Customer eBusiness Portal User Guide...CUSTOMER eBUSINESS PORTAL USER GUIDE 9 | P a g e Return to...

CUSTOMER eBUSINESS PORTAL USER GUIDE

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Customer eBusiness Portal User Guide

Last Updated: 12/15/2017



Table of Contents 1. Frequently Asked Questions.................................................................................................. 4

What is the URL for the Customer eBusiness Portal? ....................................................................... 4

How do I request access to the Customer Portal?........................................................................... 4

What are the roles and capabilities I can assign to my company’s users of the Portal? ............................. 4

What should I do if I forget my password?.................................................................................... 4

May I still call in to Customer Care to request a service or report a service issue? ................................... 4

If I call Customer Care or place an order through the Portal, will I see my ticket in the Portal? .................. 4

How do I view locations and their respective services? .................................................................... 4

Service Requests .................................................................................................................. 4

How do I request same-day service?........................................................................................ 4

How do I request same-day service for an Open Tops? ................................................................. 5

If a supplier cannot service my same-day request, what happens and how is my location notified? .......... 5

How soon after I submit my request will the Supplier perform the service? ....................................... 5

Can I request multiple “Empty and Return” services on the portal?................................................. 5

Customer Portal Reporting ...................................................................................................... 5

What is the turn-around time for tonnage reporting? .................................................................. 5

Do we have access to real-time reporting? If not, what is the lag time? ........................................... 5

What report shows the day(s) on which a location is serviced? ....................................................... 5

What Reports can I access on the Portal? ................................................................................. 5

2. Login ............................................................................................................................. 6

3. Website Global Controls ...................................................................................................... 7

Menu Bar ........................................................................................................................... 7

Table Grids......................................................................................................................... 7

Right-Hand Navigation Panel ................................................................................................... 8

Additional Features .............................................................................................................. 8

4. Dashboard ........................................................................................................................ 9

About your Dashboard ........................................................................................................... 9

5. Services ..........................................................................................................................10

Search for a Location Page- Corporate Administrators & Managers ....................................................10

Location Detail Page ............................................................................................................10

Summary of Functions on “Services” Page ...............................................................................11

How to Request a Service ...................................................................................................12

“Recent Tickets” Section ....................................................................................................14

Add a Location - for Corporate Administrators & Managers ..............................................................14

How to Add a Location .......................................................................................................14

How to Request Delivery Service ..........................................................................................18

6. Billing ............................................................................................................................20

Invoice Search ....................................................................................................................20



Transaction Search ..............................................................................................................20

Location Details ..................................................................................................................21

How to Submit an Inquiry or Dispute an Invoice or Charge...............................................................22

7. Tickets ...........................................................................................................................24

How to Search for Tickets ......................................................................................................24

8. Orders ...........................................................................................................................26

How to Search for a Purchase Order .........................................................................................26

9. Reporting ........................................................................................................................27

Summary of Reports .............................................................................................................27

How to Access Reports ......................................................................................................27

10. Documents .....................................................................................................................29

How to View, Delete & Add Documents .....................................................................................29

11. Administration ................................................................................................................30

How to Create a New User .....................................................................................................30

Table of User Roles ..............................................................................................................31

How to Edit an Existing User ...................................................................................................31

12. Pressure Gauges ..............................................................................................................32

How to Read your Pressure Gauge ............................................................................................32



1. Frequently Asked Questions

What is the URL for the Customer eBusiness Portal? https://ebusiness.wmsbs.wm.com/Customer/

How do I request access to the Customer Portal?

Access the Customer eBusiness Portal at the link above, and click the “Need Access? Register Here” link. Your Program Manager (PM) will review your request, and you will receive a username and password.

What are the roles and capabilities I can assign to my company’s users of the Portal?

The Table of User Roles summarizes the user roles that can be assigned and the capabilities that correspond to each role. Refer to the Administration Section for instruction on how to get started and register users.

Corporate Administrators can see all data and perform every action for a particular client.

Managers can utilize site functionality for multiple assigned locations, and view Billing and Reporting.

Location Manager can utilize site functionality for multiple assigned locations, and view Reporting.

Other, more limited and task-specific roles are available. Please speak with your PM for further information.

What should I do if I forget my password?

You can use the “Forgot Password” link on your Login page. This link will prompt you to enter your Username and Email Address to start the password reset process. Check your email for password reset instructions.

May I still call in to Customer Care to request a service or report a service issue?

Yes, you may still call Customer Care, 24/7/365, at (888) 625-5323. For Industrial Accounts, select Option #3 when prompted.

If I call Customer Care or place an order through the Portal, will I see my ticket in the

Portal?

Yes, you will see all tickets created for your location(s) whether the request was made through the Customer Care Call Center or placed online. You can view tickets under the “Services” or “Tickets” tabs.

How do I view locations and their respective services?

If you are a Corporate Administrator or Manager, you can view your locations by clicking on the “Services” tab. To view service details, select the “Location ID” link in the table.

Service Requests

How do I request same-day service?

The ability to request same-day services, including an “Empty and Return” or “Empty and Do Not Return”, must be granted to a user during initial profile setup. This ability is typically reserved for Industrial customers and not available to the majority of users.

In most cases, if you make your request by 10:00 AM in your time zone, the supplier will be able to provide

https://ebusiness.wmsbs.wm.com/Customer/



hauling service.

To request weekend service, you must contact Customer Service by phone or email. The eBusiness Portal does not allow you to request weekend service.

How do I request same-day service for an Open Top?

The process to submit and set up same-day Open Top requests is the same as for other services.

If a supplier cannot service my same-day request, what happens and how is my location notified?

If the supplier cannot perform the requested service, they will reject the work order, sending notification to the WM SBS Customer Care Center. A Call Center Representative will call the supplier to reschedule the service, and provide an update to the requester.

How soon after I submit my request will the Supplier perform the service?

Service requests are typically handled within 24 to 48 hours.

Can I request multiple “Empty and Return” services on the portal?

Yes, you can request multiple Empty and Return services from your “Services” page.

Customer Portal Reporting

What is the turn-around time for tonnage reporting?

Tonnage is supplied by suppliers within the month, and prior to the next billing cycle. If a supplier provides tonnage more quickly, the information will be available in the Portal the day after it is provided by the supplier.

Do we have access to real-time reporting? If not, what is the lag time?

Your Reporting data is refreshed nightly. Reports reflect data collected as of the close of business on the previous day. Reports such as your “Book of Business” are available from the time you launch as a WMSBS customer. Reports related to tickets and billing will be available as the data is generated (billing-based reports will not have data until your first invoice is released).

What report shows the day(s) on which a location is serviced?

The “Service Requests by Location” report provides all location details, service levels and pricing. This report has filters you can use to refine your search. Select the ‘All’ option in each of the drop down boxes to show the entire book of locations, services and pricing on the program at a micro level.

What Reports can I access on the Portal?

Reports in the following categories are available in summary and detailed form, at a location level as well as

for your overall book of business:

Billing

Book of Business

Service

Tonnage

Please speak to your PM about how we can meet your specific reporting needs.



2.Login

To log in, navigate to the WM SBS eBusiness Portal (URL) https://ebusiness.wmsbs.wm.com/Customer/ using your preferred internet browser. Enter your registered “Username” and “Password” and click the “Login” button.

Note: The Customer Portal is best viewed with Internet Explore (IE) version 11 and greater.

Login Screen

1. Login- Enter your registered “Username”

and “Password” and click the “Login”

button.

2. Remember Me- Check the “Remember Me”

box to prefill your “Username” and

“Password” the next time you access the

Portal.

3. Forgot Password- Click on the

“Forgot Password? Reset Here” link

to reset your password. On the

“Forgot Password” page, you will be

asked to enter your “Username” and

“Email

Address” to receive instructions and a link to the “Reset Password” page.

4. Contact Us- Select the “Need

Help? Contact Us” link t o v i e w

s egment-specific p hone numbers

and email addresses for Customer

Service.

5. Register Here- To request access to the Portal, click on the “Need Access? Register Here” link, and

complete the registration form on the “Register Me” screen.

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3

5

2

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Self Registration Screen To request access to the eBusiness Portal enter all required information-

• First Name • Last Name • Title • Company Name • Country • City and State • Email Address • Company Code- This

is your three-letter Waste Management company code that precedes your location number. If you do not know your company code please reach out to your Program Manager or company contacts.

• Location Number- You can enter a single or multiple numbers. You can also enter “All” or “I don’t know”, if that is the case. When you click “Submit”, the system will display a confirmation message, and your will receive an email asking you to validate your email address. Once you complete this step, your request will be sent to your PM for approval. If your PM approves your request you will receive your username and password to log in. If your PM denies your request, you can contact your WMSBS team if needed.



3. Website Global Controls

At the top of each page of the eBusiness Portal is a menu with the following components:

1. Notifications – The notifications bell will display the number of unread messages you have.

2. Logout - Select “Logout” to exit the eBusiness Portal and return to your login screen.

3. Contact Us - Select “Contact Us” to view options to contact a WMSBS Customer Care Representative or

to submit a message to Customer

Care through the “Enter Contact

Information” form (below).

4. Help Center – Select “Help Center”

to view available reference

materials.

Menu Bar

The Menu Bar (below) provides links to each section of the eBusiness Portal—including Services, Billing, Tickets, Work Orders, Reporting, Documents and Administration.

Table Grids

Your data is displayed on Table Grids that provide multiple ways to manage your view. Click on the down arrow (1) in a column header to sort in ascending or descending order, or click on the right arrow (2) after “Columns” to remove specific columns from the view.



Right-Hand Navigation Panel

The Right-Hand Navigation Panel provides ready access to information, capabilities and search functions.

1. Address- Based on your access, the address box at the top of the

panel/ address information above the tab menu bar shows your company’s corporate address and primary corporate contacts, as well as your WMSBS management team.

2. Add a Location-The “Add a Location” box provides a link to the “Add

a Location” page where designated users can add additional company

locations to their profile.

3. Search Location- In the “Search Location” box, you can select the

“Search for a Location” link or enter a Location ID to find a location

on the “Location Search” page.

4. Documents- The “Documents” box shows the five documents most

recently uploaded to your profile and contains a link to your

“Documents” page.

Additional Features

Search- Most pages include a “Search” button. Enter the desired parameters in the appropriate field, and click the button to view your results.

Export- Most pages also include an “Export” button that allows you to generate a Microsoft

Excel file for download.

Legal- Click on “Terms of Use” or “Privacy Policy” to open the corresponding WM

pages.



4. Dashboard The Dashboard is the first screen on which you land after login. It shows a snapshot of frequently requested information for your account.

About your Dashboard

1. Messages - The “Messages”

area delivers pertinent

news and client-specific

information.

2. Tickets - The “Tickets”

area shows analysis of your

tickets for the past three

months. Use the drop-down

menus to create

alternative views of your

ticket data.

3. Billing - The “Billing” area

shows a breakdown of your

invoice charges for the

past three months. Use the

drop-down menus to create

alternative views of your

billing data.



5. Services Click on the “Services” tab on the menu bar at the top of the screen to navigate to the “Services” section of the Portal. Here you can request a service, report a service issue, request a repair or add a new location, depending on your user role. The following sections explain the Services section.

Search for a Location Page- Corporate Administrators & Managers

If you are a Corporate Administrator or a Manager you will land on the “Search for a Location” page when you

select “Services”. Here you can search for the details of a particular location or locations—by location ID,

location name, or location address. You can also filter locations by state.

1. Search- Enter your search

term(s) and click the “Search”

button.

2. Select a Location- Click on a

hyperlinked “Location ID” to

visit the “Service Detail” page

for that location. There you

can view service details,

request services, and view

recent tickets for that

location.

Location Detail Page

If you are a Location Manager, Location Personnel, or a General Contractor you will land on the “Location

Detail” page for your location when you select “Services” from the navigation menu. (If you are a Corporate

Administrator or a Manager, you can reach this page by selecting the Location ID from your “Search for a

Location” search results. See above.)

The “Location Detail” page shows the services for a particular location, and provides options for you to request

scheduled or additional services, report services issues, and request a repair. In addition you can view your

recent tickets. Each of these functions is described below.



Summary of Functions on “Services” Page

1. Request a Service, Report a Service Issue, Request a Repair or Request a Service Change- To request a

standard service, report a service issue, request a repair or request a service change, click on the corresponding radio button.

2. Request Additional Services and General Information- Select the “Request Additional Services” link to

request non-standard services such as container delivery, bulk pickup, bale wire, power wash and

hazardous waste.

3. Location Documents- Allows upload (permissible formats include PDF, JPEG, Word and Excel), download

and deletion of location level documents.

4. View Recent Tickets- The “Recent Tickets” section shows tickets logged for the location online as well as through the Customer Care Call Center. Click on the hyperlinked ticket number to view details about an entry.



How to Request a Service

STEP 1- Contact Information- Enter your contact information in

the corresponding fields. Required fields are indicated by *.

STEP 2- Service Details- Enter information about the service

you are requesting. Indicate the Pressure Gauge Reading if

applicable, select a service date from the calendar, indicate if

you need a Power Wash, and use the “Comments” field to

include any special instructions for the Supplier. Click “Submit”

when complete. Note: See the Pressure Gauges Section for

additional information about pressure readings.

STEP 3- Review Request- Review your service request and select the “Confirm” button to send to the

Supplier.



STEP 4- Confirmation- You will receive a confirmation/tracking number to keep for your reference. After

you receive the confirmation message, click the “Back to Location” button to return to the Location Detail page. There your new ticket will appear at the top of the list of recent tickets as well as on your “Tickets” page



“Recent Tickets” Section

The “Recent Tickets” section shows tickets logged for the location online (using the Portal) as well as through the Customer Care Call Center. Click on the hyperlinked ticket number (1) to view details about an entry (2).

Bob Smith

Sue Jones

Bob Smith

Add a Location - for Corporate Administrators & Managers

If you have a Corporate Administrator or Manager role, the “Add a Location”

button will be displayed on the right panel of your Portal. With this functionality,

you can add new store locations to your account. Note: If you are a Corporate

Administrator you can choose to grant the ability to “Add a Location” to other

users via the “Administration” tab. How to Add a Location

STEP 1- General Information- Click on the “Add

a Location” button and enter “General

Information” about the new location in the window

that pops up. Required fields are indicated by *. 1. Location Number- In this field, enter a series

of numbers and/or letters that represent a unique identification number for the new location. Please enter a maximum of six digits, excluding Special Characters (!@#$%^&) and spaces. Please do not use lower case letters.

2. Check Availability - Select “Check

Availability” to validate if the “Location Number” you requested already exists in the system. The system will return a message that the number is “available for use” or “already exists”—and you should try another number.



3. Auto-Generate - Click the “Autogenerate Location Number” checkbox and the system will create a new Location Number based on the last number in the existing sequence of IDs. This number will not display on the screen until the form has been submitted.

4. Zip Code - The system uses the “Zip Code” you enter to validate your address. If the zip code is valid, you

will see a green check mark icon. Helpful Hint: If you enter a zip code and use “Tab” to navigate to the next field, the system will validate the Address, City, State and Zip Code in real time—and provide notification if any of these components is not valid.

Example of Real-Time Successful Validation of Zip Code

Example of Failed Real-Time Validation of Zip Code

Manual Entry using the Search lookup

Enter the zip code and search for the correct city and state

5. Bypass WMSBS Address Check- Select the “Bypass” option to

avoid the system-initiated address check on the Address, State, City, and Zip Code you enter. You may enter any address information at this point, and the page will submit without error.



STEP 2- Location Contact Information- Provide

contact information including the first and last

name and title for the primary contact at the new location. The “Email Address” entered will receive email notification to confirm location setup.

STEP 3- Other Location Information - Provide

additional, recommended information that can enable generation of more accurate reporting

data.

Location Square Footage - You can either manually enter this number or use the selector to enter square footage.

Company Location Code - Use this field to

enter the unique company code, if applicable.

Client GL Account - Use this field to enter the

General Ledger number, if applicable.

STEP 4- Submit - Click “Submit” to submit the form.

When you click Submit, the system will validate your address. If “Bypass” is checked, the validation process will

not occur and the system will display a series of success icons next to Address, City, State and Zip Code.

STEP 5- Review Submission - Review a summary of your

new location prior to making your final submission. Select

“Update” to make changes or “Submit” to proceed.



STEP 6- Confirmation - When you have

successfully created a new location, you

will land on the “New Location

Confirmation” page. From this page you can

click on the “Request Services for This

Location” link to set up services.

STEP 7- Email Notification - Once you 7 submit the request, an email notification is sent to the email address entered on the “Contact” form. This notification will display all fields that were entered in the request. Keep this email as confirmation of your request.



Request Additional Service via Container Delivery Form Users with “Service Request” abilities can schedule Container Deliveries using the “Service Request” page. You may select attributes including equipment type, size, quantity, and material, and request delivery for a Daily, Weekly or On Call frequency.

How to Request Delivery Service

STEP 1- Access Request a Container

Delivery Form- To access the “Request a Container Delivery” page, click the “Services” tab, select a Location ID and select the “Container Delivery” / “Delivery

Request” link in the “Request Additional Services” section.

STEP 2- Contact Information- Enter

Contact Information for the person requesting the container delivery. This input will populate a Ticket created to document the request.

STEP 3- Service Details-Enter pertinent

information about your container service request, including:

Equipment Type- Select your

“Equipment Type”. This selection will

customize the options for “Equipment

Size”

Schedule Type*- Select “Scheduled” or “On-Call”

Frequency*- Select “Daily”, “Weekly”

or “Every Other Week”

* For Schedule Type & Frequency- Indicate

when and how often service should occur.

Select “Daily” for service every Monday through Friday, beginning on the Delivery Date

Select “Weekly” for once-per-week

service, on the day— Monday through Friday—that you select. Service will begin on the day that is selected, beginning on the Delivery Date

Select “Every Other Week” for once-per-week service, on the day— Monday through Friday—that you

select. Service will begin on the day that is selected, beginning on the Delivery Date, and skipping a week between service



STEP 4- Special Instructions - Enter any special instructions

about how the container will be used, the materials that will be

disposed, where you would like the container placed and

contact information for a person who will be on site at the time

of delivery.

Request Access to Additional Locations If you require access to a location not listed on your “Services” tab or when your “Search for a Location”, you can request access. Click the “Don’t see your location? Request access here” link (5).

On the “Request Location Access” pop-up, enter the location number(s) to which you require access and “Submit”.

Your PM will review the request and provide access.

You will receive confirmation by email when your PM approves or denies the request.



6. Billing Click on the “Billing” tab on the menu bar at the top of your screen to navigate to the “Billing” page where you can search for, download and dispute invoices, search for and view transactions, and dispute a Bill or Invoice.

When you select “Billing” from the menu bar, you are presented with options to search by invoice (“Invoice Search”) or by transaction (“Transaction Search”). The following sections describe each option.

Invoice Search

On the “Invoice Search” tab, you can search for an invoice using the Invoice #, Billing Inquiry Status, Date Range and Ticket Number.

7

1. Search- Enter your data into the search field(s) and click “Search” to display the invoices on the results

grid.

2. Do you have a General Billing Question? - Select the “Do you have a General Billing Question?” link to

navigate to the “Contact Us” page. Here you can submit a general Billing inquiry. An SBS Billing

representative will respond to your inquiry within 48 hours.

3. Export - Select the “Export” link to export the contents of the results grid into an Excel spreadsheet or

PDF.

4. Invoice # - Select a hyperlinked “Invoice #” to view transaction-level details for that invoice. On the

transaction-level page you can refine your search filters to see specific invoice charges.

5. View Ticket(s) - Select the “View Ticket(s)” link to open the “Ticket Details” popup window. Here you can

view the details of any Billing-related tickets you submitted in relation to the invoice in that row.

6. Question Mark - Select the question mark icon to open an “Initial Inquiry or Dispute” popup window. Here

you can submit an inquiry that will generate a Billing ticket. This ticket will be received by the WMSBS

Client Billing Issues team for further investigation by a Billing Representative.

7. Arrow Down Icon - The arrow down icon represents the download feature. Click on this icon to display a

list of all posted invoices you can download.

Transaction Search



On the “Transaction Search” tab, you can search for individual transactions using criteria including the Invoice #, Location ID, date range, city and state. Enter your data into one or more fields and click the “Search” button to display your results on the grid.

1. Advanced Search - Select “Advanced Search” to view additional search filters you can use to fine-tune

your search.

2. Location ID - Click on a hyperlinked Location ID to go to the corresponding location details page. Here you

can view location-specific invoice charges.

Location Details

The “Location Details” page provides billing details for a given location. In addition to service charges, you can view tax information (1) and access “Previous” and “Next” billing period date, if available (2).



How to Submit an Inquiry or Dispute an Invoice or Charge

STEP 1- Billing Inquiry or Dispute- From the “Invoice Search” page, click on the question mark icon to open a

“Billing Inquiry or Dispute” window. Enter your information and click “Submit” to generate a ticket that will be assigned to a Billing Specialist.

STEP 2- Billing Specialist Review- Once you submit the inquiry or dispute, and until a Billing Specialist looks

into the issue, the status on your inquiry will read “New” (2).

Open - As soon as the Billing Specialist opens the inquiry, a dialogue is established and the status changes to ‘Open’ (3).



Closed- When the Billing Specialist resolves the issue and closes the ticket the status updates to ‘Closed’ (5).



7. Tickets Click on the “Tickets” tab on the menu bar at the top of your screen to navigate to the “Tickets” page where you can view ticket details. This section of the Portal allows you to search for tickets and view information including the time and date an order was placed.

How to Search for Tickets

1. Ticket Search- You can search for a ticket by location, ticket number, location address, as well as date.

2. Ticket # - Select the “Ticket #” to view “Ticket Details” (3) for that request, including the purchase order

number and corresponding work order issued to the Supplier, and any notes entered with the original

request.



3. Ticket Status – Based on your access, you can view the status on your request in the Tickets grid. Select

the “Status” link to open the “Ticket Status” page. Here you can view the details of the Requested Service,

Current Service Level and the Relevant Historic Service Requests. You can add your comments to the ticket

by entering it in the Comments box and clicking Submit. All historic conversation on a ticket is displayed

above the Comments input box (2).

The following are the possible statuses on a ticket (1):

New - Once you request a ticket from the Services tab, its status reflects as “New”. Approved – If a ticket is approved by the Corporate-Approver View user, its status changes to

“Approved”. At this point, the ticket is available to Waste Management for processing. Denied - If a ticket is denied by the Corporate-Approver View user, its status changes to “Denied”.

Tickets that are denied will not be serviced by Waste Management. Pending to Location – In order to process the ticket, if any additional information is requested

from the location either by the Corporate-Approver or by Waste Management, the ticket shall be set to a status of “Pending to Location”.

Pending to Corporate – In order to process the ticket, if any additional information is requested from the Corporate-Approver either by the Location user or by Waste Management, the ticket shall be set to a status of “Pending to Corporate”.

Pending to WM – In order to process the ticket, if any additional information is requested from WM either by the Location user or by the Corporate-Approver, the ticket shall be set to a status of “Pending to WM”.

Processing – All approved tickets that are being worked by Waste Management are shown as “Processing”.

Service Follow Up - Once the service has been scheduled with the hauler and is awaiting confirmation that it has occurred, the ticket shall be set to a status of “Service Follow Up”.

Complete – Tickets that are processed and closed are termed as “Complete”.

You can see the details and the comments on a historic service request by clicking on its status from the

Relevant Historic Service Request grid (3).



8. Orders Click on the “Orders” tab on the menu bar at the top of your screen to navigate to the “Orders” page where

you can search for a purchase order.

How to Search for a

Purchase Order

1. Search for an Order-

You can search for

purchase orders by

location, purchase

order number, location

address, as well as

date.

2. Ticket #- Select the

“Ticket #” to view

“Ticket Detail” (3) for

that request, including

the purchase order

number and

corresponding work order issued to

the Supplier, and any notes entered

with the original request.

Bob Peters

Sue Jones



9. Reporting Corporate Administrators and Managers can click on the “Reporting” tab on the menu bar at the top of their

screen to navigate to the “Client Reports” page where they can access global account data.

Summary of Reports

The following categories of reports are available:

1. Book of Business- The

“Book of Business” reports

provide a snapshot of all

services at all active

locations on your program.

2. Billing- The “Billing”

reports provide invoice and

spend-related analysis and

details that can be filtered

by month.

3. Client Reports- The “Client

Reports” provide analysis

on tickets, tonnage trends

and diversion rates, cost

savings from baseline and

tonnage, and billing by location.

How to Access Reports

Clicking on a hyperlinked report name will open a report in a new browser window.

For most reports, you will be required to enter a date range.

On the “Summary” reports, select the green hyperlinks to drill down into the details behind those numbers. The detail report may be exported into Excel, PDF or other file formats.



Select the “Detail” report for a complete location listing. The “Detail” report also offers filters to refine your results.



10. Documents Corporate Administrators and Managers can click on the “Documents” tab on the top menu bar to access

the “Documents” page where they can upload artifacts such as Customer Playbooks and references.

How to View, Delete & Add Documents

1. View- To view a

document click on the

name of a document you

would like to open, and

select how you would

like to access the file—

whether you would like

to view it in “read only”

mode or download a

copy.

2. Delete- If you would like to delete a document, click on the “x” under “Action”. You will be asked to

confirm your request to delete.

3. Add a Document- To add a document click on the “Add a Document” button. This will open the “Upload a

file” window where you can name, describe, categorize and browse for the desired file. Select “Upload

File” to complete the upload. The document will be visible on the “Documents” grid.



11. Administration Corporate Administrators and Managers can click on the “Administration” tab on the top menu bar to

navigate to the “Administration” page where they can add and manage existing users.

How to Create a New User

STEP 1 – Create User- Click the “Create

User” button to open the “Create a User”

window.

STEP 2 – Enter User Information-

First & Last Name

User Name- The User Name must be in the form of an email address

Password- Passwords must be between 7 and 15 characters in length and contain 3 of the following:

A lower case letter

An upper case letter

A numeric character

A special character (such as %, *,

@)

STEP 3 – Select User Roles- Select the role

for the new user. Refer to chart on the next page for detail about what authorizations and abilities each user has. Reach out to your PM for assistance if needed.



Table of User Roles

Roles

Functions/Abilities

Corporate

Administrator

Manager

Location

Manager

Location

Personnel

Property

Manager

General

Contract

ors

Limited

Store

Users

Location

View Only

Location/

Manager -

Approval

Required

View

Corporate

- Approver

View

Service Requests

Standard Services x x x x x x x x x

Temporary Services x x x x x x x x x x

Permanent Services x x x x x x x x x

Report an Issue x x x x x x x x x

Bulk Pickup x x x x x x x

Service Change x x x x x x x

Repairs x x x x x x

Bale Wire x x x x x x

Container Cleaning x x x x Container Delivery x x x x

Reporting

View Reports x x x x x

Administration

Update Profile x x x

Set up Users x x

Add Locations x x

Documents

Access Documents x x x x

Tickets

View Tickets x x x x x x x x x x

Orders

View Past Orders x x x x x x Submit General Questions x x x x x x x x x

View Billing Information x x x

*Additional function-based user roles include: “Same-day Service Requester”, Container Delivery

Requester” and “Add Location” user.

STEP 4 – Select Location Access – Select

the locations to which the user will have access. Note: Once the User Regions are assigned, close out of the window by clicking the “x”.

How to Edit an Existing

User

Click on a Username to open a page where you can edit that user’s information. Enter the desired changes and click the appropriate “Update” button.



Mobile Access Column If you are a Corporate Administrator, you can navigate to the “Administration” tab. The “Mobile Access” column indicates whether a user has Mobile App access (“Yes”) or does not have access (“No”).

How to Provide Mobile App Access

If you are a Corporate Administrator, you can, navigate to the “User Details” page on the “Administration” tab.

Under “Mobile Roles” you can assign a user access to the Mobile App as a:

Location Manager- with access to 1 locations

Regional Manager- with access to multiple locations



12. Pressure Gauges Pressure gauges on compactors may come with colored and/or numeric indicators that notify users when to call

WMSBS to request a pickup (empty and return or empty and do not return).

How to Read your Pressure Gauge

Green- The green color indicates the unit is filling, and that

pressure is between 0 and 750 PSI (pounds per square inch).

Yellow- The yellow color indicates the unit is almost full, and

that pressure is between 750 and 1400 PSI.

Red- The red color indicates the unit is full, and that pressure is

between 1400 and1900 PSI.

When your compactor pressure gauge reaches the Red Zone—or a pressure reading around 1800 PSI—it is

recommended that you call for a pickup.

Date post:	24-Apr-2020
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