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Application Guide for Oracle Self-Service E-Billing (Business Edition) > Enrolling and Managing Users >

Viewing and Managing Company Users

This use case is for the business administrator to manage the profiles of users to whom the administrator has access. The administrator can search for and view a list of users, edit (once the user has enrolled), delete, and reactivate users. Table 6 lists and describes the feature of the Viewing and Managing Company Users use case.

Table 6. Viewing and Managing Company Users
Feature
Description

Name

Viewing and Managing Company Users

Feature Area

User Management

Description

This use case lets an administrator view a list of the user profiles created in Oracle Self-Service E-Billing and manage the profiles.

Primary User

Business administrator, CSR (impersonation)

Preconditions
  • The Billing and Payment application has been deployed.
  • A customer service representative has created an administrator for the company.
  • Statements have been loaded into Oracle Self-Service E-Billing using the ETL process.

Trigger

The administrator clicks My Account, Company, and then Users.

Prompts

Search for Company Users

  • First Name
  • Last Name
  • Role (Select (default), Administrator, Manager, or Subscriber)
  • Status (Select (default), Active, Initiated, or Locked)
  • User ID

Buttons
  • Import New Users
  • Add New User
  • Submit

Page Tabs
  • Profile
  • Contacts
  • Users (Active)
  • Settings

Active Hyperlinks (Breadcrumbs)
  • My Account. Displays the Dashboard.
  • Company. Displays the Company Profile page.

Page Content

Page Title

  • Users

Subtitles

  • Search for Company Users
  • Company Users (With the number of users)

Paging Elements (If needed)

  • Page X of Total
  • Paging arrow buttons

Columns (All columns are sortable except Actions.)

  • User ID
  • Name
  • Role (Administrator, Manager, or Subscriber)
  • Status
    • Initiated. The administrator has added the user, but the user has not yet enrolled.
    • Active. The user is enrolled and is active.
    • Locked. The user has been locked out.
  • Last Login (Date and time when the user last logged in.)
  • Date Created (Date and time when the user was created.)
  • Actions
    • Delete. The administrator can delete a user with any status (initiated, active, or locked). Deleting a user unassigns any account or service number that the user was assigned to (applied to the billing hierarchy), cancels any scheduled payments, removes any recurring payments scheduled, and removes any payment accounts. An administrator cannot delete his or her own profile.
    • Edit. The administrator can change a user's profile information, such as last name. This option is only available for users who are active.
    • Reactivate. The administrator can reactivate a locked user. This action triggers the enrollment email to the user.

Main Path for Viewing and Managing Company Users

The following path describes the Viewing and Managing Company Users use case:

  • The user selects My Account, Company, and then Users.

    Oracle Self-Service E-Billing displays a list of all company users (with paging elements) and profile data in tabular format.

Alternate Paths for Viewing and Managing Company Users

Alternate paths can occur when viewing and managing company users.

The user enters query parameters to narrow search results
  1. The user selects or chooses search criteria on the Users page:
    • First Name
    • Last Name
    • Role (Administrator, Manager, or Subscriber)
    • Status (Active, Initiated, or Locked)
    • User ID
  2. The user clicks Submit.

    Oracle Self-Service E-Billing displays the customer information in tabular format.

The user edits a user's profile
1 The user clicks Edit for a particular user.

Oracle Self-Service E-Billing displays the Edit Company User page.

  1. The user edits the necessary fields (the first and last name, email address, and role fields are editable).
  2. The user clicks Update to save the changes.

    Oracle Self-Service E-Billing displays the Users page with the updated information.

The user deletes a user
  1. The user clicks Delete for a particular user.

    Oracle Self-Service E-Billing displays the delete confirmation page and prompts the user to confirm the action.

  2. The user clicks Delete to verify the user deletion.

    Oracle Self-Service E-Billing deletes company user and returns to the updated user list results page.

The user reactivates a locked user
  • The user clicks Reactivate for a particular (locked) user.

    Oracle Self-Service E-Billing reactivates the user and sends an enrollment email notification.

    
Application Guide for Oracle Self-Service E-Billing (Business Edition) Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Legal Notices.