Overview
This page contains a list of all of Emersion's published training videos.
Emersion Training Videos on YouTube
These videos are our most recent training videos, all created in 2020 or 2021. They are accessible directly from Emersion's YouTube channel, provided you have the video's URL. These videos are also embedded throughout our online help articles.
| Category | Name | Description | Audience | For |
|---|---|---|---|---|
| Core Emersion | Getting in the Door | This video will guide you through logging into Cumulus and customising your account security. | Users | All Providers |
| Accounts and Contacts | End User Accounts (Organisations and Individuals) | This video explains the differences between account types. | Users | Retail Service Providers |
| Accounts and Contacts | Getting Accounts Into Emersion | How to create accounts for customers including bulk importing. | Users | Retail Service Providers |
| Accounts and Contacts | Create an End User Account | How to manually create an individual end user account. | Users | Retail Service Providers |
| Accounts and Contacts | The Simple Account Import Tool | How to use the Simple Account Import Tool to bulk import accounts. | Administrators and users | Retail Service Providers |
| Orders and Service Management | Order a Data Service | Examples of data services and a demonstration of ordering a data service. | Users | Retail Service Providers |
| Orders and Service Management | Activate a Data Service | Demonstration of activating a data service from the Manual Provisioning screen. | Users | Retail Service Providers |
| Orders and Service Management | Order a Telephony Service | Explains telephony services and includes a demonstration of ordering a telephony service. | Users | Retail Service Providers |
| Orders and Service Management | Activate a Telephony Service | Demonstration of activating a telephony service from the Manual Provisioning screen. | Users | Retail Service Providers |
| Orders and Service Management | Order a Simple Service Subscription | Explains what simple services are and then demonstrates how to order one. | Users | Retail Service Providers |
| Orders and Service Management | Activate a Simple Service Subscription | Demonstration of activating a simple service subscription from the Manual Provisioning screen. | Users | Retail Service Providers |
| Orders and Service Management | Retail Order Types Explained | This video explains the different order types and what they are for. | Users | Retail Service Providers |
| Orders and Service Management | Cancelling a Package Subscription | Explains the effects of cancelling a package subscription and then demonstrates how to cancel a package subscription. | Users | Retail Service Providers |
| Orders and Service Management | Changing Plans Using a Migration | Introduces package subscription migration and then demonstrates performing a package subscription migration. | Users | All Providers |
| Products and Purchases | Purchase a Product Outright | How to sell one off products rather than services. | Users | Retail Service Providers |
| Products and Purchases | Purchase a Serialised Product | Demonstrates how to sell a product with an allocated serial number. | Users | Retail Service Providers |
| Products and Purchases | Create an Instalment Plan Purchase | Introduces instalment plans, and then demonstrates how to sell a product with the payment through an instalment plan. | Users | All Providers |
| Billing and Invoicing | Preparing Your Bill Run | Explains how a bill run should be performed then demonstrates the process used to conduct a bill run. | Users | Retail Service Providers |
| Billing and Invoicing | Preparing Your Bill Run: Non-Existent Service Quarantine | Explains how to mediate usage, billing usage-based services and quarantine. | Users | Retail Service Providers |
| Billing and Invoicing | Reviewing and Approving Invoices | Explains how Invoices can be manually reviewed, then demonstrates how to access a report of invoices that need review, how to allocate cardlines to invoices and how to approve a pending invoice. | Users | All Providers |
| Core Emersion | Configure Global Settings for Accounts, Invoicing and Payments | Illustrates how to configure your default global settings for accounts, invoicing and payments. This is all done in the following screen: Admin > Settings > Service Provider Defaults. | Administrators | All Providers |
| Payments and Collections | Configure Global Settings for Automated Payments | Demonstrates how to configure global settings for automated payments, including default BPay biller codes and surcharges for specific payment methods. | Administrators | All Providers |
| Core Emersion | Rebranding Cumulus | This video will show you how to add a custom logo to the Cumulus user interface. | Administrators | All Providers |
| Core Emersion | Configure Global Settings for Service Types | This video will introduce the service types labelling system, and show how to customise the labels shown to customers or internal users. | Administrators | All Providers |
| Billing and Invoicing | Configure Global Settings for the Ledger Journal | This video will show you how to map your current ledger codes with the ones used within Emersion. | Administrators | All Providers |
| Users and Permissions | Setting Up Your First Staff Administrator | This video will walk you through the process of creating a staff account with full admin privileges. | Administrators | All Providers |
| Users and Permissions | Introduction To Permissions and Powers For Cumulus Users | This video explains permission levels and powers for staff accounts. | Administrators | All Providers |
| Users and Permissions | Setting Up Cumulus Staff Users | This video will walk you through adding your first staff users. | Administrators | All Providers |
| Billing and Invoicing | Testing Your Invoice Template Changes | This video will show you how to use test accounts to preview an invoice template. | Administrators | All Providers |
| Users and Permissions | Setting Up Your First Staff Administrator | This video demonstrates how to set up a staff account with full access privileges. It's aimed at those who are just starting their onboarding journey with Emersion and need to set up their first staff user account. | Administrators | All Providers |
| Users and Permissions | Role Configuration for Staff Users | This video explains how to customise Emersion’s out-of-the box roles and organisational units, before staff users are added to the system. It follows on from our Introduction to Permissions and Powers video, and is aimed at administrators, who will be responsible for assigning staff members to roles and determining the access levels of each role. | Administrators | All Providers |
| Packages and Plans | End-to-End Demo: Building a Telephony Plan | This video is an extract from a webinar, in which our Education and Training Manager demonstrated the step-by-step process to build a telephony plan that customers can subscribe to. It follows on directly from the end-to-end demonstration of building a simple plan. | Administrators | All Providers |
| Packages and Plans | End-to-End Demo: Building a Simple Plan | This video is an extract from a recorded webinar, in which our Education and Training Manager demonstrated the step-by-step process to build a simple plan that customers can subscribe to. It’s aimed at retail service providers, and uses the domain registration service type as an example. | Administrators | All Providers |
| Accounts and Contacts | Creating a Retail Service Provider | Set up a new service provider under your wholesale account in Cumulus. | Users | Wholesale Service Providers |
| Packages and Plans | Managing Your Package Catalogue | How to manage a package catalogue so your downstream/retail service providers can use the plans you sell them. | Administrators | Wholesale Service Providers |
| Orders and Service Management | Address Based Ordering | If you have access to Emersion's address based ordering platform, you have the ability to have Emersion import geographical locations into the system for you and assign what services are accessible against them. | Systems Administrators | Wholesale Service Providers |
| Orders and Service Management | Using Package Chains | How to use package chains to give discounts to a specific customer. Discounts for either access fees or usage can be given to a single service, or for a package. | All Users | Retail Service Providers |
| Orders and Service Management | Bulk Suspend and Unsuspend | How to suspend and unsuspend services in Emersion in bulk. This will place limitations and restrictions on a customer's service. This is only available for Telstra Mobile. | Administrators | Retail Service Providers |
| Products | Importing an Inventory | If you have been given the ability to manage your inventory, you may need to use the bulk upload feature. | Administrators | All Providers |
| Billing and Invoicing | Managing Invoices and Cardlines | How to manage invoices and cardlines - relevant for you billing your customers and, if applicable, your downstream service providers billing theirs. | Users | All Providers |
| Payments and Collections | Ledger Cardline Import | How to import payments into Emersion using the bulk import function. This allows you to import payment details received from external sources, e.g. BPAY etc | Users | All Providers |
| Products | Mapping Products | This guide shows you how to map products to package plans so that subscription based services and products can be sold together in bundles or packages. | Administrators | Retail Service Providers |
| Agent Management | Agent Management | This video will introduce you to the Agents module in Emersion. It covers concepts related to agents in Emersion and steps through the end-to-end set up of an agent in Cumulus. | Administrators | Retail Service Providers |
| Xero Integration | Xero Integration | This video will introduce you to Emersion's integration with Xero and provide a guide on how to configure it. | Administrators | All Providers |