business e-services administration - en

Business e-Services Administration - EN

User guide

Contents

1. User guide conventions ........................................................................................................................3 1. 1. Remarks ......................................................................................................................................3 1. 2. Tips..............................................................................................................................................3 1. 3. Step-by-step procedures .............................................................................................................3 1. 4. Examples.....................................................................................................................................3 1. 5. Readability...................................................................................................................................3

2. Introduction...........................................................................................................................................4 3. User profiles in the Business e-Services..............................................................................................5 4. Logging in and out ................................................................................................................................7

4. 1. Logging in ....................................................................................................................................7 4. 2. Activating the Administration application.....................................................................................9 4. 3. Logging out................................................................................................................................10

5. Basic operations .................................................................................................................................11 5. 1. Consulting data .........................................................................................................................11

5. 1 .1. Browsing in data tables ....................................................................................................11 5. 1 .2. Amount of data in the data tables ....................................................................................16 5. 1 .3. Navigating to another screen ...........................................................................................17 5. 1 .4. Sorting in data tables .......................................................................................................17

5. 2. Entering data .............................................................................................................................19 5. 2 .1. Field types ........................................................................................................................19 5. 2 .2. Navigating between fields ................................................................................................19 5. 2 .3. Mandatory fields...............................................................................................................20 5. 2 .4. Saving data ......................................................................................................................20 5. 2 .5. Cancelling data.................................................................................................................20

5. 3. The action bar ...........................................................................................................................21 5. 3 .1. Table settings ...................................................................................................................21 5. 3 .2. Data filter ..........................................................................................................................23 5. 3 .3. Export to Excel .................................................................................................................31

5. 4. Pictograms.................................................................................................................................38 6. User management ..............................................................................................................................39

6. 1. Activating the "User Management" module...............................................................................39 6. 2. Creating a new user ..................................................................................................................41

6. 2 .1. Creating a new user with a mobile number from your organization.................................41 6. 2 .2. Creating a new user without a mobile number from your organization............................56

6. 3. Editing the data of an existing user ...........................................................................................63 6. 4. Deactivating, reactivating or deleting a user .............................................................................64

6. 4 .1. Deactivating a user ..........................................................................................................65 6. 4 .2. Reactivating a user ..........................................................................................................66 6. 4 .3. Deleting a user .................................................................................................................68

6. 5. Deleting or assigning a role to another user .............................................................................69 6. 5 .1. Deleting a role ..................................................................................................................69 6. 5 .2. Assigning a role to another user ......................................................................................71

6. 6. Forgotten password or blocked user profile ..............................................................................73

Latest update: 2009-09-11 Proximus Fleet Management – Administration – EN / 1

6. 6 .1. Forgotten password .........................................................................................................73 6. 6 .2. Blocked user profile..........................................................................................................76

7. Naming ...............................................................................................................................................79 7. 1. Activating the "Naming" module ................................................................................................79 7. 2. Purpose of the "Naming" module ..............................................................................................80 7. 3. My Subscribers Naming ............................................................................................................81

7. 3 .1. Edit Naming......................................................................................................................81 7. 3 .2. Import Naming..................................................................................................................86

7. 4. My Account Naming ..................................................................................................................91 7. 4 .1. Edit Naming......................................................................................................................91 7. 4 .2. Import Naming..................................................................................................................96

8. Grouping.......................................................................................................................................... 102 8. 1. Activating the "Grouping" module........................................................................................... 102 8. 2. Purpose of the "Grouping" module......................................................................................... 103 8. 3. My Subscribers grouping........................................................................................................ 105

8. 3 .1. Manage groups ............................................................................................................. 105 8. 3 .2. Import ............................................................................................................................ 120

8. 4. My account groups ................................................................................................................. 124 8. 4 .1. Manage groups ............................................................................................................. 124 8. 4 .2. Import ............................................................................................................................ 137

8. 5. Groups in other Business e-Services applications................................................................. 142 9. My Proximus.................................................................................................................................... 143


1. User guide conventions

In this user guide, the following conventions are used.

1. 1. Remarks Remarks are always displayed in bold between two horizontal lines, preceded by a "hand".

This is a remark.

1. 2. Tips Tips are always displayed in a small typeface, preceded by the ☺ symbol.

☺ This is a tip.

1. 3. Step-by-step procedures "Step-by-step" procedures are displayed as follows:

Step 1 Step 2 Step 3

1. 4. Examples Examples are displayed in the following way:

E.g. This is an example.

1. 5. Readability 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".


2. Introduction

The Administration application allows you to personalize the data of all your Business e-Services 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 the Business e-Services: This chapter gives an overview of the different user profiles in the Business e-Services 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 the Business e-Services.

- 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: Here you will find information on adapting your profile data, such as the language of your profile, your password, your e-mail address, etc.


3. User profiles in the Business e-Services

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 the Business e-Services. - 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 the Business e-Services - 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.


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

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


4. Logging in and out

4. 1. Logging in To activate 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 your screen you will see "Access to e-Services".


http://www.proximus.be/

Type your mobile number in the text box "Mobile number" and your password in the text box "Password".

You will arrive on the Business e-Services home page.

At the top of your screen, you will see the different sections of the Business e-Services.


4. 2. Activating the Administration application Once you have registered, you can activate 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 modules: - via the links under the Business e-Services tabs (the activated link is displayed in

blue)

OR


- via the Start button in the different modules on the screen.

If you want to leave the Administration application in order to use another application in the Business e-Services (e.g. Fleet Management, Products & Services, etc.), click the application concerned at the top of the screen.

If you do not use the Business e-Services 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.

4. 3. Logging out If you want to close the Business e-Services, click the "Log out" link at the top right of the screen.


5. Basic operations

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

5. 1. Consulting data

5. 1 .1. Browsing in data tables 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.


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

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.


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 11-15 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.


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.

5. 1 .2. Amount of data in the data tables 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.


5. 1 .3. Navigating to another screen 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).

5. 1 .4. Sorting in data tables 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.


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 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.


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

5. 2 .1. Field types 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.

5. 2 .2. Navigating between fields 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


5. 2 .3. Mandatory fields 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.

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:

5. 2 .4. Saving data

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.

5. 2 .5. Cancelling data

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 - Customize table

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

5. 3 .1. Table settings 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.

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.


5. 3 .2. Data filter 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.

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,


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


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.

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.

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":

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. 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 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.


You have now removed all the filter criteria at the same time, and the complete data table will be displayed.

5. 3 .3. Export to Excel 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".


Then select "Regional and Language Options".

In the dialog box which appears, select "English (United States)" as language.

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).


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.

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.


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.


5. 3. 3. 3. Format of the exported file

CSV format

The exported file is saved in CSV format by default.

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)).


Click the Save button.


5. 4. Pictograms 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

(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


6. User management

In the "User Management" module you can create and manage other users in your organization. In turn, they will be able to use the Business e-Services to which you have given them access.

6. 1. Activating the "User Management" module To activate the "User Management" module, proceed as follows:

In the Administration application, click the "User Management" link just under the Business e-Services tabs.

OR In the Administration application, click the Start button in the "User Management" module.


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 3. "User profiles in the Business e-Services".


6. 2. Creating a new user

6. 2 .1. Creating a new user with a mobile number from 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.


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.


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 the Business e-Services 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


Check the first section of the Business e-Services (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 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).

Select the next section of the Business e-Services 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 the Business e-Services, 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 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. Below is an example of such an e-mail.


The new user will receive an e-mail confirming that his profile has been created. This e-mail contains a link to the Business e-Services, 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 the Business e-Services. 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 the Business e-Services. Moreover, the phone number must belong to the same organization as the organization for which he wants to use the Business e-Services.



To register:

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 your screen you will see "Access to e-Services".

Type your mobile number in the text box "Mobile number".

Click the Register button. Registration consists of three steps:

1. Configuration: Enter your personal details 2. Confirmation: Confirm your personal details with a validation code 3. End of operation: Your login profile has been created



In the first step "Configuration", you must enter your personal details (title, first name, last name, date of birth, etc.). Under the date of birth, you will see an example of the format to use (e.g. 26/11/1974). Under the password, you will see the criteria that the password must satisfy.

- Minimum 9 and maximum 15 characters - The following characters are allowed: a-z, A-Z, 0-9, _


☺ The password can be changed later via My Proximus. For more information about this, please refer to Chapter 9. "My Proximus".

After entering your personal details, click the Register button at the bottom of the screen. In the second step, "Confirmation", you must confirm your registration data.

You will now receive an SMS message with the secret validation code on your Proximus mobile. Type this code in the text box "Enter the code".

The validation code is only valid for 20 minutes. Therefore, make sure you enter the code in time so that you can gain access to the Business e-Services. If you do not enter the code within 20 minutes it will be deactivated. In that case, you must register again and will receive a new validation code.


After entering the validation code, click the Confirm button at the bottom of the screen.


The third and final step, "End of operation", will then be displayed. Your login profile has now been created. You can also indicate that you want to be kept informed about new products and services, by e-mail and/or SMS.

Finally, click the Next button at the bottom of the screen.


The Business e-Services home page will immediately appear. You now have access to the sections of the Business e-Services to which the Management User or Administrator has granted you access (only Administration and Contact in the example below).


After registering as a new user you will receive an e-mail confirming that you have access to the Proximus e-Services.

Jan Janssen,


6. 2 .2. Creating a new user without a mobile number from 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.



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:


- Confirm password: enter your password again - Role


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 the Business e-Services 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

Select the first Business e-Services 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).

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 the Business e-Services 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 Business e-Services 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.

Stijven,

The new user will receive an e-mail confirming that his Business e-Services 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.


6. 3. Editing the data of an existing user 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.


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.

6. 4. Deactivating, reactivating or deleting a 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").


6. 4 .1. Deactivating a user 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.

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.

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".

6. 4 .2. Reactivating a user If you want to reactivate a user, proceed as follows:


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 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.


6. 4 .3. Deleting a user If you want to definitively delete a user, proceed as follows:


delete.

Click the following pictogram (delete user) to the right of the user. 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".

6. 5. Deleting or assigning a role to another user When you definitively delete a user, his role will continue to exist. You can delete or assign this role to another user.

6. 5 .1. Deleting a role If you also want to delete the role of a deleted user, proceed as follows:

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.


6. 5 .2. Assigning a role to another user 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.


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.

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


6. 6. Forgotten password or blocked user profile If you forget your password or your user profile becomes blocked because you entered an incorrect login three times, you can set a new password yourself or restore your user profile.

6. 6 .1. Forgotten password If you have forgotten your password, follow the steps below:

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-hand side of your screen, you will see "Access to the e-Services".

Click the “Forgot your password?” link. Then click the Go button. To reconfigure your password, follow the three steps below:

1. Configuration: Enter your mobile number/User name and validation code 2. Configure: Enter the Proximus confirmation code and choose a new

password 3. End of operation: Your password has been changed



In the first step "Configuration" you have to enter your user name or mobile number.

Type in the validation code displayed. Press the OK button to confirm.


In the second step "Configure" you have to enter the confirmation code you received by SMS from Proximus in the "Confirmation code" field.

Also enter a new password and confirm this password. Under the password, you will see the criteria that it must satisfy.


The new password must differ from the three last used passwords.

Confirm by clicking the OK button. In the third and final step "End of operation" it will be confirmed that your password

has been updated and that your profile has been reactivated. You can now log in with your mobile number/user name and your new password.


6. 6 .2. Blocked user profile If you enter the incorrect mobile number and/or password three times, your user profile will be blocked. To restore your user profile, 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-hand side of your screen, you will see "Access to the e-Services".

Click the “Your account is locked?” link. Then click the Go button. You can restore your user profile in three steps:

1. Configuration: Enter your mobile number/user name and validation code 2. Configure: Enter the Proximus confirmation code and choose a new

password 3. End of operation: Your user profile is active again



In the first step "Configuration" you have to enter your user name or mobile number.

Type in the validation code displayed. Press the OK button to confirm.


In the second step "Configure" you have to enter the confirmation code you received by SMS from Proximus in the "Confirmation code" field.

Also enter a new password and confirm this password. Under the password, you will see the criteria that it must satisfy.


The new password must differ from the three last used passwords.

Confirm by clicking the OK button. In the third and final step, "End of operation", it will be confirmed that your password

has been updated and that your profile has been reactivated. You can now log in with your mobile number/user name and your new password.


7. Naming

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 the Business e-Services applications.

7. 1. Activating the "Naming" module To activate the "Naming" module, proceed as follows:

In the Administration application, click the "Naming" link just under the Business e-Services tabs.

OR 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.

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 the Business e-Services".

7. 2. Purpose of the "Naming" module 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.

7. 3. My Subscribers Naming

7. 3 .1. Edit Naming 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.


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

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:


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.


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.


7. 3 .2. Import Naming 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.

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.

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.

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).

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".



Read the user guidelines

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



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.


Click the Browse button on the "Naming – My Subscribers Naming – Import Naming" screen.

Browse to the import file.


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

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.

7. 4. My Account Naming

7. 4 .1. Edit Naming 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.



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 +


Filled in by default + not

displayed

Account number Name assigned to the account number concerned


Reference 1 A first reference assigned to the account number concerned

Reference 2 A second reference assigned to the account number concerned


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.

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

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.


7. 4 .2. Import Naming 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

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".


Read the instructions






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.


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.





of your file was successful." Click the "My Account Naming" section and the subsection "Edit Naming".



8. Grouping

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 the Business e-Services applications.

8. 1. Activating the "Grouping" module To activate the "Grouping" module, proceed as follows:

In the Administration application, click the "Grouping" link just under the Business e-Services tabs.

OR 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.

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 the Business e-Services".

8. 2. Purpose of the "Grouping" module 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.

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.


8. 3. My Subscribers grouping

8. 3 .1. Manage groups 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 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 Subscribers Groups – Manage Groups". The screen of the subsection "My Subscribers 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 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


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



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.

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.


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:



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 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.


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".



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".

Click the Delete button. The following pop-up window will appear:

Click 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".

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.

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



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.

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:

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.

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".

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".



You will then return automatically to the previous screen.


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

8. 3. 1. 7. Deleting a subgroup To delete an existing subgroup, proceed as follows:



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.


Select the subgroup you want to delete via the list box next to "Subgroup".

Click the “Delete subgroup” button. The following pop-up window will appear:

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.


8. 3 .2. Import 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.

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:

Activate the “Grouping” module (see point 8. 1. ). Click the "My Subscribers Groups" section and the subsection "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.






Click the Browse button on the "Grouping – My Subscribers Groups – Import" screen.





of your file was successful." Click the "My Subscribers Groups" section and the subsection "Manage groups".


8. 4. My account groups

8. 4 .1. Manage groups 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".


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 Reference 1 A first reference assigned to the

account number concerned

Reference 2 A second reference assigned to the account number concerned



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.

☺ 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:

8. 4. 1. 3. Editing a group To change the name or account numbers of an existing group, proceed as follows:


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.

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".

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:


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".


8. 4. 1. 5. Creating a subgroup It is also possible to divide a group into subgroups. To create a subgroup, proceed as follows:


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.

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.

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:


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.

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".

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".



You will then return automatically to the previous screen.


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

8. 4. 1. 7. Deleting a subgroup To delete an existing subgroup, proceed as follows:


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.


The following pop-up window will appear:

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".


8. 4 .2. Import 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.

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".





Create the import file



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.





Click the Browse button on the "Grouping – My Account Groups – Import" screen.





of your file was successful." Click the "My Account Groups" section and the subsection "Manage groups".



8. 5. Groups in other Business e-Services applications The created groups and subgroups can later be displayed and used in the other Business e-Services applications. Below is a screen shot from ProxiManage.

In the "Who" section on the left, "Account groups" has been selected. On the right, you can see the name of the groups and their details.


9. My Proximus

You can manage your profile data (e-mail address, language, password, etc.) of the Business e-Services yourself via the "My Proximus" option. At the top right-hand corner of the Business e-Services screen, you will find a link to "My Proximus".

You can change your profile data in three steps: 1. Configuration: Make changes 2. Confirmation: Confirm changes 3. End of operation: User profile has been adapted

Proceed as follows:

Click the "My Proximus" link in the top right-hand corner of the Business e-Services screen.

The online services of My Proximus will then be displayed.


On the left, click the "My profile" link.

Then click the "Change my registration data" link on the right.


A screen will appear with your profile data, e.g. your title, first name, last name, date of birth, e-mail address, preferred language, password, etc. You are now in the first step of the procedure, i.e. "Configuration".


Make the desired changes to your profile data. Click the Update button at the bottom. The second step of the procedure will then be displayed, i.e. "Confirmation", in which

you must confirm the modified data. Click the Update button at the bottom.

The third and final step, "End of operation" will then be displayed. Your profile data has been updated.

Click the Continue button at the bottom to return to the Business e-Services.


You can now continue working in the Administration application or in another Business e-Services application.


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