AT&T Cloud Solutions Portal...Access to the AT&T Cloud Solutions Portal To be able to order, manage and use any of the AT&T Cloud Solutions services, you have either completed an AT&T

AT&T Cloud Solutions Portal Account and User Management Guide

October 2017

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Account and User Management Guide

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Legal Disclaimer

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Table of Contents Access to the AT&T Cloud Solutions Portal ........................................................................................................................... 5 Activating Your AT&T Cloud Solutions Account .................................................................................................................... 5 Account Management Overview ........................................................................................................................................... 8

Company Structure ........................................................................................................................................................... 8

Account ............................................................................................................................................................................. 9

Service group ..................................................................................................................................................................... 9

Service Instance Identifier ................................................................................................................................................. 9

Service group management ............................................................................................................................................ 10

How to Create a service group ........................................................................................................................................ 10

How to Rename a Service group ..................................................................................................................................... 12

How to Delete a Service Group ........................................................................................................................................ 14

How to Remove Users from a Service Group .................................................................................................................. 18

How to Move a User from One Service Group to Another ............................................................................................. 21

Self-Removal from a Service Group or Company ............................................................................................................ 25 User Roles and Management .............................................................................................................................................. 28

User Roles ....................................................................................................................................................................... 28

Enterprise Manager Role ................................................................................................................................................ 29

Administrator Role .......................................................................................................................................................... 29

Super User Role ............................................................................................................................................................... 29

End User Role .................................................................................................................................................................. 29

Billing Role ....................................................................................................................................................................... 29

Service Access Levels ....................................................................................................................................................... 29

How to Add an Enterprise Manager ................................................................................................................................ 30

How to Replace an Enterprise Manager .......................................................................................................................... 32

Verifying User Accessibility, Roles and Services .............................................................................................................. 34

How to Create a Custom Role ......................................................................................................................................... 36



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How do I edit a Custom Role ........................................................................................................................................... 38

Delete a Custom Role ...................................................................................................................................................... 41

How to Update Your Billing Address ............................................................................................................................... 44

How to Reset Your Password .......................................................................................................................................... 46

How to Reset a Forgotten Password ............................................................................................................................... 49 Ordering Cloud Services ....................................................................................................................................................... 52

Add/Change Enhanced Support – Enterprise .................................................................................................................. 57

How to Add/Change Enhanced Support – Service group ..................................................................................................... 59

Remove Enhanced Support ............................................................................................................................................. 61

Reactivate an Account ..................................................................................................................................................... 63

How to Cancel an Account ............................................................................................................................................... 65

How to Disconnect a Service ........................................................................................................................................... 66 Billing ................................................................................................................................................................................... 69

How to Access your Bill ................................................................................................................................................... 69

How to Access Current Charges ...................................................................................................................................... 72

Determining Main Account and Service Group Charges ................................................................................................. 73

Making a Payment ........................................................................................................................................................... 74

Bill Reporting Overview ................................................................................................................................................... 78

How to Access Help and More Information about Billing ............................................................................................... 79 Accessing Help .............................................................................................................................................................. 79



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Access to the AT&T Cloud Solutions Portal To be able to order, manage and use any of the AT&T Cloud Solutions services, you have either completed an AT&T Cloud Solutions Contract or have accepted the terms and conditions associated with setting up an online AT&T Cloud Solutions portal account. Following the execution of any required contract documents, AT&T will establish your account on the AT&T Cloud Solutions portal.

Activating Your AT&T Cloud Solutions Account

Once your account has been set up in the AT&T Cloud Solutions portal, you will receive a Welcome email with instructions on how to activate your AT&T Cloud Solutions Account.


https://www.synaptic.att.com/clouduser/


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1. Click on the Start Now link in the email, taking note of the temporary password that has been provided - you will need this to log into the portal.

2. Enter the email address you used to activate your account, along with the temporary password provided to you in the Welcome email.

3. Click on the Login button.

After a successful login, you will be required to change your temporary password. This new password will be used for subsequent logins.

The following link can be used for subsequent access to the portal: AT&T Cloud Solutions portal

Note: Passwords can be changed by clicking the Reset link in the My Password section under My Profile. See the Password Reset section in this document for more information on resetting your password.


https://clouduser.synaptic.att.com/clouduser/login.htm

https://clouduser.synaptic.att.com/clouduser/login.htm


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Account Management Overview Before you get started providing access to your customers and provisioning services, you must first become acquainted with the portal account hierarchy, roles and user privileges.

Company Structure

Let’s start with an overview of the portal account hierarchy structure and general account components. As an Enterprise Manager, you will have access to the company account. This is the highest account level of authority in the portal account structure. As the company account holder, you can create service groups for your users, grant user access and administer functional privileges.

This structure provides you with an overview of all the users and services under your company account and a consolidated view of components such as reporting or billing for the whole company.



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Account The account is the term used to identify each company. With administrative and managerial tools you are able to see company wide information and perform tasks such as:

• View companywide reports,

• View, add, modify, and delete service groups.

Note: An account may also be identified as an enterprise account, company account or customer account.

Service group

A service group is a group of services or users that belong to a company. Users can be added to multiple service groups. A service group can only one instance of each service and the service group can only be created, modified, or deleted by a user with permissions to manage the company account. AT&T Cloud Services such as AT&T Cloud Storage and AT&T NetBond services are associated with the service group under which the service was ordered.

When service groups are created in the portal, a unique service billing group for that service group is assigned. Service billing groups and all AT&T Cloud Services charges for each VNC in the service group will appear on the invoice and in the portal billing reports under the service billing group. For customers that have multiple VNC’s and would like to have their invoice itemized to understand VNC charges it is recommended a service group is created for each VNC.

Note: It’s important this decision is made upfront prior to activating the first VNC. Moving VNC(s) between service groups requires decommissioning the VNC(s) and rebuilding it in a different service group(s), which will result in an interruption in the service.

Service Instance Identifier The Service Instance Identifier (ID) is a unique identifier that represents a single instance of a service. This identifier is used to distinguish the services of a service group and one is



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created every time a new service is ordered. The Service Instance ID is displayed in the service information section and on the My dashboard page of the portal and with billing of the service.

Service group management

The first step in adding a company, configuring users and provisioning services must start with the creation of a service group. We will cover the following service group management functions in this section:

• How to Create a service group

• How to Delete a service group

• How to Remove a User from a service group

• How to Move a User from one service group to Another

How to Create a service group Follow these steps to create a service group:

1. Login to the AT&T Cloud Solutions portal as an Enterprise Manager.

2. Under Shortcuts on the main dashboard click Manage service groups.

3. Click the Crea te a Service Group option on the Service Groups tab.




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4. In the pull-down menu, click the Country you would like to associate this account with, type the Service group name in the entry field, and click the invoice number you would like the charges for this service group to be billed to. When all entries have been completed, click the Submit button.



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5. Once you have created your service group, you will return to the Service groups tab, where you will see a Successful Service Group Completion message. Your service group is now ready for you to provision cloud services and users.

How to Rename a Service group

Note: Only an Enterprise Manager can rename service group. Follow these steps to rename a service group:

1. Login to the AT&T Cloud Solutions portal as an Enterprise Manager.

2. Under Shortcuts on the main dashboard click Manage service groups.

3. Click on the Service group you would like to rename.




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4. Click on Rename Service Group located in the Settings box on the right side of the page.

5. You will be presented with the Rena me Service Group window. Enter the new name and click on Submit to complete the update or Cancel.

6. You will then receive a Renamed Service Group Successfully message and your service group is now renamed.



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How to Delete a Service Group

Deleting a service group will immediately halt all billing against the service instance’s related support and resources and it will initiate the permanent removal of the services’ resources.

• Only an Enterprise Manager can disconnect a service group

• Service group status values:

o Active: current service group in good standing with billing and services

o Restricted: service group restricted due to non-payment

o Disconnected: service group deleted by the Enterprise Manager, Service Group Administrator, or automatically by an account cancellation

1) Login to the AT&T Cloud Solutions Portal as an Enterprise Manager: AT&T Cloud

Solutions portal

2) Under My account, click Manage Account from the top navigation menu. There you will find the Accounts, Service Groups, Users, Roles & Permissions, and My Profile tabs.






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3) Click Accounts tab to display the current user’s Role and the username of the Account’s Enterprise Manager.



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4. Click the Service Groups tab to display all service groups.

5. The entire service group can be deleted which will remove all services under it.

NOTE: It is a best practice (not a requirement) for you to REMOVE all resources (i.e. virtual machines, storage, tenants, VNC/VLANs, etc.) BEFORE deleting a service group.



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6. You will be presented with the Service Group Delete Confirmation pop-up

screen. Click Yes, delete my Service Group button if you wish to proceed with the deletion or No, Cancel if you want to cancel the action.

7. You will then be presented with the success message.



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How to Remove Users from a Service Group

Note: Only an Enterprise Manager or a Service Group Administrator can remove Users

1) Login to the AT&T Cloud Solutions portal as an Enterprise Manager: AT&T Cloud

Solutions portal 2) Click Manage Account option under My account

3) Click Users tab

4) Click the user you want to remove






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5) Click Remove selected User(s) in the Settings window



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6) Click Yes to complete user removal or No, Cancel to end action.

Note: A user that has been removed from a service group using the steps described in this section will no longer have access the account on future logins. The user can be added back into this service group and/or into another service group in the future, if desired. For steps showing how to add a user back to a service group, or how to move a



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user from one service group to another, see the next section, How to Move a User from one Service group to Another, in this guide.

How to Move a User from One Service Group to Another

Note: Only an Enterprise Manager can delete service groups.

Note: A user account must be created before doing the following steps.

1. Log in to the AT&T Cloud Solutions portal as an Enterprise Manager.

2. Remove the user from the service group, as laid out in the previous section, How to Remove a User from a Service Group, in this guide.

3. Under Shortcuts on the main dashboard, click Manage Users.

4. Click on the Add User button.

5. On the Add User screen type in the email address of the user you would like to add or move to an existing service group.




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6. Type in the first and last name of the user you would like to add or move to an existing service group. Click on the Continue button when complete.



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7. On the following screen, click the Service Group button, and then select the service group you would like to add the user to, along with the access level you would like to delegate to this user. Click the Submit button to complete this action.



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8. A confirmation message will be displayed showing that the user has been added

to the service group. The User will be notified by email of the update.



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Self-Removal from a Service Group or Company

If you remove your account and/or service group access privileges, the Enterprise Manager or Service Group Administrator will need to add you as a user to regain access.

If you are the only user attached to the service group and remove yourself:

1) The service group and all the associated services will be deleted.

2) If this is the only service group you are associated with, your access will be disabled.

Note: If you are the Enterprise Manager, then you will not be able to be removed until a replacement Enterprise Manager is added.



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1) Login to the AT&T Cloud Solutions Portal: AT&T Cloud Solutions portal

2) Click Manage Account under My account

3) Move to My Profile tab, locate My account Preferences option, click any options with any Service Groups, then click Delete Selected button

Please Note: Enterprise Managers can NOT remove themselves from any account or service group.

4) You also have option to view the My Profile pop up from the top navigation menu. Click

My Profile.




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User Roles and Management Users are assigned a role for the service group and for each service that belongs to the service group. Users are added to a service group by the Enterprise Manager or Service Group Administrator. Users with the appropriate permission can add other users to a service group. When added to a service group, or when permissions are modified, users are notified with an email which provides their temporary credentials.

User Roles

A role has a set of defined capabilities. User roles allow users to configure and administrate the account or service group and/or focus on using, configuring, and managing cloud services. AT&T Cloud Solutions portal users can be associated with multiple service groups. There could be instances where a single user can be associated with multiple service groups and have a different role under each one of the service groups. Users can switch between service groups.



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Enterprise Manager Role The Enterprise Manager (EM) role is assigned to the user with the responsibility of managing the account. The EM is the only user that has access to companywide functions and can create the company’s service groups, assign administrators, and perform all functions relevant to the company account. In addition, the EM has full access to the company service groups.

Administrator Role The administrator manages the service group and manages the company account and to add, change or remove administrators from a service group. The Enterprise Manager can also act as the administrator of a service group. The administrator has responsibility for ordering AT&T Cloud Services, adding users and performing all other functions available within the service group. The administrator has full service management privileges for any service under the service group.

Super User Role

Users can be added with the Super User role to a service group by the EM or the Service Group Administrator. Users with the Super User role have a limited set of capabilities within the billing, reporting and support areas of the service group. Service privileges are assigned individually by service and are not predefined based on the Super User role. Service privilege sets are discussed in a subsequent section.

End User Role Users can be added with the End User role to a service group by the EM or the Service Group Administrator. Users with the End User role have a basic set of abilities within the account management, support and reporting areas of the service group. Service privileges are assigned individually by service and are not predefined based on the End User role. Service access levels are discussed in a subsequent section.

Billing Role

Users can be added with the Billing role to a service group by the EM or the Service Group Administrator. Users with the Billing role can access My dashboard, My Profile and the Billing tab.

Service Access Levels

There are different access levels available that can be set for a user id for each AT&T



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Cloud Service.

The access levels are as follows:

• No Access – Allows no access to the service(s) for which it is selected.

• Access Level 1 – Allows the most comprehensive access to the service(s).

• Access Level 2 – Allows a limited subset of access to the service(s), where applicable.

For more details on what capabilities are associated with an access level, select Manage Roles and Permissions under My account and click on the Manage Roles and Permissions window. The actions available for each service are displayed.

How to Add an Enterprise Manager

Note: Only an Enterprise Manager can add another Enterprise Manager

1) Login to AT&T Cloud Solutions portal as an Enterprise Manager: AT&T Cloud Solutions

portal

2) Select Manage Account option under My account

3) Click Account tab

4) Click the Add Enterprise Manager from the Settings box






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5) The Add Enterprise Manager window will appear to add a new user with the pre- selected role of Enterprise Manager.

o Enter the First Name and Last name of the person that will be assigned as an Enterprise Manager.

o If the user being entered is an existing portal user, the First Name and Last Name are pre-populated.


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6) Click either the Finish button to complete the action or Cancel button to cancel the action.

How to Replace an Enterprise Manager

Only an Enterprise Manager can replace an Enterprise Manager

1) Login to the AT&T Cloud Solutions portal as an Enterprise Manager: AT&T Cloud

Solutions portal

2) Click Manage Account option under My account

3) Click Accounts tab

4) Click the Replace link, found under the Enterprise Manager name





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5) The Assign New Enterprise Manager window will appear to add a new user with the pre-selected role of Enterprise Manager.

6) Click the Reset or Submit option


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7) Invitation Status appears instead of the Edit link under an Enterprise Manager. This status will remain until the new Enterprise Manager accepts the invitation and logs into the portal.

Verifying User Accessibility, Roles and Services Note: The User must be created before going through the following steps.


2. Click the Manage Users option under My account or from the Shortcuts menu on the main portal page.

3. Click on the Users tab, and click the Service Group for which the user is associated.



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4. Display the details for the user by clicking the user’s name in the left-hand column. Locate the

Roles and Permissions, and Service and Access Level for the user.


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How to Create a Custom Role Note: You must be an Enterprise Manager or Service Group Administrator to create a custom role.

1. Click Manage Roles and Permissions under My account.

2. On the Roles and Permissions page, click the Custom Roles tab.


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3. Click on the Add Custom Role button.

4. You will then enter the following:

o Role Name: Custom role names can be alphanumeric with a 50 character limit. o Click Privacy Setting: Public or Private

Public service group roles are visible and available to all users on the company service groups. Private service group roles are only visible and available to the users of that service group. A private role cannot be made public.

o Select Account: All service groups you are EM or Service Group Administrator for will be listed, select one. The role you are creating will be available for all users in the service group you select.

o Select Access Level: Level 1, individually selected, No Access Preselect a default for your role’s user access level. If you select the individually


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selected option, you will have the option of choosing the service access levels for each user individually while adding or modifying a user.

5. Click Submit, to create the new role or Cancel, to stop the action.

6. A message will appear to confirm your custom role has been created. Now you are ready to assign users to it.

Note:

• The role name provided is unique within the account for Public roles • The role name provided is unique within the service group for Private roles • At least one capability has been selected for the role • An access level default selection has been made

How do I edit a Custom Role Note: Only an Enterprise Manager or Service Group Administrator can edit a custom role.

1. Click Manage Roles and Permissions under My account.


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2. On the Roles & Permissions tab, click the Custom Roles tab.

3. All Custom Roles you have created will appear in the columns on the page.



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4. Identify the role you wish to modify, click the edit icon, the Role Name, drop down

selection boxes and checkboxes will appear to allow you to edit the role. Note: If icon is greyed out, the following hover text will appear: This role can’t be edited because it is a private role and there are users associated with it.

5. Once your edits are completed, click the Submit button.

6. A message will be displayed to confirm you want to modify the role selected. Click Submit to proceed with the action or Cancel to stop the action.



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7. All users assigned to the custom role you modified will be notified with a message on My dashboard and will receive an email outlining the changes that were made to their role.

Delete a Custom Role Note: Only an EM or Service Group Administrator can delete a custom role.

1. Click Manage Account under My account and click the Roles & Permissions tab.

2. On the Roles & Permissions tab, click the Custom Roles tab.



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3. All the custom roles you have created will appear on the page.

4. Identify the role you wish to delete, click the X or delete icon.

Note: If the icon is greyed out: The role can’t be deleted because there are users



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associated with it. If you wish to remove this role, please assign the users another role and then you can delete the role.

5. A message will be displayed to confirm you want to delete the role selected. This action is permanent and cannot be reversed. Click Yes, delete my role to proceed with the action or Cancel to stop the action.



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6. All users assigned to the custom role you modified will be notified with a message on their My dashboard and will receive an email outlining the changes that were made to their role.

How to Update Your Billing Address

To update the billing address associated with your account.

1. Log into the portal.

2. From My dashboard page, click on Manage service groups tab under Shortcuts.

3. Click on a Service Group



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4. In the Settings box, click Update Billing Address to edit.

5. Enter the updated address and click Submit, or Cancel to cancel the action.



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How to Reset Your Password There are times when you may want to reset a password. This can be accomplished by selecting either the Reset my Password link under Shortcuts on the main portal page, or the My Profile link in the top header.

6. Log into the portal.

7. From any page, click on the My Profile link in the header.



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8. Click on the Reset link in the My Password section.

9. Type in the security answers that you provided when you sent up your user

account; click on the Submit button.



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10. In the drop-down fields, type in your New password and Confirm password, then click the Submit button.



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Note: The New password and Confirm password must match, must be at least eight characters long, and must contain at least one number and one alphabetic character.

How to Reset a Forgotten Password

If you have forgotten your login password, a new one can be quickly obtained by following these steps:

1. From the login screen, click the Forgot your password? link.



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2. Enter your email address and the security word that appears on the screen and

click on the Submit button.

3. You will be presented with the following screen. Follow the reset password login instructions that are emailed to you.



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4. Open the Password Reset Request - Step 1 email and click on the click here link.

5. Enter your security answers, type in your new password and password confirmation and enter the security word that appears on-screen in the box. Then click on the Submit button.

Note: Passwords are case-sensitive and must be entered exactly.



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6. Upon successful completion, your screen will refresh with the following message. You have successfully reset your password to your AT&T Cloud Services account!

Ordering Cloud Services

Note: You must have a service group created and access assigned to provision cloud services.

1. Log in to the AT&T Cloud Solutions portal as an Enterprise Manager or Service Group Administrator.

2. Click Manage Service group under Shortcuts from the main portal dashboard.




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3. On the Service group screen, click the service group to which you would like to add the cloud service.

4. Under the Order Services section on the service group information screen, click on the AT&T Cloud Service you would like to order. For specific ordering details on each of the cloud services, go to the Knowledge Center under Quick Links and click the Documentation tab.



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5. You will be taken to the Configure Service screen.

a. Click an Account, select a Service Group, and Select a service will be defaulted based on the selections that were made on the previous Manage Service group screen. These selections can be modified on this screen, if desired.



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6. Continue to the Configure Service screen, you will then select the Cloud

Solutions service that you want to order under Select a service.

7. After you have selected the service, you will have an opportunity to select the support plan you would like to enable for your company or this service group.

a. By default, the Base Support option will be selected. This support plan can be changed if desired.

b. After all options have been selected, click the Continue button.

Note: The Base Support option will provide you the ability to enter trouble tickets and contact AT&T via email, for yourself and/or other users.

There are two enhanced support plan options available:

• Service group Enhanced Support: Allows users who access the portal to contact AT&T support via toll free number or online ticketing for the



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service group you select from the drop down menu.

• Company-wide Enhanced Support: Allows users who access the portal to contact AT&T support via toll free number or online ticketing for the company account and all associated service groups.

Note: Rates and charges applicable for onboarding, professional services, or other specialized support not included in Enhanced Support will be provided on an individual case basis at rates specified by AT&T.

8. On the Check Out payment screen, confirm your payment option and select the Continue button.



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9. On this screen, you will confirm your order and accept charges for the

service. Once you are finished confirming your order, click on the Place My Order button to complete the order.

Add/Change Enhanced Support – Enterprise

The Upgrade option allows enhanced support to be added for the entire company account.

Note: Only an Enterprise Manager can add/change the Enterprise Enhanced Support option

1) Login to the AT&T Cloud Solutions portal as an Enterprise Manager: AT&T

Cloud Solutions portal


3) Under Settings, Support Level click Upgrade option.





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4) Click the Enterprise Enhanced Support option.


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5) Click Continue and follow the Check Out process to complete the

Enterprise Enhanced Support purchase.

How to Add/Change Enhanced Support – Service group The Upgrade option allows enhanced support to be added for the entire company account.

Note: Only an Enterprise Manager or Service Group Administrator can add/change a Service group Enhanced Support option

1) Login to the AT&T Cloud Solutions portal as an Enterprise Manager or Service

group Administrator: AT&T Cloud Solutions portal




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3) Under Settings, Support Level, click Upgrade option.

4) Click the Service group Enhanced Support option.



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5) Click Continue and follow the Check Out process to complete the service group Enhanced Support purchase.

Remove Enhanced Support The Downgrade Support Level option allows for the cancelation of the entire company account or service group. When the account or service group downgrade is triggered, the Enhanced Support for company or service group will be cancelled.

Note: Only an Enterprise Manager or a Service Group Administrator can remove Enhanced Support


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1) Login to the AT&T Cloud Solutions portal as an Enterprise Manager or Service Group Administrator: AT&T Cloud Solutions portal


3) Under Settings, click Downgrade Support Level option. Click OK or Cancel to confirm. A confirmation window will be displayed.

H



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Reactivate an Account The Reactivate Account option allows the entire company account to be reactivated. When the reactivate company account is triggered, a new service group is automatically created for the company.

Note: Only the Enterprise Manager (EM) user has the right to reactivate a company account.

1) Login to AT&T Cloud Solutions portal as an Enterprise Manager: AT&T Cloud

Solutions portal

2) Under My account, click Manage Account from the top navigation menu. On the Manage Account screen click the Reactivate account link in the Setting box.





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3) Click on the link, a pop up message will appear to confirm your action to reactivate the Company account.

4) Click Yes, reactivate My account. The Company Account is reactivated and a

new default service group is created. The information will be updated on the Accounts tab.


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How to Cancel an Account The Cancel Account option allows for the cancelation of the entire company account. When the cancel company account is triggered, all service groups associated with the company account will be deleted and disconnected. All users, other than Enterprise Managers, who are not associated with another company, will be disabled.

Note: Only the Enterprise Manager (EM) has the right to cancel a company account.

Note: This action is permanent.

After a company account has been canceled, EMs will have the ability to continue to access the account and service groups associated with the account to view usage reports and billing for up to thirteen (13) months.

1) Login to the AT&T Cloud Solutions Portal as an Enterprise Manager: AT&T

Cloud Solutions portal

2) Click Manage Account option under My account.

3) From the Accounts tab, click Cancel Account option. Click OK to complete the action or Cancel to stop the action.





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How to Disconnect a Service Disconnecting a service will immediately halt all billing against that service’s resources (i.e. storage, tenants, VNCs, etc.) and will initiate the permanent removal of the service’s resources.

Note: This action will not downgrade any Enhanced Support you have purchased. To downgrade Enhanced Support, go to Remove Enhanced Support.

Note: Only an Enterprise Manager or a Service Group Administrator can disconnect any service(s).

If you are seeking to disconnect the entire account, go to How to Cancel an Account .

1. Login to AT&T Cloud Solutions portal as an Enterprise Manager or Service Group Administrator: AT&T Cloud Solutions portal

2. Under My account, click Manage Account from the top navigation menu. There you will find the Accounts, Service Groups, Users, Roles & Permissions, and My Profile tabs.

3. Click Accounts tab to display the current user’s Role and the username of the Account’s Enterprise Manager.



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3) Click the Service Groups tab to display all Service Groups.

5) Click a Service Group to display the details and manage the Services. Each Service should be disconnected individually.

NOTE: It is a best practice (not a requirement) for customers to REMOVE all resources (i.e. storage, tenants, VNCs, VLANs, etc.) BEFORE disconnecting any Service.


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6) Click the Disconnect link under each service to disconnect that service.

7) Click OK, to disconnect the service or Cancel, to stop the action.


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Billing AT&T Cloud Services Billing enables customers to manage bills for their accounts online.

This section provides useful information about AT&T Cloud Solutions Billing and how to use its various billing functions and reports. AT&T Cloud Solutions Billing lets you view and pay your bill online, as well as generate custom and default reports about different aspects of your bill. Your bill will contain all cloud services charges incurred by the main company account and associated service groups.

How to Access your Bill

To access Billing from the AT&T Cloud Services Portal:

1. Log in to the AT&T Cloud Solutions portal as an Enterprise Manager or Billing role.

2. Click on My account, Quick links from the top of the screen and select the Billing link or select View and pay my bill from the Shortcuts menu on the right side of My dashboard.

3. You will be taken to the Bill Summary Overview page for your account.

Figure 0-1: View Bill Screen

From here, you can:




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• View bills and bill summaries

• Download and print bills

• Pay bills

• View payment history and payment activity

• Create and manage disputes

• Create and customize reports

• Access the billing user guides and help

The Bill Summary page is the home page for most AT&T Cloud Services Billing users, and it is the first step of many activities. It is from here that invoice dates and accounts are selected. The home page provides an overview of your bill and allows you to access more detailed information in a series of pre-defined reports.

On the Bill Summary page, you will see:

• The account information area, which allows you to select parameters for viewing information based on invoice date and billing account, group, or service group number.

• The Invoice Details section with quick information about your invoice.

• The Invoice Summary section with a breakdown of invoice information, which includes charges, payments and adjustments.

The Bill Summary page displays high-level details of charges for a given specific invoice, as noted in the Invoice Details section of the page.

In the area below Account Information, more detailed information about your bill is displayed. Many of the items listed below are displayed as links in the Invoice Details and Invoice Summary sections. These links open to pages that contain even more detailed information. This area consists of the following categories:

• Invoice Number: A dynamically generated, unique number displayed on the bill that identifies an individual invoice. This information is useful to have on hand when communicating with a support representative.

• Bill Period: The monthly period for which services are billed.

• Payment Due Date: Date by which you must submit payment for your bill before it becomes past due.

• Charges: This category includes all charges that you must pay on a regular monthly basis, fees and taxes for the monthly bill, as well as any one-time fees incurred during the billing cycle.

• Discounts: This displays any discounts you may have as part of your contract.


https://obt.bus.att.com/WebHelpCLD/invoice_information_in_bill_summary.htm


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• Monthly Recurring Charges: Costs charged to you every month as part of your agreement.

• One-Time and Usage Charges: Includes costs of installation and equipment that occur only once, as well as any use of wireless minutes over and above the time specified in your package plan.

• Taxes, Fees and Surcharges: Costs which include federal, state, and local government taxes on telecommunications. These costs can also include regular fees for maintaining 911 calling.

• Total Current Charges: A grand total of all monthly charges. This is different from the Current Amount Due, as Current Charges do not include any adjustments, past due amounts, or payments.

• Previous Balance: The total amount owed on the bill from the period immediately prior to the current billing period.

• Payments: Any amounts paid toward the previous bill. Clicking the Amount link will direct you to the "View Payment History" page.

• Adjustments: Includes any credits or underpayments on your bill. A negative sign (-) indicates an amount credited towards your bill.

• Balance Information - This can include:

o Past Due Balance - any charges still due from previous bills that are carried over to the current billing period.

o Credit Balance – Amount of credit to be applied to your account.

o Balance – The balance amount. This can be zero if the account is paid in full.

o Total Amount Due: The sum of the Total Current Charges plus any balances carried over from previous months, if applicable.

o Payment since Last Invoice: Displays only if any payments have been made. Click the Amount link will direct you to the View Payment History page.

o Pending Disputes: Includes the value of all submitted disputes; does not include disputes which have been denied. This value will match the total value of the entries in the Dispute History.

o Current Amount Due: The Total Amount due, after any discounts or payments made against previous bills have been deducted.



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How to Access Current Charges To access your current charges:


2. Click on My account, Quick links from the top of the page and select Billing, or select View and pay my bill from the Shortcuts menu on the right side of My dashboard.

3. On the Bill Summary Overview page, click on the View Bill tab and click on the Current Charges link, or click on the Total Current Charges link on the main page.

Figure 0-2: View Bill Screen

4. This will take you to the report of current charges for your account. By default, this report provides a breakdown of all charges for the current invoice period, for all groups and service groups associated with your portal account number.

Note: These default reporting filters can be modified by clicking on the link and selecting a specific account, group, service group, and/or invoice date that you would like to review in detail.




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Determining Main Account and Service Group Charges

Figure 0-3: Current Charges Page

On the Charges Summary page, you will find the following itemized billing hierarchy structure:


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Figure 0-4: Itemized Billing Structure

Let’s review the example hierarchy structure as shown in figure 9-4 and break down the line items from top to bottom:

• Entry one, directly below the Service Type heading in the image, shows the main account number and main account name.

• Entry two shows the service group number and name which maps to the service groups you created. All cloud services charges associated with a particular service group will be grouped here.

• Entries three and four shows the service group number and service ID for the cloud services used by your customer with associated billable charges.

• Entry five shows the total service group charges for the service.

• Entry six shows the total group charges.

• Entry seven shows the total charges for the main company account.

Entries two through six will repeat on your bill for each service group/service group you have created that has any charges associated with the invoice cycle you are viewing.

Making a Payment Payments can be made online using a bank EFT transfer or credit card, or through the AT&T invoicing process. Covered in this guide is the online payment process.

Consult the online user guide for instructions on how to use the Automatic Payment, View Payment History, and View Payment Activity functions located on the Bill Pay tab.


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For more information about accessing billing help and user guides, see the How to Access Help and More information about Billing section in this document.

To access the online payment feature from the AT&T Cloud Services Portal:

1. Log in to the AT&T Cloud Solutions portal as an Enterprise Manager or Billing role.

2. Click on My account, Quick links from the top of the page and select Billing, or from the main portal page under Shortcuts, select View and pay my bill.

3. On the Bill Summary Overview, go to Pay Bill and click on the Pay link.

Figure 0-5: Pay Bill Tab



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4. On the Pay Bill-Select Account page, confirm the company account number and check the box for each account you would like to pay from the account section table.

Figure 0-6: Pay Bill Tab – Select Account

Before proceeding to the next step, you must have your payment information set up in the system. Check the Financial Information column and make sure the indicator is marked as “Yes” for each account entry. If this indicator is "No", click on the No link and complete the financial information set-up screen.

1. Click on the Calculate Total button, then the Continue button.

2. Review the payment information and click on the Agree button.


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Figure 0-7: Pay Bill Tab – Review Payment

3. You will be presented with a Pay Bill-Payment Confirmation page noting the status of

your bill payment.


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Figure 0-8: Pay Bill Tab – Payment Confirmation

Bill Reporting Overview

The Reports function in AT&T Cloud Solutions Billing allows you to view pre-defined reports, much as you can on the Bill Summary page. It also allows you to create more complex reports than the pre-defined pages you see when you click the options in the View Bill menu.

Note: The reports listed on the Reports home page contain many of the same categories found on the View Bill menu; however, Reports has additional reports in these categories not found on the View Bill menu.

You perform different activities from different sections of the page:

• You set up specific report parameters and run reports by clicking the required report link.


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• Above the list of reports are fields for selecting the invoice month and accounts for the report.

• On the right side of the page are sections for managing your saved report templates.

• You can also view the reports history and the data dictionary for all or specific reports.

How to Access Help and More Information about Billing The Reports function in AT&T Cloud Services Billing Online Help allows you to easily locate answers to your questions.

Four types of help are provided:

• Quick Help - provides you with concise instructions directly on the application pages.

• User Guide – allows you to access all AT&T Cloud Services Billing Help topics.

• Activity Help – allows you to see context-sensitive help for the topic you are currently working on.

• Chat Now - allows you to chat with an online agent for navigational or technical help. A "Chat Now" icon appears on the right side of every online page in AT&T Cloud Services Billing. By clicking this icon, you can initiate a chat session with a live agent.

Note: When an agent is not available (off hours), the "Chat Now" icon is not displayed.

Accessing Help To access help:


2. Click on My account, Quick links from the top of the page and select Billing; or from My dashboard click View and pay my bill under the Shortcuts menu.

3. On the Bill Summary Overview page, click on Billing Help, User Guide, or the Questions, Chat Live link that appears on the right side of the screen.




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Figure 0-9: Billing Help Options


Documents

AT&T Cloud Solutions Portal...Access to the AT&T Cloud Solutions Portal To be able to order, manage and use any of the AT&T Cloud Solutions services, you have either completed an AT&T