customer portal – customer user. you will receive an email indicating that your customer portal...
TRANSCRIPT
Customer Portal – Customer User
You will receive an email indicating that your Customer
Portal registration is complete. A link to the Customer Portal, your
User Name and Temporary Password will be included.
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Log in with your User Name and Password. User Name will be
your email address.
Click to answer your security questions and
reset your password.
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When you log in with your temporary password, you’ll be
prompted to setup a new password.
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When you log in with your temporary
password, you’ll be prompted to set up 3
security questions. These will be used to verify your identity if
you forget your password.
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The selected account, customer or program will be displayed here. This will default to All.
Click to Select a Specific program.
This dashboard is the home screen. The data displayed corresponds
to the program(s) selected.
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Click on All to see all accounts you have access to.
Click + to expand the list and select a specific account, customer # or
program.
Use the search fields to narrow the list. (Click on the + to expand
the list after searching.)
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A history of files uploaded to RGIS on
the Customer Portal is displayed here.
A history of files downloaded from the
Customer Portal is displayed here.
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A summary of upcoming
scheduled events is displayed here.
A summary of completed events is
displayed here.
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Many screens in the Customer Portal use
the grid format below.The data on the
screen is based on the selected Account, Customer or Program.
Click on the column headers to sort. Click again to toggle
from Ascending to Descending order.
Click save to export the data as an
Excel, CSV or Word file.
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Enter site id or a date range and click Search to find specific data.
Enter a value in the box and then click the
icon and select a condition to filter the
data.
Click on the page number to go directly
to a specific page.
Click the arrows to move
through the pages or skip to the beginning
or end.
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Click on Home to return to the Dashboard.
Breadcrumbs keep track of where you are.
Click to logout.
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Click to access Customer Portal Help.
Click to see a list of features coming soon.
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Click here to maintain your user profile.
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Click here to change your password.
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Enter your old (current) password and then your
new password.
Click here to change your security questions.
Use the drop down list to select a different
question.
You are required to set up three security questions. In the event you forget your password, these will be
used to verify your identity.
Enter the answers to the questions
here.
Click here to change your
language setting.
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Select the language you would like to use for the
Customer Portal.
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Click here to manage your
customer user accounts.
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Click to select another account,
customer or program
Click to create customer user
accounts.
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Create a user account for each customer.
Edit a existing user profile.
Check the box to deactivate the
account. The user will no longer be
able to log in.
This box will be checked if the user has locked their account by
attempting to log in with an incorrect password too many times. Uncheck
the box to unlock the account. A new temporary password will be emailed
to the user.
Click to add a new user
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Enter the user’s email address
and name. Select the User Type. A Customer Superuser will be able to set up additional
Customer users, and see their data file transfer history.
Select the areas of the Customer Portal that the user should have
access to. **Only allow access to Visual Count if the customer’s program
uses Visual Count.
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Enter the account name or number and click search.
Matching accounts will be displayed below.
Select the program(s) that the user should
have access to. Selections can be made
at the Account, Customer or Program
Level.
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Selections will appear here. The user will have
access to these Accounts, Customers or Programs.
Click to save changes or new user profile. The new user will
receive an email with their User Name, Password and a link to the Customer Portal.
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Click to manage email notifications.
You must select a specific Program to use this screen. The settings are applied at
Program level.
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Check and uncheck to quickly change which areas of the site
users have access to.
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Check this box if the user should receive an
email when an updated customer
validation file is requested.
Check this box if the user should receive email
when a customer validation file is installed.Click to add email
addresses for notification,
without creating a user account.
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Email addresses added here can receive email notifications
for requested and installed customer validation files. They will not have a User Name or
Password to access the Customer Portal.
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Click here to view the schedule for the selected Account, Customer(s) or
Program(s).
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All events that have not been
balanced at FSC will be listed
here.
Scroll to see additional fields.
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A green check indicates that that validation file currently installed is
current for this event.
A red X indicates that the validation
file currently installed is outdated
for this event.
Click to see more information about
the Customer Validation file.
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This number used to determine how many days
after install the file is current.
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Click to see events that have been
completed.
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All events that have been completed are
displayed here.
Click to see a history of files uploaded to
RGIS on the Customer Portal.
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View a history of all files you have uploaded.
Click to see a history of files downloaded
from RGIS on the Customer Portal.
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View a history of all files you have downloaded,
or that were downloaded.
Click to download files.
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All Programs for the selected Account or
Customer will be displayed. Click to
select.
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Browse to select the
file and click upload.
Click to see a sample of the
last file installed.
Click to download files.
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All available website directories
for this program will be listed. Click the icon to see the files
available.
The corresponding website User
Name from the old site is listed
here.
All Programs for the selected Account or
Customer will be displayed. Click to
select.
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Click on the file name to
download the file.
The date and time that the file was last downloaded is listed here.
The date and time that the
file was posted to the site is listed here.
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If you do not have access to Visual Count, it will be
grayed out.
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If you have access link will take you to the Visual Count log
in page. You will need to log in with your Visual Count User Name and
Password.
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