common questions - ecsi client...

Electronic Processes

Common Questions

Contacting ECSI

User Login

Resetting Passwords

System Lockouts

Goals for today’s training

Purpose of the Security forms

Completion of the forms

FTP Process

Goals for today’s training

How do I contact ECSI?

Why is this important?

Ensures your call will be routed

to the correct Department at ECSI

Ensures a timely response

ECSI Contacts

Client Support

1 800 437 6931 option 1

clientsupport@ecsi.net

Operations

1 800 437 6931 option 2

operations@ecsi.net

What happens when I call Client Support?

• Client Support is a team of experienced former Operators and Customer Service Representatives

• Call Client Support with Borrower and SAL questions as well as escalated issues.

• If Client Support cannot help you right away, they will log an issue in our Help Desk and follow it until the issue is resolved or the question answered

• If all Client Support Team Members are busy, the call will be forwarded to the Operations Department

When should I call Operations?

• Our Operations Department can help you with:

• Password and login issues

• Installation of SALNet

• Installation and trouble shooting of Secure FTP

• Special Reports and Reports questions

How many logins should I have

and why?

Logins:

Terminal Server

SAL-Net

WebX

Logging into SAL-Net:

SAL Net has 2 steps to login:

• Terminal Server Login • Click on the SALNet Icon on your

desktop

• Enter

• Login ID – will usually be school code – user initials acxx-zz

• Password – received in an email

Terminal Server Login

SAL Net Login

• SALNet Login • User name (your name)

• User ID (your initials)

• Password (emailed to you)

SAL Net Login

Change your Password

When you are logged into SAL:

• Access Security to update Password • Click on Utility

• Click on Security

• Click on Change my Password

Change your Password

Change your Password

Note:

Update your eMail and Signature

so that they can be used with the

Mail merge documents in the

Document Writer

The Client Section of the WebSite

Client Web Site Login

Otherwise known as WebX:

https://www.ecsi.net/login

Logging into WebX:

Login to WebX • You can go to the WebX link on your

desktop or to our home page

www.ecsi.net

• Enter

• Client ID: acxx (xx = school code)

• Login ID: acxx-in (xx= school code, in = your initials)

• Password: received in an email

Update Your Password

Client Additional Login

Client Additional Login

You will need your

“FTP” Password

Client Additional Login

HELP!!!!!

Be Specific

Operations Needs to know your problem!

Are you locked out because you couldn’t type (Ops will unlock you)

Are you locked out because you forgot your password (Ops will reset your password)

Terminal Server

Forgot your Password?

• Call Ops 1 800 437 6931 Option 1

• Temporary Password will be emailed to you

• Email Ops operations@ecsi.net

• Temporary Password will be emailed to you

Terminal Server

Locked Out?

• Call Ops at 1 800 437 6931 option 2 • Ops will unlock your account

• Reset password if necessary

• Email Operations@ecsi.net • Ops will unlock your account

• Reset password if necessary

SAL Net

Forgot your Password?

• Call Ops at 1800 437 6931 option 1 • They will reset your password

• Email Ops at operations@ecsi.net • They will reset your password

SAL Net

Locked Out of SAL?

• 7 unsuccessful attempts will lock out the entire school!!!

• Call Ops to have school unlocked for everyone

• If you need your password, ask!

WebX

Can’t get locked out of WebX

Forget your Password?

• Use the email my password option on the login screen

• Call Ops – 1 800 437 6931 option 1

• Email Ops – operations@ecsi.net

What is the purpose of the

Security Forms

Security Forms

The purpose of the security forms is to give a new employee access or to set up a new user for SAL Net or WebX

Security Forms

Security Forms

SAL Security Forms

A User can be

Granted:

Full

View Only

Custom

Same as another

User

SAL Security Forms

SAL Security Forms

SAL Security Forms

SAL Security Forms

SAL Security Forms

After you Save the Form,

you will receive a receipt

and a confirmation

Email. Keep these for your

records.

WEB X Security Form

WEB X Security Form

WEB X Security Form

WEB X Security Form

WEB X Security Form

What is FTP and what does it

mean to me?

sFTP

• File Transfer Protocol

• To securely transfer files from School to ECSI

• To securely transfer files from ECSI to School

• We will go into more detail on following trainings

Additional Training

Please join us for the rest of the week for additional information!

Questions?

Contact

clientsupport@ecsi.net