 of 23)

1.2.3.5. Account Details /Bill Summary Tab

The Bill Summary Tab for postpaid accounts enables the Business user who is assigned to this account to
view the account bill summary for current or previous months (No. of previous bill controlled by system
level configuration default = last 6 months bills) Also the user can print details of each bill in PDF format
using “Download as PDF” action if the logged in BUSINESS ONLINE user has “Bill Details” Permission”.

1.2.3.6. Account Details /Usage Tab

Usage tab allows the user to see his usage details for the selected account current month.
It will display the details for the current month. This tab will appear for accounts that have
service account with type: Land Line & Telephony, Mobile & Devices, Broadband &
Network, and Business in a Box. This tab will display one record of data usage per plan.

(17 of 23)

(18 of 23)

1.2.3.7. Change account Group/subgroup and Custom fields
At Account Details page, the user will be able to update account group, custom field 1 and custom field 2 at
“Your account Details” section.

1.2.3.8. Change Bill Settings

The Change of billing settings page appears based on the logged in Business user permissions
(Admin User role).

(19 of 23)

When Business user clicks on ”Change Bill Setting”, on taken action menu at Account Details
page.
The user will be able to receive paper bill by post it to the updated Bill Address. If the user
will not receive the paper bill, s/he can to receive automatic email of the electronic bill to
each service account and download her/his bills anytime and up to 6 months from the online
portal.

1.2.3.9. More …. link

The “More….” Link in on taken action menu at Account Details page will direct the permitted user to
service request main screen.
1.3. Custom Fields Management

The user who have “Administrator” role only will be allowed to access “Custom Fields
Management” sub menu from “Accounts Management “main menu to search for account (for

(20 of 23)

account permitted to this user) and add multiple account (up to 50 accounts) and display previous
custom fields value for each account. Then the user can edit these fields and submit to save
changes in portal repository.
The user can select either find Accounts by Account group/subgroup OR by Account No. as follows:
• Case 1 Find By Account Group/Sub group: The user has to select the account group/subgroup from
Group Drop down list which will display the groups and sub groups based on the logged in
BUSINESS ONLINE user assignment on the groups and sub groups.
• Case 2 Find by Account number: The user has to enter the account number to only display it.

1.4. Go paperless

The “Go paperless” page that opened from Go Paperless sub menu at Account Management main menu,
the user will be to search his/her permitted accounts and select multiple of accounts (preconfigured
number of accounts) to apply bill settings on them either “Paper Bill” or “Paperless with Email” where the

(21 of 23)

mail on case “Paperless with Email” will retrieved automatically then validating and updating the data. In
case of Paper Bill the user will receive the bill over mail post to the address in his/her data.
The user can select either find Accounts by Account group/subgroup OR by Account No.
The user will be able to remove the account from account list by click on remove icon image for not apply
the setting on removed account.

1.5. Manage shared account

The user with administrator role will be able to access “Mange Shared account” by clicking on Mange
Shared account sub menu from account Management main menu. The page will list all available packaged
account linked to Business party IDs (display Business account packages which in the portal configuration
only).
When the user click on “Manage Shared account” and there is no shared package under Business party ID,
the system will display the following message “There is no shared package available”.

(22 of 23)

The List of packaged account linked to Business party IDs will be displayed then action drop down list that
contains:

>> Manage account limit and Out Of Bundle (OOB) (Specific for Prime package).
The user will be directed to Account Limit & OOB management page where all linked account to selected
package are displayed with its related OOB configuration and all limits related to each account.

>> Account Prime (for prime package only).
After verifying the upgrade usage limits and downgrade usage limits:
^ The system will update the account usage limit on charging system immediately if the Usage limit is
upgraded the usage limit.
^ The system will accept the request for downgrading the Usage limit (limit type/per account) and the
changes will come into effect from the beginning of next month (which will be executed by scheduler).

(23 of 23)

Etisalat Business Online Portal Account Management User Manual

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Etisalat Business Online Portal Account Management User Manual

Uploaded by

Copyright:

Available Formats

Version 1.0 | Last update: April 7, 2015

1.1. Business Function

1.2.2. Account Overview

Prepaid/Postpaid option Common actions

- Change Bill Settings “ ”

a. Recharge one of the displayed prepaid accounts.

1.2.3. Account Details

Prepaid Account Postpaid Account

Pay Billed Account No Yes

Setup/Edit/Disable AutoPay Yes Yes

Change bill Setting No Yes

More…… Yes Yes

Available tabs in Multi-­‐tab

Recurring Payment Yes (Default tab) Yes(Default tab)

Usage Yes Yes

Bill Summary No Yes

Billing Setting No Yes

1.2.3.1. Account details for prepaid

1.2.3.2. Account details for postpaid

Link appears only if the logged in user has

1.2.3.3. Account Details / Recurring payment Tab

1.2.3.4. Account Details /Bill Setting Tab

1.2.3.5. Account Details /Bill Summary Tab

1.2.3.6. Account Details /Usage Tab

1.2.3.8. Change Bill Settings

1.2.3.9. More …. link

1.3. Custom Fields Management

You might also like

Available tabs in Multi-‐tab