SuisseID Shop Portal User Guide. August 2014

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Dale Lewis
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1 SuisseID Shop Portal User Guide August 2014

2 1. Introduction Order / creating account Product selection Shopping cart Registration (creating account) Conclusion of the purchasing process Login My orders My products Filters Status Functions within the table Activating SuisseID Forwarding SuisseID Functions outside the table Displaying status legend Updating the status Exporting the entire list My report Creating report Editing report Deleting report My profile My address data Delivery address Invoice address Appendix A Extending SuisseID Extension directly by the user Extension of several SuisseIDs with central billing Appendix B Ordering replacement SuisseID Order of a replacement SuisseID directly by the user Purchase of several replacement SuisseID licences via shop portal Appendix C Blocking SuisseID (revoking) With TIN / PUK sheet Without TIN / PUK sheet Appendix D Important links Appendix E communication Contact partners

1. Introduction The SuisseID shop portal is available for all SuisseID customers. You can manage your SuisseIDs via the SuisseID shop portal at http://postsuisseid.ch/en.

products quickly using the search function and sort option 2. Order / creating account 2.1 Product selection Go to http://postsuisseid.

3 1. Introduction The SuisseID shop portal is available for all SuisseID customers. You can manage your SuisseIDs via the SuisseID shop portal at This means: viewing all orders and expiring SuisseIDs, sending licences and creating applications, changing your profile and your delivery and invoice data, creating automatic reports, finding your products quickly using the search function and sort option 2. Order / creating account 2.1 Product selection Go to and select the desired product, put this in the shopping cart and click on Next. Now follow the instructions until your product can be seen in the shopping cart. 2.2 Shopping cart The product you ordered can be seen in the shopping cart (Fig. 1). You now have the following options available. To order several units of the same product or to delete an item, correct the quantity and confirm this with Update. To order additional products, click on Continue Shopping. If you have a coupon code, enter this in the Fig. 1 corresponding field and click on Submit. Please note: Make sure you enter this correctly! As a rule, coupons are for single use and expire when you click on Submit. If all products can now be seen correctly in the shopping cart, click on Checkout. 2.3 Registration (creating account) Having your own account in the webshop is optional but is highly recommended especially for corporate clients and for orders of several SuisseIDs (Fig. 2). In the section Profile select the option Registration, fill in all form fields and click on Next the account is now created. You can then continue the order and follow the instructions. Fig Conclusion of the purchasing process After every successful order you receive an order confirmation by e- mail. The activation links for the SuisseID purchase are sent/stored as follows: Order without registration: You receive the activation links for the purchase of SuisseID by 3

4 Order with registration The activation links for the purchase of SuisseID can be seen in your account under My products (see chapter 5.) 3. Login After your registration you can log in via the website You will find the login on the website in the top right (Fig. 3). The login can be done via username/password or via a SuisseID. Login using several SuisseIDs for a single account is not currently supported. 4. My orders Fig. 3 Via the menu item My orders you can see at any time which orders you made at what point in time. In the overview you will find the details for your orders (Fig. 4). The list can be sorted by clicking on the column titles. Fig. 4 By clicking on the corresponding order number (ID) you are given the details of the respective order. 5. My products All products you have ordered via your account can be seen. You see the products in the overview (Fig. 5) with all relevant data. With the integrated search function, the information you require is found even faster. You can look for first name/surname, address or SuisseID number. To do this, simply enter the corresponding search instruction in the search and press Enter. Hans Muster Hans Muster Fig Filters Above the table there are three predefined filters available which display the following products to you. All SuisseIDs Available Used To be extended Shows you a list of all products (incl. Mobile Service, extensions and replacement SuisseIDs) which you have ever purchased. Shows you a list of all SuisseIDs which you can still use. Shows you a list of all SuisseIDs which are currently already in use. Shows you a list of all SuisseIDs which need to be extended in the next 30 days. 4

5 5.2 Status Every product has its own particular status which can be seen in the table. In the following you will see the meaning of each status. Available SuisseID purchased. No application form has been filled in yet. Allocated The right to activation has been passed on to another person. Pending Activation of SuisseID started, data were entered by the applicant. Arrival and/or check of the application still open. Reserved Application has been successfully checked and processed. The verification by the applicant is still outstanding. Purchased SuisseID has been successfully issued and sent. Cancelled The licence code has been deleted. 5.3 Functions within the table You can initiate additional actions in the products such as forwarding a SuisseID for activation via or activating this yourself immediately Activating SuisseID By clicking on the icon in the column Activate you go directly to the application form. For the other steps required to apply for a SuisseID please see the information available there Forwarding SuisseID If the application form is going to be filled in by another person, you can forward this link with corresponding information by to any chosen person. Here you can either use the predefined template to send the or write one yourself. For this process click on the icon in the column Send. For the further steps please observe the following two sections. Please note: Remember that a licence can be used only once Forwarding SuisseID with a predefined template We provide you with a predefined template with which you can send the link to another person. Within this template you can enter your own short text. Proceed as follows here: 1. Enter the address of the recipient. 2. Choose your language (available in German, French, Italian and English). 3. If desired, enter your personal text in the predefined field. 4. Click on Send activation. Afterwards you will see the confirmation that the message has been successfully sent to the recipient. If you now move in the product overview (chapter 5.) over the corresponding icon in the column Send, you will see the information telling you when this message was sent to whom. The icon is now also marked as open Forwarding SuisseID with your own template If you want to store your own template, this option is also available. You can therefore create your own text with which people are informed about SuisseID. Proceed as follows here: 1. Choose your language (available in German, French, Italian and English). 2. At the end of the page click on New template. 3. Enter the subject (topic) for the message via 4. Your own template can now be seen, this can be modified or replaced at any time. If you want to write completely your own text, click in the text area and press Ctrl+A and delete the text. 5. Now you can enter the text according to your preferences. Here you need to note the following components which, in some cases, have to be used for the text. 5

6 Components: Component to be inserted Description Required / optional <link> Activation link Required <recipient_ > address of the recipient Optional <sender_name> Name of the sender Optional <sender_ > address of the sender Optional <product> Product name Optional 6. Now you can save your template. This will be available for you to use in the future and can also be changed again if necessary. 7. After saving, you are taken to the page for sending the link. Here you will see that your own template is also listed (Fig 6). 8. Enter the address of the recipient. 9. Click on Send activation. Fig Functions outside the table Underneath the overview of your products you will find other functions (Fig. 7) Fig Displaying status legend The legend which you can see in chapter 0. can also be displayed online by clicking on View the legend Updating the status If you are unsure whether the information on the status of your products is correct, click on Update the status of the activation codes. With this action all products are checked and the status, if changed, is updated Exporting the entire list The complete overview of your licences can be downloaded as a csv file via Export licences. This means you can continue processing information in your environment. In the exported csv file you will find the following information Key Key of your licence OrderID Order number SKU Technical product name Product Product name Status Status of SuisseID (see chapter 5.2) SuisseID SuisseID number User SuisseID user address of the user Validity Validity of SuisseID Link Link to apply for SuisseID Tracking Tracking of the licence 6

7 6. My report As described in chapter5.4.3, you can export the overview of your products. For a regular overview of your products you can generate an automatic report. The report is sent to the address of the owner in each case. See chapter 7 for how to change these details. 6.1 Creating report To create a new report, proceed as follows: 1. Click on New report 2. Select the interval for your report. 3. To test the report, you can click on Test report. Then you will receive the report sent by Now click on Save report. 6.2 Editing report If you want to change the report, click on Change report. You can now change the settings and confirm this with Save report. 6.3 Deleting report If you no longer want to have the report sent automatically, click on Change report and then on Delete report. 7. My profile Under the menu item My profile you can change your details for the account. Please note that the user name cannot be changed. 8. My address data Your invoice and delivery addresses can be managed under My address data. 8.1 Delivery address As standard the delivery address is the same as the invoice address. If you want to add another delivery address, click on Delivery addresses and select Add an address. Enter your details and click on Save. The address that has now been entered can now be selected for future orders. 8.2 Invoice address To change the invoice address, click on Invoice address. Change your details and click on Save. It is not possible to indicate additional invoice addresses. 7

9. Appendix A Extending SuisseID SuisseID can basically be extended in two different ways. 1. Directly by the user (see chapter 9.1) 2. Via SuisseID shop portal (see chapter 9.2) 9.

8 9. Appendix A Extending SuisseID SuisseID can basically be extended in two different ways. 1. Directly by the user (see chapter 9.1) 2. Via SuisseID shop portal (see chapter 9.2) 9.1 Extension directly by the user 30 and 10 days before their SuisseID expires, the users receive an automatically generated reminder mail about extension. Fig. 8 This contains the following link: a) Login Make sure that your SuisseID is connected to your computer and click on SuisseID Log-in (Fig. 9) and enter your PIN. Now SuisseID is checked and prepared for the continued procedure. Fig. 9 b) Period of validity Select the desired period of validity (Fig. 10) and click on Next. Fig. 10 Note: If SuisseID is valid for longer than three months at the time of extension, a corresponding warning will appear. If you extend SuisseID at this point in time anyway, the rest of the period of validity will expire. 8

Please note that, during registration, you enter your data for the account (login) or create an account (registration).

9 c) SuisseID Mobile Service In the next step you can activate the use of SuisseID on a mobile device (SuisseID Mobile Service). Click on Add to the shopping cart (Fig. 11). Fig. 11 d) Purchasing process Now carry out the purchasing process. Please note that, during registration, you enter your data for the account (login) or create an account (registration). This means you can keep track fully. e) Confirmation After the purchasing process you receive the confirmation. Now click on Activate (Fig. 12) Fig. 12 9

f) Activation Click on Activate. (Fig. 13) Fig. 13 g) Initialisation The extension has been successfully activated and is available for initialisation.

10 f) Activation Click on Activate. (Fig. 13) Fig. 13 g) Initialisation The extension has been successfully activated and is available for initialisation. Please observe the following steps here by clicking on Initialise (Fig 14) or directly at Hans Muster Fig Extension of several SuisseIDs with central billing If you want to offer your employees or customers the extension of SuisseID in a simplified way and without itemised billing, you can purchase several extension licences centrally. Please contact us to purchase these licences. It will also be possible to see these licences in your shop portal under My products. Fig

30 and 10 days before their SuisseID expires, the users receive an automatically generated reminder mail about extension. Fig. 16 This contains the following link: http://postsuisseid.

11 30 and 10 days before their SuisseID expires, the users receive an automatically generated reminder mail about extension. Fig. 16 This contains the following link: a) Login Fig.17 The users make sure that their SuisseID is connected to their computer and click on SuisseID Log-in (Fig.) and enter their PIN. Now SuisseID is checked to see if it is valid and prepared for the continued procedure. b) Checking availability of an extension licence financed in advance It is checked if this SuisseID was ordered via the account in which extension licences are now stored. If this is the case, an available licence will be allocated and the SuisseID user is taken directly to activation without a purchasing process. Dieses enthält den folgenden Link: Hans Muster hans.muste@test.ch Fig. 18 Alternatively the extension licences can be sent as with the licences for new SuisseIDs directly from the shop portal via the menu item My products (see chapter 5.). The person who receives the link for the extension therefore also skips the purchasing process. 11

12 10. Appendix B Ordering replacement SuisseID Customers who have lost or blocked their SuisseID can order a replacement card. In the following you will find the information you need for a replacement SuisseID. You have two options for ordering a replacement SuisseID: 1. Directly by the user (see chapter 10.1) 2. Via SuisseID shop portal (see chapter 10.2) 10.1 Order of a replacement SuisseID directly by the user A replacement SuisseID can be ordered easily online. You can start the process with the following link. Now follow the instructions in the process: Fig Purchase of several replacement SuisseID licences via shop portal If you also want to manage the licences for replacement SuisseIDs centrally or purchase several at the same time, you can do this in the SuisseID shop portal too. Please contact us to purchase these licences. The links can then be sent via the menu item My products (see chapter 5.). The person who receives the link for the replacement SuisseID therefore skips the purchasing process. Important: Please note that the SuisseID which is to be replaced has to be revoked after ordering a replacement SuisseID (see chapter 11.). 12

13 11. Appendix C Blocking SuisseID (revoking) With blocking (techn. "revoking"), SuisseID is blocked permanently and rendered unusable. To block a SuisseID you have two options available (see chapters and 11.2.). 1. You are in possession of the PIN sheet (see chapter 11.1.) 2. You are not in possession of the PIN sheet (see chapter ) 11.1 With TIN / PUK sheet If you are in possession of your TIN / PUK sheet, which was sent separately by post when you purchased SuisseID, you can block SuisseID online. Enter your token serial number (e.g. 7BFF09E1AF899837) and also the TIN and PUK without spaces, select a reason and click on Next. Now follow the instructions Without TIN / PUK sheet If you are not in possession of your TIN / PUK sheet, the blocking can be done offline. Fig. 20 Here you need the form published on the following page. Fill in the form completely, sign it by hand and send it with the required enclosures to the following address: SuisseID Sternmatt 6 PO Box Kriens 2 Note on SuisseID Business (with company entry) Essentially a SuisseID can be revoked only by the owner. The only exception is with SuisseID Business (with company entry). Especially when people leave your organisation, please remember that a SuisseID with a company entry has to be blocked. In this case the applicant is not necessarily the same as the owner. If not identical, he or she must definitely be authorised to sign according to the commercial register or have the corresponding authorisation (authority). 12. Appendix D Important links Initial operation: Checking SuisseID: Software: FAQ: Instructions: Blocking: Unblocking: System requirements:

14 13. Appendix E communication In the following you will find a list of the various s which are sent during the process. No. Point in time Description 1 Conclusion of the order Order confirmation and also information on the purchase of SuisseID (only with individual order) 2 After dispatch link in the portal with link to application for a SuisseID 3 After filling in the application with application (PDF) 4 After approval of the application by Swiss Post with link to validate the address. By clicking on the validation link the certificates are issued days before expiry of SuisseID Information on expiry of SuisseID incl. link for extension 6 10 days before expiry of SuisseID Information on expiry of SuisseID incl. link for extension 14. Contact partners Helpline: (office opening times) Central contact: helpdesk@swisssign.com Support contact form: 14

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