You will receive an to set up an initial Retail Portal account once you have signed up to Close Brothers Retail Finance.

Size: px
Start display at page:

Download "You will receive an to set up an initial Retail Portal account once you have signed up to Close Brothers Retail Finance."

Transcription

1 Overview The Retailer Portal is a web based system that provides detailed information and powerful tools to assist you in managing your Close Brothers Retail Finance account. You can access your live account at on either a computer or an ipad. Retailer Portal is also used to submit credit applications in-store (when the customer is present) and to manually create application links that can be sent via or SMS to customers. You will receive an to set up an initial Retail Portal account once you have signed up to Close Brothers Retail Finance. The following is an example screen shot of Retailer Portal: Retailer Portal You can use the navigation bar (on the left hand side of the page) and the bread crumbs (just below the menu bar) to navigate between the different pages. The rest of this section will be focusing on the menu bar. The Menu Bar The Menu Bar is always located at the top of the page and looks like the following: The Menu Bar In order from left to right of the Menu Bar, they will be explained.

2 Account Options Clicking 'My Account' will bring up a simple pop-up where the user can edit their name, , mobile number and password. Clicking 'Logout', as you would expect, logs the user out of their account. Account options Notifications Notifications will alert you to useful account activity. Notifications are contextual and based on user's permissions, and can relate to credit application status changes or account/user management functions (such as a user account being locked). Notifications A new notification is signified with a blue circle with the number of new notifications within it. 1 new notification

3 Recently Viewed Apps This is a quick way to go back to any applications you have viewed recently. Recently viewed credit applications In-store training For a user to make an in-store application, they first need to be trained in running through the process and then have the correct permissions. They need to run through each of the videos then they must take the test and get at least 9 out of 12.

4 In-store training Search Bar The search bar lets you search for credit applications with a certain name, retailer unique reference or credit application id. The search bar

5 Dashboard The landing page once a user logs in, clicking the Close Brothers Retail Finance logo in the top left will go to the Dashboard. The Dashboard aims to provide you with most of the information and tools you and your company will need in the day-to-day use of Close Brothers Retail Finance. The key concept to this is widgets; small, movable components that serve specific functions and purposes. An example Dashboard Some widgets can be removed or configured if there is a cog in the top right of the widget. To add removed widgets on to the dashboard you can click the 'Manage Widgets' button in the top right of the dashboard and re-select the widget you wish to re-add. To move a widget, you must click and drag the top bar of a widget to the new place you want it to be. The Dashboard currently features 7 main widgets: Application Statistics This widget gives you statistics based on the credit applications in particular credit application statuses between a time range. You are allowed multiple tabs to keep a number of different

6 configurations readily available. To configure a tab you must click the 'Configure' button in the top right when on that tab. App Statistics widget The configuration allows you to choose the tab's name, the date range, the graph type and the statuses to be included in the data. Important Status Changes App Statistics widget configuration view A list of credit applications that require your attention.

7 Important Status Changes widget Latest Customer Feedback Read your customers' feedback about their Close Brothers Retail Finance experience. Latest Customer Feedback widget In-store Quick Launch Quickly launch in-store credit applications, only usable by users that have passed the in-store training. Subsidy Calculator In-store Quick Launch widget

8 You can calculate the subsidy and other values using the Subsidy Calculator before making an application for one of your customers. Subsidy Calculator widget

9 Credit Application Report Located in the navigation bar as 'Credit Applications' under the 'Reporting' category. Users must have permissions to view this page and the permissions to view and action certain elements of the application. The credit application report is where you can see both current applications being processed and historical ones. Example credit application report You can see that there are filters at the top of the page which will filter through the applications to show the ones relevant to you. Filters are present on most reporting pages within Retailer Portal, enabling you to build custom reports based on contextual criteria. Quick View Click one of the application rows to reveal a handy summary of the credit applications details, as well as the available "Order Actions". There is a more detailed credit application view which can be found by clicking the 'View Application' button or the link icon on the right hand side of any credit application row without having to go in to the quick view.

10 Quick view of the report Credit Application View A user must have the relevant permissions to view it. This page aims to give you more detailed information, perform actions and communicate to multiple different parties concerning a particular credit application. The credit application view for a credit application

11 Actions Different actions may be performed on credit applications. These can be found in two different places. The credit application summary view or within the application itself. Summary View Within the application Available Actions 1. Resume Application - available until the application has been submitted and the deposit has been paid. 2. Amend Order - only available in 'Accept' & 'Verified'. 3. Cancel - only available in 'Accept' & 'Verified'. 4. Mark Order as Fulfilled - only available in 'Verified'. 5. Part Refund - Only available in 'Complete'.

12 Notes & s On each credit application report you have the ability to add notes and send s relating to that particular credit application. You can add a note simply by typing something in the box provided and clicking 'Add Note'. It will then show up at the bottom like you can see above.

13 You can the underwriter or the customer, and as you can see, the drop down allows you to upload the current 'Credit Agreement' to the .

14 Application Links Located in the navigation bar as 'Application Links' under the 'Create an Application' category. Users must have permissions to view this. An Application Link is defined as a set of finance and order details used to generate application links for one or more customers. Currently, this is supported for online applications only. Click "New Link", input the finance and order details, then "Create" to add a new Application Link. Creating a new link On the right side of each link is an "Actions" menu, common across some areas of Retailer Portal and in this instance with a "Send to Customer" action. (Tip: a shortcut to this action is available when creating a new link.)

15 You are now able to specify a larger set of data to be populated on the customer's app form. If all details have been populated, the customer will be presented with a summary in place of a full credit application when their link is visited. (This, in effect allows you to fill out the app form on behalf of the customer - they need only to confirm the details.) Provided you have specified a mobile number, the link can be sent via the new SMS option. (The contents of an Application Link , or SMS is determined by their corresponding templates in the 'Template Editor' within Retailer Portal.) Here you can populate customer data to pre-populate the application form. You can then choose your method of delivery: or SMS. The new "Sent Link Log" (opened by clicking the paper airplane icon) displays and tracks links that have been sent out to customers.

16 Template Editor Located within Retailer Portal under the 'Account Management' category, the user must have permissions to view this page. Manage your custom and SMS messages sent via Retailer Portal in the navigation under 'Template Editor' within the 'Account Management' section (permissions needed to view). There are currently 2 available templates: Application Link ( ) and Application Link (SMS). The familiar "Actions" menu gives you the option to edit any given template. For an , you can specify a custom Subject, From Name, From Address and BCC Address, as well as some useful fields included in the default template. These are called "Placeholder Fields" and can be included in the template body. Different fields are available for different templates, respective to the functionality using them. Below is an example of the SMS Template Editor.

17 Finance Calculator Launched from the navigation bar as 'Finance Calculator' under the 'Create an Application' category, this is only possible if the user has permissions and has passed the in-store training. The Finance Calculator is a tool that enables you to quickly start in-store applications by displaying a set of finance products and easily adjusting the values. The finance calculator is customisable in Retailer Portal; details of how to do this are below. Settings The Finance Calculator settings are based off the 'Group' permissions that a user belongs to. Administrators can edit the Finance Calculator for all groups. 1. Open up 'User Management' which can be found on the left hand side of Retailer Portal. 2. Select the Group you wish to edit. 3. Click on the Finance Calculator Tab. 4. Configure the Finance Calculator to suit that user group's requirements. 5. Customise the way the Finance Calculator looks to brand the calculator to match your company s colours.

18 There are several options that can be customised which you can see below. To upload your logo just need to click 'Browse' which will enable you to search your computer for your logo. Once selected the logo will appear and you can click 'Close'. 6. It's now possible for a user in any group (providing they have their Finance Calculator setup) to click on 'Finance Calculator' on the sidebar to launch it in a new tab.

19 User Management Located in the navigation bar as 'Account Management,' under the 'User Management' category. The user must have permission to view and access this page. User management comprises 2 sections, 'Users' and 'Groups'. Users Each employee within your organisation will have a username and password and will be assigned to a group. What they have access to will depend on the permissions assigned to the group they are in. Note that users can only be a member of one Group. User management report You can create a user by clicking the 'New User' button in the upper left hand side and filling out the required information. The user must also be assigned to an existing group which will have preset permissions.

20 Creating a user There are 3 actions that can be done on a user; edit user, change group and delete user. It is also possible to do a batch action on multiple users for either changing group or deleting. The check boxes on the left of each user are for the users that will be batch actioned, and the 'Actions' button in the upper right will then action those users. Clicking the action menu on a user Changing a group will change the permissions of that user to the new group assignment. Changing a user's group Editing a user is similar to creating a user however the password can be changed and the username can no longer be changed. Editing a User

21 Groups The user groups have sets of different permissions and settings which are presented in tabs. Each group can have different sets of permissions, which is why you assign a user to a group (users can only be in one group). You can open up a group to set permissions by the following two methods: 1. Click the 'Group' listed next to the username. 2. Click the 'Groups' tab and edit the group accordingly. Pages - simply the access to the pages in the navigation bar. Order Actions - the ability to use the order actions from various different places in Retailer Portal and in the credit application form. Installations - access to start an application using an installation or view & action applications within that installation. Finance - the ability to start an in-store application and the product codes usable for starting one. A minimum deposit can be set to not allow deposits under a certain percentage. Finance Calculator - settings which are detailed in the Finance Calculator section of this guide. Widgets - the ability to view and use widgets that appear on the dashboard. Editing a group's permissions

22 Installations Installations is located in the navigation bar as 'Account Management' under the 'Installations' category. Only users with the appropriate permission can view this page. Retailers that trade across multiple sales channels, physical locations or web sites, can use installations to specify unique settings for each one. You can add up to 2 additional installations to Standard Accounts and an unlimited number for Corporate Accounts. To create a new installation, click the 'New Installation' button. Once you have filled out the fields and uploaded a logo then you can press the 'Create' button to create a new installation ready to use. Details on these options can be found further down. Additional settings can be applied to an installation once it has been created with an integration profile detailed in the Integration section. Creating an installation

23 Each of the installation options with descriptions are as below: Installation Setting Description Name The name of the installation. Logo This logo is used for the header of the application form. Header Background Colour The background colour of the header in the application form. Header Font Colour The font colour of the header in the application form. Installation Type If the installation is meant for in-store use or online use. An example of an application form with a logo attached.

24 Billing Located in the navigations bar as 'Billing' under the 'Account Management' category. Users must have permissions to view this. This section will display your prior invoices along with related charges. You will be invoiced monthly for credit application fees and your monthly service charge. We may introduce a monthly fee, but there are no plans for setup and or transactional fees. You have the ability to view invoices that have either been 'Paid' or 'Due' as well as seeing 'Pending' charges. Viewing bills Below you can see 'Pending Charges'. Pending charges

25 Should you wish to view the application associated with a specific charge you can click the 'Blue' paper click to the far right.

26 Rate Cards Located in the navigation bar as 'Rate Cards' under the 'Account Management' category. Users must have permissions to view this. Rate Cards detail the rates for each product you are able to use; it is possible to have multiple rate cards if you have multiple decisioning tiers, which are agreed with your account manager. Product names (the list of finance products available for you to offer to consumers) are shown along with the product code, rates for each tier, any minimum or fixed fees that apply and the CreditSentry fee. Tier 1 and 2 in the 'Rates' column pertain to the credit value of an order which can be found out from your account manager. Viewing a rate card

27 Integration Located in the navigation bar as 'Integration' under the 'Developer' category. Users must have permissions to view this. This area is intended for all things related to integrating Close Brothers Retail Finance into your platform. It comprises 4 sections: Integration Profiles Integration Profiles are detailed settings that can be applied to installations. Settings such as Return URLs from the application form, and where CSNs go to. Integration Profiles page with 'Actions' menu There is an actions menu on the right of each Integration Profile row to edit, assign it to installations or delete it. When editing or creating an Integration Profile, a pop-up looking like this will appear: Creating a integration profile

28 You can click the 'Return URLs' or 'CSNs & Notifications' tab to edit the respective fields. The following is a table for each of the fields with descriptions: Section Field Description Name Name The name of the Integration Profile. Return URLs Verified URL The link back for a customer that has paid for their deposit. Return URLs Decline URL The link back for a customer that has been declined. Return URLs Cancelled URL The link back for a customer that has had their application cancelled. Return URLs Referred URL The link back for a customer that has had their application referred. CSNs & Notifications CSN URL Where the CSN HTTP Post gets sent. CSNs & Notifications CSN Notification The address where the CSN gets sent to. CSN Logs The CSN log lists all CSN's sent to your server, along with your server's HTTP response code. This is intended to assist in the integration process, as well as to ensure your server is successfully receiving CSN's. You can choose to resend a CSN with the arrow pointed in a circle icon and view the application the CSN refers to with the link icon. CSN Logs

29 API Logs These logs detail each of the requests you have made to the Close Brothers Retail Finance API. It's possible to click one to see the data you send (Data Received) and the response that Close Brothers Retail Finance API gave (Response). API Keys Currently this page displays your one and only 32 character long API Key, however in the future you will be able to create multiple API Keys for separate purposes. API Key page

Grant Management System Training Guide Module 1 Getting Started Accessing Your System Ver 6.1 Updated: 2.13.2014

Grant Management System Training Guide Module 1 Getting Started Accessing Your System Ver 6.1 Updated: 2.13.2014 Grant Management System Training Guide Module 1 Getting Started Accessing Your System Ver 6.1 Updated: 2.13.2014 Prepared by: CommunityForce Implementaiton Team Table of Contents Module 1: Getting Started

More information

imanage V2.0 Overview

imanage V2.0 Overview imanage V2.0 Overview What is imanage? 4 Signing up for your free 30 day trial 4 What to do after signing up 4 The Dashboard 5 Customers 6 Customer Profiles 6 Profile Tab 7 Addresses Tab 7 Job Sheets Tab

More information

Business Mobile Banking

Business Mobile Banking Business Mobile Banking Union Bank & Trust Business Mobile Application User Guide Contents Overview... 2 Security... 2 Requirements... 3 Downloading the App... 3 Logging In... 4 One-time Passcode Entry...

More information

Introduction to IBM Digital Analytics Michigan.gov

Introduction to IBM Digital Analytics Michigan.gov Introduction to IBM Digital Analytics Michigan.gov Revised: October 17, 2013 Table of Contents Overview... 3 Accessing Digital Analytics... 3 System Requirements... 3 Main Page... 3 Top Navigation... 4

More information

Verified Volunteers. System User Guide 10/2014. For assistance while navigating through the system, please contact Client Services at:

Verified Volunteers. System User Guide 10/2014. For assistance while navigating through the system, please contact Client Services at: Verified Volunteers System User Guide 10/2014 For assistance while navigating through the system, please contact Client Services at: RCAN@verifiedvolunteers.com - (855) 326-1860 - Option 1 Welcome to Verified

More information

TriCore Secure Web Email Gateway User Guide 1

TriCore Secure Web Email Gateway User Guide 1 TriCore Secure Web Email Gateway User Guide This document provides information about TriCore Secure Web Email Gateway. This document is for users who are authorized to send and receive encrypted email

More information

State of Michigan Data Exchange Gateway. Web-Interface Users Guide 12-07-2009

State of Michigan Data Exchange Gateway. Web-Interface Users Guide 12-07-2009 State of Michigan Data Exchange Gateway Web-Interface Users Guide 12-07-2009 Page 1 of 21 Revision History: Revision # Date Author Change: 1 8-14-2009 Mattingly Original Release 1.1 8-31-2009 MM Pgs 4,

More information

1. Application Overview... 3. 2. System Requirements... 3. 3. Installation... 3. 4. Splash Screen... 4. 5. Registration Screen...

1. Application Overview... 3. 2. System Requirements... 3. 3. Installation... 3. 4. Splash Screen... 4. 5. Registration Screen... 1 P a g e Table of Contents 1. Application Overview... 3 2. System Requirements... 3 3. Installation... 3 4. Splash Screen... 4 5. Registration Screen... 5 5.1 Registration... 5 6. Login Screen... 7 6.1

More information

Easy Social Media Management with Hootsuite

Easy Social Media Management with Hootsuite Easy Social Media Management with Hootsuite Hootsuite is the largest social media integration and management platform on the Internet. It has sent over 700 million messages to date and has over 3 million

More information

UP L18 Enhanced MDM and Updated Email Protection Hands-On Lab

UP L18 Enhanced MDM and Updated Email Protection Hands-On Lab UP L18 Enhanced MDM and Updated Email Protection Hands-On Lab Description The Symantec App Center platform continues to expand it s offering with new enhanced support for native agent based device management

More information

Customer admin guide. UC Management Centre

Customer admin guide. UC Management Centre Customer admin guide UC Management Centre June 2013 Contents 1. Introduction 1.1 Logging into the UC Management Centre 1.2 Language Options 1.3 Navigating Around the UC Management Centre 4 4 5 5 2. Customers

More information

GETTING STARTED CAF DONATE. Your guide to setting up. Making it easy for your charity to fundraise online. Registered charity number 268369

GETTING STARTED CAF DONATE. Your guide to setting up. Making it easy for your charity to fundraise online. Registered charity number 268369 GETTING STARTED Your guide to setting up CAF DONATE Making it easy for your charity to fundraise online Registered charity number 268369 CONTENTS Introduction...3 Upgrading to CAF Donate...4 Setting up

More information

Brock University Content Management System Training Guide

Brock University Content Management System Training Guide Brock University Content Management System Training Guide Table of Contents Brock University Content Management System Training Guide...1 Logging In...2 User Permissions...3 Content Editors...3 Section

More information

Transitioning from TurningPoint 5 to TurningPoint Cloud - LMS 1

Transitioning from TurningPoint 5 to TurningPoint Cloud - LMS 1 Transitioning from TurningPoint 5 to TurningPoint Cloud - LMS 1 A Turning Account is a unique identifier that is used to tie together all software accounts and response devices. A Turning Account is required

More information

NOTE: New directions for accessing the Parent Portal using Single Sign On

NOTE: New directions for accessing the Parent Portal using Single Sign On NOTE: New directions for accessing the Parent Portal using Single Sign On PROCESS STEPS SCREEN SHOTS Launch a web browser (Internet Explorer, Safari, or FireFox) and go to PowerSchool Parent Portal URL:

More information

Selection Manager: Quick Start Guide

Selection Manager: Quick Start Guide VERSION 1103 01.24.12 SELECTION MANAGER GUIDE Selection Manager: Quick Start Guide PART 1: GENERAL INFORMATION Selection Manager is the hiring official s interface for USA Staffing. In Selection Manager,

More information

Contract Management System USER GUIDE. Individual Consultants Company Consultants

Contract Management System USER GUIDE. Individual Consultants Company Consultants Contract Management System USER GUIDE Individual Consultants Company Consultants Contents Introduction to Interface Elements... 1 User Session Management... 2 Registering... 2 Logging in to the site...

More information

Site Administrator Guide

Site Administrator Guide Site Administrator Guide Trademark Notice Blackboard, the Blackboard logos, and the unique trade dress of Blackboard are the trademarks, service marks, trade dress and logos of Blackboard, Inc. All other

More information

WebSphere Business Monitor V6.2 KPI history and prediction lab

WebSphere Business Monitor V6.2 KPI history and prediction lab Copyright IBM Corporation 2009 All rights reserved IBM WEBSPHERE BUSINESS MONITOR 6.2 LAB EXERCISE WebSphere Business Monitor V6.2 KPI history and prediction lab What this exercise is about... 1 Lab requirements...

More information

Table of Contents. Manual for Core Staff - Equipment/Scheduling Core Facilities

Table of Contents. Manual for Core Staff - Equipment/Scheduling Core Facilities Table of Contents 1. Overview 2. How do I manage my account? 3. Equipment Scheduling Workflow Overview 4. Equipment Scheduling Walk Through a. How do I access the list of calendars available for scheduling?

More information

COLLABORATION NAVIGATING CMiC

COLLABORATION NAVIGATING CMiC Reference Guide covers the following items: How to login Launching applications and their typical action buttons Querying & filtering log views Export log views to Excel User Profile Update info / Change

More information

Creating an Event Registration Web Page with Special Features using regonline Page 1

Creating an Event Registration Web Page with Special Features using regonline Page 1 Creating an Event Registration Web Page with Special Features using regonline 1. To begin, enter www.regonline.com in your browser s address bar. A red arrow on each screen shot shows you where to place

More information

Salesforce Customer Portal Implementation Guide

Salesforce Customer Portal Implementation Guide Salesforce Customer Portal Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

UF Health SharePoint 2010 Introduction to Content Administration

UF Health SharePoint 2010 Introduction to Content Administration UF Health SharePoint 2010 Introduction to Content Administration Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 Introduction to SharePoint 2010 2.0 Hours

More information

BIGPOND ONLINE STORAGE USER GUIDE Issue 1.1.0-18 August 2005

BIGPOND ONLINE STORAGE USER GUIDE Issue 1.1.0-18 August 2005 BIGPOND ONLINE STORAGE USER GUIDE Issue 1.1.0-18 August 2005 PLEASE NOTE: The contents of this publication, and any associated documentation provided to you, must not be disclosed to any third party without

More information

End User Guide Wazoku s Idea Spotlight

End User Guide Wazoku s Idea Spotlight End User Guide Wazoku s Idea Spotlight CONTENTS Homepage Homepage Analytics Update Profile Dashboard Manage Notifications Creating an Idea Working in Teams Feedback on an Idea Reviewing Ideas Task Management

More information

Teaching Strategies GOLD Online Guide for Administrators

Teaching Strategies GOLD Online Guide for Administrators Assessment Teaching Strategies GOLD Online Guide for Administrators June 2013 Welcome to Teaching Strategies GOLD online! Welcome to Teaching Strategies GOLD online! It s easy to start using the system.

More information

System requirements 2. Overview 3. My profile 5. System settings 6. Student access 10. Setting up 11. Creating classes 11

System requirements 2. Overview 3. My profile 5. System settings 6. Student access 10. Setting up 11. Creating classes 11 Table of contents Login page System requirements 2 Landing page Overview 3 Adjusting My profile and System settings My profile 5 System settings 6 Student access 10 Management Setting up 11 Creating classes

More information

My ø Business User guide

My ø Business User guide My ø Business User guide Contents Page 1 Contents Welcome to your My ø Business user guide. It s easy to use. Move your mouse over the page to get to the section you want. Click on the links at the top

More information

Table of Contents. Real Magnet netforum Integration User s Guide

Table of Contents. Real Magnet netforum Integration User s Guide Table of Contents Introduction / Overview..2 Set Up and Configuration 2 Functionality...2 A. Ad-Hoc/One Time List Transfer from Avectra to Real Magnet.2 B. Scheduled List Transfers from Avectra to Real

More information

IT HELP Desk Dashboard ManageEngine Service Desk Plus User Guide

IT HELP Desk Dashboard ManageEngine Service Desk Plus User Guide Create an Incident When you need to report a failure or problem of your system to the IT help desk team, then send a request to the team. There are different modes of placing a request, such as submitting

More information

Mobile: Getting Started with Workday for ipad

Mobile: Getting Started with Workday for ipad Install and Log in to Workday From your ipad: 1. Tap the App Store Application icon. 2. Tap Search and enter Workday. 3. Select Workday for ipad from the search results. 4. Tap Free to install the app.

More information

Onboarding for Administrators

Onboarding for Administrators This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events Module

More information

ATTENTION: End users should take note that Main Line Health has not verified within a Citrix

ATTENTION: End users should take note that Main Line Health has not verified within a Citrix Subject: Citrix Remote Access using PhoneFactor Authentication ATTENTION: End users should take note that Main Line Health has not verified within a Citrix environment the image quality of clinical cal

More information

MANAGER SELF SERVICE USER GUIDE

MANAGER SELF SERVICE USER GUIDE MANAGER SELF SERVICE USER GUIDE FEBRUARY 2016 Contents Note: If using this guide electronically the contents are hyperlinked to each section. Introduction... 2 Using This Manual... 2 Signing in to Workday...

More information

Last Updated:June 13, 2013

Last Updated:June 13, 2013 Introduction Welcome to Elements CRM! This Quick Start Guide is designed to get you up and running quickly. Learn how to download the application as well as the basics in navigating through it. This Quick

More information

MetaTrader 4 and MetaEditor

MetaTrader 4 and MetaEditor MetaTrader 4 and MetaEditor User Manual Version 1.1 gftuk.com / 0800 358 0864 / +44 (0) 20 7170 0770 LIVE CHAT 24/7 TOLL FREE INTERNATIONAL Table of Contents Welcome to the MetaTrader and MetaEditor User

More information

Frog VLE Update. Latest Features and Enhancements. September 2014

Frog VLE Update. Latest Features and Enhancements. September 2014 1 Frog VLE Update Latest Features and Enhancements September 2014 2 Frog VLE Update: September 2014 Contents New Features Overview... 1 Enhancements Overview... 2 New Features... 3 Site Backgrounds...

More information

Council of Ontario Universities. COFO Online Reporting System. User Manual

Council of Ontario Universities. COFO Online Reporting System. User Manual Council of Ontario Universities COFO Online Reporting System User Manual Updated September 2014 Page 1 Updated September 2014 Page 2 Table of Contents 1. Security... 5 Security Roles Defined in the Application...

More information

Activities Manual. Product Manual. Table of Contents. 1. efolio. 1.1. Overview. 1.2. Benefits

Activities Manual. Product Manual. Table of Contents. 1. efolio. 1.1. Overview. 1.2. Benefits Activities Manual Table of Contents 1. efolio 1.1. Overview 1.2. Benefits 1.3. User Documentation 1.4. Teacher Documentation 2. Page Menu 2.1. Overview 2.2. Teacher Documentation 2.3. Permissions 3. Product

More information

OneDrive for Business User Guide

OneDrive for Business User Guide OneDrive for Business User Guide Contents About OneDrive for Business and Office 365... 2 Storing University Information in the Cloud... 2 Signing in... 2 The Office 365 Interface... 3 The OneDrive for

More information

AWEBDESK LIVE CHAT SOFTWARE

AWEBDESK LIVE CHAT SOFTWARE AWEBDESK LIVE CHAT SOFTWARE Version 6.1.0 AwebDesk Softwares Administrator Guide Edition 1.2 January 2014 Page 1 TABLE OF CONTENTS Introduction.......... 4 Sign In as Admin...5 Admin Dashboard Overview.

More information

Google Sites. How to create a site using Google Sites

Google Sites. How to create a site using Google Sites Contents How to create a site using Google Sites... 2 Creating a Google Site... 2 Choose a Template... 2 Name Your Site... 3 Choose A Theme... 3 Add Site Categories and Descriptions... 3 Launch Your Google

More information

USER GUIDE for Salesforce

USER GUIDE for Salesforce for Salesforce USER GUIDE Contents 3 Introduction to Backupify 5 Quick-start guide 6 Administration 6 Logging in 6 Administrative dashboard 7 General settings 8 Account settings 9 Add services 9 Contact

More information

Welcome to PowerClaim Net Services!

Welcome to PowerClaim Net Services! Welcome to PowerClaim Net Services! PowerClaim Net Services provides a convenient means to manage your claims over the internet and provides detailed reporting services. You can access PowerClaim Net Services

More information

AT&T Business Messaging Account Management

AT&T Business Messaging Account Management AT&T Business Messaging Account Management Admin User Guide December 2015 1 Copyright 2015 AT&T Intellectual Property. All rights reserved. AT&T, the AT&T logo and all other AT&T marks contained herein

More information

AirSembly. Distributor Portal Guide Version 2.0 (December 2015)

AirSembly. Distributor Portal Guide Version 2.0 (December 2015) AirSembly Distributor Portal Guide Version 2.0 (December 2015) Table of Contents Table of Contents 2 1. Distributor Portal Overview 4 1.1 Distributor Dashboard 4 2. Resources Menu 6 2.1 Template Management

More information

Inventory CheckOut and Store Manager User s Guide

Inventory CheckOut and Store Manager User s Guide Inventory CheckOut and Store Manager User s Guide xlink Concepts Store Manager and Inventory CheckOut apps work together to give you control of your inventory and supplies. If you own or manage a business

More information

Salesforce Classic Guide for iphone

Salesforce Classic Guide for iphone Salesforce Classic Guide for iphone Version 37.0, Summer 16 @salesforcedocs Last updated: July 12, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Create a requisition for a job

Create a requisition for a job Create a requisition for a job This quick guide describes the key steps in creating a requisition for a new job posting and creating teams. Other resources for hiring administrators are available at http://www.uvic.ca/hr/services/home/hiring/index.php

More information

Online Banking User Guide

Online Banking User Guide Online Banking User Guide If you need assistance, please call 315.477.2200 or 800.462.5000 M-F 7:30am - 6:00pm Sat 9:00am - 1:00pm empowerfcu.com 315.477.2200 800.462.5000 Table of Contents Online Banking

More information

What Do You Think? for Instructors

What Do You Think? for Instructors Accessing course reports and analysis views What Do You Think? for Instructors Introduction As an instructor, you can use the What Do You Think? Course Evaluation System to see student course evaluation

More information

Applicant Tracking System Job Aids. Prepared by:

Applicant Tracking System Job Aids. Prepared by: Applicant Tracking System Job Aids Prepared by: Contents System Navigation and My Setup Information for Users... 1 Creating Requisitions... 4 Duplicating Requisitions... 6 Requesting an Approval... 7 Viewing

More information

USER MANUAL FOR INTERNET BANKING (IB) SERVICE

USER MANUAL FOR INTERNET BANKING (IB) SERVICE USER MANUAL FOR INTERNET BANKING (IB) SERVICE Content: Introduction and General questions. Accessing and using Internet Banking. 1. Log In, Log Out and Printing screen/transaction information 2. Inquiries

More information

Cvent Attendee Management

Cvent Attendee Management Cvent Attendee Management 1765 Greensboro Station Place McLean, VA 22102 www.cvent.com customercare@cvent.com U.S. and Canada (toll-free) 866.318.4357 UK (toll-free) 0808.234.4543 Australia (toll-free)

More information

Integrated Invoicing and Debt Management System for Mac OS X

Integrated Invoicing and Debt Management System for Mac OS X Integrated Invoicing and Debt Management System for Mac OS X Program version: 6.3 110401 2011 HansaWorld Ireland Limited, Dublin, Ireland Preface Standard Invoicing is a powerful invoicing and debt management

More information

U S E R S G U I D E Last Modified: 12/06/2012 1

U S E R S G U I D E Last Modified: 12/06/2012 1 USER S GUIDE Last Modified: 12/06/2012 1 Contents 2 Welcome 3 User Service Activation 4 Introduction 4 Purpose 5 Key Features 6 Activate 8 Using the System 8 Login 9 Credit Sale 10 For Swipe Capable Devices

More information

GETTING STARTED WITH COVALENT BROWSER

GETTING STARTED WITH COVALENT BROWSER GETTING STARTED WITH COVALENT BROWSER Contents Getting Started with Covalent Browser... 1 What is the Browser Version?... 4 Logging in... 5 The URL address... 5 Home page... 5 Menu bar... 5 Go To button...

More information

IBM Unica emessage Version 8 Release 6 February 13, 2015. User's Guide

IBM Unica emessage Version 8 Release 6 February 13, 2015. User's Guide IBM Unica emessage Version 8 Release 6 February 13, 2015 User's Guide Note Before using this information and the product it supports, read the information in Notices on page 403. This edition applies to

More information

Getting Started Guide - Desktop

Getting Started Guide - Desktop Getting Started Guide - Desktop 1. Sign Up PERSONAL OPENTEXT CORE ACCOUNT To get started sharing and collaborating on your files from a Mac or Windows browser, you ll need to sign up for your OpenText

More information

Next Generation Dashboard Guide

Next Generation Dashboard Guide Next Generation Dashboard Guide For use with READ 180 Next Generation, System 44 Next Generation, FASTT Math Next Generation, iread, MATH 180, and Scholastic Achievement Manager (SAM) version 2.0.2 or

More information

EMC Smarts Network Configuration Manager

EMC Smarts Network Configuration Manager EMC Smarts Network Configuration Manager Version 9.4.1 Advisors User Guide P/N 302-002-279 REV 01 Copyright 2013-2015 EMC Corporation. All rights reserved. Published in the USA. Published October, 2015

More information

An Introduction to Box.com

An Introduction to Box.com An Introduction to Box.com Box is an online file sharing and cloud content management service and it provides features such as: Security controls Space Mobility Online collaboration Mobile access Version

More information

Onboarding for Administrators

Onboarding for Administrators Welcome! This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events

More information

Increasing Productivity and Collaboration with Google Docs. Charina Ong Educational Technologist charina.ong@nus.edu.sg

Increasing Productivity and Collaboration with Google Docs. Charina Ong Educational Technologist charina.ong@nus.edu.sg Increasing Productivity and Collaboration with Google Docs charina.ong@nus.edu.sg Table of Contents About the Workshop... i Workshop Objectives... i Session Prerequisites... i Google Apps... 1 Creating

More information

This guide is to help you get started with Live Chat Support on your Wix website. If you have any additional questions after reading this guide,

This guide is to help you get started with Live Chat Support on your Wix website. If you have any additional questions after reading this guide, This guide is to help you get started with Live Chat Support on your Wix website. If you have any additional questions after reading this guide, please chat with us at www.socialintents.com or email us

More information

Horizon End User Guide

Horizon End User Guide Horizon End User Guide Contents How do I gain access to the Horizon website?... 4 How do I change my password?... 4 Logging in as the End User... 5 How do I customise my Dashboard?... 5 How do I initially

More information

Great! You sold some Lexmark devices. Now you need to file for the associated rebates.

Great! You sold some Lexmark devices. Now you need to file for the associated rebates. Great! You sold some Lexmark devices. Now you need to file for the associated rebates. How do you do that today? Fill out a spreadsheet, email it to someone at Lexmark and wait How do you know if they

More information

BULK SMS APPLICATION USER MANUAL

BULK SMS APPLICATION USER MANUAL BULK SMS APPLICATION USER MANUAL Introduction Bulk SMS App is an online service that makes it really easy for you to manage contacts and send SMS messages to many people at a very fast speed. The Bulk

More information

EBOX Digital Content Management System (CMS) User Guide For Site Owners & Administrators

EBOX Digital Content Management System (CMS) User Guide For Site Owners & Administrators EBOX Digital Content Management System (CMS) User Guide For Site Owners & Administrators Version 1.0 Last Updated on 15 th October 2011 Table of Contents Introduction... 3 File Manager... 5 Site Log...

More information

UTRGV PeopleAdmin Applicant Tracking System

UTRGV PeopleAdmin Applicant Tracking System UTRGV PeopleAdmin Applicant Tracking System Quick Links: How do I access PeopleAdmin? How do I navigate through PeopleAdmin? How do I login to PeopleAdmin? How do I perform as a Search Committee Member

More information

Editing your Website User Guide

Editing your Website User Guide User Guide Adding content to your Website To add or replace content on your website you will need to log in to your Content Management System (Joomla) using your username and password. If you do not already

More information

Getting Started With Citrix ShareFile

Getting Started With Citrix ShareFile Guide Getting Started With Citrix ShareFile Learn the basics of your ShareFile account. Plus, get the answers to some of our most frequently asked how-to questions. ShareFile.com Welcome to ShareFile!

More information

Sendspace Wizard Desktop Tool Step-By-Step Guide

Sendspace Wizard Desktop Tool Step-By-Step Guide Sendspace Wizard Desktop Tool Step-By-Step Guide Copyright 2007 by sendspace.com This publication is designed to provide accurate and authoritative information for users of sendspace, the easy big file

More information

Getting Started with Mamut Online Desktop

Getting Started with Mamut Online Desktop // Mamut Business Software Getting Started with Mamut Online Desktop Getting Started with Mamut Online Desktop Contents Welcome to Mamut Online Desktop... 3 Getting Started... 6 Status... 23 Contact...

More information

UOFL SHAREPOINT ADMINISTRATORS GUIDE

UOFL SHAREPOINT ADMINISTRATORS GUIDE UOFL SHAREPOINT ADMINISTRATORS GUIDE WOW What Power! Learn how to administer a SharePoint site. [Type text] SharePoint Administrator Training Table of Contents Basics... 3 Definitions... 3 The Ribbon...

More information

WebSphere Business Monitor V7.0 Business space dashboards

WebSphere Business Monitor V7.0 Business space dashboards Copyright IBM Corporation 2010 All rights reserved IBM WEBSPHERE BUSINESS MONITOR 7.0 LAB EXERCISE WebSphere Business Monitor V7.0 What this exercise is about... 2 Lab requirements... 2 What you should

More information

Fannie Mae launched the Inquiry Response Tool (IRT) vendor portal in 2015. The IRT portal enhances the way the Fannie Mae Expense Reimbursement team

Fannie Mae launched the Inquiry Response Tool (IRT) vendor portal in 2015. The IRT portal enhances the way the Fannie Mae Expense Reimbursement team Fannie Mae launched the Inquiry Response Tool (IRT) vendor portal in 2015. The IRT portal enhances the way the Fannie Mae Expense Reimbursement team manages customer service inquiries related to claims

More information

NAB Trade Finance Online Customer User Guide

NAB Trade Finance Online Customer User Guide NAB Trade Finance Online Customer User Guide Contents Introduction Scope... 2 How to Use This Guide... 2 Users of NAB Trade Finance Online... 3 Resources... 3 Your Profile... 4 Introduction... 4 Roles...

More information

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6.

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6. Contents. Table of Figures... 2 Businessman Enterprise Overview... 3 System Settings... 3 Human Resources... 4 User Management... 5 Customers... 7 Prospects... 9 Document Management 9 Sales Dashboard...

More information

Integrating ConnectWise Service Desk Ticketing with the Cisco OnPlus Portal

Integrating ConnectWise Service Desk Ticketing with the Cisco OnPlus Portal Integrating ConnectWise Service Desk Ticketing with the Cisco OnPlus Portal This Application Note explains how to configure ConnectWise PSA (Professional Service Automation) application settings and Cisco

More information

Time Warner Cable Business Class Sales Agent Portal User Guide Methods & Procedures

Time Warner Cable Business Class Sales Agent Portal User Guide Methods & Procedures Time Warner Cable Business Class Sales Agent Portal User Guide Methods & Procedures *NOTE: This guide is meant to familiarize the user will Portal login, navigation and Agent prospecting process. 0 Table

More information

Reference Guide TEAM. Pogoplug Team. Reference Guide. 2012 Cloud Engines Inc., All Rights Reserved.

Reference Guide TEAM. Pogoplug Team. Reference Guide. 2012 Cloud Engines Inc., All Rights Reserved. Reference Guide Pogoplug Team Reference Guide Table of Contents Table of Contents 1. What s Included 2. Getting Started 3. Customizing the Pogoplug Interface a. Custom UI b. Custom Domain Name c. Custom

More information

Mobile Asset Tracker

Mobile Asset Tracker Introduction Book Systems, Inc. provides the Mobile Asset Tracker (MAT) application for Apple iphone, ipod touch, ipad, and ipad mini devices and Android devices so that Booktracks users can circulate

More information

Secure Messaging Quick Reference Guide

Secure Messaging Quick Reference Guide Secure Messaging Quick Reference Guide Overview The SHARE Secure Messaging feature allows a SHARE registered user to securely send health information to another SHARE registered user. The Secure Messaging

More information

CourseSites Quick Start Guide

CourseSites Quick Start Guide CourseSites Quick Start Guide Copyright 2012, Blackboard Inc. CourseSites Quick Start Guide 1 Part 1: Creating an Account 1.1 Creating a New Account 5 2 Part 2: Creating a Course 2.1 Creating a New Course

More information

ClicktoFax Service Usage Manual

ClicktoFax Service Usage Manual ClicktoFax Service Usage Manual 1. Log in to Fax Service 2. Configure your account 3. Send a fax 4. Receive a fax/search for Faxes/View Faxes 5. Logout 6. Additional Support 1. Log into fax service: a.

More information

Getting Started with the Aloha Community Template for Salesforce Identity

Getting Started with the Aloha Community Template for Salesforce Identity Getting Started with the Aloha Community Template for Salesforce Identity Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved.

More information

Personal Portfolios on Blackboard

Personal Portfolios on Blackboard Personal Portfolios on Blackboard This handout has four parts: 1. Creating Personal Portfolios p. 2-11 2. Creating Personal Artifacts p. 12-17 3. Sharing Personal Portfolios p. 18-22 4. Downloading Personal

More information

Egnyte for Power and Standard Users. User Guide

Egnyte for Power and Standard Users. User Guide Egnyte for Power and Standard Users User Guide Egnyte Inc. 1350 West Middlefield Road. Mountain View, CA 94043, USA Phone: 877-7EGNYTE (877-734-6983) Revised June 2015 Table of Contents Chapter 1: Getting

More information

Saving work in the CMS... 2. Edit an existing page... 2. Create a new page... 4. Create a side bar section... 4

Saving work in the CMS... 2. Edit an existing page... 2. Create a new page... 4. Create a side bar section... 4 CMS Editor How-To Saving work in the CMS... 2 Edit an existing page... 2 Create a new page... 4 Create a side bar section... 4 Upload an image and add to your page... 5 Add an existing image to a Page...

More information

USER GUIDE 2014 AGILE NETWORK, LLC ALL RIGHTS RESERVED

USER GUIDE 2014 AGILE NETWORK, LLC ALL RIGHTS RESERVED Customer Portal USER GUIDE 2014 AGILE NETWORK, LLC ALL RIGHTS RESERVED Customer Portal TABLE OF CONTENTS Customer Support Process 3 Logging-in to Your Account... 4 Navigating the Portal. 5 Maintaining

More information

How to Use Swiftpage for SageCRM

How to Use Swiftpage for SageCRM How to Use Swiftpage for SageCRM 1 Table of Contents Basics of the Swiftpage for SageCRM Integration 3 How to Install Swiftpage for SageCRM and Set Up Your Account...4 Accessing Swiftpage s Online Editor

More information

Sophos Mobile Control Administrator guide. Product version: 3.6

Sophos Mobile Control Administrator guide. Product version: 3.6 Sophos Mobile Control Administrator guide Product version: 3.6 Document date: November 2013 Contents 1 About Sophos Mobile Control...4 2 About the Sophos Mobile Control web console...7 3 Key steps for

More information

Business Portal for Microsoft Dynamics GP 2010. User s Guide Release 5.1

Business Portal for Microsoft Dynamics GP 2010. User s Guide Release 5.1 Business Portal for Microsoft Dynamics GP 2010 User s Guide Release 5.1 Copyright Copyright 2011 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and

More information

ASUS WebStorage Client-based for Windows [Advanced] User Manual

ASUS WebStorage Client-based for Windows [Advanced] User Manual ASUS WebStorage Client-based for Windows [Advanced] User Manual 1 Welcome to ASUS WebStorage, your personal cloud space Our function panel will help you better understand ASUS WebStorage services. The

More information

State of Illinois Web Content Management (WCM) Guide For SharePoint 2010 Content Editors. 11/6/2014 State of Illinois Bill Seagle

State of Illinois Web Content Management (WCM) Guide For SharePoint 2010 Content Editors. 11/6/2014 State of Illinois Bill Seagle State of Illinois Web Content Management (WCM) Guide For SharePoint 2010 Content Editors 11/6/2014 State of Illinois Bill Seagle Table of Contents Logging into your site... 2 General Site Structure and

More information

Your Blueprint websites Content Management System (CMS).

Your Blueprint websites Content Management System (CMS). Your Blueprint websites Content Management System (CMS). Your Blueprint website comes with its own content management system (CMS) so that you can make your site your own. It is simple to use and allows

More information

Moonfruit. 2. Getting Started With Moonfruit You will begin the set up process through the email you will receive from Moonfruit.

Moonfruit. 2. Getting Started With Moonfruit You will begin the set up process through the email you will receive from Moonfruit. Moonfruit 1. What is Moonfruit In 2010, 30.1 million adults in the UK (60 per cent) accessed the Internet every day or almost every day, highlighting the importance of having a web presence. Moonfruit

More information

CORE K-Nect Web Portal

CORE K-Nect Web Portal CORE K-Nect Web Portal Training October 2015 KIOSK Information Systems www.kiosk.com October 2015 Table of Contents Table of Contents 1 Getting Started 2 Logging In 2 Your Account Settings 3 My Profile

More information