Overview
This article guides wholesale service providers on the process to onboard the following downstream service provider accounts in Emersion.
- Retail service providers (RSPs)
- Non-billing retail service providers (NbSPs)
This is a multi-part process involving several steps which we have listed below.
Confirm the RSP is not an existing Emersion customer. If they are, stop immediately. Do not continue and contact Emersion.
Step One: Gather Requirements
Gather the following information you will need for the account.
You may need to go to multiple sources to collate the information, including the customer and your Emersion Services Agreement.
Account Information
- Emersion Account ID (obtained step 2)
- Account Name
- Cumulus user realm. This will always be in the format of @xxx.xx.xx and forms the suffix to all staff logins used by the RSP when they log into Cumulus.
- ABN
- Primary and Billing contacts (phone, email, street address, post address, etc)
- A landline number.
A landline number is mandatory for a number of service types.
Modules and Features
Define the modules and features required for the RSP.
Core
The core modules that will be enabled for your account are listed in your Emersion Services Agreement.
These are enabled by default.
Optional
Provide a list of all optional modules and features that need to be enabled.
Access to Service Information Records ('SIR')
SIRs contain both call data records and other types of charges. Your downstream service providers can collect these SIRs from an SFTP directory set up by Emersion.
Emersion will set up an SFTP user and password. We will also supply a private key that must be used to access the server.
Service Type Requirements
Gather the following information you will need for the account's service types.
Service Types List
A list of service types for the downstream provider. This will help you identify more easily which plans they need.
Service Type-specific Requirements
Depending on your service types, there may be additional information you need to gather from your customer.
For example, if you have auth-based service types, you will need the realm(s) the customer wishes to use for those service types. Emersion includes this information in the onboarding plan and you will be guided by your onboarding project manager.
Events Requirements
Events will need to be enabled for the provider. Please prepare instructions for the configuration of events for your customer.
Events Requirements
| Option | Available to | Notes |
|---|---|---|
| Use standard events | NbSPs RSPs | The standard event list for NbSPs / RSPs will be used |
Copy events from another retail service provider account to the new one | RSPs | Not available for NbSPs. Submit source and destination account IDs |
If you have custom events that Emersion has developed for your use and you want these available to your customer, these must be included in the request.
Report Requirements
Reports will need to be mapped to the provider. Please prepare instructions for the configuration of events for your customer.
Report Requirements
| Option | Available to | Notes |
|---|---|---|
| Use standard reports | NbSPs RSPs | The standard reports for NbSPs / RSPs will be used |
Copy reports from another retail service provider account | RSPs | Submit source and destination account IDs. |
| Standard reports + custom list | RSPs | The standard reports for the RSP will be used plus additional reports as specified. Submit Report Catalogue IDs / Report name |
If you have custom events that Emersion has developed for your use and you want these available to your customer, these must be included in the request.
Step Two: Create The Account
Log into your wholesale account via Cumulus.
Using the wizard, create the service provider's account.
Take note of the Account's ID and name. These need to be provided to Emersion.
Take a note of the UserAdmin user's username and password. You will need this to log in and create the Wholesale Support User.
Step Three: Enable Permissions for the Administrator (Full Power) Role
Using the UserAdmin user, log in to the new retail service provider account via Cumulus
Go into the Admin (Full Powers) role and:
- enable the module permissions.
- ensure the Base Power is ticked.
All roles, including the Admin (Full Powers) role have no permission until explicitly enabled.
Step Four: Configure The Wholesale Support User
Using the UserAdmin user, log in to the new retail service provider account via Cumulus
- Create a "Wholesale Support" Staff User account that functions as Administrator access for the wholesaler service provider.
- Grant the Wholesale Support User Administration Full Power access.
The Wholesale service provider should use the Wholesale Support User and handover the UserAdmin to the retail service provider with instructions on how they can use it to set up their own users.
User this article as reference for your own training material on how to set up the first staff users in Cumulus.
Step Five: Create a Package Catalogue with Plans
Log into your wholesale account via Cumulus.
Use the Wholesale Package Catalogue to grant the service provider access to the plans they can buy from you. This also determines which service types are available to them.
Emersion Recommends:
- Create 1 Wholesale Package Catalogue per service provider.
- Create multiple package groups, grouping plan by service type (e.g NBN Plans, DSL Plans, Voice plans, etc).
- Add the the relevant package group to the service provider's plan catalogue.
Video tutorial: The Wholesale Package Catalogue
Following the completion of all steps above, Emersion is ready to be engaged to assist with the remainder of the onboarding.
Emersion's standard SLA for onboarding new retail service provider accounts
Emersion will complete the onboarding within 5 business days from the date we receive the last of the outstanding requirements from you.
Step Six: Raise a Sales Request
Start the onboarding process by raising a Sales ticket with Emersion Sales or via email sales@emersion.com
Use the following format in your request.
| Title | Enable New Service Provider: <New Account Name> |
| Description | Hi team We want to onboard a new RSP/NbSP account. Emersion Wholesale Account ID: Our new service provider is: Emersion Account ID: Emersion Account name: |
| Requirements | Document all requirements that have been gathered that you need to supply Emersion. |
Your request will be processed by Sales who will review the requirements.
For any items that attract a cost, a quote will be provided.
If there is no costs, the request will be moved to the Onboarding team to commence the onboarding project.
Step Seven: Approve Quote
For any items that attract a cost, a quote will be provided.
The quote must be approved in writing prior to any work commencing.
Once approval has been granted, the request will be moved to the Onboarding team to commence the onboarding project.
Step Eight: Onboarding Project Commences
An onboarding delivery consultant will be assigned and they will provide you access to an onboarding project via the Engage Portal.
Complete all required onboarding tasks as per the onboarding project.
See the guide on how to use the Engage Portal to manage your onboarding project
Step Nine: Onboarding Project Closed
After the completion of all tasks, your onboarding delivery consultant will close the project and arrange for any final invoicing.