1. Requirements. 2. Getting started 2.1. Setting up a web account Logging in

Transcription

1 Toll Collect Service Partner Portal GUIDE Contents 1. Requirements 2. Getting started 2.1. Setting up a web account Logging in 3. Using the service partner portal 3.1. Overview (home page) 3.2. Searching vehicle data 3.3. Online tickets 3.4. Online documents (invoicing documents and performance indicators) 3.5. Online training Sub-accounts Setting up a sub-account Editing a sub-account Deleting a sub-account 1

2 1. Requirements Your company is a service partner of Toll Collect GmbH. You need a web account. To activate your account you will need activation codes which you will receive from us in two separate letters. 2. Getting started 2.1. Setting up a web account ❶ ❷ (Continued on next page ) 2

3 Enter your address here. All s from the service partner portal will be sent to this address. ❸ ❹ ❺ An will now be sent to the address you entered. ❻ Follow the link in the . Now enter the two activation codes you received in two separate letters from Toll Collect. ❼ ❽ ❾ (Continued on next page ) 3

4 ❿ a b c d e ⓫ a Login name: Freely selectable login name; login names that have already been used may not be reused. The login name must be at least 6 characters long and may contain lower case letters and numbers. b Password: Freely selectable password; it must have at least 8 characters and consist of 3 of the 4 types of characters (upper case, lower case, numbers, special characters). c Repeat password: Re-enter the selected password d Language: Select the language in which the service partner portal should appear. e Enter security code: The code displayed must be entered. (Continued on next page ) 4

5 ⓬ Your web account is now set up and you can log in with your selected access data (login name and password). ⓭ A confirmation will be sent to your saved address. The will contain your selected login name Logging in ❶ (Continued on next page ) 5

6 ❷ ❸ ❹ You are now taken directly to the service partner portal, recognisable by a blue bar at the top of the browser window. a b c a Service partner number b Login name c Service partner portal <> Alternate between the public and personal area of the website. 6

7 3. Using the service partner portal 3.1. Overview (home page) The most important functions and content are: b c d a f e a Vehicle data search b Online training c Portal account data overview and management d Overview of your invoicing documents and performance indicators e Online ticket creation f Web shop link 7

8 3.2. Searching vehicle data This function enables you to search for the data for a customer vehicle, e.g. the user ID and analysis code. Under Further details you will find additional information about the vehicle such as the vehicle identification number (VIN), the registration date in the Toll Collect system, and other toll-related details Online tickets From 28 November 2016 requests and fault messages will be recorded exclusively online. You can access online ticket creation in the Service menu (a) or using the direct access link on every screen (b). Simply click on one of the links and follow the instructions. a b 8

9 3.4. Online documents (invoicing documents and performance indicators) Under Online documents, you will find all invoicing documents issued for your company by Toll Collect (credit advices, invoices, pre-notifications, remittance advices). The service partner performance indicators can also be downloaded under Online documents. You will find the online documents under Service. All online documents can be viewed by the master account owner. For sub-accounts, the view may be restricted (see section 3.6 Sub-accounts ) Online training The online training function enables technicians already certified by Toll Collect to take part in refresher training courses. You will find the online training under Training by selecting My training. The permissions for online training are assigned individually for each sub-account (see section 3.6). 9

10 3.6. Sub-accounts Only one web account (see section 2) can be set up per service partner. This is the master account. If you would like to grant additional employees access to the service partner portal, you can create up to 25 sub-accounts. Furthermore, you can select which permissions are to be granted to the sub-accounts Setting up a sub-account Creating a sub-account and managing permissions ❶ (Continued on next page ) 10

11 ❷ a ❸ ❹ a Sub-account name: : Freely selectable name to differentiate the sub-accounts from each other. The name may consist only of lower case letters and numbers (no upper case letters, no spaces). (This is not the login name for the sub-account; this is assigned later on by the sub-account owner himself.) (Continued on next page ) 11

12 ❺ a b Granting permissions for the sub-account: a Select the content the sub-account is permitted to see. b Select whether the sub-account owner can take part in e-learning training. The prerequisite for this permission is that the relevant employee has been registered as a Toll Collect trained (certified) technician. This certification is obtained by attending initial training at a Toll Collect training centre. 12

13 ❻ Your sub-account has now been successfully applied for. The sub-account must be activated within 4 weeks by the sub-account owner themselves. ❼ The sub-account owner will receive an to activate the sub-account. (Continued on next page ) 13

14 ❽ After clicking on the link in the , the sub-account owner selects individual access data. Doing this completes activation of the sub-account. a b c d e ❾ a Login name: Freely selectable login name; login names that have already been used may not be reused. The login name must be at least 6 characters long and may contain lower case letters and numbers. b Password: Freely selectable password; it must have at least 8 characters and consist of 3 of the 4 types of characters (upper case, lower case, numbers, special characters) c Repeat password: Re-enter the selected password. d Language: Select the language in which the service partner portal should appear. e Enter security code: The code displayed must be entered. 14

15 Editing a sub-account You can change the permissions for a sub-account: ❶ (Continued on next page ) 15

16 ❷ a ❸ a Granting permissions for the sub-account: You can change the permissions. 16

17 Deleting a sub-account As the owner of a master account, you can delete individual sub-accounts. This option is not available to owners of a sub-account. ❶ ❷ The sub-account owner will be automatically informed of the account deletion by . 17