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Page 1: Reseller Portal System Administrator Portal... · 2012-06-08 · 1.3 System Overview Reseller Portal System consists of six parts, namely, User Management, My Profile, My Merchants,

May 29.2012

PAX Technology, Inc.

Reseller Portal System Administrator

Page 2: Reseller Portal System Administrator Portal... · 2012-06-08 · 1.3 System Overview Reseller Portal System consists of six parts, namely, User Management, My Profile, My Merchants,

Preface BROADPOS Reseller Portal System Administrator Guide Document

Version: V20120529

Document No: BROADPOS-RPS-APP-UM-01.00.00

Status: [★]Draft []Release [ ]Modify

Copyright © 2009, 2014, PAX All rights reserved

The Programs (which include both the software and documentation) contain

proprietary information; they are provided under a license agreement containing

restrictions on use and disclosure and are also protected by copyright, patent, and other

intellectual and industrial property laws. Reverse engineering, disassembly, or

decompile of the Programs, except to the extent required to obtain interoperability with

other independently created software or as specified by law, is prohibited.

The information contained in this document is subject to change without notice. If you

find any problems in the documentation, please report them to us in writing. This

document is not warranted to be error-free. Except as may be expressly permitted in

your license agreement for these Programs, no part of these Programs may be

reproduced or transmitted in any form or by any means, electronic or mechanical, for

any purpose.

Security Notice: No part of this publication may be copied, distributed, stored in a

retrieval system, translated into any human or computer language, transmitted,

in any form or by any means, without the prior written consent of PAX

Technology, Inc.

PAX is a registered trademark of PAX Technology, Inc. and/or its affiliates. Other

names may be trademarks of their respective owners.

Technical Support

If you encounter a problem while installing, registering or operating this product,

please make sure that you have read the documentation. If you cannot resolve the Issue,

please contact us.

PAX support operates 24 hours a day, 7 days a week. Your level of access to this Service

is governed by the support plan arrangements made between PAX and your

Organization. Please consult this support plan for further information about your

entitlements, including the hours when telephone support is available to you.

Technical Support Contact Information:

Phone: 631-247-9660

Email: [email protected]

URL: http://www.pax.us/

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PAX Technology, Inc.

Revision History

Date Version By Description of Change

2011/7/28 V20110728 Christian Wu Initial Release

2011/8/16 V20110816 Christian Wu Update

2012/3/26 V20120326 Liky Shi Update

2012/4/10 V20120410 Liky Shi Update

2012/5/29 V20120529 Liky Shi Update

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PAX Technology, Inc.

Table of Contents

1. GENERAL INFORMATION ......................................................................................... 1

1.1 Purpose .................................................................................................................................... 1

1.2 Document Structure.................................................................................................................. 2

1.3 System Overview ...................................................................................................................... 3

1.4 Operating Environment ............................................................................................................. 4

1.5 Intended Audience and Reading Suggestions ............................................................................ 5

1.6 Authorized Use Permission ....................................................................................................... 6

1.7 Document Reference ................................................................................................................ 7

2. GETTING STARTED ..................................................................................................... 8

2.1 System Log in ............................................................................................................................ 8

2.2 Forgot Password ..................................................................................................................... 10

2.3 RPS System Home Page ........................................................................................................... 12

2.4 Changing Password ................................................................................................................. 13

2.5 System Log Out ....................................................................................................................... 14

3. USING THE SYSTEM................................................................................................. 17

3.1 User Management .................................................................................................................. 17

3.1.1 Create User .......................................................................................................................... 17

3.1.2 Filter User ............................................................................................................................ 19

3.1.3 View User ............................................................................................................................ 19

3.1.4 Edit User .............................................................................................................................. 21

3.1.5 Unlock User ......................................................................................................................... 22

3.1.6 Activate User ....................................................................................................................... 23

3.1.7 Inactivate User ..................................................................................................................... 24

3.1.8 Reset Password .................................................................................................................... 25

3.1.9 Delete User .......................................................................................................................... 26

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PAX Technology, Inc.

3.2 My Profile ............................................................................................................................... 27

3.2.1 View my Profile .................................................................................................................... 27

3.2.2 Edit My Profile ..................................................................................................................... 28

3.3 My Merchants ......................................................................................................................... 29

3.3.1 Filter Merchant .................................................................................................................... 29

3.3.2 View Merchant .................................................................................................................... 30

3.3.3 Edit merchant ...................................................................................................................... 31

3.3.4 Activate Merchant ............................................................................................................... 32

3.3.5 Inactivate merchant ............................................................................................................. 33

3.3.6 Delete merchant .................................................................................................................. 34

3.3.7 Add merchant ...................................................................................................................... 35

3.4 My Terminals .......................................................................................................................... 39

3.4.1 Filter Terminal ...................................................................................................................... 40

3.4.2 View Terminal ...................................................................................................................... 41

3.4.3 Add Terminal ....................................................................................................................... 41

3.4.4 Edit Terminal ........................................................................................................................ 44

3.4.5 Activate Terminal ................................................................................................................. 45

3.4.6 Inactivate Terminal .............................................................................................................. 46

3.4.7 Delete terminal .................................................................................................................... 46

3.4.8 View Application information .............................................................................................. 47

3.4.9 Select New Application ........................................................................................................ 48

3.4.10 View Parameter ................................................................................................................... 50

3.4.11 Re-Configure Parameter ...................................................................................................... 51

3.4.12 Configure New Parameter ................................................................................................... 51

3.5 My SIMs .................................................................................................................................. 52

3.5.1 Filter SIM ............................................................................................................................. 52

3.5.2 SIM Profile ........................................................................................................................... 53

3.5.3 SIM - Usage .......................................................................................................................... 56

3.5.4 SIM - Billing Statement ........................................................................................................ 57

3.6 My Tickets ............................................................................................................................... 59

3.6.1 Filter Ticket .......................................................................................................................... 59

3.6.2 Create Ticket ........................................................................................................................ 60

3.6.3 View Ticket .......................................................................................................................... 61

3.6.4 Edit Ticket ............................................................................................................................ 62

3.6.5 Delete Ticket ........................................................................................................................ 63

3.6.6 Reply Ticket.......................................................................................................................... 64

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PAX Technology, Inc.

1. GENERAL INFORMATION

1.1 Purpose

This document is designed for resellers of PAX to manage their business. It

introduces operation and function of RPS in details. By reading this document, the

reader will know how to manage their business better by RPS.

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PAX Technology, Inc.

1.2 Document Structure

This document first introduces the general information of RPS; secondly, it illustrates

how to get started of this system; thirdly, it gives a panoramic description of the

function and operation of RPS; at last, this manual introduces the FAQ, glossary and

index which may help the reader to acquire their needed information more smoothly/

This manual contains the following sections:

Chapter 1, General Information

Chapter 2, Getting Started

Chapter 3, Using the System

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PAX Technology, Inc.

1.3 System Overview

Reseller Portal System consists of six parts, namely, User Management, My Profile,

My Merchants, My Terminal, My SIMs and My Tickets.

1) User Management. It is used to manage various types of users. The reseller can

add new users to this system, reset the password of users. And operations

including edit, activate, inactivate and delete are available in this part.

2) My Profile. It is used to manage the profile of the reseller. The reseller can

manage the information by viewing, editing its own information.

3) My Merchants. It is used to manage merchant information. By using Merchant

Management, you can manage Merchant Information and POS Terminal

4) My Terminal. It is used to manage POS terminal. By using My Terminal, you can

manage POS Information, POS Application, POS Parameter and POS Activation.

5) My SIMs. It is used to manage SIMs. By using My SIMs, you can manage SIM

or check its usage and billing statement.

6) My Tickets. It is used to raise questions to Help Desk and get solutions ASAP.

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PAX Technology, Inc.

1.4 Operating Environment

RPS can operate under Windows XP and Windows 7.

RPS supports IE8.0 or later.

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PAX Technology, Inc.

1.5 Intended Audience and Reading Suggestions

This manual is designed for Reseller Portal System Operator of PAX’s resellers

Administrator.

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PAX Technology, Inc.

1.6 Authorized Use Permission

Unless explicitly stated otherwise all content included on this document, such as but

not limited to text, images, logos, and slogans, is the property of PAX and is protected

by U.S. and international copyright laws.

Any other use, including the reproduction, modification, display or distribution, of the

content on this system is strictly prohibited. No portion of this system may be

reproduced, duplicated, copied, sold, resold, or otherwise exploited for any purpose.

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1.7 Document Reference

NO. Title Date Version

1

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PAX Technology, Inc.

2. GETTING STARTED

2.1 System Log in

Operator enters RPS-UI access address in the IE browser's address field:

http://XXX.XXX.XXX.XXX:YYYY/BroadPOS, to access Reseller Portal System front-end

logon UI.

Figure 2.1-1 the interface to logon RPS

The upper image is the RPS logon page, enter User Name, Password and Identifying

Code, click Logon button, then you enter the RPS system. If the user has

signed/locked, we can let another user who is in the same organization logon to force

logout/unlock the user (So we must create another user in the same organization of the

user before). If the user logons the system the first time, or the user has been reset

password, the page will turn into the modify password page, the user must modify the

password to logon.

After logon, enter system home page

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PAX Technology, Inc.

Figure 2.1-2 the interface to RPS

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PAX Technology, Inc.

2.2 Forgot Password

If you forgot the password, click the Forgot Password button

Figure 2.2-1 forgot password

It will turn to another page.

Figure 2.2-2 get random password

As you can see in the above picture, fill in the blanks – User Name, Email and

Identifying Code. The text filed with a * is required. When you finish it, click the

Submit button. You must enter the email you used when you register your user

account. After you click Submit button, we will reset your password and send you a

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PAX Technology, Inc.

randomly generated password to the email. You can then use this password to logon

and change it to your own password.

If you remember the password, click Cancel button to return to the interface to logon

RPS.

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PAX Technology, Inc.

2.3 RPS System Home Page

Figure 2.3-1 the home page of RPS

The upper image is RPS system home page.

The above area to the top is the system LOGO

The left side of the page is a navigation area, which was tree-structure; click signal on

the left of navigation item, you can expand the sub-Items; click one item, the

corresponding operation page of this item will show in the workspace on the right.

You can click Change Password button to change password; click Logout button to

logout.

The right area of the page is workspace, operation page will show in workspace, you

can click buttons on the page to do operations, such as query user info, add user info

etc.

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2.4 Changing Password

Click the Change Password tab on home page, you will enter page that allows you to

change your password.

Figure 2.4-1 Change Password

On this page, you are required to input the text field with a *. You should enter the old

password and new password; the old password should be correct and then confirm the

new password. The new password should not be the same to the old one. If you are sure

to change password, click Submit tab, otherwise click Cancel tab.

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Figure 2.4-2 Change Password

2.5 System Log Out

Click Logout.

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PAX Technology, Inc.

Figure 2.5-1 log out RPS

If we want to log out of the system, we must click the Logout button on the left to log

out of the system, otherwise if we logon to the system in the next time, the page will

display “The user has logged in”. At this time, the user must be logged out by the user

who has the ‘force logout’ privilege in his parent organization in order to logon to the

system.

Figure 2.5-2 confirm to logout RPS

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Click OK, the user will logout to the interface of logon RPS

Figure 2.5-3 interface to logon RPS

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PAX Technology, Inc.

3. USING THE SYSTEM

3.1 User Management

User Management is designed for you to manage various types of users. You can add

new users to this system, reset the password of users. And operations including edit,

activate, inactivate and delete are available in this part.

3.1.1 Create User

Login RPS; then click User Management

You will go to the interface of User Management.

Figure 3.1-1 interface of User Management

Click Create User at the right side of the page, system will jump to Create User page:

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PAX Technology, Inc.

Figure 3.1-2 create user

In User Name, input the name of a new user.

In User Role, select the User Privilege. Different User Privileges are of different

rights which will be illustrated in following text.

In First Name and Last Name, input the first name and last name of the user.

In Phone, input the phone number of the new user.

In Email, input the email address of the new user.

In Country, select the country where the user is in. Options including America, China,

Canada and France are available.

In State/Province, City, you may select the province or state where the user is in and

input the city where the user is in.

In Zip Code, input the Zip Code of the user’s location.

In Fax, input the Fax number of the new user.

In Address, input the detail address of this new user.

In Description, input the description of this new user.

Textboxes with * are required.

If you are sure to create this new user, click Submit, otherwise click Cancel.

Click Submit, a new user will be created.

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3.1.2 Filter User

Login RPS; then click User Management

You will go to the interface of User Management.

Figure 3.1-3 interface of User Management

The upper part of the interface of User Management is Filter area.

In User Name, you may select the name of the user you want to view.

In Status, select the status of the user you want. Options including Active and Inactive

are available.

In Email and Phone, input the corresponding information you want filter.

If you are sure to filter, Click Filter, it will display the user you want.

3.1.3 View User

Login RPS; then click User Management.

You will go to the interface of User Management.

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PAX Technology, Inc.

Figure 3.1-4 interface of User Management

Click a link of a User Name to view the details of this user.

Figure 3.1-5 User Profile

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PAX Technology, Inc.

3.1.4 Edit User

Click “Edit” button in View User information page, system will jump to Edit User

page:

Figure 3.1-6 Edit User

In User Name, you are not allowed to edit it.

In User Role, select the Privilege of the user. Different roles are of different rights

which will be illustrated in following text.

In First Name and Last Name, edit the first name and last name of the user.

In Phone, edit the phone number of the user.

In Email, edit the email address of the user.

In Country, select the country where the user is in. Options including America, China,

Canada and France are available.

In State/Province, City, you may select the province or state where the user is in and

input the city where the user is in.

In Zip Code, edit the Zip Code of the user’s location.

In Fax, edit the Fax number of the user.

In Address, edit the detail address of this user.

In Description, edit the description of this user.

Textboxes with * are not allowed to be empty.

If you are sure to edit this user, click Submit; otherwise click Cancel.

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3.1.5 Unlock User

If a User had logged in failed for 5 times, it will be locked.

Enter View User Page and Click the “Unlock” button:

Figure 3.1-7 User Profile

System will jump to the confirmation page:

Figure 3.1-8 Sure to unlock User

Click OK, the user will be unlocked; click Cancel to back the previous page.

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3.1.6 Activate User

Click the “Activate” button in View User information page:

Figure 3.1-9 User Profile

System will jump to the confirmation page:

Figure 3.1-10 Sure to activate User

If you are sure to activate this user, click OK, this user will be activated; otherwise

click Cancel.

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3.1.7 Inactivate User

Click the “Inactivate” button in View User information page:

Figure 3.1-11 User Profile

System will jump to the confirmation page:

Figure 3.1-12 Sure to inactivate User

If you are sure to inactivate this user, click OK, this user will be inactivated; otherwise

click Cancel.

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3.1.8 Reset Password

If you are sure to reset the password of this user, click “Reset Password” button in

View User information page;

Figure 3.1-3 User Profile

System will jump to the confirmation page:

Figure 3.1-14 Sure to reset password

If you are sure to reset password for this user, click OK, the new password will be sent

to user's email box; otherwise click Cancel.

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3.1.9 Delete User

Click the “Activate” button in View User information page:

Figure 3.1-15 User Profile

System will jump to the confirmation page:

Figure 3.1-7 Sure to delete User

If you are sure to delete this user, click OK, this user will be deleted and system will

jump to user list page; otherwise click Cancel.

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3.2 My Profile

My Profile is designed or the reseller to manage its own profile. By using this

function, the reseller may have a better understanding of its own condition.

3.2.1 View my Profile

Login RPS; then click My Profile, You will go to the interface of My Profile.

Figure 3.2-1 interface of My Profile

On My Profile, you may find information including Reseller Name, Status, First

Name, Last Name, Country, State or Province, City, Zip Code, Address, Phone, Fax,

Web Address and Phone.

In addition, you can also edit the information which is available to edit.

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3.2.2 Edit My Profile

Click “Edit” button in View My Profile page, system will jump to Edit My Profile

page.

Figure 3.2-2 Edit My Profile information

Edit the information you want.

In Reseller Name, edit the name of this reseller.

In First Name and Last Name, edit the first name and last name of the administrator.

In Country, select the country where the reseller is in. Options including America,

China, Canada and France are available.

In State/Province, City, you may select the province or state where the reseller is in

and input the city where the reseller is in.

In Zip Code, edit the Zip Code of the reseller’s location.

In Address, edit the details address of this reseller.

In Phone, edit the phone number of the reseller.

In Fax, edit the Fax number of the reseller.

In Web Address, edit the web address of the reseller.

In Email, edit the email address of the reseller.

Textboxes with * are not allowed to be empty.

If you are sure to edit this reseller, click Submit; otherwise click Cancel.

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3.3 My Merchants

3.3.1 Filter Merchant

Login RPS; Click My Merchants to enter the merchant list page.

Figure 3.3-1 filter area on interface of My Merchants

The upper part of the interface of Merchant Management is Filter area.

In Merchant Name, you may select the name of the merchant you want to view.

In Status, select the status of the merchant you want. Options including Active and

Inactive are available.

In Email, input the corresponding information you want filter.

If you are sure to filter, click Filter

Click Filter, it will display the merchant you want.

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3.3.2 View Merchant

Login RPS; Click My Merchants to enter the merchant list page.

Figure 3.3-2 interface of My Merchants

Click a link of Merchant Name you want to view. On the interface of Merchant

Management you can filter to get the merchant you want in upper area.

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Go to Merchant Profile page. View the detail information of this Merchant; or click

the View Terminal Hyperlink to go to My Terminals for this merchant.

3.3.3 Edit merchant

Click Edit button in Merchant Profile page. System will jump to Edit Merchant page.

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Edit merchant information, click submit to save. And go to view merchant

information page.

3.3.4 Activate Merchant

Click Activate button in view merchant information.

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Go to activate confirm page.

Click OK to activate. Click cancel not to activate.

3.3.5 Inactivate merchant

Click inactivate button in view merchant page.

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Go to inactivate confirm page.

Click OK to inactivate. Click cancel not to inactivate.

3.3.6 Delete merchant

Click delete button in view merchant page (only inactive merchant can be deleted.).

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Go to Delete confirm page.

Click OK to delete. Click cancel not to delete.

3.3.7 Add merchant

Click Add Merchant hyperlink.

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Go to input merchant information page.

Click cancel button not to submit to system.

Click submit button to submit information to system. And go to navigation page.

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Click Now Button to go to add terminal page. The Merchant Name is selected as the

corresponding one.

Input terminal information, click submit button. Go to navigation page.

Click Now Button, Go to select application page.

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Input filter field, click filter button, get result. Select application and click submit

button. Go to navigation page.

Click Now Button go to configure parameter page.

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Input parameter. Click submit button. Configure parameter is done.

3.4 My Terminals

My Terminals is designed for you to manage POS terminals. You can manage POS

terminals by managing POS Information, POS Application, POS Parameter and

POS Activation.

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3.4.1 Filter Terminal

Login RPS; Click My Terminals to enter the terminal list page.

Figure 3.4-1 interface of My Terminal

The upper part of the interface of My Terminals is Filter area.

In Terminal S/N, input the Terminal S/N of the POS terminal you want.

In manufacturer Name, select the manufacturer Name you want.

In model name, select the model name you want.

In Merchant Name, input the name of the merchant you want.

In status, select status you want.

If you are sure to filter, click Filter. The wanted records will be presented.

If Deployment is “No Application”, click the continue hyperlink after the status and

system will jump to Select Application page directly.

If Deployment is “No Parameter”, click the continue hyperlink after the status and

system will jump to Configure Parameter page directly.

If Deployment is “Waiting for Download” or “Completed”, click the view hyperlink

after the status and system will jump to View Application List page directly.

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3.4.2 View Terminal

Login RPS; Click My Terminals to enter the terminal list page.

Figure 3.4-2 interface of My Terminal

The upper part of the interface of My Terminals is Filter area.

The below part of the interface contains some information about POS Terminal.

Click Terminal S/N you want. Go to view POS Terminal page.

3.4.3 Add Terminal

Click Add Terminal hyperlink in My Terminals page

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Go to add terminal page.

Input terminal information and click submit button.

Go to navigation page.

Click OK go to select application page.

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Input filter field, click filter button, get result. Select application and click submit

button. Go to navigation page.

Click OK to go to configure parameter page.

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Input parameter. Click submit button. Configure parameter is done.

3.4.4 Edit Terminal

Click edit button in view terminal page.

Go to edit terminal information page.

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Edit terminal information. Click submit button to save edit. Click cancel button not to

save edit.

3.4.5 Activate Terminal

Click Activate button in view terminal page.

Go to activate confirm page.

Click OK to activate terminal. Click cancel not to activate terminal. (Only inactive

terminal can be activated.)

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3.4.6 Inactivate Terminal

Click inactivate button in view terminal page.

Go to confirm to inactivate page.

Click OK button to inactivate terminal. Click cancel button not to inactivate terminal.

(Only active terminal can be inactivated.)

3.4.7 Delete terminal

Click delete button in view terminal page.

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Go to confirm delete terminal page.

Click ok button to delete terminal. Click cancel button not to delete terminal. (Only

inactive terminal can be deleted.)

3.4.8 View Application information

If the Terminal is not “No Application”, click View Application hyperlink in view

terminal page.

Go to Application page.

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Click View hyperlink to View Parameter directly.

Click an Application record, system will jump to view application information page.

3.4.9 Select New Application

If the terminal is “No Application”, click View Application Hyperlink in view

terminal page.

System will jump to a navigation page:

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Click OK to go to Select Application page directly.

Select Application and then click Submit button. System will go to navigation page.

Then click Now Button you can configure parameter. Click Later Button not to

configure parameter.

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3.4.10 View Parameter

A) Click View hyperlink in view Application List page.

Go to view parameter page.

Click a Parameter record, system will display parameter detail. Click Close button to

close the detail area.

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3.4.11 Re-Configure Parameter

Click Re-configure Parameter Hyperlink in view parameter page.

Go to configure parameter page with the latest parameter values.

Re-configure parameter and click submit button, system will record the re-configure

parameter values. Otherwise, click Cancel.

3.4.12 Configure New Parameter

A) If the Terminal Deployment is “No Parameter”, the Parameter hyperlink of the top

row of Application List is “Continue”.

Click Continue to go to Configure Parameter page directly.

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B) Click the Application Name of the top row, system jumps to View Application

Information page.

If the application is “Not Configured”, click the View Parameter hyperlink and system

will jump to a navigation page.

Click OK button to go to the Configure Parameter page directly.

3.5 My SIMs

3.5.1 Filter SIM

Click to navigation area [My SIMs], into the SIM Management, the working area will

display the following page.

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Admin fills in the filter conditions and clicks filter button, system will present the

wanted records below.

3.5.2 SIM Profile

3.5.2.1 View SIM Information

Click a record in the SIM list, the information of the SIM will display in the form on the

center. We can click on a row of buttons as shown in the corresponding Edit, Activate,

Suspend, Restore, and View Operation Records about the results.

3.5.2.2 Assign Terminal to SIM

If the SIM had not been assigned terminal, the Assign Terminal button will be

enabled.

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At the time of viewing SIM details, click the Assign Terminal button; Enter/Re-enter

Terminal S/N, the Model Name will be queried automatically.

Click Submit to confirm “Assign” operation; otherwise, click Cancel to close the

assign terminal area directly.

3.5.2.3 Re-assign Terminal to SIM

If the SIM had been assigned terminal, the Re-assign Terminal button will be enabled.

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At the time of viewing SIM details, click the Re-assign Terminal button; Enter/Re-enter

Terminal S/N, the Model Name will be queried automatically.

Click Submit to confirm “Assign” operation; otherwise, click Cancel to close the

assign terminal area directly.

3.5.2.4 Activate SIM

At the time of viewing SIM details, click the Activate button. Pop a confirm page, click

the confirm button to activate the SIM.

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3.5.2.5 View History

At the time of viewing SIM details, click the View History button, into the View

History page, the working area will display the following page.

3.5.3 SIM - Usage

3.5.3.1 Filter SIM Usage

Click the tab of “Usage” on all the SIM Profile Pages, into the Usage page, the working

area will display the following page. Fill in the filter conditions and click Filter button,

the required usage detail will display below.

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3.5.3.2 Export SIM Usage

After Filter SIM Usage, the Usage Detail will be presented. Select Export Format and

Click the Export button, the corresponding download window will pop up.

3.5.4 SIM - Billing Statement

3.5.4.1 View Billing Statement List

Click the tab of “Billing Statement” on all the SIM Profile Pages, into the View Billing

Statement List page, the working area will display the following page.

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3.5.4.2 View Billing Statement

Click a record in the Billing Statement list, the information of the Billing Statement will

display in the form on the center. There are two tabs in this page; they are Usage Fee

and Misc Fee.

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3.5.4.3 Export Billing Statement

At the time of View Billing Statement Detail, Select Export Format and Click the

Export button, the corresponding download window will pop up.

3.6 My Tickets

My Tickets is designed for Raising Issues to Help Desk and Get Solution from PAX.

3.6.1 Filter Ticket

Login RPS, Click My Tickets in Navigation tree menu to enter the My Tickets page.

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Input filter conditions and click Filter button, system will present the wanted records

below.

For the Ticket which has new solution given by Help Desk, an “Unread” icon will

display at the front of the corresponding record.

3.6.2 Create Ticket

Click Create Ticket hyperlink in My Tickets Page, system will jump to the following

page:

Fill in the issue information. Click Add to upload attachments for this ticket:

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Click Submit to Create the Ticket; otherwise, click Cancel.

3.6.3 View Ticket

A) Click a new Ticket record in My Tickets page, system will jump to view ticket

page. The Edit button is enabled and the Reply button is disabled:

User can edit the issue information before it is opened for processing.

B) Click a Ticket record which has been given solution by Help Desk, system will

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jump to view ticket page. The Edit button is disabled and the Reply button is

enabled:

User can view the ticket history below the issue information.

History includes all the solutions from Help Desk and the local replies.

3.6.4 Edit Ticket

Click a new Ticket record in My Tickets page, system will jump to view ticket page.

The Edit button is enabled and the Reply button is disabled:

Click Edit button, system jumps to Edit Ticket Page.

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Edit the issue information and click submit, the ticket will be edited. Otherwise, click

Cancel.

3.6.5 Delete Ticket

The Delete button is always available in View Ticket page.

Click Delete button to go to the confirmation page:

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Input the delete result in the Description text area and Click OK, the ticket will

deleted from Reseller Portal; otherwise, click Cancel.

3.6.6 Reply Ticket

Click a Ticket record which has been given solution by Help Desk, system will jump

to view ticket page. The Edit button is disabled and the Reply button is enabled:

Click Reply button to go to Reply Ticket page:

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Input the Description and add Attachment for it. Click Submit to reply this ticket,

otherwise, click Cancel.