Spectrum Business Portal - Benefits and Setup Guide

This guide explains the benefits of setting up a Spectrum Business Portal, why it’s crucial for managing your account effectively, and how to complete the setup process quickly and efficiently.

Why Set Up a Spectrum Business Portal?

Setting up a Spectrum Business Portal is essential for efficiently managing your account and taking full advantage of Spectrum’s services. Below are some key reasons why you should set up your portal:

• Account Management: The portal allows you to monitor and manage your account, including billing, service settings, and notifications, all in one place.
  
• Improved Support from Ally Communicaitons. 
• Service Status: The portal enables you to view the status of your Modem, Gateway, and Cellular Backup
  
• Notifications: Stay informed about outages, important changes or updates.
• User Roles and Permissions: You can easily control who has access to your account by assigning roles, ensuring secure access management for your team.
• Service Mangement: WiFi access, TV streaming, and service upgrades, ensuring that you have the right features for your business needs.
  
• Account Ownership Transfer: In the event of a management change, the portal provides a seamless process for transferring account ownership.
• Security: You can set up security questions and notifications to ensure account protection

Why Should the Customer Set Up the Portal instead of Ally?

When to Set Up the Portal

Important: Don’t wait until you need to make a critical change (like adding a user or adjusting your services) to set up the portal. Doing so early will save time and prevent any delays in managing your account.

Portal Configuration

Initial Setup

1. Information Needed:
   
1. Account Number
   
2. Security PIN

Considerations for Portal Configuration

1. Choose a Unique Username:
   
   • Select a username that is unique to each user you plan to add. Be sure to save these usernames securely in a password manager.
2. Set Up Security Questions:
   
   • Configure a security question for added account protection. Store the answers in a password manager to keep them secure but accessible when needed.
3. Add Business Contacts:
   
   • You can add up to 3 phone numbers and 2 email addresses to receive notifications, even if they are not users within the system. This ensures important updates are received by key personnel.
     
4. Setup Notifications
   
1. You can setup notifications for service outages, billing, and other issues. 
   
2. Notifications can be sent by email or text message
5. Invite Other Users
   
1. Inviting Ally to your portal will allow us to better support you by having a way to quickly view equipment status and receive notifications of outages and service restoration.
   
1. Use this guide - Inviting Ally to Your Portal 
   
2. Ensure your on-site contacts, IT contacts, and billing contacts have access. The process would essentially be the same as above. Ensure you review the section below to select to approrpriate role.

User Roles & Permissions

Admin Role

The admin role provides nearly identical access to the primary user with the following exceptions:

• Cannot delete/edit contact info: Admins cannot modify the contact information on the account.
• Limited access to primary user information: Admins cannot make changes to or reassign the primary user role.
• No account transfer privileges: Admins cannot manage ownership transfers.

Standard Role

• Service Access: Standard users can stream TV services and connect to WiFi hotspots as permitted by the admin or primary user.
  
• Restricted Account Control: Standard users cannot view billing information, modify account details, or manage other users on the account.