CP Admin Portal Training Presentation

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CP Admin Portal Training Presentation

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Your registration request will be assessed by the Openreach ... status' functionality can be used to deactivate, i.e., delete a group from the portal database. ... – PowerPoint PPT presentation

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Title: CP Admin Portal Training Presentation

1
CP Admin Portal Training Presentation
2
Topical Outline

01. Initial registration and dashboard
02. User registration
03. Multiple CP Admins
04. Audit framework
05. Request and grant access
06. Manage user profiles and states
07. Manage user groups

3
Openreach Portal

4
Log in as CP admin

Your registration request will be assessed by the
Openreach service desk and you will be set up as
the CP administrator of your company. This will
be notified to you by an email.
As a CP admin youre responsible to request
access for necessary applications, dialog
services and other portal functionality. Once you
have the permissions granted by Openreach service
desk, you can let the users of your company
access these services.
CP admin will be managing all user requests with
your company.

5
Log in as CP admin

My Openreach dashboard is the gateway to access
all service access tools, news and briefings and
other portal tools for a registered portal user
Step 1 Login with your user name and password

Log in to My dashboard
6
My Openreach dashboard
This will provide links to all dialogue services
and other applications/tools as well as a link to
the CP admin home your home page
Admin home page to access user management and
admin functionality
Users can bookmark pages here for easy access
Selected user types have access to collaboration
area via this tile
Users can configure to receive email and
dashboard notifications on content updates and
network/service outages etc via this link
Customers can customise dialogue services and
create their own flows via workflow creation
Part of collaboration functionality where
Customer Business Managers can manage their
customers and share service plans
Keeps the user notified of new content updates,
network outages etc.
7
Openreach Portal

8
Register to access Openreach portal

User registration is a simple form submission
flow and provisioning will be done by an
Openreach administrator
User submits information ? system sends
notification to Openreach and the user is
notified ? User data is then verified and user is
granted access using admin functionality system
has provided ? user logs into access Openreach
portal
Following flow elaborates prospect user
registration flow

9
Register to access Openreach portal

Step 1 Select register link or Become a
customer from Openreach home page

Step 2 Select form link to go to new customer
registration form

Click on form to access the Register for
Access registration form
11
Register to access Openreach portal

Step 3 Fill in all mandatory fields and submit
the form

Select Yes if you wish to receive Openreach
marketing emails.
12
Register to access Openreach portal
Its important that you get the company name as
registered business entity thats in the Dun and
Bradstreet database
Select appropriate business type of your company
13
Register to access Openreach portal
Enter the correct DUNs ID that corresponds to
your company name as per the Dun and Bradstreet
database
Select the LoB or product types you are working
with
14
Log in with your temporary account

As soon as you complete your registration you
will be given a temporary account to log in to
My Openreach dashboard. But your functionality
will be restricted until you are provisioned as a
CP administrator and your company is set up in
Openreach system by service desk.
Step 1 Login with your user name and password

Log in to My dashboard
15
My Openreach dashboard
My Openreach dashboard is the gateway to access
all service access tools, news and briefings and
other portal tools for a registered portal user
Users can bookmark pages here for easy access
As a prospect user, you will have restricted
access to the portal. Your applications, Dialogue
services, Projects etc will be activated here
once your account is provisioned by Openreach
service desk
16
Openreach Portal

Users registering under my company

17
Users registering under my company

Once your company is set up, other users in your
company can start registering to create
individual user accounts under your company.
This is a simple form submission flow and
provisioning will be done by You.
User submits information ? system sends
notification to you and the user is notified ?
User data is then verified and user is granted
access using CP admin functionality system has
provided ? user logs into access Openreach portal
Following flow elaborates Register for Openreach
access flow

18
Users registering under my company

Step 1 Select Our products link or go directly
to Service support page by clicking on the
Access to service and support tools link

Step 2 Select Service support in the
Products page to access Service support tools
page

Click on Service support link to access
Non-portal registration form
20
Users registering under my company

Step 3 Select Register on the right navigation
panel to load the registration form

Click to load the registration form
21
Users registering under my company

Step 4 Fill in all mandatory details marked with
and submit the form

Select Yes if you wish to receive Openreach
marketing emails.
22
Users registering under my company
Enter the correct DUNs ID and company name as per
the Dun and Bradstreet database
Adding a new DUNs ID will result in request
getting routed to the Customer establishment team
23
Users registering under my company

Step 5 User will be asked to confirm the name of
his/her company with the existing name on the
Openreach database

Selecting Yes will send the request to CP Admin
(you) if your status is active. If your status is
inactive, the request will get forwarded to the
Openreach service desk
Selecting No will direct the user to a new
screen giving the option to re-enter the DUNS ID
or to proceed with the entered DUNS ID
24
Users registering under my company

Step 6 To correct the DUNS ID entered select
Re-enter DUNS ID

Proceed with registration option will take you to
confirmation page and your details will be sent
to Openreach service desk for further evaluation
due to the company name mismatch
25
Users registering under my company

Step 7 Re-enter the DUNS ID and select Submit
to proceed

Re-enter your corrected DUNs ID for validation
26
Openreach Portal

27
Register users under my company

Once your company is set up, you can use the user
registration flow in the admin module to add
users under your company.
You will use a similar form to submit user data
and provision the user on the fly and assign
him/her relevant permissions.
Enter user information ? Activate the user and
select user type by Manage customer status ?
Set users permission profile by using Manage
customer permissions
System will send a notification with a system
generated password to the user to log in with
his/her new account.
Following flow elaborates non-portal
registration flow by CP admin

28
Register users under my company

Step 1 Login to Openreach portal

Step 2 Select CP admin to go to admin home
page

Click on CP admin to access admin functionality
30
Register users under my company

Step 3 Select Non-portal user registration from
right navigation

Link to Non-portal user registration
31
Register users under my company

Step 4 Fill in all mandatory details marked with
and submit the form

Select Yes if you wish to receive Openreach
marketing emails.
32
Register users under my company
You will not be able to edit your company details
here as you can only register under your company
33
Register users under my company

Step 5 Set the user type by selecting the
appropriate radio button

Set the user as Active to activate user.
Escalate to Openreach will forward this request
to Openreach service desk.
34
Register users under my company

CP Operations these users have access to portal
applications and dialogue service, etc.
CP Business Managers in addition these users
have access to Collaboration area

Select the user type. Either CP Operations or
CP Business Manager. Second CP admin can only
be created by converting a CP Ops or a CPBM user
You can assign this user to a predefined user
group. Then the user will inherit the permission
set setup to the group.
35
Register users under my company

Step 6 Set user profile by enabling access to
required dialogue services and applications

Radio buttons will be enabled if you have access
to a particular application. You can then select
Grant to grant permission
36
Register users under my company
Select Save to complete user permission profile
and set up the new user account
37
Openreach Portal

Add multiple CP admins

38
Add multiple CP admins

A company can have more than one CP admin user
role. To set up multiple CP admins users have to
first set up as either CP Ops or CPBM user.
The existing CP admin can use the option Convert
to CP admin in his/her admin home page right
navigation panel to simple change the user type
of a selected user to CP admin.
Users cannot be set up or modified via the
Manage customer status to a CP admin.
System will send a notification to the new CP
admin mentioning his/her user role change.
All administrators will share an equal set of
permissions and a work queue.
For example if you request access for
application X and grated permission by
Openreach service desk, all CP admins of your
company will be able to access application X.
User requests will be sent to a common work queue
and notifications will be sent to all CP admins.

39
Add multiple CP admins

Step 1 Login to Openreach portal

Step 2 Select CP admin to go to admin home
page

Click on CP admin to access admin functionality
41
Add multiple CP admins

Step 3 Select Convert to CP admin link on
right navigation panel

Link to Convert to CP admin
42
Add multiple CP admins

Step 4 Enter user id and select Find user to
search for a user. This search support wild card
searching.

Enter the user id or part of the id and click on
Find user
43
Add multiple CP admins

Step 5 Select the user id you wish to convert to
a CP admin to proceed

Click on the appropriate user id appears here
44
Add multiple CP admins

Step 6 System will display the details of the
selected user. Click on Convert to CP admin to
proceed to change the user type to CP admin

Click on Convert to CP admin button to proceed
45
Add multiple CP admins

Step 7 System will display the details with new
user type to confirm. You can select a different
user by clicking on Convert other CP user
option.

New user type of the user. The changes will be
reflected when you Confirm
46
Openreach Portal

Audit user profiles and permissions

47
Audit user profiles and permissions

Portal audit framework allows you to derive audit
report for users under your company for the past
2 months.
Audit reports are provided in two forms of
reports
User profile report Generates a report based on
user profile changes, keeping a track of the old
value and the new value.
User requests report Consists of user requests
for portal application and other portal features
such as secure content folders.
Users can also view the report in downloadable
pdf format or in HTML.

48
Audit user profiles and permissions

Step 1 Login to Openreach portal

Step 2 Select CP admin to go to admin home
page

Click on CP admin to access admin functionality
50
Audit user profiles and permissions

Step 3 Select Generate audit reports link on
right navigation panel

Link to Generate audit reports
51
Audit user profiles and permissions

Step 4 Enter user id and select Find user to
search for a user. This search support wild card
searching.

Enter the user id or part of the id and click on
Find user
52
Audit user profiles and permissions

Step 5 Select the user id of the user you wish
to generate audit reports on

Click on the appropriate user id appears here
53
Audit user profiles and permissions

Step 6 Select the date range to generate the
report and types of reports

Click on Convert to CP admin button to proceed
Select user profile changes report and/or User
requests report
You can also restrict the report to show selected
attribute/s related audit logs
54
Audit user profiles and permissions

You can select the attributes from Applications,
Secure content folders and Workflows.
Reports can be generated in pdf format or in
HTML. Select the appropriate button to
view/download report.

55
Audit user profiles and permissions

Step 7 Separate links will appear for the
report/s you have selected. Click on the
appropriate link to view/download the report.

Select the report to view/download depending on
if you select HTML or PDF
56
Audit user profiles and permissions

Step 8 If youve selected pdf format you can
download the file by saving it locally, or open
it in a pdf viewer integrated browser.

Click on Open to view the report or Save to
access it offline later
57
Audit user profiles and permissions

Step 8 If youve selected HTML format it will
load the report in your browser.

Click on View printer friendly version to print
the HTML report
58
Audit user profiles and permissions

Step 9 Clicking on View printer friendly
version will open the report in a print friendly
format in a new window.

59
Openreach Portal

Request and Grant access for applications

60
Request for application permissions

Once youre registered with the portal, you have
to request access for other applications you or
other users of your company wish to access.
As CP admin, your requests will go to Openreach
service desk who will grant you access to
requested application.
System will send a notification to the Openreach
service desk of the your request and you will be
notified when you have been granted permission.
Alternatively, You can send a list of
applications you wish to access and send an
offline email to service desk to get them set up
in your profile.
Once youre granted access to an application
itll appear on your My tools tile on the
dashboard.
All administrators will share an equal set of
permissions.
For example if you request access for
application X and granted permission by
Openreach service desk, all CP admins of your
company will be able to access application X.

61
Request for application permissions

Step 1 Login to Openreach portal

Step 2 Select Other tools to go to Service
support page to select the application you wish
to request permission

Click on other tools if the application is not
listed on the My tools tile
63
Request for application permissions

Step 3 Select the required application or
dialogue service from the list.

Click on the required application
64
Request for application permissions

Step 3 Select request access to send a request
to portal help desk to get access. Your users
requests will be sent to you as the CP admin.

Click on the required application
65
Grant application permissions

When users in your company request access for
application the request will come in to the CP
admin work queue and all CP admins will be
notified by emails.
To give access to an application you have to have
full permission to the particular application.
You permission will be granted by the Openreach
service desk upon request.
System will send a notification to the requested
user once you grant or deny permission for an
application.

66
Grant application permissions

Step 1 Login to Openreach portal

Step 2 Select CP admin to go to admin home
page

Click on CP admin to access admin functionality
68
Grant application permissions

Step 3 Select the request by clicking on the
request under User ID column.

Click on the user request appears on your home
page.
69
Grant application permissions

Step 4 This will take you to Manage customer
permissions with the requested application
highlighted in red.

Select Full to grant permission an application
70
Openreach Portal

Edit customer account

71
Edit customer account

Edit customer account capabilities allow you to
select the user and edit the user profile
information which the user entered during the
registration.

72
Edit customer account

Step 1 Login to Openreach portal

Step 2 Select the CP Admin link on the My
tools tile of the Dashboard

Click on the CP Admin link to access the CP Admin
functionality
74
Edit customer account

Step 3 Select Edit customer account from the
CP Admin homepage

Click Edit customer account to edit a users
account details
75
Edit customer account
Step 4 Enter the required users username
Enter the required users username to proceed.
Username format username_at_domain.com
76
Edit customer account
Step 5 Select the required user from the search
results by clicking the relevant username
Click the users username to proceed
77
Edit customer account
Step 6 Edit the required customer information
and click Submit to proceed
Make the required changes to the user profile and
click submit to proceed
78
Edit customer account
Step 7 Confirm the updates to the users account
details
Confirm the user profile changes
79
Edit customer account
Step 8 Click Finish to finish the process and
go back to the CP Admin homepage
80
Openreach Portal

Edit profile

81
Edit profile

The Profile link on your dashboard gives an
overview of your name and login details, contact
details, your company details and also an edit
option to change your profile details. The
following profile information can be edited by
you
First name
Surname
Security question and answer
Change your password
Telephone number
Changing the interested product options

82
Edit profile

Step 1 Login to Openreach portal

Step 2 Select the Profile link on the masthead
of the portal

Click on Profile to be taken to the Manage
profile page
84
Edit profile

Step 3 Select Edit in the Manage profile page
to edit your profile details

Click Edit to edit your account details
85
Edit profile

Step 4 The following profile information can be
edited by you
First name
Surname
Security question and answer
Change your password
Telephone number
Changing the interested product options

To change your password, click on the Change
password link
Edit the required information and click Submit
to save the changes
86
Edit profile
Step 5 Change your password as required
Passwords must contain at least 8 characters and
must comprise of letters and numbers. Passwords
are case-sensitive
Enter your new password and confirm the new
password to successfully activate the new password
87
Edit profile
Step 6 Edit the required customer information
and click Submit to proceed
Click Finish to go back to the Manage profile
page
88
Edit profile
Step 7 Confirm the updates to the account details
Confirm the user profile changes
89
Edit profile
Step 8 Click Finish to finish the process and
go back to the Dashboard
90
Openreach Portal

Manage customer permissions

91
Manage customer permissions

The manage customer permissions functionality
allows you to manage the access rights of users
within your organisation. You can grant/deny
access to portal dialogue services and portal
applications through manage customer permissions.
NB You will only be able to grant/deny access to
applications that you, yourself have access to.
If a user in your organisation requests for
access to an application/service that you have
access to, you will first need to request for
access for yourself and there after grant the
users request

92
Manage customer permissions

Step 1 Login to Openreach portal

Step 2 Select the CP Admin link on the My
tools tile of the Dashboard

Click on the CP Admin link to access the CP Admin
functionality
94
Manage customer permissions

Step 3 Select Manage customer permissions from
the CP Admin homepage

Click manage customer permissions
95
Manage customer permissions
Step 4 Enter the required users username
Enter the required users username to proceed.
Username format username_at_domain.com
96
Manage customer permissions
Step 5 Select the required user from the search
results by clicking the relevant username
Click the users username to proceed
97
Manage customer permissions
Step 6 Select Grant to grant access to Portal
applications/services/flows
All open requests will be highlighted in red
98
Manage customer permissions
Step 7 Confirm the completion of setting the
user status
Click Finish to go back to the CP Admin homepage
99
Openreach Portal

Manage customer status

100
Manage customer status

The manage customer status functionality allows
you to activate/de-activate a users Portal
account and set the user type for each user.
The following user types are available for
communication providers
CP Administrator - The CP Administrator is the CP
Super user who is able to manage Portal access of
all other users within the organisation
CP Operations
CP Business Manager

101
Manage customer status

Step 1 Login to Openreach portal

Step 2 Select the CP Admin link on the My
tools tile of the Dashboard

Click on the CP Admin link to access the CP Admin
functionality
103
Manage customer status

Step 3 Select Manage customer status from the
CP Admin homepage

Click manage customer status
104
Manage customer status
Step 4 Enter the required users username
Enter the required users username to proceed.
Username format username_at_domain.com
105
Manage customer status
Step 5 Select the required user from the search
results by clicking the relevant username
Click the users username to proceed
106
Manage customer status
Step 6 Set the users state to Active to
activate the users Portal account
Step 7 Select the user type by selecting the
required radio button
Set the users state to Active to activate the
user
Select the required user type by selecting the
relevant radio button
107
Manage customer status
Step 8 Confirm the details entered
108
Openreach Portal

Add a new group

109
Add a new group

The Group management option is provided to
create customer groups which can be granted
similar access rights, and revoke access rights
in bulk.
NB You can only manage groups within your own
company
One user may only belong to one group, and the
users individual rights override the Group
rights so that a user who belongs to the SMPF
Ordering group above could also be given
individual access to Line Checker.

110
Add a new group

Step 1 Login to Openreach portal

Step 2 Select the CP Admin link on the My
tools tile of the Dashboard

Click on the CP Admin link to access the CP Admin
functionality
112
Add a new group

Step 3 Select Add a group from the CP Admin
homepage

Click on Add a group to create a new user group
within the portal
113
Add a new group
Step 4 Enter the required group name
Add the desired Group name and click Next to
proceed
Group Name cannot be more than 25 characters
114
Add a new group
Step 5 Select the required permissions by
selecting the Full radio button that
corresponds to the relevant application/service
Select the required permissions and click Next
to proceed
115
Add a new group
Step 6 Confirm the selected permissions for the
new group
Full indicates that permission has been granted
116
Add a new group
Step 7 Click Finish to confirm the new group
and return to the CP Admin homepage
117
Openreach Portal

Add users to a group

118
Add users to a group

Step 1 Login to Openreach portal

Step 2 Select the CP Admin link on the My
tools tile of the Dashboard

Click on the CP Admin link to access the CP Admin
functionality
120
Add users to a group

Step 3 Select Add users to a group from the CP
Admin homepage

Click on Add users to a group to add users to an
existing group
121
Add users to a group
Step 4 Search for the required group based
on Group name Status Service/Application
Search for a group based on the Group name
Search for a group based on if its Active or
Inactive
Search for a group based on its permissions
122
Add users to a group
Step 5 Select the required group by selecting
the corresponding radio button and click Add
users to group to proceed
Select the group and click Add users to proceed
123
Add users to a group
Step 6 Search for the required user(s) based
on User ID Group name User type Status Service/Ap
plication
Click Find users to proceed
124
Add users to a group
Step 7 Select the required user(s) and click
Add users to group to proceed
125
Add users to a group
Step 8 Confirm the selected users for the chosen
group
126
Add users to a group
Step 9 Click Finish to go back to the CP Admin
homepage
127
Openreach Portal

Change a group status

128
Change a group status

The change group status functionality can be
used to deactivate, i.e., delete a group from the
portal database. However, this functionality will
not delete individual users within the group or
affect their individual permissions.

129
Change a group status

Step 1 Login to Openreach portal

Step 2 Select the CP Admin link on the My
tools tile of the Dashboard

Click on the CP Admin link to access the CP Admin
functionality
131
Change a group status

Step 3 Select Change group status from the CP
Admin homepage

Click on Change group status to de-activate a
group
132
Change a group status
Step 4 Search for the required group by the
group name
Search for the required group using the group name
Group Name cannot be more than 25 characters
133
Change a group status
Step 5 Select the required group by clicking the
relevant group name in the group search results
Click the group name to change the group status
134
Change a group status
Step 6 Set the group status to Inactive
Set the group status to Inactive by selecting
the corresponding radio button
135
Change a group status
Step 7 Confirm the group inactivation
136
Change a group status
Step 8 Confirm the group inactivation and click
Finish to proceed to the CP Admin homepage
137
Openreach Portal

Edit a group

138
Edit a group

Editing a groups access rights will change the
access rights of each user within the selected
group. However, access rights of users within
that group can be reset by individually changing
a users access rights via the Manage Customer
Permissions functionality.

139
Edit a group

Step 1 Login to Openreach portal

Step 2 Select the CP Admin link on the My
tools tile of the Dashboard

Click on the CP Admin link to access the CP Admin
functionality
141
Edit a group

Step 3 Select Edit a group from the CP Admin
homepage

Click on Edit a group to edit the group
permissions and group details
142
Edit a group
Step 4 Search for the required group by the
group name
Search for the required group using the group name
Group Name cannot be more than 25 characters
143
Edit a group
Step 5 Select the required group by clicking the
relevant group name in the group search results
Click the group name to Edit the group details
144
Edit a group
Step 6 Click Edit to proceed with editing the
group information
Click Edit to edit the selected group information
145
Edit a group
Step 7 Edit the group information as required
and click Next to proceed
146
Edit a group
Step 8 Confirm the changes to the group
147
Edit a group
Step 9 Click Finish to confirm the changes and
go back to the CP Admin homepage
148
Openreach Portal

Search for a group

149
Search for a group

Step 1 Login to Openreach portal

Step 2 Select the CP Admin link on the My
tools tile of the Dashboard

Click on the CP Admin link to access the CP Admin
functionality
151
Search for a group

Step 3 Select Search group from the CP Admin
homepage to initiate the search

Click on Search group to search for a group
152
Search for a group
Step 4 Search for a group based on Group
name Status, Service/Application
Search for the required group using the group name
Search for all Active or Inactive groups
Search for groups with permission for the
selected services/applications
153
Search for a group
Step 5 Select the required group by clicking the
relevant group name in the group search results
and you can proceed to change the chosen groups
status or edit the groups details

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