User Guide Issue 1.4 May 2010 0/59
CONTENTS 1. Introduction and Overview...3 1.1 Profiles and Privileges in... 3 1.2 Interactions with Oberthur s Personalisation Systems... 3 Transmission / Input File Referencing... 3 Batching... 4 2. Using...5 2.1 Login... 5 Logging In and Language Selection... 5 Resetting a Password... 6 Changing Passwords... 9 2.2 Login using WebSTIC...10 Inserting the WebSTIC...10 Registration...12 Login...14 WebSTIC Welcome Screen and Language Selection...15 2.3 Logging Out...16 2.4 Viewing and Processing Messages...18 Viewing and Processing Messages...18 2.5 Searches and Queries...20 Searching Transmissions...20 Searching Jobs...22 Searching Packages...24 Searching Inventory...27 Exporting Query Results...30 2.6 Pulls...30 Creating Pulls...30 Searching Pulls...33 2.7 Reports...35 3. Admin...39 3.1 Viewing Administration Options...39 3.2 Customers and Sub-Customers...39 3.3 User Profiles...40 Adding New Profiles...40 Modifying an Existing Profile...43 Deleting and Existing Profile (Admin Users Only)...46 3.4 Users...47 Adding a New User...47 Searching for Users and Modifying Users...49 3.5 Messages...52 Adding System Messages...52 Disabling or Updating System Messages...54 1/59
4. Appendix A Privileges by Profile...58 2/59
1. Introduction and Overview is a data warehousing system which allows external and internal customers to view access to job status, card detail information, and fulfillment inventory levels (Americas only at the time of issue). This User s Guide explains how to use Oberthur Technologies system. It is intended for customers with User level privileges, Administrator level privileges and Systems level privileges. 1.1 Profiles and Privileges in is designed to be used by the customer. Each user has a profile, based on the level of access or privileges needed. User privileges come from the profiles attached to the specific customer. Users can perform the tasks only for that customer and the associated objects (e.g. profiles, users, etc.) Appendix A provides a listing of privileges belonging to Administrator and User levels. 1.2 Interactions with Oberthur s Personalisation Systems Transmission / Input File Referencing is populated with data from the Oberthur s Personalisation Systems. Generally Data is received as Transmissions / Input Files. Each group of Transmissions / Input Files is allocated a Transmission ID which maybe a unique numeric or alpha-numeric reference depending on the site / system processing the Transmission / Input File, e.g. 380352 392615 or CTSTL09120701 HBSTL10020705 If a Transmission / Input File contains both Card Personalisation and PIN Mailer requests, then the Transmission may have two references on..e.g. CTSTL09120701 for the card Personalisation requests And MTSTL09120701 for the PIN Mailer requests 3/59
Batching Requests contained within Transmissions / Input Files are ordered into batches with common characteristics, e.g. Card Type. These batches have a reference attached to the Transmission ID / Input File ID, e.g. CTSTL09120701PER0001 for batch 1 of CTSL09120701 CTSTL09120701PER0002 for batch 2 of CTSL09120701 or 1909572 for batch 1 of 380352 1909574 for batch 2 of 380352 4/59
2. Using 2.1 Login Logging In and Language Selection Access the system on the internet at (Your Administrator will advise which URL you should use) https://smartconnection.oberthurcs.com/member-portal/login.jsp or https://emea-smartconnection.oberthur.com/member-portal/login.jsp A login screen similar to the one below will be shown: Figure 1 The Login Screen If using Internet Explorer 7 or greater the service will detect the default language of the browser. If supported, the Login screen will be displayed in the appropriate language. The Language may be manually chosen by using the flags across the top of the screen. Clicking on a flag will select the appropriate language (i.e. US, French, UK, Mexican, Spanish, Polish in the example above). 5/59
Type your username and password, then click Login. Note: Usernames and passwords are case sensitive. The Welcome screen is displayed. Figure 2 The Welcome Screen Warning: After 5 unsuccessful login attempts, your account will be disabled. To have your account reactivated, notify your Administrator to enable the account. We suggest choosing Forgot Password? Reset Password Here after the third unsuccessful attempt. Resetting a Password 6/59
Click Reset Password Here from the Login screen to reset your password. You may reset your password at any time. Use this option if you forget your password or find that your password is not working for any reason. The Login Reset Password screen is displayed. Figure 3 The Login Reset Password Screen Verify that the Username shown is correct and click Submit. The following message is displayed: Password successfully reset. Password emailed to email address on record. Typing an incorrect Username will generate an error message. Usernames are case sensitive. Open the email containing the reset password and follow the directions given. Click Return to login page on the password reset screen or click the link provided in the email. Type your Username, type the reset password from the email, and click Login. If the Username and password are correct, the Member Portal Change Password screen is displayed, showing the message Your password has expired. You will be able to access other functionality after changing the password. Note: Passwords expire every 60 days. 7/59
Figure 4 The Member Portal Change Password Screen Type the old password, type the new password, and then confirm the new password by retyping it in the entry box. The Welcome screen appears see above for details 8/59
Changing Passwords Click the Administration tab at the top of the window to access Administrative functions. Click Change Password on the menu at the left of the screen. The Member Portal Change Password screen is displayed. Figure 5 The Member Portal Change Password Screen Type the old password and new password and retype to confirm the new password in the entry boxes provided. Click Update. The following message is displayed to confirm the password change: Your password has been updated successfully. 9/59
2.2 Login using WebSTIC Inserting the WebSTIC When accessing using WebSTIC, insert the WebSTIC into a spare USB port, as shown in the figure below: Figure 6 Inserting a WebSTIC If the autorun feature is enabled on your system the registration process will start. If the autorun feature is disabled use Windows explorer and browse to the WebSTIC as follows: Figure 7 Browsing to the WebSTIC Drive 10/59
Select the WebSTIC drive and run the application WebSTIC.exe as shown in the figure below: Figure 8 WebSTIC Selecting and running the WebSTIC application The WebSTIC application will then start. Figure 9 WebSTIC application starting 11/59
Registration Note: Completing the Registration Process will disable your Username / Password Login. Access to the system will then only be possible using the registered WebSTIC. Before you can use your WebSTIC to access the service it must first be registered. Once the WebSTIC application is running, it will connect with the service and check if the WebSTIC is Registered or not. If the WebSTIC has not been registered then the following screen will be displayed: Figure 10 Starting WebSTIC Registration The user is prompted to enter their current username and password details. Clicking on the Register button brings up the following screen: 12/59
Figure 11 Setting your WebSTIC PIN Enter your chosen PIN Code on the key pad. A * will appear for each digit entered. Use the C button to correct a digit and the X button to start the entry again. Once you have entered your chosen PIN code, click the Enter button to move to the next step PIN Code Confirmation as shown in the figure below: Figure 12 WebSTIC PIN Confirmation Screen Re-enter your chosen WebSTIC PIN and click the Enter button to complete the registration process. This completes the registration process and the login process will now begin. 13/59
Login If the WebSTIC has already been registered, then after inserting the WebSTIC (and if required manually starting the WebSTIC application) the following screen is displayed to the user: Figure 13 WebSTIC Login Screen Enter your chosen PIN Code on the key pad which you set during the Registration Process. A * will appear for each digit entered. Use the C button to correct a digit and the X button to start the entry again. Once correctly entered, the WebSTIC Login Screen will be displayed. Warning: After 3 unsuccessful PIN entry attempts, your WebSTIC will be disabled. To have your WebSTIC reactivated, notify your Administrator. 14/59
WebSTIC Welcome Screen and Language Selection Once successful WebSTIC login has been completed the following Welcome Screen is displayed: Figure 14 WebSTIC Welcome Screen A choice of language may be made by clicking on the Flags are the top of the screen, e.g the French flag for French language, the Spanish flag for Spanish language, etc. Messages are shown at the top of the screen as they are for the Username / Password Login. Clicking on the messages will take the user to the Message Detail Screen. The results of transmission searches only show what has been done with the transmission. 15/59
2.3 Logging Out For security reasons, Log out of when not in use. Correctly ending the session will ensure that temporary internet files and settings are cleared. Click Logout in the navigation menu at the left of the screen. This option is available in both the Smart Connection tab and Administration tab menu choices. Note: Inactive sessions time out after 15 minutes. To login after that time out, you will be prompted re-enter your Username and Password or to re-insert / start your WebSTIC. Figure 15 The Welcome Screen The process of Logging out will update the system with logout time and date and end the current session. Optionally (depending on your login method), please remove your WebSTIC from the USB port. 16/59
Things to keep in mind: For security purposes, the Back button on your browser will not take you to the previous screen. Use the menu on the left to navigate back to the area you want to view. 17/59
2.4 Viewing and Processing Messages Viewing and Processing Messages Messages are displayed on the Welcome screen immediately following a successful login. Messages are sent for a variety of reasons, including alerting the user about scheduled maintenance, new features or some kind of system generated warning. In the example shown below, the user has a warning message about an inventory shortage. Click Details to open the message. The Message Details screen is displayed. Figure 16 The Message Details Screen The Message Details screen contains detailed information including Title, Priority, Message Author, Expiration Date and Message Text. Messages can be sorted by Title, Priority and Date. The Message Details screen displays 20 items per page. Click the page control buttons (page #, Next, or Last) to see additional items. Inventory shortage warning messages will contain the list of inventories that are running below a preset level. 18/59
Click Details to open any of the inventory items displayed. The Item Details screen is displayed. Figure 17 The Item Details Screen The Item Details screen contains detailed information including Customer Name, Item Type, OCS Item #, Quantity On Hand, Quantity In Process, Available Quantity, Last Received, Last Usage, Reorder Point, and Inventory References. 19/59
2.5 Searches and Queries Searching Transmissions The results of transmission searches only show what has been done with the transmission. The results of transmission searches do not show the status of the cards within that transmission. Click the tab at the top of the window to access functions. Click Transmissions (Input Files) to specify search options. The Transmission (Input File) Search screen is displayed. Figure 18 The Transmission Search Screen Select or type the search criteria such as: Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers - Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Source system - Select the Service Centre where the transmission is processed or choose All if the Service Centre is unknown. OCS Transmission Id - Type the Transmission Id if known or leave this entry blank. File Received - Change the File Received date range if your transmission is out of the current range. Click Search to run the query. 20/59
The Transmission Search screen is displayed. Figure 19 The Transmission Search Screen, Showing Query Results Export the list as described in Exporting Query Results. Click Details to display detailed information for each transmission Figure 20 The Transmission Details Screen 21/59
The Transmission Details screen contains the File Received date, Process date, number of jobs in the transmission, OCS Job Number, Product Type and Job Status. Searching Jobs Click the tab at the top of the window to access functions. Click Jobs on the menu at the left of the screen. The Search Job screen is displayed. Figure 21 The Search Job Screen Select or type the search criteria such as: Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Source system Select the Service Centre where the package is processed or choose All if the Service Centre is unknown. OCS Job Number - Type the job number or leave this entry blank. Product Type Select Starts With or Contains from dropdown box and then type the full or partial product type or leave this entry blank. Job Status Select the job status or choose All if the status is unknown. File Received - Change the File Received date range or accept the default current range. Click Search to run the query. 22/59
The Search Job screen is displayed. Figure 22 The Search Job Screen, Showing Query Results 20 jobs are displayed per page. Click the page numbers or Next / Last to view additional pages. Export the list as described in Exporting Query Results. Click Details to display detailed information for each job. The Job Details screen is displayed. Figure 23 The Job Details Screen The Job Detail screen contains job information including Job Status, Planned Shipment Date, Actual Shipment Date, Job PIN Status, Number of Cards, Number of Forms, Number of PINs, Number of Inserts, and Number of Packages. 23/59
Click the link on Number of Packages to see the list of packages for the job. Searching Packages Click the tab at the top of the window to access functions. Click Packages on the menu at the left of the screen. The Package Search screen is displayed. Figure 24 The Package Search Screen If you click on Enable Date Range button, it enables the File Received date range so that user can search according to file received date range. Select or type the search criteria such as: Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Source system Select the Service Centre where the package is processed or choose All if the Service Centre is unknown. Account Holder Number Type the 16-digit account holder number or leave this entry blank. Account Holder Name Select Starts With or Contains from dropdown box and then type the full or partial account holder name or leave this entry blank. Package Status Select the package status or choose All if the status is unknown. Tracking Number Type the accurate tracking number or leave this entry blank. 24/59
File Received Date Enter the valid date range to search the packages within. Make sure you enter the date range within 90 days because we purge the data older than 90 days. Click Search to run the query. The Package Search screen is displayed. Figure 25 The Package Search Screen, Showing Query Results Up to 1000 packages may be displayed with the system showing a maximum of 25 packages per page. Click the page numbers or Next / Last to view additional pages. Export the list as described in Exporting Query Results. Click Details to display detailed information for each package. The Package Details screen is displayed. 25/59
Figure 26 Shipping Details The Package Details Screen, Showing the Shipping Details Frame The Shipping Details frame displays information about the shipment. Click the Tracking Number link for SHIPPED packages to track the package using the FedEx or UPS tracking websites. The Tracking Number will be blank until the package ships. In the example below, the package has been shipped via FedEx. The FedEx Track website is displayed, showing detailed results of the shipment. Figure 27 The FedEx Track Detailed Results Screen 26/59
Package Contents The Package Contents frame shows a list of items included in the shipment. Click the Item ID to view details about each item. The Item Details screen is displayed. Figure 28 The Item Details Screen The Item Details screen shows detailed information about the item including Item Type, Quantity On Hand, Quantity In Process, Available Quantity, Reorder Point, and Inventory References. Searching Inventory Note: Inventory functions are only currently available from Service Centres in the Americas. Inventory functions are expected to be made available from other Service Centres during 2010. Click the tab at the top of the window to access functions. Click Inventory on the menu at the left of the screen. 27/59
The Inventory Search screen is displayed. Figure 29 The Inventory Search Screen Select or type the search criteria such as: Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers - Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Source system - Select the Service Centre where the transmission is processed or choose All if the Service Centre is unknown. Item Type Select the Item type or choose All if the item type is unknown. OCS Item # - Type the job number or leave this entry blank. Item Reference Select Starts With or Contains from dropdown box and then type the full or partial item reference string or leave this entry blank. Description Select Starts With or Contains from dropdown box and then type the full or partial description or leave this entry blank. Click Search to run the query. 28/59
The Inventory Search screen is displayed. Figure 30 The Inventory Search Screen, Showing Query Results 20 items are displayed per page. Click the page numbers or Next / Last to view additional pages. Export the list as described in Exporting Query Results. Click Details to display detailed information for each item. The Item Details screen is displayed as shown above. 29/59
Exporting Query Results Click the appropriate Export Options control at the bottom of the list to export the complete list of data to CSV, EXCEL or XML format. The Export file is limited to the first 1,000 records of the query. Figure 31 The Transmission Detail Screen, Showing Export Options 2.6 Pulls Creating Pulls Access the Pull Form from the Package Details screen as described in Exporting Query Results. Scroll forward to display the Get Pull Form option at the bottom of the screen. 30/59
Figure 32 The Package Details Screen Click Get Pull Form to access the Pull/Expedite Request. The Oberthur Card Systems PULL/Expedite Request screen is displayed, prepopulated with the data of the package. Figure 33 The Oberthur Card Systems PULL/Expedite Request Screen Scroll forward to enter additional information, e.g. Figure 34 The Oberthur Card Systems PULL/Expedite Request Screen 31/59
Select or type the pull criteria the data for all mandatory fields as shown in the example below. will run validation checks on all mandatory fields. A dialog box will be displayed for any errors, with instructions for correcting the error, as shown in the example below Figure 35 The Pull Form Error Dialog Box, with Instructions for Correcting the Error Click on the Submit PULL button to register the request. An electronic copy of the Pull Request will automatically e-mailed to Requester, Customer Service Rep and directly to the Pulls Team in the Service Centre. 32/59
Searching Pulls Click the tab at the top of the window to access functions. Click Pulls on the menu at the left of the screen. The Pull Search screen is displayed. Figure 36 Select or type the search criteria such as: The Pull Search Screen Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Source system Select the Service Centre where the pull is processed or choose All if the Service Centre is unknown. Account Holder Number Type the 16-digit account holder number or leave this entry blank. Account Holder Name Select Starts With or Contains from dropdown box and then type the full or partial account holder name or leave this entry blank. Click Search to run the query. The Pull Search screen is displayed, showing query results. 33/59
Figure 37 The Pull Search Screen, Showing Query Results Click Details to display detailed information for each pull. The Pull Detail screen is displayed. Figure 38 The Pull Details Screen 34/59
2.7 Reports Note: Reports are available upon request. Click the tab at the top of the window to access functions. Click Reports on the menu at the left of the screen. The Search Report screen is displayed. Figure 39 The Search Report Screen Click Next to open the search screen. Figure 40 The Search Report Screen Select or type the search criteria such as: Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Category Select the specific category from the dropdown or choose All if the category is unknown. 35/59
Subcategory 1 Select a specific subcategory from the dropdown or choose All if the subcategory is unknown. Subcategory 2 Select a second specific subcategory from the dropdown or choose All if the subcategory is unknown. File Name Select Starts With or Contains from dropdown box and then type the full or partial file name or leave this entry blank. Report Generation Date Type a report generation date range, use the date tool provided to select a date or accept the default current range. Click Search to run the query. The Report Listing screen is displayed. Figure 41 The Report Listing Screen Click Download to open and optionally save each report. The File Download dialog box appears. 36/59
Figure 42 The Report File Download Dialog Box Click Open or Save to either open or save the report. Click Open to view the report. Reports stored as.txt file types will be viewed using notepad. Reports stored as.pdf file types will be viewed with Adobe Acrobat Reader. Figure 43 The Report Display Screen Click Save to save the file on your local machine. The Save As window is displayed. Save the file as usual to any available drive or directory. 37/59
Figure 44 The Report Save As Dialog Box 38/59
3. Admin 3.1 Viewing Administration Options Click the Administration tab at the top of the window to access Administrative functions. The Customer Admin and User Admin menus are displayed on the left. Figure 45 The Member Portal Customers Screen Note: Users without Administrator level privileges will only see Change Password and Logout in Administration tab. 3.2 Customers and Sub-Customers By default, all users attached to a customer have access to information for all of its Sub-Customers down in the tree. Users do not have access to any information for the customer that is above in the tree or in the same level in the tree from the current branch. 39/59
Example: Assume Customer A is the top customer and B and C are Sub-Customers of Customer A. Sub-Customers D and E are the Sub-Customers of B, as shown in below. Figure 46 Example of a Customer Hierarchy Tree The user for Sub-Customer B will have access to Sub-Customer D and Sub-Customer E. The user for Sub-Customer B can not access Customer A and Sub-Customer C. Customer A and Sub-Customer C are not even visible to Sub-Customer B. 3.3 User Profiles Adding New Profiles 40/59
Click the Administration tab at the top of the window to access Administrative functions. Expand the Customer Admin menu, and then click Add Profile. The Member Portal Add Profile screen is displayed. Type the profile name and select the customer for which you are creating the profile. Select the privileges from the Admin tab to create the Admin profile. Figure 47 The Member Portal Add Profile Screen, Admin Tab 41/59
Select privileges from the User tab as shown below. Figure 48 The Member Portal Add Profile Screen, User Tab Click Next to proceed. The confirmation screen is displayed. Figure 49 The Member Portal Add Profile Screen, User Privileges Confirmation Review the information. Click Add to confirm. 42/59
A confirming message, Profile successfully added, is displayed. Modifying an Existing Profile Click the Administration tab at the top of the window to access Administrative functions. Expand the Customer Admin menu, and then click Profiles. The Member Portal Profiles screen is displayed. Figure 50 The Member Portal Profiles Screen Select or type the search criteria such as Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. Profile Name Select Starts With or Contains from dropdown box and then type the full or partial profile name or leave this entry blank. Click Search to run the query. 43/59
The Profiles screen is displayed. Figure 51 The Member Portal Profiles Screen, Showing Query Results Select one or more of the corresponding checkboxes and then click Delete to delete one or more profiles. Click the appropriate Profile Name to modify the profile. The Member Portal Profile screen is displayed. Figure 52 The Member Portal Profile Screen, Admin Privileges Tab Click Update to open the profile in update mode. 44/59
Figure 53 The Member Portal Profile Screen, User Tab Make the necessary changes and click Next. The Member Portal Profile Confirmation screen is displayed. Click Update to confirm the changes. A confirming message, Profile successfully updated, is displayed: 45/59
Deleting and Existing Profile (Admin Users Only) Click the Administration tab at the top of the window to access Administrative functions. Expand the Customer Admin menu, and then click Profiles. The Member Portal Profiles screen is displayed. Note: Profiles which are assigned to users may not be deleted. These profiles do not have a checkbox for deletion. Figure 54 The Member Portal Profiles Screen Select one or more of the corresponding checkboxes and then click Delete to delete one or more profiles. The following message is displayed: Please press the OK button to delete the selected profiles. Unclick any profiles that you do not want to delete. 46/59
Figure 55 The Member Portal Profiles Screen, Delete Confirmation Click Ok to confirm the deletion. A confirming message, Profile deletion successful, is displayed. 3.4 Users Adding a New User Note: Create Profiles BEFORE adding a new User. See Customer Admin for details about creating profiles. Click the Administration tab at the top of the window to access Administrative functions. The Customer Admin and User Admin menus are displayed on the left. Expand the User Admin menu, and then click Add User. The Member Portal Add User screen is displayed. User Details is highlighted as the first of 3 steps. 47/59
Figure 56 The Member Portal Add User, User Details Screen Select or type the user information: User Id User Id is case sensitive, unique to the user and is frequently the user s email address. Primary Customer Select the Primary Customer for the user from the list provided. User First Name User Last Name Click Next to continue. The Member Portal Add User screen is displayed. Authorities are highlighted as the second of 3 steps. Figure 57 The Member Portal Add User Screen, Profile Authorities 48/59
Select only one Profile option and type the Phone Number in the entry box provided. Click Next to continue. The Member Portal Add User screen is displayed. Confirm is highlighted as the last of 3 steps. Figure 58 The Member Portal Add User Screen, Confirmation Verify that all information is correct, then click: Add if the information is correct, or Prev to jump to a previous screen and make corrections. A confirming message, User successfully added, is displayed. Searching for Users and Modifying Users Click the Administration tab at the top of the window to access Administrative functions. The Customer Admin and User Admin menus are displayed on the left. Expand the User Admin menu, and then click Users. The Member Portal Users screen is displayed. 49/59
Figure 59 The Member Portal Users Screen Select or type the search criteria such as: Customer Name Select the specific customer from the dropdown or choose All if the customer name is unknown. Include Sub-Customers Check the Include Sub-Customer checkbox to search Customer and Sub-Customers data. Leave this checkbox unchecked to search only Customer data. User Name Select Starts With or Contains from dropdown box and then type the full or partial user name or leave this entry blank. Profile Name Select Starts With or Contains from dropdown box and then type the full or partial profile name or leave this entry blank. User First Name Select Starts With or Contains from dropdown box and then type the full or partial user first name or leave this entry blank. User Last Name Select Starts With or Contains from dropdown box and then type the full or partial user last name or leave this entry blank. Enabled Select the Enabled or Disabled from the dropdown or choose All if the condition is unknown. Status Select the status from the dropdown or choose All if the status is unknown. Click Search to run the query. 50/59
The Member Portal Users screen is displayed, showing the query results. Figure 60 The Member Portal Users Screen, Showing Query Results Select the user or users to be modified by checking the checkbox to the left of the user name. Figure 61 The Member Portal Users Screen, Disable Option Four options are available, corresponding to four command buttons at the bottom of the screen: Enable, Disable, Reset Password and Delete. 51/59
1. Enable the user Select the user and click Enable. The confirmation screen is displayed, asking you to confirm enabling the selected user. Click Ok to confirm. A confirming message, Enable action successful, is displayed: 2. Disable the user Select the user and click Disable. The confirmation screen is displayed, asking you to confirm disabling the selected user. Click Ok to confirm. A confirming message, Disable action successful, is displayed: 3. Reset the Password Select the user and click Reset Password. The confirmation screen is displayed, asking you to confirm resetting the password for the selected user. Click Ok to confirm. A confirming message, Password reset action successful, is displayed: 4. Delete the user Select the user and click Delete. The confirmation screen is displayed, asking you to confirm deleting the selected user. Click Ok to confirm. A confirming message, User deletion successful, is displayed: 3.5 Messages Adding System Messages Use this option to add new system messages for Customers and Sub-Customers to be displayed when the user logs in. Click the Administration tab at the top of the window to access Administrative functions. The System Messages menu is displayed on the left. Expand the System Messages menu, and then click New Message. 52/59
The Member Portal System Messages screen is displayed. Figure 62 The Member Portal System Messages Screen Move customer names from the Potential Customers pane into the Selected Customers pane using one of the following methods: Double click the customer name to move one name at a time, Click >> to move all customer names from the Potential Customers pane into the Selected Customers pane, Select one customer name and click > to move one name at a time, Multi-select customer names using the Ctrl or Shift keys and click > to move the multi-selected names, Select or multi-select customer names in the Selected Customer pane and click < to remove names from the Selected Customer pane and return them to the Potential Customers pane, or Click << to remove all customer names from the Selected Customer pane. Type the title and text (descriptive message text) for the message in the entry fields provided. Select Enable from the dropdown box. Select the appropriate Priority from the dropdown box and type or select the Expiration Date. Click Add Message to create the message. All customers shown in the Selected Customers pane will receive the message. 53/59
Figure 63 The Member Portal System Messages Screen, Adding Messages A confirming message, Message successfully added, is displayed: Disabling or Updating System Messages Use this option to disable system messages and update the system to change expiration dates and message text for previously defined messages. Click the Administration tab at the top of the window to access Administrative functions. The System Messages menu is displayed on the left. Expand the System Messages menu, and then click New Message. 54/59
The Member Portal System Messages screen is displayed. Figure 64 The Member Portal System Message Search Select or type the search criteria such as: Title Select Starts With or Contains from dropdown box and then type the full or partial system message title or leave this entry blank. Priority Select the specific priority from the dropdown or choose All if the priority is unknown. Expiration Date Type an expiration date, use the date tool provided to select a date or leave this entry blank. Enabled Select Enabled or Disabled from the dropdown or choose All if the option is unknown. Click Search to run the query. The Member Portal System Messages screen is displayed, showing the query results. 55/59
Figure 65 The Member Portal System Messages Screen, Showing Search Results Use the checkboxes to the left of the message Title to select messages for update. Click Enable, Disable or Delete in the messages found pane to enable, disable or delete one or more selected messages. One of the following messages is displayed: Message(s) successfully enabled. Message(s) successfully disabled. Message(s) successfully deleted. Note: The updated message may not appear in the messages found pane if it no longer meets the search criteria. For example, the message that you have just disabled is not showing in the list now because the search criteria shows only Enabled messages. Click the message Title to view and optionally update one message at a time. The Member Portal Message Information screen is displayed. 56/59
Figure 66 The Member Portal Message Information Screen Four options are available, corresponding to four command buttons at the top of the screen: Update, Enable, Disable, and Delete. Click Update, Enable, Disable or Delete to open the message in edit mode. Make changes as appropriate and then click Update to save the changes. A confirming message, Message(s) successfully updated, is displayed: Figure 67 The Member Portal System Messages Screen, Showing Confirmation of Updated Message 57/59
4. Appendix A Privileges by Profile The Table below shows some of the typical privileges belonging to the Administrator and User levels. Admin Privileges User Privileges ENABLE_DISABLE_MP_USER VIEW_SC_PERSO_ELEMS RESET_PASSWORD_MP_USER VIEW_SC_PROCESS DELETE_MP_CUSTOM_LABEL VIEW_SC_PACKAGE RECEIVES_HELP_DESK_REQUESTS VIEW_SC_PULL UPDATE_MP_USER VIEW_SC_JOB UPDATE_MP_CUSTOM_LABEL SEARCH_SC_PERSO_ELEMS UPDATE_MP_PROFILE_LABEL SEARCH_SC_PROCESS VIEW_MP_CUSTOMER SEARCH_SC_PACKAGE VIEW_MP_USER SEARCH_SC_PULL VIEW_MP_CUSTOM_LABEL SEARCH_SC_NON_PERSO_ELEMS VIEW_MP_PROFILE SEARCH_SC_JOB VIEW_MP_PROFILE_LABEL VIEW_SC_INVENTORY SEARCH_MP_CUSTOMER VIEW_SC_NON_PERSO_ELEMS SEARCH_MP_USER SEARCH_SC_REPORT SEARCH_MP_CUSTOM_LABEL SEARCH_SC_INVENTORY SEARCH_MP_PROFILE CREATE_SC_PULL SEARCH_MP_PROFILE_LABEL CREATE_MP_USER CREATE_MP_PROFILE CREATE_MP_PROFILE_LABEL UPDATE_MP_PROFILE DELETE_MP_PROFILE DELETE_MP_PROFILE_LABEL CREATE_MP_CUSTOM_LABEL DELETE_MP_USER 58/59