Etisalat Business Online Portal Adminstration User Manual 1.0

Etisalat Business Online Portal User Manual
Administration

Version 1.0 | Last update: April 7, 2015

Contents
1. ADMINISTRATION ............................................................................................................ 3
1.1. Business Function .............................................................................................................. 3
1.2. Navigation .......................................................................................................................... 4
1.2.1. Overview .................................................................................................................... 4
1.2.2. User Management ..................................................................................................... 4
1.2.3. B2B Portal User Management List – View Details ...................................................... 6
1.2.5. B2B Portal User Management List – Activate User .................................................. 10
1.2.6. B2B Portal User Management List – Deactivate User .............................................. 11
1.2.7. B2B Portal User Management List – Reset Password .............................................. 12
1.2.8. B2B Portal User Management List – Unlock User .................................................... 13
1.2.9. B2B Portal User Management List – Delete User ..................................................... 14
1.2.10. Add Bulk B2B Portal Users ....................................................................................... 15
1.2.11. Add B2B Portal User ................................................................................................. 16
1.2.12. Predefined Workflow Management List .................................................................. 17
1.2.13. Setup B2B Predefined Workflow ............................................................................. 19
1.2.14. Account Groups Management ................................................................................. 22
1.2.15. Account Groups Management – Manage Accounts ................................................ 23
1.2.16. Account Groups Management – Manage Accounts – Move Accounts .................... 24
1.2.17. Account Groups Management – Manage Accounts – Assign new Account ............. 25
1.2.18. Account Groups Management -‐ Edit Account Group ............................................... 27
1.2.19. Account Groups Management-‐Create Account Group ............................................ 28
1.2.20. Account Groups Management-‐Delete Account Group ............................................ 29
1.2.21. Custom Field Definition ............................................................................................ 30
1.2.22. Authorized Credit card ............................................................................................. 31

| Copyright © Etisalat http://businessonline.etisalat.ae
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1. Administration
1.1. Business Function

Business admin can manage the corporate users, workflows, and account groups by clicking the
“Administration” main menu item, and then select the user management sub-‐menu to add, edit,
delete user, and manage user status. User can select the workflow management to add users to
predefined workflows.
Also the user can selects account groups m to assign accounts to users, move account between groups
and manage account groups, or select Custom field definition, or Authorized Credit card.

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1.2. Navigation
1.2.1. Overview

When Etisalat business portal admin is logged in, click on “Administration” menu item, the submenu items
will appear enabling the user to administer his business.
1.2.2. User Management

Business admin can manage the list of own business portal users with applying actions on each user and
adding new users. Admin user clicks the “Administration” main menu item, then “User Management” sub-‐
menu item to find a list of business online portal users with actions drop down list and two buttons to add
a new user or add bulk users .
Users’ details will be shown to the user, with pagination feature if number of accounts is more than 20 in a
page.
The logged in user will be shown in the list but he/she cannot perform some actions on his /her profile as:
§ Activate/Deactivate
§ Delete
§ Reset Password

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1.2.3. B2B Portal User Management List – View Details

Corporate admin can manage B2B portal users with applying actions on each user by selecting an
action from the drop down list. “View Details” action shows a page of user profile as read only.

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1.2.4. Business Online Portal User Management List – Edit

User

Business admin can manage Business Online portal users with applying actions on each user
by selecting an action from the drop down list. “Edit” action shows a page of user profile in
edit mode.
Bill details privilege when enabled from the admin portal will enable the user to download PDF
statement.
The system prevents removing the following roles from the user if assigned to the corresponding
workflow as shown below:
Prevent remove this role If user assigned to Workflow

Payment Management Payment workflow
Order Management Service Order workflow

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1.2.4.1. Business Online Portal User Management List – Edit

User -‐ Assign Account Groups
Business admin can assign/de-‐assign account groups for Business Online portal users while
editing the user by clicking the “Assign Accounts” button to find a list with checkboxes
holding all possible account groups. User can select and add to the list and then save the
updates.

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1.2.5. Business Online Portal User Management List – Activate

User

Business admin can manage Business Online portal users with applying actions on each user by
selecting an action from the drop down list. “Activate” action (for Inactive users only) shows a pop
up page to activate user profile.

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1.2.6. Business Online Portal User Management List –

Deactivate User

Business admin can manage Business Online portal users with applying actions on each user by selecting an
action from the drop down list. “Deactivate” action (for active users) shows a pop up page to deactivate
the user profile.
The system would allow the deactivation of the Business Online Portal users in the following cases:
§ If the user is not the only user assigned to the corporate workflow at any level (from
level 1 to level 5).
§ If there is no payment/Order submitted by this user and still pending.

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1.2.7. Business Online Portal User Management List – Reset

Password

Business admin can manage Business online portal users with applying actions on each user by
selecting an action from the drop down list. “Reset Password” action shows a pop up page to allow
admin to reset password of user account. User clicks the “Reset Password” button to find reset the
user password and user will change password when first login to account after password reset.
Password will be sent by mail (user’s e-‐mail).

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1.2.8. Business Online Portal User Management List – Unlock

User

Business admin can manage Business Online portal users with applying actions on each user by
selecting an action from the drop down list. “Unlock” action is used only when user is locked
automatically by 5 failed login trials(defined at admin side security settings) .The action selection
shows a pop up page to allow admin to unlock the locked user.

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1.2.9. Business Online Portal User Management List – Delete

User

Business admin can remove Business Online portal users by selecting an action from the drop
down list. “Delete” action is used to delete the user from the Business Online portal system. The
action selection shows a pop up page to allow admin to delete user (soft delete. Deleted user will
not appear in the User Management List and will not be recovered).
The system will allow delete the Business Online Portal User who is not assigned to any workflow.

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1.2.10. Add Bulk Business Online Portal Users

Business admin has the access to create a bulk of Business Online portal users. Admin user clicks
the “User Management” main menu item to find a list of Business Online portal users and click
“Add Bulk Users” button.
The created users will have same role and same privileges, and once created the system will send
the generated password to each created Business Online portal user’s email.
This page only has fixed 20 users to be entered as a bulk. Validation of required fields will be done
only on the entered user ID record only for the whole user section.

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1.2.11. Add Business Online Portal User

Business admin has the access to create new Business Online portal users with certain roles and
privileges. Admin user clicks the “User Management” main menu item to find a list of Business
Online portal users and a button to add new user.
Admin user can enter required data, give user ID, and assign the new user role, accounts and
privileges while adding the user. The created users will have the granted role and privileges, and
once created the system will send the generated password to each created Business Online portal
user’s email.
Any user having administrator role either while adding the user or editing the will have the
following:
o The user will be able to view all business accounts listed under regardless the account group
assigning.
o The user will be assigned to 1st level of workflow(s) by default as the Payment management
and order management roles will be assigned to him by default.
o Bill Details will be enabled by default to this user.

User Roles:
Role Privileges
Payment Management
- Bills & payment module (Can view
summary bills, upload & download bills,
view payment history & payment details ,
initiate , approve payment transactions
based on his authority in his organization
service workflow …)
Order Management
- Shop & Buy (Navigating Catalog, buying
process, wish list, shopping cart,
comparisons, product details…)
- Order management module & Service
Order (submit, approve, track, update …)
Complaint Management - Support module: submit troubles, view

& track troubles reported through B2B
system by corporate users.
Administration
- Can access Administration menu
- Can view all corporate accounts data at
the account overview page as read only
although these accounts are not assigned
to him, and can change Bill Settings for all
corporate accounts.

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- can assign accounts, group of accounts,
and manage users and workflows.
- Can define / edit the Credit Card used for
auto payments, and define, edit remove the
auto payment instructions at the payment
configuration pages.
- Can approve / reject payment / order

requests pending on corporate users’
approval on behalf of this corporate user.
- Can initiate orders / payments.
1.2.12. Predefined Workflow Management List

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Business admin can view workflow types to manage them by assigning users to the required
level. Admin user clicks the “Administration” main menu item, then “Workflow Management”
sub-‐menu item to find a list of Business Online workflows.

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1.2.13. Setup Business Online Predefined Workflow

Business admin can assign users with certain roles to predefined workflows according to workflow type
and user role. Admin user clicks the “Setup” image icon to find the Business Online portal workflow type
levels with “Manage Users” linked label. This linked label when clicked, it opens a pop up check list of
authorized user IDs of users who have the roles that match their assignment in the targeted workflow and
their status may be active or inactive but the system will prevent assigning inactive users to the workflow
by disabling the Select checkbox and will enable this checkbox only in case the user is already assigned to
the workflow level and is deactivated then corporate admin can de select him.
The user roles that are eligible to be assigned to the workflow based on the workflow type are:
Role Workflow
Payment Management Payment workflow
Order Management Service Order workflow

The Business admin can define the workflow with only one level (initiator) and in this case the portal
system will treat the initiator as final approval as for Payment Workflow the initiator can define the
payment methods and submit the payment.
If the Business admin decided to edit the defined workflow by adding or removing users from the workflow
levels, the system will do the following:
§ In case the business admin decided to remove either all the users, or the only remained
user at this level which were assigned previously to an intermediate level, the system will
check if the higher level still contains users, then the system will prevent the corporate
admin from leaving this level empty. For example if the user un select all the users at
level 2 , and there are users assigned at the higher levels (level 3, ...) then system will
display the appropriate error message.
§ In case the business admin decided to remove either all the users, or the only remained
user at this level(highest level) which were assigned previously to highest level, the
system will check if there are any workflows pending on this level and if there are
pending workflow actions then the system will prevent the removal.
§ In case the business admin decided to remove corporate user assigned previously at
level one (initiator) , and there are pending payment / order requests submitted by him,
then the system will prevent the removal.
§ In case the business admin decided to add new user(s) to a level, and there are requests
pending on this level, then the (se) request(s) will be assigned to this newly added user
and will appear at his home page at the pending approval requests links.
§ The business admin can remove corporate users assigned previously to any workflow
level whose statuses are inactive, but cannot add these inactive users to any workflow
level.
Case 1: Payment Workflow

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§ When the user click on “Manage User”, the “Assign Users” popup page will appear
enabling the user to select / deselect the users assigned to the correspondent level, and
the displayed users are the users having “Payment Management” role.

Case 2: Service Workflow

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§ When the user click on “Manage User” , the “Assign Users” popup page will appear
enabling the user to select / deselect the users assigned to the correspondent level, and
the displayed users are the users having “Payment Management” role.

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1.2.14. Account Groups Management

The Account Groups Management page enables user to view, manage the corporate account
groups.

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1.2.15. Account Groups Management – Manage Accounts

User clicks the Manage Accounts image icon ” ” to open the Accounts Management
page which enables the user to view all accounts of this specific group and move these
accounts to a new group, or assign new account to group.
The customer will be able to select either all accounts (by checking the checkbox in the
list header) or some accounts (by checking each account checkbox) and move these
accounts to a new group or go to the Accounts Assignment page to assign new accounts
to this group.
This page opens when user clicks “Manage Accounts” for assigned accounts in this group
in the Account Management page.

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1.2.16. Account Groups Management – Manage Accounts –

Move Accounts

The Move Accounts popup page enables user to move the selected accounts from the
Account Groups Management page to a new group. This popup is opened when the user click
on “Move to Group” button at Manage Accounts page.

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1.2.17. Account Groups Management – Manage Accounts –

Assign new Account
The Accounts Assignment page will be opened by the users by three different ways:
§ Case 1: When the admin user clicks on “Accounts Assignment” sub menu at
the “Account Groups” sub menu.
§ Case 2: When the admin user clicks on “Click here” link at the Account groups
management page which will appear as a disclaimer for the user that there are
ungrouped corporate accounts.
§ Case 3: When the admin user clicks on “Assign New Accounts” button at
Account Management page for a specific account group.
The Accounts Assignment page enables user to search for any of the accounts that are
linked to the corporate and being assigned to the default group (which contain the
ungrouped accounts) and then assign these accounts to a specific group.
User clicks the “Assign New Account” button from “Account Management” page, the page
provides drop down lists that allow user to find specific accounts based on the following:
Account Type (Postpaid or Prepaid) and Backend ID.
By default, all the accounts displayed as shown in the Accounts Assignment page are
already assigned to a default group. User can use the filters to select certain accounts to
assign to any created group.
User can select the target group (it will be already selected by default for the current
group) and click Assign Accounts to assign the selected accounts to the selected group.
“Assign Accounts to Group” page will have pagination as for 20 Accounts per page.

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1.2.18. Account Groups Management -‐ Edit Account Group

The Edit Account Group popup page enables user to change the name of the group. This pop-‐
up opens when the user clicks on “ ” for any group at the Account Groups Management
page. All accounts are accounts.

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1.2.19. Account Groups Management-‐Create Account Group

The “Create Account Group” pop-‐up page will appear when the user click on “Add Account
Group” button at the Account Group Management Page, enabling the user to add a new
group of accounts. The created account group will be associated with group ID which unique
No. per corporate generated by the system.

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1.2.20. Account Groups Management-‐Delete Account Group

The Delete Account Group pop-‐up page will appear when the user click on delete icon” ”
at the Account Management page, enabling the user to delete a group of accounts. Group to
be deleted should be totally empty; thus the user should move all the accounts under this
group to other group.

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1.2.21. Custom Field Definition

Custom Fields are fields to be named and used by the corporate admin user to allow defining
and using some required or needed fields to be viewed by these specific corporate users in
some screens. Custom fields’ definition is a facility granted to corporate user to add 2 new
fields on some certain screens allowing the use of these fields.

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1.2.22. Authorized Credit card

The corporate admin user can view the corporate used credit cards if enabled by clicking
“Authorized Credit Cards” menu item, which will direct the user to the list of the credit cards
used by the corporate.

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Version 1.0 | Last update: April 7, 2015

1.1. Business Function

1.2.2. User Management

1.2.3. B2B Portal User Management List – View Details

1.2.4. Business Online Portal User Management List – Edit

Prevent remove this role If user assigned to Workflow

1.2.4.1. Business Online Portal User Management List – Edit

1.2.5. Business Online Portal User Management List – Activate

1.2.6. Business Online Portal User Management List –

1.2.7. Business Online Portal User Management List – Reset

1.2.8. Business Online Portal User Management List – Unlock

1.2.9. Business Online Portal User Management List – Delete

1.2.10. Add Bulk Business Online Portal Users

1.2.11. Add Business Online Portal User

Complaint Management - Support module: submit troubles, view

- Can approve / reject payment / order

1.2.12. Predefined Workflow Management List

1.2.13. Setup Business Online Predefined Workflow

Case 1: Payment Workflow

Case 2: Service Workflow

1.2.14. Account Groups Management

1.2.15. Account Groups Management – Manage Accounts

1.2.16. Account Groups Management – Manage Accounts –

1.2.17. Account Groups Management – Manage Accounts –

1.2.18. Account Groups Management -­‐ Edit Account Group

1.2.19. Account Groups Management-­‐Create Account Group

1.2.20. Account Groups Management-­‐Delete Account Group

1.2.21. Custom Field Definition

1.2.22. Authorized Credit card

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1.2.18. Account Groups Management -‐ Edit Account Group

1.2.19. Account Groups Management-‐Create Account Group

1.2.20. Account Groups Management-‐Delete Account Group