# SIM Management Portal – User Guide

# 1. Introduction

### 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. Getting Started

### 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/](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](https://iot.finmon.co.za)
- The login page will be displayed.

![Login page screenshot](SIM_Management_Portal_User_Guide_images/02-login-page.png)
*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](mailto: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:

![Dashboard overview](SIM_Management_Portal_User_Guide_images/03-dashboard-overview.png)
*Main dashboard*

---

# 3. SIM Inventory Management

### 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 list](SIM_Management_Portal_User_Guide_images/04-sim-inventory-navigation.png)
*SIM inventory navigation*

![SIM inventory table columns](SIM_Management_Portal_User_Guide_images/05-sim-inventory-table-columns.png)
*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](SIM_Management_Portal_User_Guide_images/06-search-and-filter.png)
*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](SIM_Management_Portal_User_Guide_images/07-add-sim-button.png)
*Add SIM button*

![Add SIM form](SIM_Management_Portal_User_Guide_images/08-add-sim-form.png)
*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 menu](SIM_Management_Portal_User_Guide_images/09-actions-menu.png)
*Actions dropdown*

![Bulk import wizard](SIM_Management_Portal_User_Guide_images/10-bulk-import-wizard.png)
*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.

![Edit SIM](SIM_Management_Portal_User_Guide_images/11-edit-sim.png)
*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.

![Change SIM status](SIM_Management_Portal_User_Guide_images/12-change-sim-status.png)
*SIM status actions*

---

# 4. Data Plan Management

### 4.1 Viewing Available Plans

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

![Packages menu](SIM_Management_Portal_User_Guide_images/13-packages-menu.png)
*Packages menu*

![Available plans](SIM_Management_Portal_User_Guide_images/14-available-plans.png)
*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 plan](SIM_Management_Portal_User_Guide_images/15-assigning-a-plan.png)
*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. Usage Monitoring & Reporting

### 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).

![Usage columns](SIM_Management_Portal_User_Guide_images/16-usage-columns.png)
*Data usage columns*

![Usage detail](SIM_Management_Portal_User_Guide_images/17-usage-detail.png)
*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.

![Usage reports](SIM_Management_Portal_User_Guide_images/18-usage-reports.png)
*Analytics overview*

![Usage analytics](SIM_Management_Portal_User_Guide_images/19-usage-analytics.png)
*Full analytics dashboard*

---

# 6. Location Management

### 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 page](SIM_Management_Portal_User_Guide_images/20-locations-page.png)
*Locations management page*

![Add location](SIM_Management_Portal_User_Guide_images/21-add-location-form.png)
*Add location form*

---

# 7. Device Type Management

### Device Type Management

- 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.

> **Important note:** Some system device types are set to specific billing packages at a system level and cannot be updated.

![Device types page](SIM_Management_Portal_User_Guide_images/22-device-types-page.png)
*Device types list*

![Add device type](SIM_Management_Portal_User_Guide_images/23-add-device-type-form.png)
*Add device type form*

---

# 8. User & Role Management

### 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:

| Role | Access Level |
|---|---|
| **Administrator** | Full access to all portal features including user management and billing. |
| **User** | Standard access to view and manage SIMs assigned to their account. |

> User profiles are managed via the **Finmon Portal** at [portal.finmon.co.za](https://portal.finmon.co.za/).

---

# 9. Support & Contact Information

### Support & Contact Information

If you require assistance beyond what is covered in this guide, please contact us:

| Channel | Details |
|---|---|
| **Email Support** | [support@finmon.co.za](mailto:support@finmon.co.za) |
| **Finmon Portal** | [https://portal.finmon.co.za/](https://portal.finmon.co.za/) |
| **SIM Management Portal** | [https://iot.finmon.co.za](https://iot.finmon.co.za) |

---