Unit 4 Customer Portal Knowledge User Access In

Unit 4 Customer Portal Knowledge User Access In business for people.

Agenda Page ‹#› 1. New Accounts and Set Up 2. Knowledge 3. Portals 4. Latest News 5. Documentation and Learning Centre Proprietary and Confidential In business for people.

Login Instructions for New Portal 1 2 Login at partners. unit 4. com/portal Insert the username, password and click “Login” ! New Users request access by sending an email to admin. support@unit 4. com Page ‹#› Proprietary and Confidential In business for people.

Language setting 1 2 3 4 1. 2. 3. 4. Page ‹#› Go to “My Settings” Select “Location Settings” Choose your language Save the changes Proprietary and Confidential In business for people.

Home Console for Knowledge Users 1. Home Button ü Returns to the Home Console 2. Product Support ü Open a case to get support of the Unit 4 service team – not available to Knowledge Users. 3. Portals ü Shows you additional Unit 4 portals 4. Account ü Information about contact details, qualification, etc. 5. Contacts ü Your contacts 6. Product support ü Open a case to get support of the Unit 4 service team - not available to Knowledge Users. 7. Portals ü Shows you additional Unit 4 portals 8. Track case status ü View the status of case, add comments, etc. -not available to Knowledge Users. Page ‹#› Proprietary and Confidential 9. Knowledge base ü Help yourself by using the Knowledge Base 10. Latest news ü General and Product News 11. Documentation and Learning Center ü General and Product Learning Center In business for people.

Knowledge base Click on “Knowledge base” for self service. Page ‹#› Proprietary and Confidential In business for people.

Knowledge base for self service When you click on “Knowledge base” you have the possibility to choose between different selections. Note: Knowledge Users will not see Case information Each selection has the same logic of search. Page ‹#› Proprietary and Confidential In business for people.

Knowledge base – logic of search 1 1. Choose type of selection you want search in (All content, Help and Knowledge) - All applications have the same logic of search. 2. Type in a keyword to get content for your solution (check the spelling, try using fewer, different or more general keywords, remove current record context when you want to broaden your search). 3. Additional search filters will be displayed on the left based on your type of search, e. g. “Product” and “Category”. 4. Here you find suggestions/articles that may match your keyword. Online-help will also be displayed! 2 4 3 Page ‹#› Proprietary and Confidential In business for people.

Portals Under “Portals” are addition access points to information, expertise and applications. Page ‹#› Proprietary and Confidential In business for people.

Portals This is a place for your ideas on the product. Here you can find Unit 4 portals based on your product suite. In the portals you can find documentation and more about Unit 4 products, as well as links to country-specific portals. Page ‹#› Proprietary and Confidential In business for people.

Portals Examples Portals Page ‹#› Proprietary and Confidential In business for people.

Latest news Click “Latest news” and find product information and general information Page ‹#› Proprietary and Confidential In business for people.

Latest news General information. Page ‹#› Product information – Specific information about a Unit 4 product. Proprietary and Confidential In business for people.

Documentation and Learning Centre Click on “Documentation and Learning Centre” obtain learning content Page ‹#› Proprietary and Confidential In business for people.

Documentation and Learning Centre Local & Industry-Specific Product information including: Includes: • Procedural information • Portal training material Page ‹#› • Release Notes • Training Manuals Proprietary and Confidential In business for people.

Documentation and Learning Centre If you click on one product related learning content (e. g. Installation Guides) you will get a list of different learning content to search for your topic. Page ‹#› Proprietary and Confidential In business for people.

If you have any questions, please contact: admin. support@unit 4. com Page ‹#› Proprietary and Confidential In business for people.