1.1 Purpose of This Guide

This guide provides step-by-step instructions for using the Finmon Asset Management Portal. It is intended for existing and new Finmon clients.

1.2 System Overview

The SIM Management Portal allows users to manage SIM card inventory, monitor data usage, assign SIMs to accounts or devices, and control network data usage — all from a single web-based interface.

1.3 Key Features

• SIM inventory management and bulk provisioning
• Real-time usage monitoring and reporting
• Network data plan assignment
• Usage and threshold visibility
• Audit log and activity history

1.4 Intended Audience

This guide is intended to assist administrators and users to manage their business SIM estate in an easy-to-use web application.

2.1 System Requirements

Before accessing the portal, ensure you have a Finmon portal profile (the same profile used at https://portal.finmon.co.za/).

2.2 Accessing the Portal

To access the SIM Management Portal:

• Open a supported web browser.
• Navigate to: https://iot.finmon.co.za
• The login page will be displayed.

Login screen

2.3 Logging In

• Enter your Username in the Username field.
• Enter your Password in the Password field.
• Click the CONTINUE button.

2.4 Resetting Your Password

If you are having trouble logging in to the portal, please contact Finmon at support@finmon.co.za.

2.5 Dashboard Overview

After logging in, you will land on the Dashboard. The main areas of the interface are shown below:

Main dashboard

3.1 Viewing the SIM Inventory

The SIM Inventory displays all SIM cards associated with your account. To access it:

• Click SIMs in the navigation menu.
• The SIM inventory list will be displayed.

SIM inventory navigation

Inventory table columns

3.2 Searching and Filtering SIMs

Use the search bar and filter options to find specific SIMs:

• Type a SIM/ICCID in the Search field.

Search and filter bar

3.3 Adding a Single SIM

• Click the Add SIM button.
• Complete the required fields in the form.
• Click OK to confirm.
• The new SIM will appear in the inventory list.

Add SIM button

Add SIM form fields

3.4 Bulk Importing SIMs

To add multiple SIMs at once using a CSV file:

• Click Actions > Import SIMs CSV.
• Drag & Drop your CSV file, or Browse to upload it in the Bulk Import wizard.
• The file must include the correct headers for import.
• Click Next.
• Review for errors — you can download invalid rows to a new CSV and edit accordingly. Then click Finish.
• You can exit the bulk import wizard at any time by clicking outside the import window.

Actions dropdown

Bulk import wizard

3.5 Editing SIM Details

• Locate the SIM in the inventory list.
• Click the tickbox to select the SIM.
• Click Actions to see the available update options (update status or device type, etc.).
• Click CONFIRM to save changes.

Selecting a SIM and using Actions

3.6 Changing SIM Status

You can activate, deactivate, suspend, or terminate individual SIMs:

• Select the SIM(s) using the checkbox in the inventory list.
• Click the Actions dropdown.
• Select the desired action (e.g. Activate, Suspend, Cancel).
• Confirm the action in the confirmation dialog.

SIM status actions

4.1 Viewing Available Plans

To view the current available data packages, click the Packages menu.

Packages menu

Available data plans list

4.2 Assigning a Plan to a SIM

• Open the main SIM window.
• Select a SIM and click Actions > Change Status, then select the desired plan from the dropdown.
• Click CONFIRM.

Assigning a data plan to a SIM

4.3 Bulk Changes (Package or Device Type)

Open the main SIM window and use the checkbox next to the SIMs required to multi-select. You can then use the Actions button to change values for all selected SIMs.

5.1 Viewing Usage for a SIM

To view data usage for an individual SIM, locate the SIM in the SIMs view and view the Data Usage (Mb) column or Data Usage (%) column. This is the current month's data usage value (48 hrs in arrears).

Data usage columns

Usage detail view

5.2 Usage Reports Coming Soon

The reporting module lets you generate usage summaries across accounts, groups, or the full SIM estate:

• Click the Reports menu item in the navigation.
• Currently the Analytics Overview is available — a dashboard of usage.
• Select the report type (e.g. Monthly Usage Summary, Top Consumers).
• Review the report as needed.
• Download the report as CSV using the Export button.

Analytics overview

Full analytics dashboard

6.1 Viewing and Adding Locations

• Open the Locations page from the main window — this displays any current Locations in the system.
• To add a new Location, click the Add Location button.
• Enter the required details and click OK.

Locations management page

Add location form

• Open the Device Types page from the main window.
• To add a new device type, click Add Device Type.
• Enter the Name details and select the system device type from the list. Select the billing package that will link to this device type.

Device types list

Add device type form

8.1 User Roles Overview

The portal uses role-based access control (RBAC). Currently, user profiles are managed in the Finmon portal. The default roles are: