Guide to Cyta UK. My Account

Transcription

1 Guide to Cyta UK My Account Address: 8-10 Ashfield Parade, London, N14 5AB. Phone:

2 Contents Log in 2 Welcome 4 My Bill 5 My Alerts 13 Bill History 15 My Details 17 1

3 Log in Your Cyta UK My Account Step 1 To log on to the Cyta UK My Account portal you must have your username and password. This will have been sent to you on or letter when you registered for My Account. If you cannot locate this information please info@cytauk.com with your customer account details. Please note: your password is case sensitive Step 2 Each month you will be sent an notification letting you know your latest invoice is ready to view. The contains a link to the log on screen or alternatively you can copy and paste the link shown here into your browser. Forgotten your password? If you have forgotten your password please follow the instructions below: 1. Click on forgotten password link on the log in page 2. Input your Username & Validated Address (see step 3-6 for validation process) 3. An is sent to your validated Address containing a unique link 4. Click on the link and you will be directed to the Reset Password page 5. Input your Username & New Password 6. Your password will then be changed 7. You can now log in with your Username & New Password 2

4 Step 3 The first time you log on to the Cyta UK My Account portal you will be prompted to verify your address, this is for security reasons and you will not be asked to do this again. You will be directed to the screen below, where you will be asked to input your address, then re-confirm it and press the Validate Address button. Step 4 Once you ve pressed the Validate Address button, the following screen will appear to confirm an has been sent to your specified address. Step 5 When your arrives, click on the link in the , this will take you directly back to the Cyta UK My Account portal, where you can complete the last stage of the validation process. 3

5 Step 6 The screen below will appear to confirm the validation process is complete. You will now be free to use the Cyta UK My Account portal. Welcome Your Cyta UK My Account From the welcome page you will be able to access all areas of the My Account portal. You will find a direct link to your latest bill, bill history and a host of other features. The tabs along the top of the page will take you to each function of the portal, all of which will be explained in this guide. 4

6 My Bill The My Bill section displays a summary of billed calls and services together with a current unbilled call total. Unbilled call details are loaded throughout the month to give an indication of current call spend when an invoice is created, unbilled calls are replaced by billed calls and services. To view call recurring or individual service details click on the underlined totals. The billing period that is shown can be amended on the drop down menu at the top right of the page next to the word show. This can be changed to show results from either the last 3, 6 or 12 months. If you would like the information which appears on this graph, on a CSV (Excel format) file, then please click on Export to CSV labelled at the bottom right of the graph. Call Total: This is the total volume of calls, in pounds, passed up to the date labelled on the bottom axis of the Graph. Recurring Services: This is the total service charges incurred within this month, in pounds. Recurring Charges are services which are billed on a regular basis (monthly, quarterly or annually). These charges tend to be for: Line Rental, Broadband Charges, Maintenance Charges etc. For confirmation of what the charge is for, please see the Service Summary section of your invoice. One-off Charges: These are services which are not billed on a regular basis. These can be things such as: Installation costs, Engineer Call-out Charges, Broadband Over-Usage/Connection charges etc. Breakdowns of these charges can be seen on the Service Summary section of your invoice. 5

7 Service Summary This section can either be accessed from the My Bill home page, by clicking through on a services total or by selecting the Services item in the left hand menu. Show: This section can be changed to display: Recurring & One-off Charges, Only Recurring charges and Only Oneoff charges. For period: This section can be changed to show: Last 12 months, Last 6 months, Last 3 months and also specific months by amending the period section to Month Ending and changing the date to the month that you require. If the information on screen is required in CSV (Excel) format, this can be done by clicking the Export to CSV option at the top right of the page. Advanced search: If a more advanced search is required, please select the option at the top right of the page labelled: Search. 6

8 Service Search This section allows you to breakdown the service charges further for more accurate and specific information. The search can be amended to breakdown via: Sub Account: If you have sub-accounts allocated to your main account number this section will allow you to search through specific sub accounts, rather than locating the service charges through the main account number. CLI: CLI is an abbreviation for; Caller Line Identity (this is your telephone number). This section will allow you to search for service charges which have been incurred against specific telephone numbers. Wildcard (%) searches are allowed e.g. 0161% will find all service charges for 0161 numbers. Date from, Date to, or All Dates: This section allows you to specify your search between dates which you require information on. Alternatively you can select the All Dates option and this will search for any service charges incurred on your Daisy invoice. Unit Cost: This drop-down menu gives you the choice to amend the unit costs that you are searching for. Once you have entered a figure, you have the option to search for charges: Greater than, Equal to or Less than. 7

9 Total Cost: This drop-down menu gives you the choice to amend the total costs that you are searching for. Once you have entered a figure, you have the option to search for charges: Greater than, Equal to or Less than. Total costs are the over-all charge incurred for the service, instead of the charge per unit e.g. Line rental being charged at but have a total of 2 lines, the Total cost would be and the Unit cost would be Service Type: From this section you will be able to specify the type of service which you are searching for. E.g. Select Service, Line Rentals, Connection charges, Events. Service Description: From this section you will be able to specify the service description you are searching for. Wildcard (%) searches are allowed e.g. %ISDN% will find all service charges where the description contains the text ISDN. Clicking the Search button returns all service charges matching the search criteria. Once you have created a search you can save and store it on the portal for future reference. The screen above shows example search results. To save your search you simply need to click Save Search, which you can find in the top right of the screen, you can also check the parameters set in your search by clicking on View Search Parameters. See Saved Searches later in this section for more details. 8

10 Call Summary This section can either be accessed from the Bill Summary home page, by clicking through on the calls total or by selecting the call item in the left hand menu. Call Summary allows you to view call charges which have been incurred on your account. Show: This section can be changed to display: Billed & Unbilled calls, Unbilled calls only, or Billed calls only. For period: This section can be changed to show the last 3 months and also specific months by amending the period section to Month Ending and changing the date to the month that you require. If the information on screen is required in CSV (Excel) format, this can be done by clicking the Export to CSV option at the top right of the page. Advanced search: If a more advanced search is required, please select the option at the top right of the page labelled: Search To view all calls made on a particular date, simply click on the Date of your choice, this will open the call details section showing calls made on that date. 9

11 Call Details This section allows you to view call details for a particular date and is accessed via the Call Summary section. You can see clearly what time a phone call was made, where it was made from, who to, how long it lasted, what kind of call it was (mobile, local, national etc) and what that call cost. If the information on screen is required in CSV (Excel) format, this can be done by clicking the Export to CSV option at the top right of the page. 10

12 Call Search Within the Bill Summary function you can perform a detailed search. Perhaps you are looking for calls between certain dates, or maybe you want to find calls made to or from a particular number. The Search Call Data function allows you to do just that, you set the parameters and Cyta UK My Account will display the results The table below defines each search field, so you can get the most out of your search. Once you ve filled in all the relevant fields click Search and you will be re-directed to your search results. 1. Search 2. Sub Account Select the type of call you are searching for billed, unbilled or both Select the account you re interested in (only applicable if you have sub accounts configured) 3. Origin CLI Enter the telephone number you are calling from 4. Destination CLI Enter the telephone number you re calling 5. Ignore destination CLI Enter the destination telephone numbers to exclude from the search 6. Call Type Define the type of call (Local, National, Mobile) 7. Dates Define the dates you want to search between 8. Times Define the times and costs you want to search by Note: CLI is Caller Line Identity which is a telephone number. 11

13 Saved Searched Once you have created a search you can save and store it on the portal for future reference. The screen below shows example search results. To save your search you simply need to click Save Search, which you can find in the top right of the screen, you can also check the parameters set in your search by clicking on View Search Parameters. When you click Save Search you will be asked to give it a name, this will help when you come to look for your search in the future. Please note: Saved Call Searches are used by the Alerts function (see Alerts section) To view your saved searches you must go to the Bill Summary tab then click on Saved Searches on the left hand menu, your searches will appear as per the screen below. To view the search parameters set for that particular search click on the icon under View Details To view the search results for that particular search click on the icon under Run Search To edit the search parameters click on the icon under Edit To delete a search click on the icon under Delete 12

14 My Alerts My Alerts provide you with the ability to be notified by of any Cyta UK data that meets the criteria contained within a Saved Search. Why would I want to set up an alert? You may want to be alerted to calls lasting over a certain length of time, calls to a particular number, or calls of a particular cost. Before you add an alert to your account you must create a contact to where your alert is to be sent. To do this go to the Alerts tab and click on Contacts, in the top right of the screen you will find the Add Contact button, click on this to add a contact. You are now ready to set up an alert. To do this select Active Alerts from the menu item, and click on Add Alert, This is found at the top right of the screen. 13

15 You will be asked to give your alert a title and then prompted to select one of your saved searches. Your alerts are based around any searches you have performed and saved so you must make sure you have completed this stage before create an alert (See saved searches). Select a contact from the drop down menu then click Save Alert, the following screen will appear to confirm your alert has been saved. 14

16 Bill History History Within the Bill History section of the portal you will find the latest version of your bill, as well as a back catalogue of all your invoices from previous months. You can download copies of your invoices in PDF and CSV format, depending on your requirements. To download a copy of your invoice, simply click on the Acrobat or Excel icon next to the bill you want to download. To view your invoice you will need Adobe Acrobat. PDF Invoice - Click on this icon to download a copy of your invoice. Call details - Click on this icon to download a CSV file of your calls for this invoice period. Service details - Click on this icon to download a CSV file of your service charges for this invoice period. Cost Centre - Click on this Icon to download a breakdown of all charges by your individual cost centres. This report will show a breakdown of calls and service charges by individual CLI s. 15

17 History - Multiple File Download Clicking the multiple file downloads option allows for multiple PDF and CSV files to be downloaded at the same time. Simply select the required file by selecting the appropriate boxes and click the download files button. A zip file will be downloaded containing all your requested files. 16

18 My Details Within the My Details section of the portal you can reset your password and validate your address and create additional My Account users. An earlier section of this guide talks you through the steps of validation, please refer to this if you require guidance on this feature. Why would I need to validate my address again? Perhaps you need to change the contact details for your account or you have a new user. Password Reset If you need to reset your password, then follow the steps below: 1. Enter your new password in the first box 2. Re-enter in the second box to confirm 3. Click reset password. 17

19 Creating a New User To create additional user logins click on Users in the Admin tab. Click the Add user button on the right hand side of the page. Complete the Add New User fields as shown below. 18

20 Select Roles Select the sections of the website you want to give the user access to by clicking the boxes, you can give access to one or multiple sections, these can be changed at any time in the future. When you have completed the screen click Save User User Levels Administrator Allows access to all areas and functionality including creation and management of new users. Standard user Allows the user to log on but only view the welcome screen. For a user to access the different tabs on the website the administrator must select the appropriate role for the user when creating new user logins. 19

21 Validation A validation will be sent to the new user created. The administrator will need to make a note of the users name and password and send these to the user. Remove Users As an administrator you can change the permissions and remove users. Only the master account cannot be removed. 20

22 For more information contact Cyta UK on: or Address: 8-10 Ashfield Parade, London, N14 5AB. Phone: