The following process will walk you through how to set up a new Company and how to also set up the Manage My Mobiles portal for your customer.
We have a support video on the Academy that will show you step by step on how to set up Manage My Mobiles, this video is found in the Mobile Provisioning course. We would recommend that you complete the Mobile Beginner course and watch the previous Mobile Provisioning Beginner videos prior to watching this one.
This support guide will talk you through step by step on how to provision this website for your customer, for a new mobile company and also and existing one too. We will also cover what the key differences are between the Manager and Reporter users within Manage My Mobiles.
Please Note: Manage My Mobiles will only work if the users are on the new Gamma tariffs
Step 1
First you will need to go to the Provisioning and service management tab then go to mobile then select Manage Companies.
Step 2
Now select the + Add button
Step 3
Now fill in the boxes displayed with the required information. Please note to add the Manage My Mobiles portal you will need to select this at the bottom of the page.
Step 4
After selecting the Mange My Mobiles portal you will be presented with two further boxes as shown below.
The Admin Account details are to be the details of the end user of the portal, they will be sent an email once the setup has been completed which they will need to use to create their account. Please select the relevant access you require them to have, if you toggle from Manager to Reporter you will see in the permissions box what these user types have the ability to control in the Manage My Mobiles portal.
Step 5
Please note that the Manage My Mobiles portal will not be activated until at least one Mobile number is assigned to the company. Please check all the details on this page and read the terms and conditions before clicking continue.
Step 6
You will now see that a company has been successfully set up and that the company is now pending mobile numbers. Once the order for the Manage my mobiles account has been completed you will see the below confirmation email.
Confirmation Email
Step 7
Once the company has numbers assigned to it, your customer will get the registration email and you will have some new options on the actions tab within company management. From here you will be able to log into you customers Manage My mobiles portal
Email your customer will receive, to resend this use the actions tab on the relevant company and click resend.
Step 8
If you click to login to the Manage My Mobiles Portal you will be directed to a new window in your browser and you will taken to the Manage My Mobiles landing page. Please note you may not see data populated in the graph when you first login as this will need to build after users have been added.
Step 9
On clicking the link on the invite email your end user will be directed to the sign up page (shown below). On this page, the admin must enter a username and create a password. The password should include one lowercase letter, one uppercase letter, one number, one special character and be at least 8 characters in length. On this page the user must also use the tick box to agree to the use of analytics, then click continue.
Step 10
The next page you will be taken to is the Communications page. On this page you must update and confirm what notifications you would like to receive and how you would like to receive them. Once
the choices have been selected and the relevant information entered, click continue. Alternatively you can skip this option and update these details later. Similarly, should you need to make a change on the previous page, click “back”.
Once you have entered all of your details at your request, click continue and you will be taken to the Setup Complete page.
From this page you can click the button to login to your Manage My Mobiles Portal.