Group Retail Portal Training. Status: May 2018 Department: VGSG KSU 0.2

Transcription

1 Group Retail Portal Training 1

2 Agenda I Introduction II Training Documents User III Training Documents Administrator 2

3 Introduction What is Group Retail Portal? Group Retail Portal is a web-based application and the new integration platform for wholesale and retail applications in all markets. It increases efficiency through all sales and after sales business processes and will replace Dealer Portal. Group Retail Portal provides a modern and user-friendly portal frontend. Users in dealerships will get secure access to all integrated applications. Being an integration platform, Group Retail Portal allows the integration of external applications and offers easy integration of local web-applications through standard APIs. A key feature is the Single-Sign-On/Off module, that includes a user selfadministration. The new Roles and Rights administration concept based on business roles is in line with Volkswagen Group IT-Security guidelines. Group Retail Portal supports an optional Dealer Information Database (DID) component with automated KVPS interface (contract number) to propagate updates. 3

4 Introduction User registration importer (graphic 1) 4

5 Introduction User registration dealer MD and local admin (graphic 2) 5

6 Introduction User registration in general (graphic 3) 6

7 Introduction Understand training materials Colored boxes explain you the meaning of a certain button or what to insert into the respective field 1 Small numbers show you in which order you are supposed to perform different steps. They can appear in a textbox or only to show you whereto click first. Framed boxes show you where to focus on, when reading a text like mentioned above. Brackets outline the part of a text within the Group Retail Portal, which you need to take into consideration while performing a certain task or action. Titel Text boxes explain the functionality of certain pages. They give additional explanations about what to do and how to navigate the page. Overall they will help you to better understand the guidelines 7

8 Introduction Structure of Training Materials 1. Registration 1. Self registration 2. Login 2.1 Login Page 2.2 Login via 2.3 Login via PKI-Card 2.4 Login via RSA-Token 2.5 Wrong Password 4. My Profile 1. My Account 2. My Organization 3. Request Context 4. Change Password 5. Change Language 5. Administration 1. User Management User Table View User Matrix View Add User User Requests 2. Role Management 2. Edit Roles 3. Create a new Role 2.6 Request Context 3. Application Management 3. Start Page 3.1 Overview 4.Organization Management Assign Managing Director Table View Create Organization 8

9 Agenda I II Introduction Training Documents User Registration Login Start Page My Profile III Training Documents Administrator 14

10 K-SIOC Competence in Integration Login Login Page Password / Certificate / Secure ID The Group Retail Portal provides three opportunities to log in: Login via Global User ID / -address and password (Slide 16) Login via Certificate (Slide 17) Login via Secure ID (Slide 18) 15

11 Login Login with Address / Global User ID and Password Choose Password to log in with your User ID or -address and your password. Type in your Global User ID or address. Click here to log in. 16

12 Login With PKI-Card 1 2 Choose Certificate to log in with PKI-Card. Enter your PKI-Card in the slot provided an click on Certificate Login. Certificate If you own a PKI-Card, you can also use the Certificate Login. Please note that you have to be registered with the same address in the Group Retail Portal and on the PKI-Card. 17

13 Login With RSA-Token 1 Choose Secure ID to log in with RSA-Token. 2 Type in your Global User ID, the related PIN und the current Token. 3 Click Secured Login to log in. 18

14 K-SIOC Competence in Integration Login Accept data privacy Confirm Term of use At the first login you have to confirm the declaration of data protection, otherwise you can not use Group Retail Portal. 1 Click here (I agree) to confirm the declaration of data protection 21

15 K-SIOC Competence in Integration Login Request context (1/4) 1 Click Request context. Context Request 1. After the initial registration, you need to request a working context (a context is the organization you work for). 2. Click on the link Request Context to request a working context from your administrator. 22

16 Login Request context (2/4) 2 Choose market and insert the KVPS partner and brand key to search for the importer or dealership you are working for. If you want to request the context of an organization not listed in KVPS please enter your organization's DUNS key. 3 Click Search. KVPS and DUNS Information 1. A context is uniquely identified by its KVPS contract number. For more details about DUNS number, see slide 72 please. 2. Context examples (format/ length): Wholesale : <countrycode>+<bid>+<brandkey> FRAxxxV Dealer : <countrycode>+<bid>+<brandkey> FRAxxxxxV 23

17 Login Request context (3/4) 4 Validate here whether you are requesting the correct context. 5 Click here to request the context. 24

18 Login Request context (4/4) 6 Please log out after you requested all relevant contexts. The context request will remain pending until your administrator approves. Context Request: Process After your administrator approved your request, please log out and login to see the changes. Note: Administrators receive a notification that a user requested a working context. The administrator needs to process the request 25