Customer Accounts Hub

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CustomerHUB Quick Guide

the mobile modular customer hub overview,one portal all of your data,first create your account fast and easy,click sign up,on the customer registration page you,can add your personal details,then add your invoice details which can,be found on any invoice you'll need your,contract number your invoice number and,your account number,you can see them here,register your account and you're ready,to sign in,go ahead and sign in with your unique,account,on your home page you'll have full,access to manage your account from any,device,you can manage your units on rent and,see how many you have active,you can see if you have any pending,pickups,and you can see if you have any pending,deliveries,easily see your balance overview,below you have an interactive map where,you can see all of your units rented and,where they are,if you go to the top you can see,contracts,under the contracts tab you'll see all,of your contracts in one convenient,location,go ahead and select a contract,and you have more options to work within,that contract,to see information about that specific,contract click the contract number,here you'll see information about the,contract specifically,back at the top we have the invoice tab,here you'll see all of your invoices and,some information about them,you have the ability to pay print and,download all of your invoices,just go ahead and select an invoice to,make a payment,here you can overview it confirm and,submit payment,do you need service for one of your,units go ahead and request the service,select the contract that you need,service for,go ahead and select the description of,the service you may need,afterwards put in your site contact,information customer service,representative will contact you shortly,if you need to relocate a unit schedule,a request easily online,input new desired date location and site,contact,you need to return a unit your portal,makes it easy,click return request,confirm,and request a pick update and input the,site hours,reordering made simple reorder our unit,easily on your account,select the quantity you may need,here you can review your contact,information,your customer portal makes it easy to,request a quote,add your details and the customer,service representative will be with you,shortly,you can also switch to your other,accounts for quick management,here you can see your other accounts and,what units you may have rented,then switch right back,if you have any questions contact,customer support,the customer hub one portal all of your,data create your account today with,mobile modular,you

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Invoicing Clients Using the Hub by GoDaddy Pro

all right welcome everyone to another,godaddy pro meetup my name is marcus,burnett and i'm part of the godaddy pro,team,today i have a guest joining me to tell,us a bit about client invoicing through,the hub by godaddy pro and share a bit,of a demo,uh before i introduce him though i do,want to let everyone know that this is,being recorded so if you have to hop out,early or if you want to share this with,your team afterwards,we'll we'll share a link to the replay,as soon as it's available,and also i'll be hanging out in the chat,throughout the entire thing uh so if you,have any questions,uh throughout just go ahead and toss,them in there and i'll be,i'll be collecting those and we'll have,a little bit of time at the end to do,some some q a,um,without any further delay i'd like to,welcome matthew clancy known simply to,most as clancy,clancy has been in multiple roles around,godaddy since 2005 and is currently a,senior product manager for godaddy,partners experience how are you today,clancy,i am doing very well how are you today,marcus,i am doing great um where are you coming,to us from anyway i'm in uh,uptown in phoenix arizona,okay out out that way so maybe similar,climate i'm over in central florida,more days warm days for both of us,no actually it was really nice we had a,breeze come through and it's like 72,today so,wow sweets,or it's that roller coaster april where,it's just back and forth,exactly,um i'm going to go ahead and get out of,the way in a moment but before i hop off,and let you share a demo maybe you could,tell us just a little bit about the hub,and who it's made for,yeah absolutely so i'm not sure if,everyone's got a chance to use the hub,but uh,um,the hub is uh is for our godaddy pros um,so,um it's a free to use um interface and,client,site um kind of meant to be like this,whole management tool around what you,like the jobs that you guys do every day,so,um,you can go in there you can add sites,from any provider um you know if they're,with if you're the site is with godaddy,get a couple extra features that are,included in there but,really um,we don't we don't care where you're,hosted we just want to make sure that,all of your clients and your sites and,your projects and and all those things,that you do when you're building sites,for other people and managing them are,in one place um,so it's ever changing because i'm sure,as everyone knows this business is ever,changing,so we uh we're always trying to either,add new features or,modify existing features to,fit today's needs so some of you might,have known it as managed wp before um,other of you might have known as pro,sites in the past um or the godaddy pro,dashboard,um right now the current iteration of it,is the hub um and uh that's what i work,on and i am uh working on the,uh product integrations into the hub and,third-party integration so,um the invoicing,uh area is uh from our um uh godaddy,payments team,and uh we're the first team to bring it,in to um into the uh our our experi

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Cloud User Hub Minimum Requirements

enable cloud user hub requires you to be,either a direct microsoft csp or an,indirect csp,check your csb status by looking for,your mpn id at the top right of your,microsoft partner center,to verify your customers access log in,to microsoft partner center with an,account that is able to manage partner,environments and view customers,click on the customers tab,and verify that the customers you'd like,to manage in cloud user hub are listed,to invite new customers click the,request reseller relationship link at,the top of the customers list,either have your partner click the link,and allow the relationship or use your,admin account in the partner's tenant to,accept the relationship yourself,be sure to leave include delegated,administration privileges selected if,you want to use the automatic,configuration wizard in cloud user hub,to ensure that your microsoft partner,center has the correct security,requirements sign into microsoft azure,ad,open up the sidebar and click on azure,active directory then scroll down in the,sidebar and select properties,pick manage security defaults and ensure,that this is set to yes then click save,before turning on enable security,defaults make sure that you don't have,any basic authentication scenarios,running in your tenant,also keep in mind that once enabled all,users with certain roles will be,required to set up mfa,now we need to create a cloud user hub,service account in the azure active,directory admin center select new user,name the user whatever you'd like,but something related to cloud user hub,is recommend,under xero groups selected,select the admin agents group,and under roles,select the global admin,role,pick a usage usage location,and click create,once the user is created sign in to the,microsoft admin center once using this,account,follow the prompts to reset the password,and set up mfa do not opt to skip the,mfa setup mfa will be required for cloud,user hub use,once mfa and password have been changed,ensure that the service account is part,of the admin agents group and is a,global admin,there are scenarios that may limit,partner access for example if a partner,removes delegated admin permissions from,your service account the service account,will no longer be able to manage their,tenant through the microsoft partner,center and therefore through cloud user,hub,it is still possible to use cloud user,hub to manage their tenant but you would,have to get delegated admin permissions,from that partner,another scenario that would limit your,ability to manage customers using cloud,user hub would be if a customer,configures restrictive collaboration,settings for guest accounts,if the setting is set to no one in the,organization can invite guests automatic,configuration of cloud user hub will,fail,if the next setting is set to allow,invitations only to specify domains and,your domain is not part of the allow,list,automatic configuration of cloud user,hub will also fail,if you don't have delegated admin,permissions t

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Personalized Engagement with Pega Decision Hub

in this demo,we'll show you how pegas customer,decision hub,leverages real-time data and events,to personalize every experience for,every customer,one-to-one with empathy we ensure that,each individual customer,gets what they need whilst enabling you,to add,tens and even hundreds of millions of,dollars of incremental revenue,to the value of your customer,relationships every single,year meet miranda a 28 year old senior,editor at a publishing company in boston,miranda has rented an apartment just,outside the city in an upmarket,neighborhood,due to the fact that she's now working,from home and will be for the,foreseeable future,she realizes she no longer needs a car,for her daily commute,so last week miranda sold her,five-year-old hybrid,to her best friend her friend promised,her that money would be in her account,today,and that's where the story starts,later that day miranda is on her couch,watching the latest episode of her,favorite series,when she decides she should see if the,money from her car sale,has hit her account she opens the bank's,website,logs in and checks her balance it seems,that her friend has not yet transferred,the money,and actually her current account balance,is low,recognizing her low balance miranda's,bank is able to personalize,each aspect of the page with actions and,offers geared to help,for example the hero banner shows an,offer for overdraft protection,since that is hyper relevant to her,right now,and beyond this her bank is able to use,everything they know about her,to perfectly tailor all other aspects of,the page as well,for example she sees a reminder that her,credit card is about to expire,and that a new one is already on the way,she also sees a message that the bank,has organized a virtual,exhibition of one of her favorite,artists,everything is tailored to her,miranda is curious about the overdraft,protection but realizes that the money,for her car,should hit her account in the next day,or so so,she decides not to sign up after all,in real time that data from this,interaction,her clicks page views even a lack of,action,streams into her bank's centralized,decisioning engine,a bank can then use this information to,calculate new,next best actions that they should show,her the next time,she engages fast forward to the next day,a miranda's friend has finally,transferred the money,u plus bank recognizes this as an,unusually large deposit,and uses that to trigger a new next best,action calculation,as a result they proactively send a push,message,to miranda's phone she's opted in of,course,miranda sees the push message on her,mobile phone,and opens her mobile banking app to,learn more,she sees that it's the exact amount her,friend owed her,so she approves the transfer,and carries on with her day,some time has passed and now miranda is,considering,what she would like to do with the money,realizing she doesn't need to go to the,office in the near future,she decides to explore potentially,moving back to new hampshire,where sh

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Customer Onboarding Heaven Eco Hub

hello we are pleased to announce that,after one and a half years of bespoke,software development we have now,completed our live testing meaning all,aspects of heaven ecohub are now,functioning and we are ready to welcome,members,detailed information regarding heaven,ecohub its products and heaven token can,be found at the education center inside,the ecohub every week the education,center is updated and growing rapidly,only inside here can you find the exact,information about the company,each module and chapter contains videos,and guided text with all the correct,information that you need to learn and,understand there are two main sections,of education related to heaven ecohub,heaven token and toknomics as well as,steps to advance in the company to gain,access to the instant income software,that allows you to be anywhere you want,whenever you want,spiritual and wellness center,designed to help others help others by,sharing knowledge broadcasting,professional services with token reward,donations to earn instant income for all,members,the launch of the nft superstore and,gaming center is scheduled for october,during its construction we created a new,concept which we are very excited to,release,inside the nft superstore we will also,offer an amazing and bespoke vr gaming,center also with new secure vault,technology to keep your assets extra,safe,following are the additional software,releases scheduled for the end of august,2022.,the heaven soul mates app is a brand new,blockchain dating application designed,for those who are looking for their soul,mate or life partner the app is based on,astrological and frequency matching and,offers many additional features such as,games and virtual reality environments,for meeting and dating,follow the instructions next in this,video to create an account to access,heaven ecohub,in the video thread details please,select the link to register as a member,you must enter the name of your sponsor,if you do not have a sponsor please,enter heaven in lower case letters,the second step is to select the country,from which you will be operating,the third step is to enter your first,and last name,in step four your username should appear,automatically once it appears please,copy and paste it into the replicated,website name box,the fifth step is to enter your email,address,the sixth step is to enter your,telephone number,please select sign up once you have,completed these steps,in the package selection area you will,have the option of selecting from free,to a variety of other different price,packages it is always possible to add,funds to your wallets at any time after,selecting the package please click,checkout at the bottom of the page,if the activation email does not appear,in your normal inbox please check your,junk mail,after activating your account you can,sign in and begin using the heaven,ecohub please be sure to enter your,postcode in order to fully utilize all,aspects of the heaven ecohub,have an ecohub a step-by-step g

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A Guide To Clients & Billing In The Hub

when getting started with clients and,billing the first thing you need to do,is connect your stripe account,it's here you'll be asked to choose the,currency you want to use when billing,clients,once you've done that you are taken to,the configure screen to set up clients,billing for your business on this screen,you will see the stripe account you have,connected,next up is your payment preferences,which show the currency you're billing,in and give you an option to change the,business name that shows up on your,clients bank or credit card statements,you can use the additional tools to,import existing customers and products,from your stripe account,heading to the business profile this is,where you add your branding and company,details it's a really good idea to set,this up so you have consistent branding,and information for your business,let's move to the taxes section here you,can add any taxes that apply to your,business billing these taxes will then,be available to add to an invoice when,billing a client,under the customize invoices tab you'll,find all the settings to make sure your,invoices are in line with your business,needs from how invoices are numbered to,adding a footer note and customizing the,fields that show up on the invoice,over in the email notification section,you can customize the emails your,clients receive from the billing module,business branding pulls the information,you've already set up in the business,profile,adding a footer note is another great,way of offering support with a customer,service message,we understand that all businesses work,differently and so you may need,additional sections in either the,business or client profiles that is why,we have created the custom fields,section,now that you've configured clients and,billing we would suggest setting up the,products and services section next,you can add as many new products or,services here as you want so you can,build for every job you do,click on the add new products button and,then you have a pop-up module where you,can add all the details,using a unique product name and image,helps when you're trying to find a,particular product,it is easy to add pricing plans to a,product and you can add multiple plans,with different prices schedules and,billing cycles just click the add,another plan button,once you have at least one product,created you'll see it listed on the,products and services screen where its,status and the number of pricing plans,associated with it will be displayed,to see the product management options,click the more info icon,here you can view and edit your product,add additional pricing plans duplicate,or archive the product archiving a,product will just make it unavailable,for selection when billing a client it,won't affect any existing subscriptions,now we have the products and services,covered let's set up the client section,this is the section where you'll manage,all of your clients you can either add,clients manually or import existing,clients from s

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Customer Journey Hub for Salesforce com - Launch and Integrate a Portal

hello welcome to another customer,Journey hub for salesforce.com video and,this one we are going to start showing,you some of the,um tools that exist for the customer,Journey Hub in addition to the actual,Hub itself so the customer Journey Hub,is really meant to integrate with and,gather data on the customer journey,across many different portals platforms,tools that exist in addition to it as,well as any that you want to launch on,your own or we launch for you,um to help with you help you with uh uh,building a effective customer experience,that is data driven,um so what we're going to do in this one,is we're going to actually launch a,portal here's the use case and this is a,typical use case for us we usually work,again if you haven't seen this first,Beauty video as a review we will work in,this consideration purchase retention,advocacy area,um websites forums groups uh knowledge,bases and business Process Management,types of tools so our portals that,integrate into the customer Journey Hub,a really business process tools as well,as learning tools as well as,um workflows and things like that event,management event production and,execution tools uh what we're going to,do in this one this is a pretty typical,use case that we have is,um,we've been doing this a lot is marketing,agencies when they acquire a new,customer they have a pretty detailed,onboarding process where they need to,gather a lot of content so there will be,a lot of previous marketing assets that,exist that will exist across a lot of,different repositories so box Dropbox,SharePoint you know over time these,things,um they evolve they're used in different,ways you'll get something in say figma,something in Adobe something in this,something in that and what they want to,do is they want to bring it all together,because a lot of the time that's that's,the very first step is let's let's get a,a repo and let's look at everything that,you have,um this is one of our first use cases we,did this with httpportals.com with um,interactive visual aids where our,customers would they wouldn't be able to,visualize their own interactive their,own marketing materials so we we use,something like learn it Library which,integrates to the customer Journey Hub,to build a customer onboarding program,that assigns the process of uploading,content to a single repository to the,clients so you get to that point where,they've already done awareness they've,done consideration they've signed some,contracts with the marketing marketing,agency which you could have that is a,workflow in one portal and then what,you're going to do is you're going to,onboard them to the service,part of that onboarding process is,everybody is a part of a team they all,need to be added into the process they,all need to be given this assignment and,then you want to be able to monitor,their progress through salesforce.com,and the customer Journey Hub and then,help use the tools within Salesforce to,move that along as well as the tools,within

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N-able Cloud User Hub Onboarding Walkthrough

once signed into cloud user hub you can,use the onboarding wizard to onboard,yourself as well as your customers start,by clicking connect organization,and finding the service account that you,set up earlier in the list hit configure,and then sign into the service account,using,your password,make sure that if you are prompted to,not,ask for 90 days for two-factor,authentication,that you uncheck that box,given the option to consent on behalf of,your organization also be sure to leave,this box unchecked hit accept,and it will bring you back to your other,tab and validate your partner center,roles this will take a few seconds to,complete,once it is complete we can continue and,repeat those steps on the connect,customers and users and groups buttons,now that we're on the configure customer,screen we can select customers,and pick your favorite customers out of,the list,pick a couple customers you can do up to,20 at a time,and hit select,it will take a couple minutes to,configure the customers and then we can,continue on to the next step,once they're complete we can hit next,and start to configure solutions,go ahead and hit the select solutions,button and then we're going to select,everything out of this list,hit select again and it will start to,configure those solutions,if prompted for input click on the,requires input button for each customer,hit accept invite,it will open up a new tab,where you can accept the invite from,microsoft,repeat this for each customer that,requires it,once all customers are complete hit next,and we'll finalize your roles and,permissions once roles and permissions,have finalized,you can choose to run the wizard again,if you'd like to onboard more customers,or click finish to get into the product,you

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Oracle Fusion Accounting Hub - Source Systems

hi there and welcome to another exciting,session of training provided by,quicksoft in this chapter we're going to,cover very interesting topic which is,register Source system this is the first,topic as part of accounting Hub,implementation where you understand how,to register Source system yeah this is,corre class provided us spreadsheet,which you can prepare and upload in the,system we'll go through all those steps,so that you understand how to register,Source systems in accounting hub,yeah so these are the list of topic,which I'm going to cover as part of,accounting Hub implementation first,topic which I'm going to cover is,registering of source systems,okay so so to register Source system we,download the spreadsheet template from,the system this is available as part of,Rapid implementation so we don't know,template we populate Source metadata,information line information Header,information whatever fields we need and,then there is a option to validate yeah,so we validate whether the content which,you are given are correct or not after,validation we generate a zip file and,then we upload a zip file in the system,with solar system generates all,necessary information and loads those as,xla in Excel tables and what source,systems is finally registered so that,accounting rules can be configured based,on the source system which you,registered,so we'll download spreadsheet template,yes which can be uploaded in the system,to generate your store systems will,populate the information as needed,depending upon what header and what line,information we have I'm going to explain,to you when I go to the sheet,once the temp template is ready we'll,upload a template in the system which,will have journals or general category,event model transaction object source,and accounting attribute assignment all,these will be done by the system you,just provide the basic information which,is required in those template all these,will be Auto generated by a system when,you upload,yeah you can upload a file again if,there are any corrections as long as you,have not created any accounting rules or,operated Source system data verified,Source system is created correctly you,can inquire and see all the info is,correct and if again if anything missing,re-upload to fix the fixed information,okay now I'm going to show you in the,system how to do all these steps okay so,let's start in order to register the,source system go to setup and,maintenance and choose a set application,Financial Accounting Hub then go to,contacting information,and then pick the first task create sub,Ledger application setups in spreadsheet,once you create come to the screen click,on download setup template,the file for you,open Excel file,once you open Excel file this just gives,you an instruction sheet a snapshot of,all this whole application works and,then these are the sheets which are,important for you Source systems,transaction information header align,information will go one by one for each,sheet let's g

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Introducing the New Customer Hub | Forcepoint

this video will serve as a brief,introduction to the new forcepoint hub,interface,the forcepoint customer support portal,has been upgraded to the forcepoint hub,the forcepoint hub is a tool for,customers to access various resources on,the forcepoint website in order to,better troubleshoot and investigate,issues,on the main page of the forcepoint hub,there is the knowledgebase section which,contains featured articles and recent,articles that have been created,in addition a listing of all open cases,is listed,at the bottom of the page recent tech,alerts relevant to your products are,listed as well,the search bar at the top of the page,can be used to search force point,documentation the knowledge base,community posts and tech alerts,searching for articles and documentation,can also be performed by clicking on the,knowledge and documentation tab,in this example we will be searching for,a dop article,as seen on the page the search results,can be filtered by documentation,knowledge base articles tech alerts and,posts by the community forums on the,left pane additional filters can be,applied,within the product filter there are,additional subfilters that can be,applied such as the sub products and,versions included within the article,to clear a filter select one of the,upper parent values,the community tab will allow you to,access a variety of groups that are,created by forcepoint users,by joining a group you have the option,of receiving email notifications and,digests when posts are created within,the groups you are able to ask questions,and discuss the product with other users,here we will create a sample question in,this group,as seen here the post is now placed into,the feed of the group other users can,reply on these posts and if you are the,creator of the question you are able to,mark one of the posts as the best answer,forcepoint support will also be,monitoring these communities and will,answer questions when possible when,posting in forcepoint communities your,first and last name will be used by,default if you would like to modify this,information navigate to the top right,menu and go to my profile,here you are able to set your,community-facing display name in,addition to other personal information,the influence and recognition badges on,the right side of the page will be a,reflection of your activity performed,within the communities use the cases tab,to view your currently opened cases and,also any past cases opened under your,name or from your organization within,the case you are able to view,information such as the articles a,technician has attached to your case and,activities such as case comments,clicking on an attached article will,bring you to the associated article,within the forcepoint hub if there's a,need to open a new support case there,are two options first is contacting,support over the phone in order to,generate a case on your behalf,when calling into forcepoint support,provide the forcepoint account id which,is available under the

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