• Fundamental Logo

    Vision Support

  • Menu
  • KNOWLEDGE BASE
    • Admin Utilities
      • Authorization
      • Calendar
      • Company Wide Dashboards
      • Contract Management
      • Credits
      • Locations
      • Network Events
      • Preseem Packages
      • Service Items
      • Service Offers
      • Service Packages
      • Mass Shopping Cart
      • Subscriber Management
      • Email Templates
      • Support SMS
      • Tickets
      • Users
      • Workflows
    • Dashboard
      • Map Layers
      • Report Cards
    • Calendars
    • Inventory
      • Manufacturers
      • Purchase Orders
      • Vendors
      • Warehouse
    • Network
      • Circuits
      • Events
      • Hardware
      • IP Addresses
      • Monitoring
        • Monitoring Templates
      • Outside Plant
        • Contract Drop Locations
      • Phone
      • VLANs
    • Operations
      • Billing
        • Batch Notifications
        • Batch Transactions
        • Check Processing
        • Credit Receipts
        • Invoices
        • Payment Receipts
        • PDF Settings
        • Reports
      • Inventory
        • Report Builder
        • Warehouses
      • Marketing
      • Network
        • Audits
        • Network Events
        • Reports
        • Report Builder
        • Track My Truck
      • Regulatory
      • Projects
      • Subscribers
      • Tickets
      • Workflows
    • Portal
    • Public Shopping Cart
    • Subscribers
      • Account Page
      • All
      • Attachments
      • Calendar
      • Contacts
      • Invoices
      • Locations
      • Notes
      • Onboarding
      • Payments
        • Recurring Payments
        • Credits
      • Portal
      • Reports
      • Services
      • Summary
        • Cards
      • Tags
        • Tags
      • Tickets
    • User Settings
    • Workflow Processes
  • Roles
    • Administrators
    • Billing Department
    • Customer Service
    • Field Techs
    • Inventory
    • Marketing
    • Network Ops
    • Outside Plant
    • Tech Support
  • Resources
    • FAQ
    • How-to Videos
    • Icon Glossary
    • Key Terms
    • Learn the Basics
    • Learn More
    • Search Tips
  • Integrations
  • SUPPORT
    • Contact Us
    • Release Notes
  • KNOWLEDGE BASE
  • Portal

Portal

portal

The subscriber Portal is a secure, online site for the subscriber to log in to manage parts of their account, including payments, services, contact information, tickets, etc. 

  • Log In
  • Reset Password
  • Change Password
  • Home
  • Calendar
  • Contacts
  • Invoices
  • Payment Receipts
  • Recurring Payments
  • Services
  • Tickets

The Portal is built to be a slimmed-down version of Vision's internal system to speed up the ease of navigation and to avoid the need for representatives to learn a new or different site. 

The Portal utilizes commonly-used design elements and features to maximize predictability with navigation elements. It is designed to be mobile-first to ensure the subscriber's experience is seamless on any device. Subscribers do not need to download a separate app on their device. 

Every portal site is set up to match the branding styles of each Vision client, including company logos and colors. 

Any updates made on the account by the subscriber in the Portal, such as payments, services changes, contact information, etc is marked as a record on the subscriber's account history under the ALL tab for reference by customer service and tech support teams. 


LOG IN


To set up access: An individual subscriber's access to their secure, online account is added by a representative using the Portal tab of the subscriber's account. Account access can happen at the time of sign up prior to service being activated or after the service install. A valid email is required for sign up. 

To ensure identity: A verification link is sent to the email address set up on the account which expires after five days of being sent to the subscriber.

Verified subscribers will now have 24-hour access to their account.

Portal1_12_29.20.PNG

 

 

 

 

 

 

 

 

 

RESET PASSWORD


Subscribers simply need to click the Don't remember your passord? link.  Then enter in the email associated with the login. 

Portal Reset Password

CHANGE PASSWORD


Click on the more_vert-24px.svg icon and then select User Settings to change your password. 

portal-password.PNG

PORTAL HOME 


The main home page of the Portal displays the subscriber's name, subscriber ID number along with the current balance and due date. 

Click menu-24px.svg to expand the Portal menu. 

Portal5_12.31.20.PNG

The PAY BILL prompt is displayed if a balance is due which directs the subscriber to make an online payment. 

The VIEW MORE button directs the subscriber to the Invoice page of the Portal.  The icon displays if a subscriber is linked to multiple accounts.

The settings-24px.svg icon allows a subscriber to switch between multiple accounts without the need to set up additional logins.  

PortalHome_1.6.21.PNG

The add_circle_outline-24px.svg (FAB: Floating Action Button) appears in the lower, right-hand corner of the page.

Click to expand the site's home page action options: Make Payment, Add Phone Number, Add Email Address. 

Portal6_12.31.20.PNG

Click on the CREDIT CARD icon to Make a Payment.

1 - A payment type is selected in the Payment dropdown, ie credit card, ACH, stored payment types. 

Portal_payments1_12.31.20.PNG

2 - Fill in the applicable Credit Card information. 

Click the slider on to Save Payment Method and/or Setup Automatic Recurring Payment options, if desired. 

Portal_payments_CreditCard_1.5.21.PNG

Or, enter in the applicable ACH banking information.

Click the slider on to Save Payment Method and/or Setup Automatic Recurring Payment options, if desired. 

Portal_paymentsACH.PNG

3 -  Details of the recurring payment are displayed. Simply hit ADD RECURRING to confirm. 

*Certain editing functionality of this step may not be accessible to the subscriber based on the provider's terms and conditions. 

Portal_payments10_1.5.21.PNG

CALENDAR


A calendar is available for subscribers to view several types of event items related to their account.

By default, the following items are displayed on the calendar view:

  • Tickets Created
  • Invoices Due
  • Payment Receipts Created

Click on FILTER to change items shown.

Portal_calendar2_1.6.21.PNG

Click on a calendar item to expand the event item details and to open a link for more information.  

Portal_calendar1_1.6.21.png

CONTACTS


Contact information on the subscriber's account can be accessed through the portal. Subscribers can add, edit or delete contact information related to their account. 

Portal_contacts_12.31.20.PNG

To ADD a name, email address or phone number, the user clicks the add_circle_outline-24px.svg button in the lower right-hand corner.  

New information is filled out. The user hits CONFIRM to add the new contact information to the account. 

Portal_contacts3_1.5.21.PNG

*The Type field options are controlled by the system Admin and can be helpful in understanding accounts with multiple contacts. This is especially true for business accounts, as shown below. 

Portal_contacts4_1.5.21.PNG

To DELETE a name, email address or phone number, the user clicks the red X next to the contact information. Hit DELETE CONTACT in the confirmation notice to complete.

Portal_contacts2_1.5.21.PNG

To EDIT a name, email address or phone number, the user clicks on the information that needs to be changed. Once updates are made, then simply hit CONFIRM. 

Portal_contacts1_1.4.21.PNG

INVOICES


Subscribers can access a list of invoices charged to their account through the Portal. 

To view, download or print the invoice document, click the PDF icon. 

Portal_invoice_12.31.20.PNG

PAYMENT RECEIPTS


Subscribers can access a list of payments applied to their account through the Portal. 

To view, download or print a payment receipt document, click the PDF icon. 

Portal_payments_12.31.20.PNG

RECURRING PAYMENTS


Subscribers are able to manage recurring payment options to automatically pay future invoices on their account through the Portal.

Portal_payments6_12.31.20.PNG

To view the history of recurring charges on the account, click on the recurring payment type.

Portal_payments7_1.5.21.PNG

To EDIT the recurring payment, click on the EDIT button.

*Certain functionality of this feature may not be accessible to the subscriber based on the provider's terms and conditions. 

Portal_payments8_1.5.21.PNG

To SET UP a credit card or ACH already stored on the account as a recurring payment, click on the add_circle_outline-24px.svg in the lower right-hand corner of the Recurring Payment page. 

The subscriber will select from the Store Payments section of the options.

Portal_payments1b_12.31.20.png

Next the subscriber will be allowed to jump to the Setup Recurring Payments (Optional) step. Simply hit ADD RECURRING. 

Portal_payments10_1.5.21.PNG

 To REMOVE the recurring payment on the account, click the red X next to the payment information. 

SERVICES


Subscribers are able to view service packages billed and non-billable services of their account through the Portal.

If a contract is on file or needs to be signed, the subscriber can view or complete the contract from the Services page. 

*If a provider chooses to do so, subscribers could be allowed to change the speed level or service package through the Portal. 

Portal_services_12.31.20.PNG

To VIEW the package item details, click on the package line. ​​

Portal_services1_1.5.21.PNG

TICKETS


Subscribers are able to view a history of Tickets on their account through the Portal.

Portal_tickets_12.31.20.PNG

By default, only the ticket information is brought forward in a basic read-only view.  

Portal_tickets1_12.31.20.PNG

If a ticket note is marked as PUBLIC in the system, it would be recorded in Portal for the subscriber to read.

Providers are able to allow subscribers to open a new ticket through the portal by changing ticket template settings. 

If this option is allowed, subscribers will be able to add a ticket to the portal by selecting the plus-circle (1).svg icon in the bottom righthand corner. 

portalticet.png

A subscriber can choose to submit a ticket and a provider can choose to respond to the ticket with a public note.  

portalticket2.png
Previous

Operations

Next

Public Shopping Cart

Copyright © 2022 Vision Support
Back to Top