Customer Portal

White-Label Customer Portal for Telecoms Billing

Invoices, usage and payments for your customers, under your brand, with access set by profile.

What the SAFE customer portal provides

MyAccount is the self-service portal your customers sign in to with an email address and password. It carries your branding rather than ours, and shows each customer their own invoices, usage and payment options.

What each customer sees is set by their MyAccount profile. You might give residential customers invoice access only, and give business customers call analytics, service details and the ability to raise a case. Profiles are managed centrally, so a change applies to every customer assigned to that profile.

The features available also depend on your package. Invoices are included on every package; usage, payments, recent calls and a custom domain are added on the larger packages.

Billing Information Your Customers Can Reach Themselves

The portal gives customers direct access to the records behind their bill, within the limits of their profile and your package:

✓Current and past invoices to view and download
✓Usage, spend and call analytics
✓Card payments and Direct Debit set-up
✓Service details, with optional editing of descriptions and sites
✓Your branding throughout

Portal Features

Invoices

Current and past invoices to view, download and print. Included on every package.

Usage and Calls

Usage and spend from Standard, with My Calls analytics where the profile allows. Premium adds recent calls and running spend between billing cycles.

Payments

Card payments and Direct Debit set-up, on packages that include payment collection.

Controlled by Profile

MyAccount Settings

The core portal features a customer can use, set once in the profile and applied to every customer assigned to it.

My Services

Which services a customer can see, and whether they can edit descriptions, sites and campaigns, individually or by CSV.

Cases

Which SAFE CRM case categories a customer can raise from the portal, where CRM is in use.

White-Label Branding

Your Logo and Colours

The portal and its notification emails carry your branding on every package.

Custom Domain

From the Premium package, customers reach the portal on your own domain name.

Customer Portal Questions

What does the portal include on each package?

Every package includes invoice viewing and downloads. Usage and spend visibility and online payments start at Standard. Premium adds the recent call and spend view between billing cycles and a custom portal domain, and Enterprise adds customer self-service for account details. Compare the packages on safeonlinebilling.com.

Can customers pay their bills through the portal?

On packages with payment collection, customers can pay outstanding invoices by card and set up a Direct Debit mandate, with each payment recorded against the account. See automated payment collection for how collection works.

Can we control what each customer sees?

Yes. MyAccount profiles decide which portal features each customer gets, so a residential customer might see invoices only while a business customer also gets call analytics and service details. The MyAccount profiles guide explains the options.

Does the portal run on our own domain?

A custom portal domain is included from the Premium package. On every package the portal carries your logo and colours.

How do customers sign in?

MyAccount customers sign in with an email address and password, and use a reset link if they forget it. Some longer-standing platforms also use the older Stats Site, which uses PIN access.

View Integrations MyAccount Profiles Guide

Next step

See the Portal Under Your Brand

We can show the portal with your logo and colours, and the invoice, usage and payment views your customers would see on each package.

Book a Demo