Add / Edit Representative

The Representative Management page allows you to change representative details. Some fields are read-only.

 

To add a new representative, click  Add on the toolbar.

 

The Add Representative page allows you to define a new representative entity within PortaBilling®. The information on the top of the form is required. Information on all the other tabs is optional, and need not be provided when creating the representative.

 

 

Field Description

Representative

Defines the representative name as it will appear in the PortaBilling system.

Initials

Each sales representative is assigned initials.

Managed By

  • Administrator only – By default.
  • Select a reseller (Managed by NNN) to make the representative manageable from the reseller self-care interface.

Currency

The currency must be specified by selecting it from the list of available currencies. Once saved, the currency cannot be changed.

Is Inactive

Specifies whether this representative is inactive or not.

If this is checked, the representative will be unusable.

 

Address Info

This tab provides the most commonly required contact information.

 

Additional Info

Field Description

Tax ID

Representative’s tax ID.

 

Web Self-Care

The login and password information for Customer self-care refer to the credentials required on the self-care web page. An easy-to-remember yet secure password may be generated automatically by clicking the Auto button.

 

Date & Time Format

PortaBilling® allows users to define both the input and output formats for date and time.

 

 

Making changes to the date and / or time format on this page enables users to enter dates and times in the desired format throughout the entire PortaBilling® admin interface. Correspondingly, all pages generated at a user’s request will contain the date and time in the previously set-up format.

 

Date / Time format strings are composed using specifiers that represent the values to be inserted into the formatted string.

 

In the following table, the specifiers are given in upper case. Formats are case-insensitive.

 

Specifier Value Description

Date

   

DD

01-31

Day of the month

D

1-31

Day of the month without a leading 0

MM

01-12

Number of the month

MON

Jan-Dec

Name of the month

MONTH

January-December

Full name of the month

YYYY

2003 +

Year

YY

00-99

Last two digits of the year

Time

   

HH, HH24

0-24

Hours

HH12

0-12

12-hour time format; requires AM/PM specifier

MI

0-60

Minutes

SS

0-60

Seconds

AM, PM, AM/PM

AM, PM

 

Separators

A separator can be any symbol except for letters and digits, or may be left blank

 

 

Example Value

DD/MM/YYYY

12/03/2003

MON-DD-YY

MAR-12-03

HH:MI:SS

12:30:00

HH12 MI:SS

WRONG! AM/PM specifier is missing

HH12mi pM

1230 AM