Agent Activation Portal

Capabilities New Customer Activation New Customer Activation Status Existing Customer Verifications Check rate plans, contract dates, Change and add services Make credit card payments Customer Service View the agent information portal OTA A phone send mms capabilities to a phone

Log In

Main Menu Screen New Customer Functions Main Menu Screen New customer functions To do the credit check first Full application process w/Credit check To check the status of credit checks And new activations

To pre-qualify a customer fill in the application and submit Accurately complete all customer information Check terms box Submit the application How long the customer has resided at this address

The Credit Check will be completed Select to continue or Cancel and choose reason

After pre-qualification approval the demographics will be pre- populated on the application form

Adding a New Customer Select the Add New Customer button Complete all appropriate information When the application is complete select the Submit Application button The credit verification and application will go into processing

Will default to next closest bill cycle date Accurately complete all customer information How long the customer has resided at this location

Select contract length Choose appropriate rate plan and minutes Select optional features 1-5 lines may be added Add equipment and sim for each line Check for handset Protection Select the home calling area Choose a number from the list of number options listed Or populate w/a requested number Monthly Service Plan total Choose current promotion

Explain terms and check Enter Submit application

New Customer Status Select the New Customer Status button to view the status of current applications This will provide: Order Date Process Stage Credit Status Process Status

If a deposit is required and the Customer is going to pay the amount First select the box next to accept deposit And then select the Accept deposit box If a deposit is not required the order will go to processing And then be completed

Existing Customer Functions Select the View/Maintain Account button on the main menu screen Existing customer

Enter the type of search Search Criteria Search

Security Information Before viewing an account an account password must have been created thru Union Customer Care If the password has been set up you will be able to view the customer account with the correct password or verification information If the password has not been set up you will need to have the customer contact Union Customer Care to set up a password using appropriate identity verification or fax password form to Care after you have verified identification.

Select if appropriate customer

Searching by name results If the customer has not previously added their security information you will not be able to access the account. Have them fill out the password form and fax it to Care

Select the Select button by the appropriate customer then enter the Customer Password

If the password does not match you will be prompted thru a verification question

If this verification question is answered incorrectly you will again be asked another verification question

If the second verification question is answered incorrectly the customer will need to contact Customer Service to have the password and questions reset w/security verification.

With a correct password Customer details will be provided ____ Customer information To change an address make the change and update Customer details

Current Service Plans Active mobile services If eligible for new phone promotion ____ To view service details select To view mobile numbers select

Service Promotions Current promotions Available promotions When changing from a Talk,Text and Internet plan to a Talk or Talk and Text plan there may be Supplemental plan charges.

To change a current plan minutes Select remove on current promotions Select Add on Available promotions Update account

Add a new service to an existing account Add new service details Then add the service Complete all information Total for new plan minus taxes Submit

To move forward select ok Or Cancel to end application

Add mobile numbers to the new service Select number of lines Choose calling area and select from Find a number or populate w/desired number

Add mobile numbers to an existing service If a deposit was required initially this message will appear Select to add new number to current plan

Fill in promotion line if a current promotion is available if not leave blank Complete all appropriate information Choose a number Select Select to let the system find a number

Make a credit card payment Add all pertinent information Then process payment Select payments

Updating Security Information Passwords need to be at least 6 characters long and at least One numerical character Update all change information Select Security Pick one question to answer on questions 1 and 2

Customer Service Functions Select Phones/Promo to view current promotions and phone info Select

Log in using your existing portal username and password

Phone, document and promotion information

To download MMS and Wap settings select Customer Service then OTA a Phone Next Select Select

Add phone Information Enter phone number Use drop down menus to select Manufacturer and model When complete Select Button

Administration To add or edit portal users Select

Accept Settings in phone The phone will need to have the settings updated. The phone will receive two configuration messages. View Message > Options > Install > Union Wap > Wap > Yes View Message > Options > Install > Union MMS > Union MMS > Yes > Yes

Select to edit current user Select to add a new user

Add user Insert all information Group master has the capability to modify all users and passwords Check yes or no depending on your preference

To edit select and make changes Only the group master will see all users