Dealer Portal Handbook-Books Pdf

Dealer Portal Handbook
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Dealer Portal Handbook, Information about the copyright and the use of the Basic Technical. Architecture Concept, The contents of this handbook and the appropriate documentation are the intellectual. property of Volkswagen AG The document or any of its components must not be. passed on to third parties without a written consent of Volkswagen AG. Dealer Portal Handbook Page 2 of 62 FIK S5, Copyright Volkswagen AG Document Version 1 0 3 1 Retail Wholesale and Integration. dealerportal UserManual 1 0 3 1 eng anw doc, Dealer Portal Handbook. 1 Introduction 5, 2 Prerequisites 6, 3 General information about using the portal 7.
3 1 Tabs 7, 3 2 Buttons 8, 4 Logging in to the portal 9. 4 1 Choosing the language 10, 4 2 System state 11, 4 3 Telephone support 12. 4 4 Register a local administrator 12, 5 Using the portal 14. 5 1 Navigation area 15, 5 1 1 Managing favorites 15. 5 2 Content area 18, 5 2 1 Applications tab 18, 5 2 2 System messages tab 19.
5 2 3 Notifications tab 20, 5 3 Input mask My profile 21. 5 3 1 Tab Profile 22, 5 3 2 Tab Your applications roles 23. 6 Local user administration 25, 6 1 Menu items of the Local User Administration 25. 6 2 User search 26, 6 2 1 Define search criteria 26. 6 3 Manage user details 29, 6 3 1 Tab Master data 30.
6 3 2 Tab Applications 32, 6 4 Partner s common data 36. 6 4 1 Tab Partner s data 37, 6 4 2 Tab Web presence 37. 6 4 3 Electronic mailboxes tab 40, 6 5 Edit master data of the organisation 42. 6 6 Manage employee roles 43, Dealer Portal Handbook Page 3 of 62 FIK S5. Copyright Volkswagen AG Document Version 1 0 3 1 Retail Wholesale and Integration. dealerportal UserManual 1 0 3 1 eng anw doc, Dealer Portal Handbook.
6 6 1 Tab Employee roles 44, 6 6 2 Tab Available employees 45. 6 7 Create a new user 47, 6 7 1 Tab Master data 48. 6 7 2 Tab Applications 49, 6 8 Personal notifications 50. 6 9 Assign applications 51, 7 Quick reference for local user administration 53. 7 1 Organisation 53, 7 1 1 Edit partner data of your own organisation 53.
7 1 2 Edit web presence of your own organisation 53. 7 1 3 Edit electronic mailboxes for your own organisation 53. 7 2 User 53, 7 2 1 Create a new user 53, 7 2 2 Edit an existing user basic details applications and access rights 54. 7 2 3 Assign withdraw rights to from several users in one step 54. 7 2 4 Delete an existing user 54, 7 2 5 Assign an employee role to a user 54. 7 2 6 Withdraw an employee role from a user 54, 8 Additional information 55. 8 1 Multiple selections in list boxes 55, 8 2 Enter mobile numbers 58. 8 3 Validate an E Mail Address 59, 8 4 Using the Password Self Service PWSS 59.
9 Glossary 62, 10 History 62, Dealer Portal Handbook Page 4 of 62 FIK S5. Copyright Volkswagen AG Document Version 1 0 3 1 Retail Wholesale and Integration. dealerportal UserManual 1 0 3 1 eng anw doc, Dealer Portal Handbook. 1 Introduction, The Volkswagen dealer portal named portal further on is an application which. enables a logged in user to start further applications without having to log in newly. You can access the portal via CPN1 http portal cpn vwg or via internet. https dealerportal vw group com The latter allows the usage of only those. applications which can be accessed via Internet, The organisations which do not have access to the portal so far have to register one. employee as a local administrator first see 4 4 Register a local administrator This. local administrator can then log in to the portal and add new users as well as manage. their permissions via local user administration see 6 Local user administration. You can assign not only applications to a user but also access rights within the. application see 6 3 2 Tab Applications These access rights are called roles in the. Regardless of the application assignment a user can in addition get several. employee roles please do not mix them up with the roles mentioned above see 6 6. Manage employee roles An employee role means that a user has a specific function. in the organisation or that he she is a contact person for a specific subject e g. management prospective customer manager, Portal users have the possibility to change their own profile e g language or.
password see 5 3 Input mask My profile, Hint concerning the Global UserID. The Global UserID is a corporate unique UserID The Global UserID will be. assigned to a user after the importer has introduced the Global UserID into its. market Until this moment the previous UserID can be used. This document assumes that the Global UserID is already in use. Central Partner Network Network for connecting importers and dealers. Dealer Portal Handbook Page 5 of 62 FIK S5, Copyright Volkswagen AG Document Version 1 0 3 1 Retail Wholesale and Integration. dealerportal UserManual 1 0 3 1 eng anw doc, Dealer Portal Handbook. Section overview, Section 3 General information about using the portal gives an introduction of how. the portal should be used, Section 4 Logging in to the portal describes the process of logging in and all other.
functions of the portal logon and start pages, Section 5 Using the portal describes how to use the portal after having logged on. This includes changing the user profile and password as well as creating favourites. Section 6 Local user administration explains how the local administrator creates and. manages users and organisation data, Section 7 Quick reference for local user administration is aimed at providing quick. and precise instructions concerning the local user administration Please use this. section also as a reference, Section 8 Additional information provides you with detailed instructions concerning. the usage of list boxes and other components, 2 Prerequisites. Minimum requirements to use the portal, Microsoft Internet Explorer 9 0 with standard settings cookies and JavaScript.
must be activated, Screen resolution 1024 x 768, Arial font. Dealer Portal Handbook Page 6 of 62 FIK S5, Copyright Volkswagen AG Document Version 1 0 3 1 Retail Wholesale and Integration. dealerportal UserManual 1 0 3 1 eng anw doc, Dealer Portal Handbook. 3 General information about using the portal, Please do not use the button back of your browser The button. is to be used instead or you can also select the menu item from the menu once. A lot of the screen masks are shown as tabs which are piled up on your screen You. can only see the content of the chosen lying on top tab which is coloured in light. grey hidden tabs have a dark grey colour, selected tab hidden tabs.
Content of selected tab, Figure 1 Tabs, By clicking on a tab you can bring it to the foreground. Example Click on the tab to be able to view its contents. selected tab, hidden tabs, Content of selected tab Notifications. Figure 2 Select a tab, Dealer Portal Handbook Page 7 of 62 FIK S5. Copyright Volkswagen AG Document Version 1 0 3 1 Retail Wholesale and Integration. dealerportal UserManual 1 0 3 1 eng anw doc, Dealer Portal Handbook. 3 2 Buttons, There are diverse buttons among different input masks and dialogs.
Buttons are special areas of a page which can carry out certain actions when you. click on them They are recognized when the mouse symbol arrow changes. into hand while pointing on them, The most often used buttons and their functions are briefly described below. Go back to portal site, Logout of the portal, All entered values are changed back to their original values. Submit changes, Close the window or leave the menu without saving changes. Open the user s profile input mask see 5 3 Input mask My. Open a help window, Buttons on tabs refer not only to the visible tab but also the hidden ones For. example if some settings have been changed in more than one tab the. button will save the settings of both visible and currently not visible. hidden tabs, You will find further information about using the portal in section 8 Additional.
information, Dealer Portal Handbook Page 8 of 62 FIK S5. Copyright Volkswagen AG Document Version 1 0 3 1 Retail Wholesale and Integration. dealerportal UserManual 1 0 3 1 eng anw doc, Dealer Portal Handbook. 4 Logging in to the portal, If an organisation has no registered portal users so far it should start with the. registration of one employee as an administrator local administrator This local. administrator can then create further users How to register the local administrator is. described in Section 4 4 Register a local administrator. After having successfully logged in for the first time each user should change. the default password The password should be kept secret. If there are problems with logging in the local administrator must check user details. and the status of his her account The logging in is only possible when the account. status put on active see 6 3 Manage user details, There are two ways of logging in. Enter the Org ID the User ID and the password and click on or. confirm with the return key, Enter the Global UserID and the password and click on or.
confirm with the return key, After having logged with the Global UserID once a user can not log in with the. Org ID and the User ID anymore, Log in with Org ID and User ID. Figure 3 Portal log in page, By choosing the user will switch to the logging possibility with. the help of the Global UserID, Log in with Global UserID. Figure 4 Portal log in page, Dealer Portal Handbook Page 9 of 62 FIK S5.
Copyright Volkswagen AG Document Version 1 0 3 1 Retail Wholesale and Integration. dealerportal UserManual 1 0 3 1 eng anw doc, Dealer Portal Handbook. By choosing the user will switch to the logging possibility. with the help of Org ID and User ID, Note that while entering your password you should mind capital and small. letters it is case sensitive, After entering repeatedly the wrong password the user will be blocked for the next 3. minutes When the time is over the user can login again. The local administrator can set a new password if a user has forgotten his old. one see 6 3 Manage user details, 4 1 Choosing the language. On the left side of the page you can find a list of. languages available for login page If you want to switch. to a different language click on the appropriate entry. Note that after logging in all the texts will be shown in. the language defined in the user profile see 5 3 Input. mask My profile, Dealer Portal Handbook Page 10 of 62 FIK S5.
Copyright Volkswagen AG Document Version 1 0 3 1 Retail Wholesale and Integration. dealerportal UserManual 1 0 3 1 eng anw doc, Dealer Portal Handbook. 4 2 System state, System state displays current messages from the system If there are any new. messages the tab will be coloured in red, By clicking on the tab you will get system messages displayed. Figure 5 System state, Dealer Portal Handbook Page 11 of 62 FIK S5. Copyright Volkswagen AG Document Version 1 0 3 1 Retail Wholesale and Integration. dealerportal UserManual 1 0 3 1 eng anw doc, Dealer Portal Handbook.
4 3 Telephone support, In order to get telephone support for the system the user should click on the. Telephone support tab and then follow the link A browser window with. corresponding telephone numbers will open, Figure 6 Telephone support. You can close or minimize this browser window in order to get back to the portal. 4 4 Register a local administrator, The old version of the portal created an administrator for new organisations. automatically This person could then manage his her users. The current version of the portal will not carry out the creation of a local administrator. automatically Instead of it an employee from a new organisation can register. himself herself as a local administrator, To do so a user must enter his org ID and press the button In the. following registration form the new local administrator must enter data and the. security code see Figure 7 Registration form, He She can get his her org ID and security code from the responsible importer.
Further on you will find the corresponding registration form. Error messages and tips can be found on a second tab Feedback which is shown. automatically, Dealer Portal Handbook Page 12 of 62 FIK S5. Copyright Volkswagen AG Document Version 1 0 3 1 Retail Wholesale and Integration. dealerportal UserManual 1 0 3 1 eng anw doc, Dealer Portal Handbook. Figure 7 Registration form, All fields must be filled out in the registration form Please click on to. save your data, You should choose a password which is not similar to the org ID or the user ID. After this an email containing a link will be sent to the local administrator Clicking on. this link will cause the portal to start The local administrator then logs in with the. login information he she has just entered on the registration page After the logging. in the registration can be considered fully completed. A user registered in this way will automatically become the role of the local. administrator in the application Local User Administration. This way of registration allows only one local administrator per organisation. However the local administrator can create other users with administrator rights. Dealer Portal Handbook Page 13 of 62 FIK S5, Copyright Volkswagen AG Document Version 1 0 3 1 Retail Wholesale and Integration.
The organisations which do not have access to the portal so far have to register one employee as alocal administrator first see 4 4 Register a local administrator This local administrator can then log in to the portal and add new users as well as manage their permissions via local user administration see 6 Local user administrat ion

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