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Web Portal Access


Web Portal Access

There are two ways the customer can access the web portal. These options do not affect the features and functions offered within the web portal, just how it is accessed.

Web Direct

In this set up, E-Bill & Collect manages the authentication of a customer using the billing data sent by you and the customer then chooses a login ID and password to access the site.

If already enrolled, the customer can enter the login ID and password to access the site. The customer will be taken to the Account Summary page. If not enrolled, the customer can select the ‘Enroll’ now option.

Alternately, if you are offering simple web, the customer can click on the button to make a guest payment.

Enrollment

The standard process requires the customer to:

  • Accept the web portal Terms and Conditions
  • Be authenticated (enter billing account # and second piece of data, i.e. ZIP code)
  • Choose a login ID and password
  • Enter or verify their email

The customer may also be asked for details of a funding source, if this has been configured as an option.

NOTE: There is also an alternate enrollment flow that includes a welcome page explaining the benefits of enrolling for the web portal.

Terms and Conditions

The first page presented to the customer is the website Terms and Conditions. The customer must accept these to proceed.

NOTE: These are your terms and conditions, uploaded as part of your set up.

Customer Authentication

Once the Terms have been accepted, the customer will be prompted to authenticate the account. The default authentication is to ask for the account number and first 5 digits of the billing zip code.

However, alternate authentication credentials can replace the zip code or be asked for in addition to it. These are:

  • Last four digits of SSN. SSN or any other numeric value.
  • Enrollment Authentication Code. Any value that the customer knows that can be sent to us in the billing data file. (i.e. date of birth, a code on the billing statement, etc.)

The entered credentials are then verified against the billing data you supplied to us. If there is no match, an error message is displayed to the customer.

Login Credentials

After the customer has been authenticated, login credentials will be set up

The following are required:

  • Login ID. Can contain alphanumeric characters and an underscore. Minimum size is 6 characters, maximum size is 12 characters.
  • Password. Must contain at least on upper case letter and one number. Minimum size is 8 characters, maximum size is 32 characters;
  • Security Question and Answer. There will be at least one of these (up to three can be requested). This is used as part of the login ID and password recovery process.

When the customer selects ‘Continue’ the entered details will be verified

Verify Email and Paperless Billing

Next the customer will be asked to enter or verify the email address.

If you are configured for paperless billing and electronic bill presentment, this page will contain some additional details about the paperless billing options.

Add Funding Source

If you have opted to capture details of a funding source during enrollment, the customer will then be prompted to enter details of the account.

Enrollment Confirmed

Once the customer has completed the enrollment an enrollment confirmation will display, and will be able to navigate to the Account Summary page. Their account will also be flagged to show that they are enrolled for the web portal.

Single Sign-On (SSO)

In this set up, the customer is already authenticated (as they have logged into your site), so a login ID for our site is not required. Instead you pass details of the customer to us in real time when they choose to access our site. Upon receipt, customer data is validated, and the customer’s account updated with any new or changed values. The system will then check to see if they are enrolled:

Enrollment 

The standard process requires the customer to:

  • Accept the web portal Terms and Conditions
  • Enter or verify their email They may also be asked for details of a funding source, if this has been configured as an option.

NOTE: There is also an alternate enrollment flow that includes a welcome page explaining the benefits of enrolling for the web portal

The screens that are used for this process are the same as described above for the web direct enrollment flow.

Site Navigation

Once the customer completes enrollment, on subsequent access to the site, the customer will be taken to the Account Summary page.

They can then navigate around the site using the Navigation bar. The main navigation accesses the key site functions, and then a sub-navigation bar allows access to pages within that function.

The remainder of the document will be split into sections referencing the main navigation options.