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User Guide MyProximus Mobile Administration – EN

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Page 1: User Guide Administration ENbusiness.proximus.be/download/ICPT_MyProximus... · - This profile is reserved for only one person in the organization. - Can create Management Users,

User Guide

MyProximus Mobile

Administration – EN

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Table of contents

Table of contents .............................................. 2

1. User guide conventions ...................................... 4

1.1 Remarks .............................................................. 4

1.2 Tips ................................................................. 4

1.3 Step-by-step procedures .............................................. 4

1.4 Examples ............................................................. 4

1.5 Readability .......................................................... 4

2. User guide conventions ...................................... 6

3. User profiles in MyProximus Mobile .......................... 8

4. Logging in and out ......................................... 11

4.1 Logging in .......................................................... 11

4.2 Accessing the Administration application ............................ 13

4.3 Logging out ......................................................... 11

5. Basic operations ........................................... 12

5.1 Consulting data ..................................................... 12

5.1.1 Browsing in data tables ........................................ 12

5.1.2 Amount of data in the data tables .............................. 17

5.1.3 Navigating to another screen ................................... 18

5.1.4 Sorting in data tables ......................................... 18

5.2 Entering data ....................................................... 20

5.2.1 Field types .................................................... 20

5.2.2 Navigating between fields ...................................... 21

5.2.3 Mandatory fields ............................................... 21

5.2.4 Saving data .................................................... 22

5.2.5 Cancelling data ................................................ 22

5. 3. The action bar ................................................... 22

5.3.1 Table settings ................................................. 23

5.3.2 Data filter .................................................... 24

5.3.3 Export to Excel ................................................ 34

5.4 Pictograms .......................................................... 41

6. User management ............................................ 43

6.1 Accessing the "User Management" module .............................. 43

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6.2 Creating a new user ................................................. 45

6.2.1 Creating a new user with a mobile number from your

organization .................................................... 45

6.2.2 Creating a new user without a mobile number from

your organization ............................................... 51

6.3 Editing the data of an existing user ................................ 58

6.4 Deactivating, reactivating or deleting a user ....................... 59

6.4.1 Deactivating a user ............................................ 59

6.4.2 Reactivating a user ............................................ 61

6.4.3 Deleting a user ................................................ 62

6.5 Deleting or assigning a role to another user ........................ 63

6.5.1 Deleting a role ................................................ 63

6.5.2 Assigning a role to another user ............................... 65

7. Naming ..................................................... 81

7.1 Activating the "Naming" module ...................................... 81

7.2 Purpose of the "Naming" module ...................................... 82

7.3 My Subscribers Naming ............................................... 83

7.3.1 Edit Naming .................................................... 83

7.3.2 Import Naming .................................................. 91

7.4 My Account Naming ................................................... 97

7.4.1 Edit Naming .................................................... 97

7.4.2 Import Naming ................................................. 104

8. Grouping .................................................. 110

8.1 Activating the "Grouping" module ................................... 110

8.2 Purpose of the "Grouping" module ................................... 111

8.3 My Subscribers grouping ............................................ 113

8.3.1 Manage groups ................................................. 113

8.3.2 Import ........................................................ 128

8.4 My account groups .................................................. 133

8.4.1 Manage groups ................................................. 133

8.4.2 Import ........................................................ 148

8.5 Groups in other MyProximus Mobile applications ..................... 153

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1. User guide conventions

In this user guide, the following conventions are used.

Remarks 1.1

Remarks are always displayed in bold between two horizontal lines,

preceded by a "@".

@ This is a remark.

Tips 1.2

Tips are always displayed in a small typeface, preceded by the

☺symbol.

☺ This is a tip.

Step-by-step procedures 1.3

"Step-by-step" procedures are displayed as follows:

• Step 1

• Step 2

• Step 3

Examples 1.4

Examples are displayed in the following way:

E.g. This is an example.

Readability 1.5

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For ease of reading, a user, Administrator, etc. is always referred

to using the masculine pronouns "he" and "him" rather than "he/she"

and "him/her".

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_________________________________________________________________________________________________________________________________

2. User guide conventions

The Administration application allows you to personalize the data of

all your MyProximus Mobile in a user-friendly way. The application

consists of the following modules:

- User

management

: to create new users

- Naming : to assign personal reference data

- Grouping : to group mobile numbers and account numbers

This user guide provides an overview of the possibilities and

functions of the Administration application, which depend on the

user's access level and his rights.

Each function in the Administration application is explained step by

step, and illustrated with screen shots.

The user guide consists of the following chapters:

- Chapter 1: User guide conventions:

Here you will find a number of conventions of the user guide.

- Chapter 2: Introduction:

In this chapter, the Administration application and the chapters

of the user guide are summarized.

- Chapter 3: User profiles in MyProximus Mobile:

This chapter gives an overview of the different user profiles in

MyProximus Mobile and their access rights.

- Chapter 4: Logging in and out:

This chapter explains how you start up and close the Administration

application.

- Chapter 5: Basic operations:

This chapter deals with frequently used basic operations such as

browsing, sorting, filtering, exporting, etc.

- Chapter 6: User management:

Here, you can find out how to create and manage new users in

MyProximus Mobile.

- Chapter 7: Naming:

This chapter deals with the assignment of users and account

numbers.

- Chapter 8: Grouping:

This chapter deals with the grouping of users and account numbers.

- Chapter 9: My Proximus:

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_________________________________________________________________________________________________________________________________

Here you will find information on adapting your profile data,

such as the language of your profile, your password, your e-mail

address, etc.

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3. User profiles in MyProximus Mobile

You can have four user levels within your organization:

- Administrator

- Management User

- Delegate User

- Generic User

Administrator

- This profile is reserved for only one person in the organization.

- Can create Management Users, Delegate Users and Generic Users and

define their role in MyProximus Mobile.

- Can assign the user management to Management Users.

- Has access to the data of all mobile numbers and all account

numbers linked to your organization.

- Can name and group users and account numbers.

- Can view all Management Users, Delegate Users and Generic Users and

their role.

- Can change the role of Management Users, Delegate Users and

Generic Users which he has created.

- Can delete all Management Users, Delegate Users and Generic

Users which he has created.

- Has a mobile number from the fleet.

Management User

- Can only be created by an Administrator.

- Can create Delegate Users and define their role within

MyProximus Mobile - if the Administrator has given him the

right to do so.

- Cannot assign user management.

- Can name and group users and account numbers if the

Administrator has given him the right to do so.

- Can only see the Delegate Users and Generic Users which he has

created.

- Can change the role of Delegate Users and Generic Users which he

has created.

- Can delete all Delegate Users and Generic Users which he has

created.

- Has a mobile number from the fleet.

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Delegate User

- Can be created by the Administrator and a Management User.

- Cannot create any users himself.

- Can be given the role of another User.

- Can name and group users and account numbers if the

Administrator or Management User has given him the rights to do

so.

- Only has access to the modules and data to which his Management

User has access.

If the Management User has access to only two of the four

account numbers, the Delegate User also only has access to

those two account numbers.

The Delegate User therefore sees no group users or group

account numbers, as this could lead to conflicts because a

group can also, for example, contain an account number to which

the Delegate User has no access.

- Has a mobile number from the fleet.

Generic User

- Can be created by the Administrator and a Management User.

- Cannot create any users himself.

- Can be given the role of another User. A new role must always be

created for a Generic User.

- Does not have a mobile number from the fleet (e.g. management

assistant without a company mobile).

Summary

Below is a table summarizing the rights of the different user

profiles.

Rights Administrator Management

User

Delegate

User

Generic User

Create users All types of

users

Only Delegate

Users and

Generic Users

No No

Assign user

management to

other users

Only to

Management

Users

No No No

Assign a role to

users

To all types of

users

Only to

Delegate Users

and Generic

Users

No No

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Access to all

account numbers

and mobile

numbers linked to

the organization

Yes Depending on

the role

assigned

Depending on

the role

assigned

Depending on

the role

assigned

Mobile from fleet Yes Yes Yes No

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4. Logging in and out

Logging in 4.1

To access the Administration application, proceed as follows:

• Open your Web browser (Internet Explorer, Mozilla Firefox, etc.).

• Type the following URL in the address bar of your Web browser:

www.proximus.be.

• On the right of the header you will see "MyProximus".Click on it.

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• Type your login and your password.

• You will arrive on the MyProximus Mobile home page.

• At the top of your screen, you will see the different sections of

MyProximus Mobile.

@ In this manual we assume that you have access to MyProximus Mobile. If this is not the case, or if you want to know more about MyProximus Mobile, please

consult the MyProximus Mobile manual.

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Accessing the Administration application 4.2

Once you have logged in, you can access the Administration application as

follows:

• Click the "Administration" tab.

• The following screen will appear.

• The Administration application consists of three modules:

- User management

- Naming

- Grouping

• You can activate these module via the Start button in the different

modules on the screen.

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• If you want to leave the Administration application in order

to use another application in MyProximus Mobile (e.g. Fleet

Management, Products & Services, etc.), click the application

concerned at the top of the screen.

@ If you do not use MyProximus Mobile for more than 20 minutes, you will no

longer be able to carry out operations in the applications. This is a security

measure.

If that happens, you will have to log in again. For this reason, you are

advised to regularly save your data.

Logging out 4.3

If you want to close MyProximus Mobile, click the "Log out" link

in the dropdown on the top right corner of the screen.

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Basic operations 5.

This chapter deals with the following subjects:

- Browsing in data tables

- Amount of data in data tables

- Navigating to another screen

- Sorting in data tables

- Entering, saving and cancelling data

- Customize table

- Data filter

- Export to Excel

- Pictograms

Consulting data 5.1

Browsing in data tables 5.1.1

If a data table has too many rows, only a few of them can be displayed

on the screen.

You can navigate to the next or previous screens using the browsing

buttons under the data table. Below are two examples of screens with

browsing buttons.

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Below these screens, you will see the following series of browsing

buttons.

OR

A description of each browsing button is provided below:

Browsing arrows

or

to first screen

or

to previous screen

or

to next screen

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or

to last screen

Row blocks

Indicates which part of the table you are in:

blue, not underlined row numbers = activated

row numbers

Indicates which part of the table you are in:

purple underlined row numbers

= not activated row numbers

Using the browsing arrows

Proceed as follows if you want to navigate to another screen using the

browsing arrows:

• We will use the example below, in which rows 26-

30 are displayed. This row block is displayed in

blue and is not underlined.

• Click the following button or at the bottom of the table to

display the rows immediately following the rows currently

displayed. You will obtain the following result. The next row

numbers, 31-33, will be displayed.

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• Click the following button or at the bottom of the

table to display the rows immediately preceding the rows

currently displayed. You will obtain the following result. The

previous row numbers, 26-30, will be displayed.

• To display the very last screen of the table concerned, click the

following button if it is available.

• To display the first screen of the table concerned, click the

following button if it is available.

Browsing by row block

Instead of using the browsing arrows, you can also navigate by row

block. You will find these row blocks with links to the other

screens at the bottom of the data tables with several screens.

The advantage of this browsing method is that you can instantly

navigate to a certain block of rows (e.g. straight to row block 11-

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15 from row block 01-05) instead of navigating from screen to

screen. The activated row block is always displayed in blue and is

not underlined. The number of row blocks depends on the number of

rows in the data table concerned.

Proceed as follows if you want to navigate to another screen using the

row blocks:

• We will use the example below, in which rows 26-30 are

displayed. This row block is displayed in blue and is not

underlined.

• Click the following button at the bottom of the table to

display the rows immediately following the rows currently

displayed. You will obtain the following result. The next row

numbers, 31-33, will be displayed.

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• Click the row block at the bottom of the table to navigate

from the screen with rows 31-33 to the screen with rows 21-25.

This way, you go back two screens with a single click.

Row numbers 21-25 will then be displayed.

Amount of data in the data tables 5.1.2

The amount of data in a table is always indicated at the bottom left of

the data table.

E.g. The data table in the screen shot below contains 80 rows of mobile numbers.

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Navigating to another screen 5.1.3

If you want to return to a previous screen or navigate to another

screen, then click the link to the desired module at the top of

the screen (see screen shot below).

OR

Click the link to the desired screen on the left-hand side, e.g.

"Edit naming" (see screen shot).

Sorting in data tables 5.1.4

By clicking a column heading you can sort the data in a

table per column. Single click the column heading to

sort the data in ascending order.

Each subsequent click will sort the data in descending and ascending

order in turn.

In the Administration application the data is always automatically

sorted in ascending order in the first column.

• The image below displays the screen "Naming – My Subscribers

Naming – Edit Naming". This data table is automatically sorted

in ascending order by mobile number. Beside the column heading

you will see a downward arrow. This indicates that the data

table is sorted in ascending order in that column.

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• Click the heading of the column you want to sort. When you

place your cursor on the column heading, it will be displayed

as a hand.

• By clicking the column heading in the example, the "Mobile

number" column will be sorted in descending order. Next to

the column heading you will now see an upward arrow. This

indicates that the data table is sorted in descending order

in that column.

• If you click another column heading, for example "Name", a

downward arrow will appear beside the name. The data table is

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now sorted in ascending order by "Name".

• If you click again on the "Name" column heading, the data

table will be sorted in descending order in that column.

@ The data table can only be sorted based on one column.

Entering data 5.2

This chapter describes how to enter, save and cancel data.

Field types 5.2.1

Different types of fields are used to enter data:

- Text box: Here you can type in data yourself,

e.g. Name of a new user

- List box: By clicking the arrow you can select from the list,

e.g. The new user is created under Myself (Administrator)

or a Management User.

- Check box: Here you check what applies. You can check

several data,

e.g. mobile numbers that can be added to a group.

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Navigating between fields 5.2.2

If you enter or edit data - for example, when you create a new user

in the User Management module (see chapter 6. 2. "Creating a new

user") - you can use the following keys, besides the mouse:

- Tab key: to navigate from one field to another

E.g. Navigate from the "Last name" field to the "First name" field in the example below

- SHIFT + Tab key: to return to the previous field

E.g. Navigate from the "First name" field to the "Last name" field in the example below

Mandatory fields 5.2.3

When you enter data in the Administration application, you will

notice that certain fields are marked with a red asterisk (*). These

are mandatory fields which must be filled in.

The screens with mandatory fields display the following message:

E.g. The screen to create a new user contains 5 mandatory fields: Last

name, First name, E-mail, Mobile number and Role.

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If you do not fill in the mandatory fields, you will not be able to

store the data and an error message will be displayed in red.

E.g. If you forget to fill in a role in the screen above, the following error message will be

displayed at the top of the screen:

Saving data 5.2.4

If you want to save entered or modified data, click the following

button which is displayed at the bottom right of the screens.

An example of this can be seen in the screen shot above, in point 5. 2

.3.

Cancelling data 5.2.5

If you do not want to save entered or modified data, click the

following button which is displayed at the bottom right of

the screens (to the left of the Save button).

An example of this can be seen in the screen shot above, in point 5. 2

.3.

5. 3. The action bar

The action bar, which is displayed above the data tables of the

"Naming" and "Grouping" modules, can contain three buttons:

- Data filter

- Export to Excel

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- Customize table

The function and use of these buttons will be further discussed in this

chapter.

Table settings 5.3.1

If a data table appears on the screen, it has a number of standard

fields. Optional fields are also available, however, which you can

add yourself.

The example below is the data table which is displayed when you

select the "My subscribers naming - Edit naming" in the "Naming"

module.

"Mobile number", "Name", "Reference 1" and "Reference 2" are standard

fields.

To make optional fields visible in a data table, proceed as follows:

• Click the following button in the action bar.

• A window will appear, "Customize table", with the available

fields for the table you are in. The standard fields are already

checked, but not the optional fields.

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• Check the optional fields that you want displayed in

the data table. Check, if necessary, the standard

fields that you do not want to display.

• Click the Save button to apply your changes. If you do not

want to add or delete any fields, click the following button

above right of the window "Customize table".

In the example below, the optional fields "Service start date"

and "Account number" were added.

@ The changes you have entered in the fields will disappear when you

activate another data table or another module (Grouping or User Management)

in the Administration application.

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Data filter 5.3.2

If you do not want to see all the data in the data tables, but

only data that satisfy certain criteria, you can use a filter.

5.3.2.1 The filter screen

When you click the following button in the action bar, the

following filter screen is displayed:

The filter screen contains the following elements:

Field/Data Description

Filter field This part contains a list box with the fields or

data to which the filter can be applied.

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Filter operator List box with filter operators which can be

applied. This filter operator is the link

between the filter criterion and the filter field.

The available operators depend on the chosen filter field.

When you filter in the "Mobile number" field,

the following operators are displayed:

= the same as

<> different to

< less than, before

> more than, after

When you filter in the "Name" field,

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the following operators are displayed:

When you filter in the "Group" field, the

following operators are displayed:

= the same as the name of a

created group

not assigned: not part of any group

When you filter in the "Service start date"

field, the following operators are displayed:

E.g.

- Mobile number = 0477/767676: the

mobile phone with the number

0477/767676

- Name contains Janssen: all mobile

numbers which have "Janssen" in the

username

- Group not assigned: all mobile numbers

which are not assigned to a group

Filter criterion Criterion which the data in the selected field

must satisfy. For a number of fields, a list

box will appear here, from which you can

select the desired filter criterion.

E.g.

When you select "Group" as a filter field, you

get a list box with already existing groups.

With this button, you can add filter criteria.

With this button, you can remove the filter to

the left of the button.

With this button, you can remove all set

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filters.

- With this button, you apply the filter and

the results will be displayed.

- With this button, you also confirm the

removal of all filters.

"Minimize filters" button With this button, you hide the filter criteria

and see only the results.

"Maximize filters" button With this button, the filter criteria will be

displayed. After you apply a filter, this button

will be automatically displayed.

Button with name of applied filter

After you apply a filter, a button with the

criteria of the set filter will appear above the

results.

5.3.2.2 Applying one filter

In the example below, a filter is applied in the "Naming" module,

in the section "My subscribers naming – Edit naming". The data

table has 80 rows.

After you apply the filter, all the mobile numbers of sales

employees will be displayed (in Reference 2). Proceed as follows:

• Click the following button in the action bar.

• The filter screen will be displayed.

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• In the filter field (first field), select the "Reference 2" field.

• In the operator field (second field) select the "contains" operator.

• As filter criterion (third field), type the value "sales".

@ The filter criterion is not case-sensitive.

• The filter looks like this:

• Click the GO button.

• The result of the filtered table is displayed below. Only 4 of

the 80 mobile users contain the word "sales" as Reference 2.

Above the results, a button will be displayed with the set

criteria "Reference 2 contains sales":

5.3.2.3 Changing a filter

You can change an applied filter as follows:

• Click the button on which the set criteria will be displayed

or the "Maximize filters" button .

• The filter criteria will reappear above the results.

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• Enter the desired changes, e.g. Reference 2 contains "marketing".

@ When you change the filter, all the data in the data table is again taken into account. So you do not first have to remove the

previous filter, you can replace it immediately.

• Click the GO button.

• The table will be filtered according to the new

criteria you have selected. Only 2 of the 80 mobile

users contain the word "marketing" as Reference 2.

• Above the results, a button will be displayed with the set

criterion "Reference 2 contains marketing":

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5.3.2.4 Applying several filters

You can also apply several filter criteria to a data table. The

number of criteria is unlimited. If you want to apply several

criteria, proceed as follows:

• Set a first filter criterion according to the procedure in point

5. 3. 2. 2. , e.g. "Reference 2 contains marketing".

• Click the Add button.

• A second filter line will then be displayed, where you can set filter

criteria.

Select the field in which you want to filter, the operator and the

filter criterion, e.g. "Name contains Wilson".

If you work with several filters, an extra list box will appear

with logical operators. In that case, you must choose between "and"

and "or".

and

During the filtering, the first and any subsequent criteria must be

satisfied.

or

During the filtering, at least one criterion must be satisfied, but

not necessarily all the criteria.

E.g. Reference 2 contains "marketing" and Name contains "Wilson".

Both criteria must be satisfied. Only users with "marketing" as Reference 2 and "Wilson"

as a name will be displayed.

.

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The following result will be obtained. Only one row satisfies both criteria, namely mobile

user with "Brian Wilson" as a name and "Marketing" as Reference 2.

E.g. Reference 2 contains "marketing" or Name contains "Wilson".

One of these criteria must be satisfied. The tool will search for users with "marketing" as

Reference 2 or "Wilson" as a name. In practice, this does not necessarily mean all users

with "Wilson" as a name and "marketing" as Reference 2. Users with "Wilson" as a

name but NOT "marketing" as Reference 2 will also be displayed. Likewise, users who

have "marketing" as Reference 2, but NOT "Wilson" as a name will be displayed.

The following result will be obtained. One row satisfy one of the criteria, Reference 2

contains "marketing" or Name contains "Wilson". One row satisfies both criteria, namely

mobile user with "Brian Wilson" as a name and "Marketing" as Reference 2.

• Click the GO button to apply the set criteria.

5.3.2.5 Removing one or all filters

Removing one filter criterion

If you only want to remove one or some (but not all) filter criteria,

proceed as follows.

• If you only see the results and not the filter criteria, first

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click one of the buttons on which the set criteria are displayed

or the "Maximize filters" button

• The filter criteria will reappear, above the results.

• Click the following button to the right of the

criterion you want to remove.

In the example below, the first criterion "Reference 2 contains

marketing" was removed.

Removing all filters

To remove all filters, proceed as follows:

• If you only see the results and not the filter criteria, first

click one of the buttons on which the set criteria are displayed

or the "Maximize filters" button.

• The filter criteria will reappear, above the results.

• Click the following button .

• Confirm with the GO button to the right of this button.

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• You have now removed all the filter criteria at the same

time, and the complete data table will be displayed.

Export to Excel 5.3.3

You can export the data from a data table to Excel for further

editing.

5.3.3.1 Check the Windows settings / adapt for export

To ensure that the figures are correctly exported and

displayed, you must check your "Regional Options" and, if

necessary, adapt them in the Windows or Vista Control Panel or

Settings Screen.

In the example below, the Regional Options are checked in the

English version of Windows XP.

• Click the Start button in Windows and activate the Control Panel.

• Click "Date, Time, Language and Regional Options".

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• Then select "Regional and Language Options".

• In the dialog box which appears, select "English (United States)"

as language.

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If you do not want to change the language, you can keep it and

click the Customize button on the right of the set language.

Make sure that the List separator (last-but-one field) is set to

";" (semi-colon).

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5.3.3.2 Carry out export to Excel

In the example below, an export is carried out of all the data in

the

"My subscribers naming – Edit naming" section of the

"Naming" module. For this, proceed as follows:

• Click the following button in the action bar.

• The following window will appear.

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• You can immediately open the file in Excel or save the file.

When you save the file, you must select a location and file name.

• Once the file is saved, the following window will appear.

• In this window, you can open the file immediately via the Open

button.

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• The file will

look like this:

@ You will have to make the columns wider so that the data in each column can be fully displayed. You can adapt the column width automatically to the

contents by double clicking between the column letters of Excel.

@ If you have set a filter or added fields via the "Customize table" button, then the filter or field adaptation will also apply in the exported

file.

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5.3.3.3 Format of the exported file

5.3.3.3.1 CSV format

The exported file is saved in CSV format by default.

5.3.3.3.2 Excel format

If you want to save the exported file in Excel format, carry out the

following steps:

• Open the exported file.

• Save the file again.

• In the "Save As" window, enter the name of the file.

• In the "Save as type" list box at the bottom, select the option

"Excel Workbook (xls(x))" or "Excel Workfile (*.xls(x)).

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• Click the Save button.

Pictograms 5.4

Below you find an overview of frequently used pictograms in the

Administration application. These pictograms also appear further in

this user guide in the screens in which they apply.

Pictogram

Description

Help about a field

Cancel operation

Save new/modified data

Active user

Delete user

Role not assigned

Deactivated user

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(pictogram with red circle)

Set details about account numbers (groups)

or users (groups) to which a user has

access.

The circle is red if you have not yet set any

details for the user.

(pictogram with green circle)

Set details about account numbers (groups)

or users (groups) to which a user has

access.

The circle is green if you have already set

these details for the user.

Add fields to the data table

Button to close the "Customize table"

window

Filter a data table based on specific criteria

Export the displayed data to Excel

Delete users or account numbers from a

group

Add users or account numbers to a group

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User management 6.

In the "User Management" module you can create and manage other

users in your organization. In turn, they will be able to use

MyProximus Mobile to which you have given them access.

Accessing the "User Management" module 6.1

To activate the "User Management" module, proceed as follows:

In the Administration application, click the Start button in the "User

Management" module.

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• The following screen will appear. The activated "User

Management" link will be displayed in blue.

____________________________________________________________________________________________________________________________

@ If you are an Administrator, you always have access to the "User Management"

module. If you are a Management User, you will only see the "User Management"

module if the Administrator has given you access for it. You also

only see the sections for which the Administrator has given you access. Delegate

Users and Generic Users do not have access to the Administration application.

For more information on the different types of users and their rights, please

refer to Chapter "User profiles in MyProximus Mobile".

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Creating a new user 6.2

Creating a new user with a mobile number from 6.2.1

your organization

As an Administrator or Management User, you can create a new user

with a mobile number from your organization as follows:

• Activate the "User Management" module (see point 6. 1. ).

• In the "User Management" screen, click the "Create new

delegate user" button. This button is found above the

existing users.

• The following screen will be displayed.

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• In the "Create User" list box, select the type of user under

which the new user must be created.

If you are an Administrator you can choose between "Myself" or

another Management User.

If you select another Management User, this person will be

responsible for the further management of the user.

If you are a Management User you cannot choose and will only see

"Myself".

• Fill in the mandatory fields: Last name, First name, E-mail,

Mobile number and Role. You can type in the role or select an

existing role from the list box.

• Confirm by clicking the Save button.

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• The new user will now appear on the left of the screen in the

list of Delegate Users. The following button (active user)

will be displayed next to the user.

If the new user was created under a Management User, you will

see a line linking the two users (e.g. in the screen shot below,

Schuermans Sophie is a Delegate User under Jean Jaques).

• In the next screen, check the sections of MyProximus Mobile to

which the new user will have access:

- Products and Services

Tariff plan & Options

- Fleet management

- ProxiManage

- ProxiHandset

- Administration

- User Management

- Grouping

- Naming

- Contact

Contact

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• Check the first section of MyProximus Mobile (e.g. ProxiManage)

to which the user must have access.

• To the right of the checkbox, the following link will now appear

(with a red circle).

Click this link .

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• Then define the restrictions of the user's access: all accounts,

certain accounts or certain account groups.

If you select the option button "Accounts" or "Account groups", the available

"Accounts" or "Account groups" will be displayed (see the account numbers in

the screen shot below).

• Check the account numbers to which the new user must have access.

• Then click the Save button.

• For the section concerned, the following button (with a

red circle) will be replaced by this button (with a

green circle).

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• Select the next section of MyProximus Mobile to which the user

must have access, edit the details and save the data.

• Repeat this procedure for all the sections to which the user must have

access.

@ If you check a section of MyProximus Mobile, you must immediately edit the details of that section and save this data. Then select a second

section, edit the details and also save the data. Carry out the same

procedure for each

section. If, however, you check the different sections in advance without

editing the details, everything you selected will be lost when you edit the

details of a particular section or when you want to save all your selections.

• When you have selected all the sections and edited the details, click

the Save button.

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• The window with the access rights will automatically disappear

from the right-hand side of the screen.

• If you are an Administrator you will receive an e-mail when a

Management User creates a new user.

• The new user will receive an e-mail confirming that his profile

has been created. Thise-mail contains a link to MyProximus

Mobile, where the user must register with his mobile number and

a password.

Registering as a new user

After the new user has been created, he will receive an e-mail

with a link to MyProximus Mobile. Via this link he must register

on the home page of www.proximus.be.

@ Only users with a Proximus phone number can register and obtain access to MyProximus Mobile. Moreover, the phone number must belong to the same

organization as the organization for which he wants to use MyProximus

Mobile.

Creating a new user without a mobile number from 6.2.2

your organization

As an Administrator or Management User, you can create a new user

without a mobile number from your organization as follows:

• Activate the “User Management” module (see point 6. 1. ).

• In the "User Management" screen, click the "Create a new

Delegate User" button. This button is found above the existing

users.

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• The following screen will be displayed.

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• In the "Create User" list box, select the type of user under

which the new user must be created.

If you are an Administrator you can choose between "Myself" or

another Management User. If you select another Management

User, this person will be responsible for the further

management of the user.

If you are a Management User you cannot choose and will see only

"Myself".

• Click the "click here" link under the list box (see screen shot

below).

• The following screen will appear.

• Fill in the required fields:

- Last name

- First name

- E-mail

- User ID: must be unique within the Proximus Web Login,

e.g. name or name followed by one or several digits

- Password consisting of:

- Minimum 9 and maximum 15 characters

- The following characters are allowed: a-z, A-Z, 0-9, _

- Confirm password: enter your password again

- Role

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• The new user will now appear on the left of the screen

in the list of Delegate Users. Beside the user, the

following button will be displayed (active user).

• In the next screen, you must check MyProximus Mobile

sections to which the new user will have access:

- Products and Services

Tariff plan & Options

- Fleet management

- ProxiManage

- ProxiHandset

- Administration

- User Management

- Grouping

- Naming

- Contact

Contact

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• Select the first MyProximus Mobile section (e.g.

ProxiManage) to which the user must have access.

• To the right of the checkbox, the following link

will now appear(with a red circle).

• Click this link .

• Then determine to which sections the user will have

access: all accounts, certain accounts or certain

account groups.

If you select the option button "Accounts" or "Account groups", the

available "Accounts" or "Account groups" will be displayed (see

the account numbers in the screen shot below).

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• Check the account numbers to which the new user must have access.

• Then click the Save button.

• For the section concerned, the following button

(with a red circle) will be replaced by this button

(with a green circle).

• Select the next section of MyProximus Mobile to which the

user must have access, edit the details and save the data.

• Repeat this procedure for all the sections to which the user must

have access.

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@ If you check a MyProximus Mobile section, you must immediately edit the details of that section and save this data. Then select a second

section, edit the

details and also save the data. Carry out the same procedure for each

section. If however you check the different sections in advance without

editing the details, everything you selected will be lost when you edit

the details of a particular section or when you want to save all your

selections.

• When you have selected all the sections and edited the details,

click the Save button.

• The screen on the right with the access rights will automatically

disappear.

• If you are an Administrator or Management User you will

receive an e-mail confirming that the new user has been

created. This e-mail contains the new user's login details.

• As the Administrator you will receive an e-mail when a

Management User creates a new user. Below is an example of

such an e-mail.

• The new user will receive an e-mail confirming that his

MyProximus Mobile profile has been created. For security

reasons, his user name and password are not provided in this

e-mail. For this, the new user must contact the Administrator

or Management User who created his user profile.

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Editing the data of an existing user 6.3

Later on, you can still edit the data and rights of

users you manage. For this, proceed as follows:

• Activate the “User Management” module (see point 6. 1. ).

• Using the browsing buttons under the Delegate Users, navigate to

the user whose data you want to edit.

• Click the user name you want to edit.

• The sections to which the user has access will be displayed next to

the Delegate Users.

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• Make the desired changes by checking or clearing the boxes and

clicking the following button (with the red

circle if you check an additional box) or (with

the green circle if you uncheck a box).

• Confirm your changes with the Save button.

• The screen with the user's access rights will disappear. You

will now only see the Delegate Users on the left-hand side.

Deactivating, reactivating or deleting a 6.4

user

If you want to delete a user definitively, you first have to

deactivate him. Once you have done this, you can delete him. If you

have deactivated (but not yet deleted) a user, you can reactivate

him.

If you want to definitively delete a user, you must also delete his

role or assign it to another user if necessary (see point 6. 5.

"Deleting or assigning a role to another user").

Deactivating a user 6.4.1

If you want to deactivate a user, proceed as follows:

• Activate the “User Management” module (see point 6. 1. ).

• Using the browsing buttons under the Delegate Users, navigate to

the user you want to deactivate.

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• Click the following pictogram (active user) to the right of the

user.

• The following pop-up window will appear:

• Press the OK button to confirm.

• The user name will then be displayed in red and the pictogram in

grey (deactivated user). A second pictogram will also be

displayed (delete user), with which you can delete the user

completely if necessary (see point 6. 4 .3. ). An example of a

deactivated user is provided in the screen shot below: the user

Noor Stijven has been deactivated.

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• If the user needs to be reactivated later on, the procedure

ends here. To reactivate a deleted user, refer to point 6. 4

.2. "Reactivating a user ".

If the user needs to be deleted definitively, follow the steps

in point 6. 4 .3. "Deleting a user".

Reactivating a user 6.4.2

If you want to reactivate a user, proceed as follows:

• Activate the “User Management” module (see point 6. 1. ).

• Using the browsing buttons under the Delegate Users, navigate to

the user you want to reactivate.

• Click the following pictogram (deactivated user) to the right of the user.

• The following pop-up window will appear:

• Press the OK button to confirm.

• The user name will then be displayed in its original color and

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the pictogram will be replaced by the following pictogram

(active user). The second pictogram (delete user) will

disappear. In the screen shot below, the user Noor Stijven has

been reactivated.

@ The user can no longer be reactivated if only the pictogram (delete

user) is displayed. This means that the Proximus mobile number was

deactivated because the user has already left the company or no longer has

a company mobile phone.

Deleting a user 6.4.3

If you want to definitively delete a user, proceed as follows:

• Activate the “User Management” module (see point 6. 1. ).

• Using the browsing buttons under the Delegate Users, navigate to

the user you want to delete.

• Click the following pictogram (delete user) to the right of the

user.

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• The following pop-up window will appear:

• Press the OK button to confirm.

• The user is deleted. His role will continue to exist however.

• If you also want to delete the role of the deleted user,

follow the steps in point 6. 5 .1. "Deleting a role".

If you want to assign the deleted user's role to another user,

follow the steps in point 6. 5

.2. "Assigning a role to another user".

Deleting or assigning a role to another 6.5

user

When you definitively delete a user, his role will continue to

exist. You can delete or assign this role to another user.

Deleting a role 6.5.1

If you also want to delete the role of a deleted user, proceed as

follows:

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• Activate the “User Management” module (see point 6. 1. ).

• Using the browsing buttons under the Delegate Users, navigate

to the role you want to delete. In the screen shot below, you

can see that the "Demo3" role is not assigned.

• Click the following pictogram (role not assigned) to the right

of the user.

• The following pop-up window will appear:

• Press the OK button to confirm.

• The role ("Demo3" in the screen shot below) has been removed.

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Assigning a role to another user 6.5.2

If you want to assign the role of a deleted user to another user,

proceed as follows:

• Activate the “User Management” module (see point 6. 1. ).

• Using the browsing buttons under the Delegate Users, navigate

to the user to whom you want to assign another role.

You can also assign the role when you create a new user

(see point 6. 2 .1. "Creating a new user with a mobile number from

your ").

• Click the user to whom you want to assign another role (Louis

Robert with role "Demo1" in the example above).

• The details (access rights) of this user will appear beside the

Delegate Users.

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• Select the desired role from the list box "Take over the role"

("HR" in the example).

• Click the Save button.

• The screen with the user's access rights will disappear. You

will now only see the Delegate Users on the left-hand side.

The original role of the user concerned ("Demo1" in the example)

will continue to exist as an unassigned role.

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The new assigned role will be displayed below the user ("HR" in the example").

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Naming 7.

In the "Naming" module, you can assign names and other information to

mobile numbers and account numbers. This data will later become

available in all MyProximus Mobile applications.

Activating the "Naming" module 7.1

To activate the "Naming" module, proceed as follows:

In the Administration application, click the Start button in the

"Naming" module.

• The following screen will appear. The activated "Naming" link will

be displayed in blue.

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• This module has two sections:

- My Subscribers Naming

- My Account Naming

These sections are divided into two subsections:

- Edit Naming

- Import Naming

@ If you are an Administrator, you always have access to the "Naming" module.

If you are another user, you will only see the "Naming" module if the

Administrator or Management User has granted you access for it.

For more information on the different types of users and their rights, please

refer to Chapter 3. "User profiles in MyProximus Mobile".

Purpose of the "Naming" module 7.2

In the "My Subscribers naming" and "My Account Naming" sections

you can assign a name and two references to mobile numbers and

accounts. This way, you know immediately which persons or services

are responsible for the numbers or accounts concerned.

When you name mobile numbers or account numbers, these naming will

also apply to all the other users in your organization.

You can enter the names yourself or import this data.

E.g. Your organization has five accounts, each with five mobile numbers. The five personalized account

numbers and 25 mobile numbers can be presented as follows.

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My Subscribers Naming 7.3

Edit Naming 7.3.1

The "Edit Naming" subsection contains all the mobile numbers of your

organization. The screen has four fields. The contents of the first

field, Mobile number, are displayed automatically. You have to fill

in the "Name", "Reference 1" and "Reference 2" fields yourself.

Finally, you can add the following fields: "Service start date",

"Account number", "Customer name" and "Enterprise number". These

fields have been filled in automatically.

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To add extra fields, you can use the following button

in the action bar at the top. For more details, please

refer to point 5. 3 .1. "Table settings".

To filter the data according to specific criteria, you can

use the following button in the action bar. More

details can be found in point 5. 3 .2. "Data filter".

You can also export the displayed data to Excel for further

editing. You can do this using the following button

in the action bar. Exporting is described in point

5. 3 .3. "Export to Excel".

7.3.1.1 Fields of the "My Subscriber Naming – Edit Naming"

subsection

Field Description Filled in

by default

+

displayed

To be filled

in +

displayed

by default

Filled in by

default + not

displayed

Mobile number: List of mobile numbers in your

organization

Name Name assigned to the mobile

number concerned

Reference 1 A first reference assigned to the

mobile number concerned (e.g.

information about the cost

center, the department, etc.)

Reference 2 A second reference assigned to

the mobile number concerned

(e.g. information about the cost

center, the department, etc.)

Service start date Date on which the mobile

number was put into use within

the organization

Account number Name of the account number

Customer name Name of the customer

Enterprise number Trade register number

and VAT number

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Deactivated mobile numbers remain temporarily displayed in

the data table in order to show a history report.

E.g. If an employee leaves the company in the middle of the month and the

company does not receive the Proximus bill until the end of the month, it is

best to keep the mobile number in the table until you have received the bill.

7.3.1.2 Assigning user data to mobile numbers

If you want to assign names and references to users, proceed as

follows:

• Activate the “Naming” module (see point 7. 1. ).

• Click the "My Subscribers Naming" section and the subsection

"Edit Naming". After the "Naming" module has been activated,

this section and subsection will be automatically activated.

• If you want, you can add more fields to the data table

using the following button (for more

information about this, please refer to point 5. 2. ).

When you click this button, the following window will

appear:

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Select the desired fields and click the Save button (or close

the window using the Close button at the top). The new fields

will be added to the data table, but will disappear as soon as

you leave the data table.

• Names and references can be filled in for the 10 displayed users at

the same time.

• Click the Save button before you navigate to another screen.

• Above the data table, the following message will be displayed in red

• The naming details are saved successfully.

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@ Always save the data before you carry out another operation such as navigating to the next or previous rows in the data table, sorting the data

table, activating another function in the Administration application, etc.

If you fail to do this, the data you have entered will be deleted.

@ In case you entered incorrect data, you can undo this for all the fields in the screen by clicking the Cancel button. The following pop-up window will

then appear.

If you then click the OK button, the entered data will be removed and you will

return to the first screen (with the first ten rows) of the data table.

Import Naming 7.3.2

Instead of typing in user data manually via the "Edit Naming"

subsection, you can also import this data via the "Import Naming"

subsection. If you click this subsection, the following screen will

appear.

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Via this screen you can download a template which you can use

for the import. You can also read the instructions on

importing data.

7.3.2.1 User guidelines for import

In the screen "Naming – My Subscribers Naming – Import Naming" you

will find a link to the import user guidelines. Click the "see this

FAQ" link beside the heading "User guidelines for Import".

7.3.2.2 Template for import

In the screen "Naming – My Subscribers Naming – Import Naming" you

will also find a template for importing user data. Click the

"download" link beside the heading "Template for file to import".

The template for importing user data contains the following fields.

Mobile number User name Reference 1 Reference 2

The imported data will always overwrite the existing data. You only

have to import data that you want to modify, the other data will

remain unchanged. In practice, this means:

- If the import file contains only a few mobile numbers with

modified data, then these rows will be overwritten in the data

table of the Administration application. The other data will

remain unchanged.

- If the import file contains all the numbers and only a few mobile

numbers contain modified data, then all the rows in the

Administration application will be overwritten by the data from

the import file. This means that the unmodified rows in the import

file must contain the same data as in the Administration

application, i.e. if the "Name", "Reference 1" and "Reference 2"

fields in the Administration application are filled in, then these

fields must contain exactly the same information in the import

file.

7.3.2.2.1 Conditions for using the template

- Mobile numbers from the import file must already exist in the

Administration application.

- The items must be separated by a comma.

- The last field must be filled in.

- There can be no space at the end of a line.

7.3.2.2.2 When to import?

Preferably, import data just after you have received the new billing

data to make sure that the most recent data is already available in

the Administration application (e.g. new mobile numbers).

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7.3.2.3 Importing user data

To import user data, proceed as follows:

• Activate the “Naming” module (see point 7. 1. ).

• Click the "My Subscribers Naming" section and the subsection "Import

Naming".

• The following screen will appear.

Read the user guidelines

You are advised to read the FAQ before you import the data (see point 7.

3. 2. 1. ).

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Creating the import file

• If you do not yet have an import file, you first have to create

one.You can do this by downloading a template via the "download"

hyperlink next to "Template for file to import".

• After that, you can choose to open or save the template for the

import.

• Click the Save button.

• Name the file and select the folder in which you want to save the

import file.

• You can then enter data in the template or copy data from another

file.

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• Save the file. You will then be asked the following question: "File

X.csv may contain features that are not compatible with CSV (Comma

delimited). Do you want to keep the workbook in this format?" Click

“Yes” to keep the CSV format.

• Close the import file and go back to the Administration application.

Importing the import file

As soon as you have created the import file, you can import it.

• Click the Browse button on the "Naming – My Subscribers Naming

– Import Naming" screen.

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• Browse to the import file.

• The path of the opened file will be displayed next to the Browse

button.

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• Click the Import button.

• If the import is successful, the following confirmation will

appear on your screen: "Import of your file was successful."

• Click the "My Subscribers Naming" section and the

subsection "Edit Naming". The imported data will now

appear in the data table.

My Account Naming 7.4

Edit Naming 7.4.1

The "Edit Naming" subsection contains all the account numbers of your

organization. The screen has four fields. The contents of the first

two fields, the Account number and Customer name, are always

automatically displayed. You have to fill in the "Reference 1" and

"Reference 2" fields yourself. Finally, you can add the "Enterprise

number" field. This field is automatically filled in.

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To add extra fields, you can use the following button in

the action bar at the top. For more details, please refer to point 5.

3 .1. "Table settings".

To filter the data according to specific criteria, you can use the

following button in the action bar. More details can be found

in point 5. 3 .2. "Data filter".

You can also export the displayed data to Excel for further editing.

You can do this with the following button in the action bar.

Exporting is described in point 5. 3 .3. "Export to Excel".

7.4.1.1 Fields of the "My Account Naming – Edit Naming" section

Field Description Filled in

by default

+

displayed

To be filled

in +

displayed

by default

Filled in by

default + not

displayed

Account number Name assigned to the account

number concerned

Customer name Name of the customer

Reference 1 A first reference assigned to the

account number concerned

Reference 2 A second reference assigned to

the account number concerned

Enterprise number Trade register number

and VAT number

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7.4.1.2 Assigning account data to account numbers

If you want to assign account data to account numbers, proceed as

follows:

• Activate the “Naming” module (see point 7. 1. ).

• Click the "My Account Naming" section and the subsection "Edit

Naming".

• If you wish, you can add more fields to the data table

using the following button (for more

information, please refer to point 5. 2. ).

When you click this button, the following window will appear:

Select the desired fields and click the Save button (or close

the window again with the Close button above). The new

fields will be added to the data table, but will disappear as

soon as you leave the data table.

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• References can be filled in for all the displayed account numbers at

the same time.

• Click the Save button before you navigate to another screen.

• Above the data table, the following message will be displayed in red

• The references have been saved in the data table.

@ Always save the data before you carry out another operation such as navigating to the next or previous rows in the data table, sorting the data

table, activating another function in the Administration application, etc. If

you fail to do this, the data you have entered will be deleted.

@ In case you entered incorrect data, you can undo this for all the fields in the screen by clicking the Cancel button. The following pop-up window will

appear

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If you then click the OK button, the entered data will be removed and you will

return to the first screen of the data table.

Import Naming 7.4.2

Instead of typing in account data manually via the "Edit Naming"

subsection, you can also import this data via the "Import Naming"

subsection. If you click this subsection, the following screen will

appear.

Via this screen you can download a template which you can

use for the import. In addition, you can read the

instructions on importing data.

7.4.2.1 User guidelines for import

In the "Naming – My Account Naming – Import Naming" screen, click the

"see this FAQ" link beside the heading "User guidelines for Import".

7.4.2.2 Template for import

The template for importing account data contains the following fields.

Account number Reference 1 Reference 2

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The imported data will always overwrite the existing data.

You only have to import the data that you want to modify, the other

data will remain unchanged. In practice, this means:

- If the import file contains only a few account numbers with

modified data, then these rows will be overwritten in the data

table of the Administration application. The other data will

remain unchanged.

- If the import file contains all the account numbers and only a

few account numbers contain modified data, then all the rows in

the Administration application will be overwritten by the data

from the import file.

This means that the unmodified rows in the import file must contain

the same data as in the Administration application, i.e. if the

"Reference 1" and "Reference 2" fields in the Administration

application are filled in, then these fields must contain exactly

the same information in the import file.

Conditions for using the template

- Account numbers from the import file must already exist in

the Administration application.

- The items must be separated by a comma.

- The last field must be filled in.

- There can be no space at the end of a line.

When to import?

Preferably, import data just after you have received the new billing

data to make sure that the most recent data is already available in

the Administration application (e.g. new account numbers).

7.4.2.3 Importing account data

To import account data, proceed as follows:

• Activate the “Naming” module (see point 7. 1. ).

• Click the "My Account Naming" section and the subsection "Import

Naming".

• The following screen will appear.

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Read the instructions

You are advised to read the FAQ before you import the data (see point

7. 4. 2. 1. ).

Creating the import file

• If you do not yet have an import file, you first have to create one.

You can do this by downloading a template via the "download"

hyperlink next to "Template for file to import".

• After that, you can choose to open or save the template for the

import.

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• Click the Save button.

• Name the file and select the folder in which you want to save the

import file.

• You can then enter data in the template or copy data from another

file.

• Save the file. You will then be asked the following question: "File

X.csv may contain features that are not compatible with CSV (Comma

delimited). Do you want to keep the workbook in this format?" Click

“Yes” to keep the CSV format.

• Close Excel and go back to the Administration application.

Importing the import file

As soon as you have created the import file, you can import it.

• Click the Browse button on the "Naming – My Account Naming – Import

Naming" screen.

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• Browse to the import file.

• The path of the opened file will be displayed next to the Browse

button.

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• Click the Import button.

• If the import is successful, the following confirmation will

appear on your screen: "Import of your file was successful."

• Click the "My Account Naming" section and the

subsection "Edit Naming". The imported data will now

appear in the data table.

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Grouping 8.

In the "Grouping" module you can group mobile numbers and account

numbers so that you can organize your company's bills by activity or

project. These groups will later become available in all MyProximus

Mobile applications.

Activating the "Grouping" module 8.1

To activate the "Grouping" module, proceed as follows:

In the Administration application, click the Start button in the "Grouping"

module.

• The following screen will appear. The activated "Grouping" link will

be displayed in blue.

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• This module is divided into two sections:

- My Subscribers Groups

- My Account Groups

These sections are divided into two subsections:

- Manage groups

- Import

@ If you are an Administrator, you always have access to the "Grouping" module.

If you are another user, you will only see the "Grouping" module if the

Administrator or Management User has granted you access for it.For more

information on the different types of users and their rights, please refer to

Chapter 3. "User profiles in MyProximus Mobile".

Purpose of the "Grouping" module 8.2

In the "My Subscribers Groups" and "My Account Groups" sections you

can group your mobile numbers and account numbers.

When you group mobile numbers or account numbers, these groupings

will also apply to all the other users in your organization. For

example, if you create a new mobile user group, then this group

will be available for all users in your organization.

You can enter the groups yourself or import this data.

E.g. Example of grouping of mobile numbers:

Your organization starts a project that employees from different subsidiaries will work on.

Each employee is assigned a personal mobile number linked to his name. You can group

the different mobile numbers (and therefore the persons) that take part in the project under

the project name. In this way, you can consult the users costs of the mobile numbers for

each individual project.

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E.g. Example of grouping of account numbers:

Your organization has several subsidiaries. Each subsidiary has a personalized account

under its name. Some subsidiaries can be grouped according to sector: e.g. Best Travels

SA and Sun Tours Ltd. are active in the "Travel" sector, and Janssens Ltd., Transport

Dupuis SA and EuroPack SA are active the "Transport" sector.

You can easily view the users costs of the mobile numbers of each sector by grouping the

accounts of these subsidiaries. For example, you can create two account groups: a

"Transport" group and a "Travel" group.

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My Subscribers grouping 8.3

Manage groups 8.3.1

The subsection "Manage Groups" contains all the mobile number groups

you have created in your organization.

In this screen, you can create, consult, edit and delete groups and

subgroups.

To add extra fields, you can use the following button in

the action bar at the top. For more details, please refer to point 5.

3 .1. "Table settings".

To filter the data according to specific criteria, use the following

button in the action bar. More details can be found in

point 5. 3 .2. "Data filter".

You can also export the displayed data to Excel for further editing

with the following button in the action bar. Exporting is

described in point 5. 3 .3. "Export to Excel".

8.3.1.1 Parts of the subsection “My Subscriber Groups- Mange

Groups”

Group data consisting of the following fields and buttons:

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Field or button Description

List box with names of groups In this list box, you can select the name of

a group and display the users in that

group.

"Create group" button With this button you can create a new

group.

Edit button With this button you can add users to an

existing group or delete users from an

existing group.

Delete button With this button you can delete a group

you have created.

User data within the selected group consisting of the following fields:

If you wish, you can add more fields to the data table via

the following button . For more information,

please refer to point 5. 2.

Field Description Displayed

by default

Not

displayed by

default

Mobile number List of mobile numbers in your

organization

Name Name assigned to the mobile

number concerned

Reference 1 A first reference assigned to the

mobile number concerned (e.g.

information about the cost

center, the department, etc.)

Reference 2 A second reference assigned to

the mobile number concerned

(e.g. information about the cost

center, the department, etc.)

Service start date Date on which the mobile

number was activated in the

organization

Account number Name of the account number

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Customer name Name of the customer

Enterprise number Trade register number

and VAT number

8.3.1.2 Creating a group

To create a new group of mobile numbers in your organization, follow

the steps below:

• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Subscribers Groups" section and the subsection

"Manage groups". After the "Grouping" module has been

activated, this section and subsection will be automatically

activated.

• Click the following button .

• Then enter the name of the group in the text box next to "Group" at

the top of the screen.

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• After that, check the mobile numbers that will be part of the group.

Use the browsing buttons under the data table to display the mobile

numbers that follow.

☺ If you only want to display the mobile numbers that are not part of a group, you can use a filter. The filter you

must use in that case will contain the following criteria:

• Click the Save button to save the group.

• The group will then be displayed with the mobile numbers assigned to

it.

• To return to the start screen of the groups, click the "Manage

groups" link on the left- hand side.

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@ If you forget to enter a group name, the following error message will be

displayed in red:

If you forget to select mobile numbers, the following error message will be

displayed in red:

8.3.1.3 Editing a group

To change the name or mobile numbers of an existing group, proceed as

follows:

• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Subscribers Groups" section and the subsection

"Manage groups". After the "Grouping" module has been

activated, this section and subsection will be automatically

activated.

• At the top of the screen, select the group you want to edit via the

list box next to "Group".

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• Click the Edit button.

• The following screen will be displayed. On the left, you will see

the users of the selected group. On the right, you will find an

overview of all the other users. Using the browsing buttons

below this overview, you can display the next rows of the data

table.

• If you want to delete mobile numbers from the group, check the

appropriate boxes on the left and click the following button .

If you want to add mobile numbers to the group, check the

appropriate boxes on the right and click the following button .

☺ If you want to select all the mobile numbers in the overview, on the left and right, use the check box

at the bottom of the overview.

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• After adding mobile numbers, the following message will appear

above the overview of the group's users: "The items are added to

the group successfully".

After deleting mobile numbers, the following message will appear above

the overview of the group's users: "The items are removed from the group

successfully".

• The group is deleted. The following message will appear below the

list box with groups: "The Group is deleted successfully".

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• Click the Save button.

• You will then return automatically to the previous screen,

where the following message will appear: "The group details

are updated successfully".

@ The name of a group can be edited using the same procedure.

8.3.1.4 Deleting a group

To delete an existing group, proceed as follows:

• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Subscribers Groups" section and the subsection

"Manage groups". After the "Grouping" module has been

activated, this section and subsection will be

automatically activated.

• At the top of the screen, select the group you want to

delete via the list box next to "Group".

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• Click the Delete button.

• The following pop-up window will appear:

• Click the OK button to confirm.

8.3.1.5 Creating a subgroup

It is also possible to divide a

group into subgroups. To create a

subgroup, proceed as follows:

• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Subscribers Groups" section and the

subsection "Manage groups". After the "Grouping" module has

been activated, this section and subsection will be

automatically activated.

• To create a new subgroup, select the group in which you

want to create subgroups (at the top of the screen).

• The group and its mobile numbers will then be displayed.

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• Click the "View subgroups" link on the same level.

• The following screen will be displayed.

• Click the "Add subgroup" button to the right of the screen.

• Then enter the name of the subgroup in the text box next to

"Subgroup" at the top of the screen.

• After that, check the mobile numbers that will be part of the

subgroup.

• Finally, click the Save button to save the subgroup.

• The subgroup will then be displayed with the mobile numbers

assigned to it.

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• Via the "Add subgroup" button on the right, you can create more

subgroups within the selected group. In that case, you will

only see mobile numbers which are not assigned to a subgroup.

• Via the "View group" link at the top of the screen, you can

go back to the start screen with the groups.

• The start screen with the groups will look like this:

@ If you forget to enter a subgroup name, the following error message will be

displayed in red:

If you forget to select mobile numbers, the following error message will be

displayed in red:

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8.3.1.6 Editing a subgroup

To change the name or mobile numbers of an existing subgroup, proceed

as follows:

• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Subscribers Groups" section and the

subsection "Manage groups". After the "Grouping" module

has been activated, this section and subsection will be

automatically activated.

• At the top of the screen, select the group that contains the

subgroup you want to edit. You do this via the list box next

to "Group".

• Then click the "View subgroups" link.

• Select the subgroup you want to edit via the list box next to

"Subgroup".

• Then click the “Edit subgroup” button.

• The following screen will be displayed. On the left, you will

see the users of the selected subgroup. On the right, you will

find an overview of users within the group which are not yet

assigned to a subgroup.

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• If you want to delete mobile numbers from the subgroup, check

the desired boxes on the left and click the following button

.

If you want to add mobile numbers to the subgroup, check the

desired boxes on the right and click the following button .

☺ If you want to select all the mobile numbers in the overview, left and right, use the check box at the

bottom of the overview.

• After adding mobile numbers, the following message will appear

above the overview of the users of the subgroup: "The items are

added to the group successfully".

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After deleting mobile numbers, the following message will appear

above the overview of the subgroup's users: "The items are

removed from the group successfully".

• Click the Save button.

• You will then return automatically to the previous screen.

• Via the "View group" link at the top of the screen, you can

go back to the start screen with the groups.

@ The name of a subgroup can be changed using the same procedure.

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8.3.1.7 Deleting a subgroup

To delete an existing subgroup, proceed as follows:

• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Subscribers Groups" section and the

subsection "Manage groups". After the "Grouping" module

has been activated, this section and subsection will be

automatically activated.

• At the top of the screen, select the group that contains the

subgroup you want to delete. You can do this via the list box

next to "Group".

• Then click the "View subgroups" link.

• Click the “Delete subgroup” button.

• The following pop-up window will appear:

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• Press the OK button to confirm.

• The subgroup is deleted. The following message will appear

below the list box with groups: "The subgroup is deleted

successfully".

• You can go back to the start screen with the groups via the

"View group" link at the top of the screen.

Import 8.3.2

Instead of typing in group data manually via the "Manage groups"

section, you can also import this data via the "Import" subsection.

If you click this subsection, the following screen will appear.

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On this screen you can download a template which you can

use for the import. In addition, you can read the

instructions on importing data.

8.3.2.1 User guidelines for the import

In the screen "Grouping – My Subscribers Groups – Import" you will

find a link to the import instructions. For this, click the "see

this FAQ" link beside the heading "User guidelines for Import".

8.3.2.2 Template for import

In the screen "Grouping – My Subscribers Groups – Import" you will

also find a template for importing group data. Click the

"download" link beside the heading "Template for file to import".

The template for importing group data contains the following fields.

Group name Subgroup name Mobile number

You can edit new groups or existing groups via import.

The file you import must contain all the users of the group.

During the import, the group is entirely replaced by the data

(users) contained in the import file. In other words, after the

import, the group will only consist of the users that were in the

file.

Conditions for using the template

- The items must be separated by a comma.

- The last field must be filled in.

- There can be no comma at the end of a line.

When to import?

Preferably, import data just after you have received the new

billing data to make sure that the most recent data is already

available in the Administration application (e.g. new mobile

numbers).

8.3.2.3 Importing group data

To import group data, proceed as follows:

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• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Subscribers Groups" section and the subsection

"Import".

• The following screen will appear.

Read the instructions

You are advised to read the FAQ before you import the data (see point

8. 3. 2. 1. ).

Creating the import file

• If you do not yet have an import file, you first have to create

one.

You can do this by downloading a template via the "download"

hyperlink next to "Template for file to import".

• After that, you can choose to open or save the template for the

import.

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• Click the Save button.

• Name the file and select the folder in which you want to save the

import file.

• You can then enter data in the template or copy data from another

file.

• Save the file. You will then be asked the following question:

"File X.csv may contain features that are not compatible with

CSV (Comma delimited). Do you want to keep the workbook in this

format?" Click “Yes” to keep the CSV format.

• Close the import file and go back to the Administration

application.

Importing the import file

As soon as you have created the import file, you can import it.

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• Click the Browse button on the "Grouping – My Subscribers Groups –

Import" screen.

• Browse to the import file.

• The path of the opened file will be displayed next to the Browse

button.

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• Click the Import button.

• If the import is successful, the following confirmation will

appear on your screen: "Import of your file was successful."

• Click the "My Subscribers Groups" section and the

subsection "Manage groups". The imported data will now

appear in the data table.

My account groups 8.4

Manage groups 8.4.1

The subsection "Manage Groups" contains all the groups of mobile

numbers you have created in your organization.

In this screen, you can create, consult, edit and delete groups and

subgroups

To add extra fields, you can use the following button

in the action bar above. For more details, please refer to

point 5. 3 .1. "Table settings".

To filter the data according to specific criteria, you can use the

following button in the action bar. More details can be found in

point 5. 3 .2. "Data filter".

You can also export the displayed data to Excel for further editing.

You can do this using the following button in the action

bar. Exporting is described in point 5. 3 .3. "Export to Excel".

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8.4.1.1 Parts of the subsection "My Account Groups – Manage

Groups".

The screen of the subsection "My Account Groups – Manage Groups" is

divided into two parts:

Group data consisting of the following fields and buttons:

Field or button Description

List box with names of groups In this list box, you can select the name of

a group and display the account numbers

within that group.

"Create group" button With this button you can create a new

group.

Edit button With this button you can add account

numbers to an existing group or delete

account numbers from an existing group.

Delete button With this button you can delete a group

you created.

Account number data within the selected group consisting of the following

fields:

If you wish, you can add more fields to the data table via the following

button For more information, please refer to point 5. 2.

.

Field Description Displayed

by default

Not

displayed by

default

Account number Name assigned to the account

number concerned

Customer name Name of the customer

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Reference 1 A first reference assigned to the

account number concerned

Reference 2 A second reference assigned to

the account number concerned

Enterprise number Trade register number

and VAT number

8.4.1.2 Creating a group

To create a new group of account numbers in your organization, follow

the steps below:

• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Account Groups" section and the subsection "Manage

groups".

• Click the following button .

• Then enter the name of the group at the top of the screen in the text

box next to "Group".

• After that, check the account numbers that will be part of the group.

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☺ If you only want to display the account numbers that are not part of a group, you can use a filter. The filter you

must use in that case will contain the following criteria:

• Click the Save button to save the group.

• The group will then be displayed with the assigned account numbers.

• To return to the start screen of the groups, click the "Manage

groups" link on the left- hand side.

@ If you forget to enter a group name, the following error message will be displayed in red:

If you forget to select account numbers, the following error message will be

displayed in red:

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8.4.1.3 Editing a group

To change the name or account numbers of an existing group, proceed as

follows:

• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Account Groups" section and the subsection "Manage

groups".

• At the top of the screen, select the group you want to edit via the

list box next to "Group".

• Click the Edit button.

• The following screen will be displayed. On the left, you will see

the account numbers of the selected group. On the right, you will

find an overview of all the other account numbers.

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• If you want to delete account numbers from the group, check the

desired boxes on the left and click the following button .

If you want to add account numbers to the group, check the desired

boxes on the right and click the following button .

☺ If you want to select all the account numbers in the overview, left and right, use the check box at

the bottom of the overview.

• After adding account numbers, the following message will appear

above the account number overview: "The items are added to the

group successfully".

After deleting account numbers, the following message will appear above

the overview of the group's account numbers: "The items are removed

from the group successfully".

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• Click the Save button.

• You will then return to the previous screen, where the

following message will appear: "The group details are updated

successfully".

@ The name of a group can be changed using the same procedure.

8.4.1.4 Deleting a group

To delete an existing group, proceed as follows:

• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Account Groups" section and the subsection "Manage

groups".

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• At the top of the screen, select the group you want to

delete via the list box next to "Group".

• Click the Delete button.

• The following pop-up window will appear:

• Press the OK button to confirm.

• The group is deleted. The following message will appear below

the list box with groups: "The Group is deleted successfully".

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Page 141 of 136

8.4.1.5 Creating a subgroup

It is also possible to divide a

group into subgroups. To create a

subgroup, proceed as follows:

• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Account Groups" section and the subsection "Manage

groups".

• To create a new subgroup, select the group in which you

want to create subgroups (at the top of the screen).

• The group and its account numbers will then be displayed.

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• Click the "View subgroups" link on the same level.

• The following screen will be displayed.

• Click the "Add subgroup" button to the right of the screen.

• Then enter the name of the subgroup in the text box next to

"Subgroup" at the top of the screen.

• After that, check the account numbers that will be part of the

subgroup.

• Finally, click the Save button to save the subgroup.

• The subgroup will then be displayed with the assigned account

numbers.

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• Via the "Add subgroup" button on the right, you can create

more subgroups within the selected group. In that case, you

will only see account numbers which are not assigned to a

subgroup.

• Via the "View group" link at the top of the screen, you can

go back to the start screen with the groups. The start

screen with the groups will look like this:

@ If you forget to enter a subgroup name, the following error message will be displayed in red:

If you forget to select account numbers, the following error message will

be displayed in red:

8.4.1.6 Editing a subgroup

To change the name or account numbers of an existing subgroup,

proceed as follows:

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• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Account Groups" section and the subsection "Manage

groups".

• At the top of the screen, select the group that contains the

subgroup you want to edit. Do this via the list box next to

"Group".

• Then click the "View subgroups" link.

• Select the subgroup you want to edit via the list box next to

"Subgroup".

• Then click the “Edit subgroup” button. The following screen

will be displayed. On the left, you will see the account

numbers of the selected subgroup. On the right, you will find

an overview of account numbers within the group which are not

yet assigned to a subgroup.

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• If you want to delete account numbers from the subgroup,

check the desired boxes on the left and click the following

button .

If you want to add account numbers to the subgroup, check the

desired boxes on the right and click the following button .

☺ If you want to select all the account numbers in the overview, on the left and right, use the following check

box at the bottom of the overview.

• After adding account numbers, the following message will appear

above the overview of the subgroup's account numbers: "The items

are added to the group successfully".

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After deleting account numbers, the following message will

appear above the overview of the subgroup's account numbers:

"The items are removed from the group successfully".

• Click the Save button.

• You will then return automatically to the previous screen.

• Via the "View group" link at the top of the screen, you

can go back to the start screen with the groups.

@ The name of a subgroup can be changed using the same procedure.

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8.4.1.7 Deleting a subgroup

To delete an existing subgroup, proceed as follows:

• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Account Groups" section and the subsection "Manage

groups".

• At the top of the screen, select the group that contains the

subgroup you want to delete. Do this via the list box next

to "Group".

• Then click the "View subgroups" link.

• Select the subgroup you want to delete via the list box next to

"Subgroup".

• Click the “Delete subgroup” button.

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• Press the OK button to confirm.

• The subgroup is deleted. The following message will

appear under the list box with groups: "The subgroup is

deleted successfully".

• Via the "View group" link at the top of the screen, you can

go back to the start screen with the groups.

Import 8.4.2

Instead of typing in group data manually via the "Manage groups"

section, you can also import this data via the "Import"

subsection. If you click this subsection, the following screen

will appear.

Via this screen you can download a template which you can

use for the import. In addition, you can read the

instructions on importing data.

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8.4.2.1 User guidelines for import

In the screen "Grouping – My Account Groups – Import" you will

find a link to the import instructions. For this, click the "see

this FAQ" link beside the heading "User guidelines for Import".

8.4.2.2 Template for import

In the screen "Grouping – My Account Groups – Import" you will

also find a template for importing group data. Click the

"download" link beside the heading "Template for file to import".

The template for importing group data contains the following fields.

Group name Subgroup name Account number

You can import new groups or edit existing groups via import.

The file you import must contain all of the group's account

numbers. During the import, the group is entirely replaced by the

data (account numbers) contained in the import file. In other

words, after the import, the group will only consist of the

account numbers that were in the file.

Conditions for using the template

- The items must be separated by a comma.

- The last field must be filled in.

- There can be no comma at the end of a line.

When to import?

Preferably, import data just after you have received the new

billing data to make sure that the most recent data is already

available in the Administration application (e.g. new account

numbers).

8.4.2.3 Importing group data

To import group data, proceed as follows:

• Activate the “Grouping” module (see point 8. 1. ).

• Click the "My Account Groups" section and the subsection

"Import".

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• The following screen will appear.

Read the instructions

You are advised to read the FAQ before you import the data (see point

8. 4. 2. 1. ).

Create the import file

• If you do not yet have an import file, you first have to create

one.You can do this by downloading a template via the "download"

hyperlink next to "Template for file to import".

• After that, you can choose to open or save the template for the

import.

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• Click the Save button.

• Name the file and select the folder in which you want to save the

import file.

• Save the file. You will then be asked the following question:

"File X.csv may contain features that are not compatible with

CSV (Comma delimited). Do you want to keep the workbook in

this format?" Click “Yes” to keep the CSV format.

• Close the import file and go back to the Administration

application.

Importing the import file

As soon as you have created the import file, you can import it.

• Click the Browse button on the "Grouping – My Account Groups –

Import" screen.

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• The path of the opened file will be displayed next to the Browse

button.

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• Click the Import button.

• If the import is successful, the following confirmation will

appear on your screen: "Import of your file was successful."

• Click the "My Account Groups" section and the subsection

"Manage groups". The imported data will now appear in

the data table.

Groups in other MyProximus Mobile 8.5

applications

The created groups and subgroups can later be displayed and used in

the other MyProximus Mobile applications.