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Hopewiser Web Services

Managing Your Account

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Account Configuration

On initial registration, your web service account will comprise a single user (based on the registration credentials) and a test plan providing 10 free clicks against the UK Postal Address File.

Your Account page

User

Each user within an account has access to the Hopewiser web services. A user could represent individual employees or could be assigned per software application, department, etc. Multiple concurrent requests can be performed by a single user and you can create as many users as you like.

Users may be configured with a default Master Address File (MAF) reference. This identifies the plan to be used when performing address capture/verification requests that do not contain a MAF reference. If the user requires access to a plan other than their default, then the appropriate MAF reference must be supplied within the request.

A default reference cannot be configured for the Bankcoder service. The appropriate Bankcoder reference must be supplied within each account verification request.

Two user administration levels are available; Service User and Company Admin.

  • Service Users have access to perform address capture and bank account verification requests. They do not have permission to access Your Account, but will receive warning emails when a plan is about to expire (if configured with an email address).
  • Company Admin users have access to perform address capture and bank account verification requests, plus full access to Your Account. They can create new users, purchase plans and view on-line usage statistics. They will receive both warning and monthly usage emails (if configured with an email address).

Purchasing Plans

Plans may be purchased either on-line, via the Shop (within Your Account) or by contacting Hopewiser.

On entry to the on-line shop you will be presented with a list of available datasets. Please choose the dataset that you wish to use for your address capture/verification or bank account verification needs.

Depending on the chosen dataset one or more cost plans will be shown. Each plan relates to a licence agreement with the data provider. For the required plan (or plans), please select the desired click quantity, then click Add to Basket.

Your basket will show all requested plans along with the cost (excluding VAT). If you require another plan then select Continue Shopping to repeat the above steps. To proceed with the purchase select Check Out. This will provide invoicing details and guide you through the payment, via WorldPay.

Details of all purchased plans can be viewed via the View Purchase History button from Your Account. Please note that on-line invoice information is only available for purchases made through the on-line shop.

Usage

Detailed usage statistics are collated per plan and user. These can be viewed via the View Usage button from Your Account.

On initial entry an overview of your total monthly usage will be displayed. The Plan Usage tab shows the monthly usage per plan and the User Usage tab shows the monthly usage for each service per user.

The Change Displayed Information form at the bottom of the page allows you to:

  • Adjust the level of information to be displayed, either Overview or Detailed
  • Switch between monthly and daily click counts
  • Specify your required date range - please note that daily usage information is only available for the past 12 months

The detailed information level will present a breakdown of clicks per username and plan reference on the Plan Usage tab and a breakdown of clicks per service, plan and plan reference on the User Usage tab.

In addition to the on-line statistics, a usage statement will be emailed to all Company Administrators on the 1st of each month.

Warning Emails

Warning emails are sent to each user when the final purchase for a specific plan crosses one of the following thresholds.

  • 90% usage of the click limit
  • 95% usage of the click limit
  • 14 days remaining to the expiry date
  • 7 days remaining to the expiry date

Cost Centres

Account Hierarchy

The default account configuration is to allow each user access to all purchased plans. If you need to restrict plan access to a particular group of users so that you can account for that group separately, then your account can be divided into cost centres.

Cost centres create an association between users and the plans that those users can access. A user in one cost centre cannot access a plan within another cost centre. They can be used to represent parts of your organisation allowing costs to be partition across those areas. You can create as many cost centres as you like.

Dividing your account into cost centres introduces a third user administration level: Cost Centre Admin.

  • Cost Centre Admin users have access to perform address capture and bank account verification requests, plus limited access to Your Account. They can create new users, purchase plans and view on-line usage statistics, but only within their own cost centre. They will receive both warning and monthly usage emails for their cost centre (if configured with an email address).
  Service User Cost Centre Admin Company Admin
Perform address capture and bank account verification
Receive warning emails
Purchase plans
(within own cost centre)

(within all cost centres)
Monitor usage & receive monthly usage emails
(within own cost centre)

(within all cost centres)
Create and manage users
(within own cost centre)

(within all cost centres)
Create and manage cost centres

Please note that once you start using cost centres you cannot revert back to the default configuration.

To use cost centres select Edit Account Details from Your Account, then select the Cost Centres tab and click the Use Cost Centres button. This will prompt you to enter the name for the first cost centre, which will contain all your current users and plans. You can then choose to rename and create addition cost centres to meet your needs.

When your account has been configured with Cost Centres you will be required to specify the appropriate Cost Centre when creating new users or purchasing plans.

Users can be moved between cost centres via the Edit User page.

Purchased plans cannot be moved between Cost Centres.



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