Download User Manual

Transcript
Table of Contents
Table of Contents .......................................................................................................................... iii
Document Revisions ......................................................................................................................... v
Document Approval ......................................................................................................................... vi
Table of Figures ............................................................................................................................ vii
1
2
Introduction ................................................................................................................................ 1
1.1
Overview ........................................................................................................................... 1
1.2
Purpose ............................................................................................................................. 1
1.3
Audience ........................................................................................................................... 1
1.4
Ownership ......................................................................................................................... 1
1.5
Distribution ........................................................................................................................ 1
1.6
What's new in this version? .............................................................................................. 2
1.7
Who is a CP Admin? ......................................................................................................... 4
1.8
How do I register my company? ....................................................................................... 4
1.9
How do users register under my company? ..................................................................... 9
1.10
How do I log in to Openreach Portal? .............................................................................14
1.10.1
Can't remember your password? ............................................................................18
1.10.2
What happens when my login session expires? ....................................................23
Dashboard ...............................................................................................................................24
2.1
2.1.1
3
What is the 'CP Admin home' page? ..........................................................................27
User Management ...................................................................................................................29
3.1
CP User Types and Functions ........................................................................................29
3.2
How do I create a new user in the portal? ......................................................................31
3.3
A user I created cannot login… Why? ............................................................................38
3.3.1
How do I stop a user from accessing the portal? .......................................................41
3.3.2
What are these links on my Admin home page? ........................................................41
3.4
4
What is CP Admin dashboard? .......................................................................................24
A user cannot access the portal, but I did not deactivate the user. Why? ......................43
3.4.1
How do I re-activate an inactive user? .......................................................................46
3.4.2
How can a user reset the secret question and answer? ............................................49
3.5
How do I delete a user? ..................................................................................................54
3.6
How do I edit a user profile? ...........................................................................................55
3.7
How do I make a user another CP Admin? Why? ..........................................................57
Group Management ................................................................................................................61
4.1
Overview .........................................................................................................................61
4.2
How do I create a User Group? ......................................................................................61
4.3
How do I edit a User Group? ..........................................................................................71
iii