|
Application Guide for Oracle Self-Service E-Billing (Business Edition) > Enrolling and Managing Users >
Enrolling Multiple Users
This use case is for the business administrator to enroll multiple B2B users at one time (also called bulk enrollment). Table 9 lists and describes the feature of the Enrolling Multiple Users use case.
Table 9. Enrolling Multiple Users
|
|
Name |
Enrolling Multiple Users |
Feature Area |
User Management |
Description |
This use case lets an administrator enroll multiple users in Oracle Self-Service E-Billing at one time. |
Primary User |
Business administrator, CSR (impersonation) |
Preconditions |
- Oracle Self-Service E-Billing application has been deployed.
- A customer service representative has created an administrator for the company.
- Statements have been loaded into the Oracle Self-Service E-Billing using the ETL load process
|
Trigger |
An administrator logs in to the Billing and Payment Application and selects My Account, Company, and then Users. |
Attributes |
None |
Buttons |
Users page
Import Users page
|
Page Tabs |
Users and Import Users pages
- Profile
- Contacts
- Users (Active)
- Settings
|
Active Hyperlinks (Breadcrumbs) |
- My Account. Displays the Dashboard.
- Company. Displays the Company Profile page.
- Users. Displays the Users page.
|
Page Content |
Page Title
Paging Elements (If needed)
- Page X of Total
- Paging arrow buttons
Attributes
Description of the input CSV file structure required for importing. Columns (All columns are sortable except Reason.)
- User ID
- Role (Administrator, Manager, or Subscriber)
- First Name
- Last Name
- Reason (Why the user cannot be enrolled in the system.)
|
CSV Input File Requirements |
The CSV input file for enrolling multiple users requires the following attributes in the sequence shown, for each business user you want to enroll:
- User Name - Required
- First Name - Required
- Last Name - Required
- Role - Required (Administrator, Manager, Subscriber)
- Email Address - Required
- Service Agreement Number (Optional). If the service agreement number is known and provided, you can add it along with the account where it is located in the billing hierarchy using a pipe delimiter, for example: ,SSID|AID,
Consolidator model users only: The Billing ID is required. Add it using a pipe delimiter, for example: ,SSID|AID|BID,
- Account Number (Optional, for manager administrators only). If a manager administrator owns multiple accounts, you can list them sequentially, delimited by a semi-colon, for example: ,AID1;AID2;AID3,
Consolidator model users only: The Billing ID is required. Add it using a pipe delimiter, for example: ,AA1|BBID;AA2|BBID;AA3|BBID,
|
Notes |
- Oracle Self-Service E-Billing-generated validation codes cannot contain the following characters: a, A, e, E, 3, o, O, 0, i, I, 1, u, U, y, Y, $, @, !, *
- Each account that has been created is set to inactive state and expires within four hours; only a CSR administrator can reset the account.
- Oracle Self-Service E-Billing cannot reuse the validation code for 30 days after initially being created.
- This use case generates a welcome email notification.
|
Main Path for Enrolling Multiple Users
The following path describes enrolling multiple users:
- The administrator clicks Import on the Users page.
Oracle Self-Service E-Billing displays the Import Users form.
- The administrator clicks Browse to search for the CSV input file created for this purpose. For details on the input file format, see Table 9. The administrator clicks Import.
- Oracle Self-Service E-Billing verifies the information for:
- Formatting
- Completeness
- User name requirements
- If all users are imported successfully, Oracle Self-Service E-Billing displays the following success message on the Users page: (Number of Users) Company Users Imported Successfully.
- Oracle Self-Service E-Billing sends each user a welcome email notification to inform the user that he or she has been enrolled and must follow the enclosed link to complete the enrollment process. If one or more users cannot be imported, an exception occurs.
Alternate Paths for Enrolling Multiple Users
Alternate paths can occur with this use case. The administrator selects Cancel
The user clicks Cancel and Oracle Self-Service E-Billing displays the Users page. Exceptions for Enrolling Multiple Users
Exceptions can occur with this use case when there are problems with the data in the input CSV file used for importing. For each user that cannot be imported for enrollment due to missing or invalid data, Oracle Self-Service E-Billing displays the user ID, role, first and last name, and the reason (data issue) in tabular format on the Import Users page, and displays the total number of invalid users. The following exceptions can occur with this use case. A user name in the input CSV file has an invalid length
On the Import Users page, Oracle Self-Service E-Billing displays the user ID, role, first name, last name, and following reason why the user record cannot be imported: User Name Invalid Length.
A first name is missing from the input CSV file
On the Import Users page, Oracle Self-Service E-Billing displays the user ID, role, first name, last name, and following reason why the user record cannot be imported: First Name Missing.
A role in the input CSV file is undefined in Oracle Self-Service E-Billing
On the Import Users page, Oracle Self-Service E-Billing displays the user ID, role, first name, last name, and following reason why the user record cannot be imported: Role Undefined.
An email address in the input CSV file does not have at least one valid character preceding the @ sign, preceding the period, and following the period
On the Import Users page, Oracle Self-Service E-Billing displays the user ID, role, first name, last name, and following reason why the user record cannot be imported: Invalid Email Format.
A service agreement number in the input CSV file is invalid
On the Import Users page, Oracle Self-Service E-Billing displays the user ID, role, first name, last name, and following reason why the user record cannot be imported: Invalid Service Agreement Number.
An account number in the input CSV file is invalid
On the Import Users page, Oracle Self-Service E-Billing displays the user ID, role, first name, last name, and following reason why the user record cannot be imported: Invalid Account Number.
|
