Articles
How to Add Company User to SedonaWeb 2.0
This document will show the steps on how to add a company user into SedonaWeb 2.0 version.
Overview
This process is done in two steps. The first step is done in SedonaOffice and the second is finished in SedonaWeb AP...
How to Pay Invoices in SedonaWeb 2.0
Customers have an option to either pay a single invoice or pay all open invoices when using SedonaWeb 2.0. This article will go over how to do each transaction.
Overview
After a customer logs into their online account...
Linking Multiple Accounts to one SedonaWeb Login
Once a SedonaWeb 2.0 login is created, the user can go under Settings and select Link New Customer Account .
The Link New Customer screen is nearly identical to the screen to create a new account.
You will need th...
Using Postman to Test POST for Documents using SedonaAPI
Description of Issue:
We need to test to be sure we can upload documents using the SedonaWeb 2.0 API.
Resolution:
Using the SedonaAPI you can upload various types of documents to the Sedo...
SedonaWeb 2.0 Registration Emails are Not Being Sent/Received
When a customer tries to register on a Sedona Web 2.0 site, they are required to complete the Two Factor Authentication 2FA process. If the system can’t send them an email, it will cause an error message to appear in the log. It may even m...
How to Manage SedonaWeb 2.0 Preferences
SedonaWeb 2.0 API allows a customer to control how the API controls their environment according to the customer Preferences.
Step 1.) Login to your API site
Step 2.) Click on Preferences. Below are a list of options the customer has the op...
How to Remove a Users SedonaWeb 2.0 Access
Step#1 Open Customers Sedona Web 2.0 API link and login.
Step#2 Click on Users
Step#3 Click on Customer users
Step#4 The fastest way to find user is to click on email, this will put users emails in alphabetical or...
Fix Error: Value cannot be null Registering Account in SedonaWeb 2.0
Issue:
When a customer tries to register a new account in SedonaWeb 2.0 they receive an error.
Reviewing the Logs, there is an error for the System.ArgumentNullException: Value cannot be null.
Resolution:
Thi...
How to update Sedona Web 2.0 landing page background
When a customer needs to update the background on their Sedona Web 2.0 background, the customer will be able to update. Below are the steps How to update Sedona Web 2.0 background Go to Sedona Web API link and login Go to the Preferences tab t...
Cannot Add Payment Methods in SedonaWeb2.0
Issue:
Customers are not able to add payment methods in the SedonaWeb2.0 Customer Portal. An error stating the PaymentMethodCode or PaymentMethodId must be provided is received when trying to save the record.
Resolution:
Th...
How To View Sub-Accounts in Customer Portals
Issue:
Customers with Master Accounts are unable to see their invoices in their portal. How do they view the invoices if the invoices are not directly associated with the Master Account?
Resolution:
For customers with Master Ac...
Create New SedonaWeb Company
Issue: We need to create a new Company in SedonaOffice. How can this be done? Resolution: You can create a new company using the SedonaWeb HostAdmin login. Once logged in, click on Companies. Click on the Add Company button. ...
SedonaWeb 2.0 Migration FAQ (Internal Notes)
INTERNAL NOTE:
Enterprise Customers are responsible for managing their SSL certificates. Breaking changes require a new deployment.
Deployment Platform (Octopus) - highly rigid - new deployments are required for URL changes.
Customiz...
How To Disable a Customer’s Access to SedonaWeb 2.0 Payment Portal
A user with access to the API would need to login to SedonaWeb 2.0
Then go to Users
Then select Customer Users
Then find the user in the list and select either the option to Edit
Or Delete
If you ...
SW 1.0 to 2.0 Mass Reset Options
Customers will likely be motivated to move away from SedonaWeb Legacy 1.0 sooner rather than later due to the PCI compliance changes and the potential fees or fines that Payment Processors such as Forte will need to report from using older technolog...
Script Finds Users in WS Account Table that do not Exist in AspNetUsers
Overall Goal
This script identifies and resolves email collisions or misalignments between:
WS_Account — the SedonaWeb Legacy 1.0 account table
AspNetUsers — the newer ASP.NET Identity table used for SedonaWeb 2.0 logins ...
SedonaWeb 2.0 ExecuteSPAddWSAccountAsync Error During Account Registration
After a deployment or upgrade if a customer receives the error during registration. The customer facing error will be generic
You will need to login to the HostAdmin or Admin account to review the Logs and you will see more details aroun...
GetWSAccountQueryable / CS_Customer_System_Call_List / Cant Open Preferences on SW 2.0
00145708 / 00135775 GetWSAccountQueryable / CS_Customer_System_Call_List / Cant Open Preferences or Users on SW 2.0 Occasionally, you may encounter issues accessing a customer's Preferences or User table. This often occurs because despite succ...
Identifying Web User Contacts that will have issues registering/logging in SW 2.0
00136106 Identifying Web User Contacts that will have issues registering/logging in SW 2.0 Occasionally, customers who upgrade to SedonaWeb 2.0 from 1.0 or even newly adopt it may encounter issues if a customer's email is listed on multi...
SedonaWeb 2.0 on Mobile - Enhancement Request
00147757, 149260, 150105 Currently, the SedonaWeb 2.0 site is functional on mobile but not mobile browser-friendly. Users would need to use the View as Desktop option to ensure options are displayed appropriately. You can use the template belo...
Can't see invoices in SedonaWeb
A standard reply for customers reporting that a SedonaWeb user can't see invoices/payment methods in SedonaWeb 2.0: I have your case here about the customers who cannot see bills the way they expect to in SedonaWeb. This is most likely because th...
Can't Login to SedonaWeb 2.0
End Customer is Unable to Login to SedonaWeb 2.0 It is easy to fix a user who cannot login to SedonaWeb 2.0 once you know why they can’t login. But since users are typically not technical they often aren’t able to provide the error message, or ex...