Account Management

Comprehensive guide to managing your SOLVEFORCE account, including user administration, security settings, billing management, and service configuration through our intuitive customer portal.

πŸ”— Quick Links

🎯 Account Management Overview

The SOLVEFORCE customer portal provides a centralized platform for managing all aspects of your telecommunications and IT services, from user provisioning to billing oversight, with enterprise-grade security and intuitive self-service capabilities.

🌟 Key Account Management Features

User and Access Management:

  • User account creation and lifecycle management
  • Role-based access controls and permissions
  • Multi-factor authentication and security settings
  • Single sign-on (SSO) integration and federation
  • Audit trails and access logging

Service Management:

  • Service inventory and configuration management
  • Real-time service status and performance monitoring
  • Service modification and upgrade requests
  • Trouble ticket creation and tracking
  • Usage monitoring and analytics

Billing and Financial Management:

  • Invoice viewing and payment processing
  • Usage tracking and cost allocation
  • Budget management and spending alerts
  • Contract and renewal management
  • Financial reporting and analytics

πŸ‘₯ User Administration

πŸ” User Account Management

Creating New User Accounts:

  1. Navigate to Account Settings > User Management
  2. Click Add New User and enter required information
  3. Assign appropriate roles and permissions
  4. Configure service access and restrictions
  5. Send invitation email for account activation

User Profile Management:

  • Personal information and contact details
  • Password policies and security preferences
  • Notification settings and communication preferences
  • Mobile device registration and management
  • Time zone and localization settings

Bulk User Operations:

  • CSV import for mass user creation
  • Bulk permission updates and role assignments
  • Group-based user management and organization
  • Automated provisioning and deprovisioning
  • Template-based user configuration

πŸ‘€ Role-Based Access Control

Standard User Roles:

  • Account Administrator: Full account management privileges
  • Billing Manager: Financial and billing oversight
  • Service Manager: Service configuration and monitoring
  • End User: Basic service access and personal settings
  • Read-Only User: View-only access to account information

Custom Role Creation:

  • Granular permission assignment and management
  • Service-specific access controls and restrictions
  • Geographic and time-based access limitations
  • Delegation of administrative responsibilities
  • Role templates and standardization

Permission Categories:

  • User management and administration
  • Service configuration and modification
  • Billing and financial management
  • Support ticket creation and management
  • Reporting and analytics access

πŸ”’ Security and Authentication

πŸ›‘οΈ Account Security Settings

Multi-Factor Authentication (MFA):

  • SMS-based authentication and verification
  • Authenticator app integration (Google, Microsoft)
  • Hardware token support and management
  • Backup code generation and storage
  • MFA enforcement policies and exceptions

Password Management:

  • Strong password policy enforcement
  • Password complexity requirements and validation
  • Password expiration and rotation policies
  • Password history and reuse prevention
  • Self-service password reset and recovery

Session Management:

  • Session timeout and idle management
  • Concurrent session limits and controls
  • Device registration and trusted device management
  • Geographic access restrictions and monitoring
  • Session activity logging and audit trails

🌐 Single Sign-On (SSO) Integration

Identity Provider Integration:

  • Active Directory and LDAP integration
  • SAML 2.0 and OAuth 2.0 protocol support
  • Azure AD and Google Workspace integration
  • Custom identity provider configuration
  • Just-in-time (JIT) user provisioning

SSO Configuration Steps:

  1. Contact SOLVEFORCE support for SSO enablement
  2. Provide identity provider metadata and configuration
  3. Configure user attribute mapping and roles
  4. Test SSO functionality and user experience
  5. Deploy to production with user training

πŸ“Š Service Management

πŸ› οΈ Service Inventory and Configuration

Service Overview Dashboard:

  • Real-time service status and health monitoring
  • Service utilization and performance metrics
  • Recent service changes and modifications
  • Upcoming maintenance and scheduled work
  • Service dependency mapping and visualization

Service Configuration Management:

  • Voice service settings and call routing
  • Data service bandwidth and QoS configuration
  • User permissions and access controls
  • Feature activation and deactivation
  • Integration settings and API management

Service Modification Requests:

  • Online service change request submission
  • Approval workflow and change management
  • Implementation scheduling and coordination
  • Change tracking and status updates
  • Rollback procedures and contingency planning

πŸ“ˆ Usage Monitoring and Analytics

Real-Time Usage Dashboards:

  • Voice call volume and duration metrics
  • Data usage and bandwidth utilization
  • User activity and login analytics
  • Service performance and availability metrics
  • Cost tracking and budget utilization

Historical Reporting:

  • Monthly and quarterly usage reports
  • Trend analysis and capacity planning
  • Cost allocation and departmental billing
  • Performance benchmarking and optimization
  • Custom report generation and scheduling

Usage Alerts and Notifications:

  • Threshold-based usage alerts and warnings
  • Cost overrun notifications and budgeting
  • Service outage and maintenance notifications
  • Security alerts and suspicious activity
  • Custom notification preferences and delivery

πŸ’³ Billing and Payment Management

πŸ“„ Invoice Management

Invoice Viewing and Download:

  • Current and historical invoice access
  • Detailed billing breakdown and line items
  • PDF download and email delivery options
  • Invoice search and filtering capabilities
  • Multi-currency support and conversion

Payment Processing:

  • Online payment via credit card and ACH
  • Automatic payment setup and management
  • Payment history and transaction records
  • Failed payment notifications and retry
  • Payment method management and security

Billing Preferences:

  • Billing cycle and invoice frequency
  • Delivery preferences (email, postal mail)
  • Billing contact and approval workflow
  • Purchase order and procurement integration
  • Tax exemption and regulatory compliance

πŸ’° Cost Management and Budgeting

Budget Setup and Monitoring:

  • Department and cost center budget allocation
  • Spending limits and approval thresholds
  • Budget variance alerts and notifications
  • Forecasting and trend analysis
  • Annual budget planning and management

Cost Allocation and Reporting:

  • Departmental cost allocation and chargeback
  • Project-based billing and cost tracking
  • Custom cost categories and classifications
  • Automated billing reconciliation and validation
  • Financial reporting and analytics

🎫 Support and Ticket Management

πŸ“ž Support Ticket Creation

Creating Support Tickets:

  1. Navigate to Support > Create Ticket
  2. Select service category and issue type
  3. Provide detailed problem description
  4. Attach relevant files and screenshots
  5. Submit ticket and receive confirmation

Ticket Priority Levels:

  • Critical: Service outage affecting business operations
  • High: Significant service degradation or functionality issues
  • Medium: Minor issues with workaround available
  • Low: General questions and feature requests

Ticket Information Requirements:

  • Detailed problem description and symptoms
  • Steps to reproduce the issue
  • Business impact and urgency assessment
  • Contact information and preferred response method
  • Any error messages or diagnostic information

πŸ“‹ Ticket Tracking and Management

Ticket Status Updates:

  • Real-time ticket status and progress tracking
  • Automatic notifications and email updates
  • Escalation procedures and management oversight
  • Resolution documentation and knowledge capture
  • Customer satisfaction surveys and feedback

Communication and Collaboration:

  • Internal ticket comments and communication
  • Customer updates and status communication
  • File attachments and supporting documentation
  • Expert consultation and technical escalation
  • Knowledge base integration and solutions

πŸ“± Mobile Access and Applications

πŸ“² SOLVEFORCE Mobile App

Mobile App Features:

  • Account overview and service status monitoring
  • Invoice viewing and payment processing
  • Support ticket creation and tracking
  • User management and permission updates
  • Push notifications and alerts

Mobile Security:

  • App-based authentication and security
  • Device registration and management
  • Remote wipe and security controls
  • Offline access and data synchronization
  • Compliance with mobile security standards

🌐 Mobile Web Portal

Responsive Web Design:

  • Optimized for tablets and smartphones
  • Touch-friendly interface and navigation
  • Full feature access and functionality
  • Cross-platform compatibility and support
  • Progressive web app (PWA) capabilities

πŸ”§ API and Integration Management

πŸ”Œ API Access and Management

API Key Management:

  • API key generation and rotation
  • Access scope and permission controls
  • Rate limiting and usage monitoring
  • API documentation and developer resources
  • Integration testing and validation

Third-Party Integrations:

  • CRM and business application integration
  • Identity provider and SSO configuration
  • Billing system and accounting integration
  • Monitoring and alerting system connectivity
  • Custom webhook and notification setup

πŸ“Š Integration Monitoring

Integration Health Monitoring:

  • Real-time integration status and performance
  • Error tracking and debugging information
  • Usage analytics and performance metrics
  • Integration testing and validation tools
  • Documentation and support resources

πŸ“ž Contact and Support Information

πŸ†˜ Account Support Resources

Customer Support:

  • Phone: 1-888-ACCOUNT-HELP (1-888-222-6868)
  • Email: account-support@solveforce.com
  • Portal: support.solveforce.com
  • Chat: 24/7 live chat support available

Account Management:

  • Account Managers: account-management@solveforce.com
  • Billing Support: billing@solveforce.com
  • Technical Support: technical-support@solveforce.com
  • Training and Onboarding: training@solveforce.com

Self-Service Resources:

  • Knowledge Base: kb.solveforce.com
  • Video Tutorials: tutorials.solveforce.com
  • User Documentation: docs.solveforce.com
  • Community Forums: community.solveforce.com

Manage with Confidence, Control with Ease – SOLVEFORCE Account Management.

Comprehensive account management tools designed to provide complete control over your telecommunications and IT services through an intuitive, secure, and feature-rich customer portal.