Work with Subscriber Portal

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Work with Subscriber Portal

After the configuration, the portal is ready to be used. Take the following steps to use the configured portal:

  1. Invite Users to Portal
  2. Monitor User Activities

Invite Users to Portal

You can invite users to set up login credentials via an email sent by the Subscriber Portal app. The app will send emails to the work email of the Zuora customer account that will also be the email for login. The invitation content of the email can be customized to fit the requirements of your business. See the "Example of Configuring Email Templates" section in Configure User Interface for more information.

Invite a Single User

  1. Enter the installed Subscriber Portal instance and click the Users tab.
  2. Click the add_icon.png icon. The New User dialog is displayed.
  3. Enter the user email in the User Email field in the New User dialog. 
  4. Click Create

Invite Multiples Users

  1. Enter the installed Subscriber Portal instance and click the Users tab.
  2. Navigate to Actions > Send Activation Emails from CSV.
  3. Select the CSV file to upload. The file must be formatted with only one column of email addresses. No header is required. Users will only be recognized by the associated work email in your Zuora tenant.

    Note that it may take a few minutes to upload a CSV. The uploaded email addresses will be displayed in the table. Email addresses can only be added once to prevent duplicates. 

  4. Click Run after the CSV file has been successfully uploaded.

Additional User Actions

Navigate to Users > Actions to view other available actions:

  • Send Invitation Email to Each Contact Without a User - Send a reminder email to end users to sign up for the portal.
  • Add Users from CSV (Non-Email) - This option is applicable to you if you are using SSO integrations and it will require a CSV file that contains the following two columns:
    • Account User Name
    • Account ID

    End Users will receive an invitation or acceptance email to be added to the tenant because no email addresses are associated with their account. 

  • Export Users as CSV - Export all the user information in the table as a CSV file.

Activate User From Portal

Provide the portal URL to end users and allow them to sign up directly from the portal. End users will only be recognized by the associated work email in your Zuora tenant and will be prompted to enter their email addresses associated with their customer account and password. Activate User from Portal

Monitor User Activities

After a user has received an activation email from the app or activated their account in the portal, you can monitor their activities. 

View Activation Activities

Enter the Ecommerce Portal Setup page and click the Users tab. The following icons are available in the toolbar:

    Select the columns to be displayed in the table.
   Grid_icon.png View the table as a grid.
    Refresh the information in the table.

To view the activation activities of the end users, you must ensure that the Confirmed At and Confirmation Sent At columns in the  menu are enabled.

  • The Confirmation Sent At column displays the date and time where a user was invited to the portal.
  • The Confirmed At column displays the date and time where a user has confirmed his account by completing the registration.

You can also click the icon located in the ACTIONS column to edit, unlock, or delete a user account. 

View Other Activities

If you want to view other activities of end users, enter the Ecommerce Portal Setup page and navigate to User Logs > Quick Stats. The real-time activity logs of all users are displayed. You can track their activities in the EVENT column.


 

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