Online Service Portal

User Guide

Admin

Create User/ Update User

This function is used to create or update user accounts in the Service Portal. This administrative function can only be used by PCCW Global administrator and Customer administrator

1. Screen

Create new user page

Create new user - Successful message

Create new user without User ID - Error message

Create new user without User Name - Error message

Create new user without Email - Error message

Create new user without Roles - Error message

Update user page

Update user page - Successful message

Update user page without User name - Error message

Update user page without Email address - Error message

Update user page without Roles - Error message

Update user page with reset password - Successful message

2. Fields

User ID: New user's login ID, which must be unique in the system
User Name: New user's full name
Customer Group Name: A unique customer group name assigned to each user. It is an assigned value and cannot be changed.
Email Address: New user's email address, which will be used for resetting their password if the person forgets his/her login credentials
Status: User status. Default is active.
Roles: New user's role. Multiple roles can be assigned to a new user
Circuits: New user's assigned circuits. Only roles related to customers can have circuits assigned to them
Eligible Customers: New user's customers

3. Procedures

Click admin icon and select Create User to get into Create User page or click into user details of any user in the List User page to get into Update User page
Enter all mandatory fields, namely, User ID, User Name, Email Address, Roles, Eligible Customers and click icon to Assign Circuits
Click "Create" to complete user creation or click "Update" to complete user update

4. Note

Customer Group Name is not required when creating a new PCCW Global administrator
A list of the available customer groups will be displayed when you type the name in the Customer Group name field. You can either select from the list or type into the Customer Group Name field
For each user account to be created or updated, you can grant a specific role to the user so he/she can access the required functions in the Service Portal, and you can assign specific customers that he/she represents.
To grant a role to a user account, select the role from the list of Roles and click your desired roles
To revoke a role from a user account, select the role from the list of Roles and click button
To assign a customer to a user account, select the customer from the list of Eligible Customers and click your desired customers
To revoke a customer from a user account, select the customer from the list of Assigned Customers and click button
The email address for each user account must be unique
Upon the successful creation of a new user account and its acceptance by the system, the user will receive a confirmation message with a temporary password
Button Assign Circuits will only be enabled if Customer Admin/Customer User Role is selected
To reset the password of a specific user, click "Reset Password" button in the Update User page of that user. A reset password email will be sent to that user for password recovery

Assign Circuits

This function is used to assign circuits to the user. It will restrict to the user only those circuits that are assigned to him for the customer related operations

1. Screen

Assign Circuit Page

2. Procedures

To access the Assign Circuit page, click the Assign Circuit button in the Create User or Update User page
Select "Check boxes" associated with Circuit IDs , click Save to confirm and return to Create User page or Update User page, or
Perform batch assignement by uploading an excel worksheet
Click Save button to confirm the assignment and return to the Create User Page or Update User Page

3. Note

The upload file should be in excel format (.xls and .xlsx) only
The upload file should contain at least one row
The system will only process data contained in column A up to the first empty row. Other data will be ignored
You may sort the results in the table, by clicking on the column header

List User/ User Enquiry

The system provides a User / User Enquiry function that can be used it to locate specific users in the system. This administrative function is expected to be used by Customer administrator.

1. Screen

User Enquiry Page

User Enquiry Page - Search Result

Update User Page

2. Fields

Forget Password Page,

User ID: User's login name, partial search allowed
User Name: User's full name, partial search allowed
Email Address: User's email address, partial search allowed
Status: User's account status
Customer: User's selected eligible customer

3. Procedures

Searching an user

To access the List Users / User Enquiry page, Click admin icon and select List Users. To locate a specific user, you need to input specific search criteria like User ID, User Name, Email Address, Status and Customer, and then click the Search button to display the results
Leave search fields blank if you intend to display all users Wild card search is supported
To reset search results and the search criteria to default values , click Clear button
To create a new user account, click Add User
You may sort the results in the table, by clicking on column header

Editing an user

Generally the status of a user can be changed in the List User page.

Click the toggle icon of any user in the table row to change the status from Active or Inactive, or vice versa
A confirmation window will be displayed and the icon will be changed if "OK" is clicked

Or once you have located specific user in the List Users / User Enquiry page, you can access the user profile and make necessary changes.

In the List User result page, locate and click on the User ID. The Update User page will be ready for editing
You can go back to the user enquiry page any time by clicking the "Cancel" button

User Access Log

The user access log function allows users with Customer Administrator or PCCW Global Administrator right to view user access details in the system.

1. Screen

User Access Log Page

User Access Log - result display screen

2. Fields

User ID: User's login ID, partial search allowed

User Name: User's full name, partial search allowed

Customer Group Name: User's customer group name, which is the same as the current user. Read only

Logging Date: Start date of the searching date range for user's access to Service Portal system

To: End date of the search date range

Log Type: Access log type

3. Procedures

You can access the User Access Log screen by clicking admin

icon and selecting Access Log .Specify any searching criteria

Click Search button to list out the relevant user logs that match the search criteria
Click Clear button to clear all search criteria you have entered
You may sort the results in the table, by clicking on the column header