Concepts2Code Support Desk

Agents (User) Administration Settings 12

• Manually Reset Agent Passwords - No user email
• Manage Users (Agents)- Active Users List
• Change My Password (Agent)
• Manually Reset Agent Passwords
• Create New User

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Consumer Administration 9

• How to change the email address on a Consumer's online account
• How to access a consumer account
• How to Create an Online Account for a Consumer (Internally)
• How to reset the password on a Consumer's online account
• How to use an email address to lookup accounts

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Consumer Experience 6

• Login Process
• Consumer Main Page (After Login)
• Payment Options
• Checking Account (ACH) Payment Screen
• Recurring Payments

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Email and Letter Administration 26

• How to Create an Email Template
• How to Send Mass Emails
• Edit Email Templates
• Top 10 Ways to Improve Email Campaign Engagement
• How to Edit a Letter Template

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General Administration 2

• The License for the SSL Certificate is Expiring
• Log

Training Program Module 5

• Create a Training Program
• Assign Training to Agents or Groups
• Error uploading a training document "There was an error processing the last request. Internal Server Error"
• Copy a Test
• Past Training Reference Material Access

Onboarding 1

• Onboarding - Email - DNS References

Payments 6

• What credit card payments gateways are available?
• Consumer Recurring Payments Process
• How to process a credit card payment internally
• Declined Payments
• Create Source Key for USAePay

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Reports 7

• Payments by Day or Payment History Report
• Payments - Payments by Month
• Payments - Payments by Day
• Reports - Standard Reports - Daily Summary Reports
• Reports - Standard Reports - Payments Created By Month

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