User manual for user portal
Contents
1. Sr E RECEIPT DETAILS A Download v Print Wim Smilde Top up 0 01 euros Price 0 01 Default purse 100017 Total 0 01 Account de number ideal Payment method 05 11 14 15 58 Date time 0050001710272503 ransaction ID Rabobank NL27RABO0150766572 W M PETERS Figure 3 1 Receipt details after topping up 4 BLOCKING YOUR CARD ID If you lose your card ID and believe it has been stolen you can block your card ID so that the finder or thief cannot spend any money from the card ID s balance or any value from the card ID s privileges You can only block a card ID that has the card ID status Personalised Issued Active or Returned If you have blocked your card ID yourself you can also unblock it You might want to do this when you find your card ID back after losing it If your card ID had been blocked by a system administrator you cannot unblock it yourself Only a system administrator can unblock it To block your card ID 1 Loginto the user portal see 82 2 From the home page of the card ID you wish to block click the Block button The card ID status shown will change to Blocked and the Block button will change to an Unblock button FacilityPro Platform Page 6 of 8 AGNA CART To unblock a card ID You can only unblock a card ID that has the card ID status Blocked 1 Loginto the user portal see 82 2 From the home page of the card ID you wish to unblock click the2. Unblock button The card ID status shown will change to Issued and the Unblock button will change to a Block button 5 VIEWING YOUR TRANSACTION HISTORY To view your transaction history 1 Loginto the user portal see 82 2 Onthe home page in the section Transactions you can see a number of your most recent transactions How may you see is determined by your system administrator If you wish to see more transactions or if you want to see the transactions in a certain period or of a certain amount click the See more button You will see all previous transactions the most recent on top You can scroll through the transactions 3 If you want to see the transactions of a particular period fill in a value for two timestamp fields and then press the Apply button 4 Ifyou want to see the transactions of a particular amount fill in a value for two amount fields and then press the Apply button 5 f you wish to clear the restrictions press the Reset button and then press the Apply button 6 If you wish to download the transactions to a csv file press the Export CSV button The transactions will be saved in a document named TransactionsReport csv in the download directory of your computer md You can press the home icon page in the top left hand corner at any time to return to the user portal home 6 ACTIVATING YOUR CARD ID On some sites cards IDs are not coupled to a specific user until the user act
3. user portal see 82 dif a od Click the Save button FacilityPro Platform Click the menu icon in the top right hand corner Select the desired language from the drop down list in the field Language Select the desired time zone from the drop down list in the field Time zone Page 5 of 8 AGNA CART 3 TOPPING UP When you top up your card ID balance whether on a back office account or on the card ID or the value of a privilege counter with the user portal you make a payment via an online payment system such as iDEAL or PayPal Which online payment systems can be used differs per site To top up your card ID balance or a privilege counter 1 Loginto the user portal see 82 2 From the home page of the card ID you wish to reload click on one of the available buttons in the section Top ups These can be top ups to increase your card ID balance or to increase the counter of a privilege you have been assigned If there are more choices than can be seen click the See more button to show all choices In the Payment method selection page select your preferred method of payment If you have selected iDEAL in the previous section select your bank from the drop down list Click the Pay button Carry out the payment in the usual way for that payment method After a successful payment you will see the details of your payment Figure 3 1 7 Press the Back to the account details link to return to the home page
4. AGMA CARTA CHIPCARD SOLUTIONS FacilityPro user portal User Manual File name MAN4 FacilityPro user portal UKED 0109 version 4 3 20152704 Last revision date 19 05 2015 Magna Carta Chipcard Solutions BV Lichtfabriekplein 1 2013 TE Haarlem Tel 31 20 582 20 50 Fax 31 20 582 20 51 www magnacarta nl info magnacarta nl AGNA CART Ted Dei OM E 3 EIERE 3 EN Chance your EELER 5 3 TOPPIE UD EE 6 WE E ETH Fe E 6 5 Viewing your transaction history eese eee ee eee eene enne eren rese se ENER sese see sese senos 7 6 Activating your card ID sssesssossossossssossossosossossossossssossossossssossossossssossossosessossossose 7 FIGURES Figure 2 1 User portal login screen nee 3 Figure 2 2 User portal home page for user Wim Smilde 4 Figure 2 3 User portal home page for user Riet Koster 5 Figure 2 4 A list of the user s Cards IDS une a aa una anche 5 Figure 3 1 Receipt details after EES sveescessutkediseuteb Un HUE UY UOS suena SUE SUN Hd vv a ESAMI Xu raw en a Ehe 6 Figure 6 1 Activate card ID POP UP screen 8 FacilityPro Platform Page 2 of 8 AGNA CART 1 INTRODUCTION This is the user manual for the FacilityPro user portal user portal for short At a site where FacilityPro Magna Carta s facilities management platform is in use the people that can purchase products or gain access by presenting a card ID at a FacilityPro terminal are called users This is the manual for t
5. e press the logout icon in the top right hand corner Welcome Wim Smilde EN v amp Gs ACCOUNT DETAILS o Wim Smilde 10 00 Default purse 100017 10096 discount for 5 de hot drinks per day 0 Expires on 10 2024 User right all Ris mi Li terminals 10096 discount amp 1000 MFP products 1000 HHS Mifare 100017 ACTIVE TOP UPS Top up 5 euros Top up 100 euros Top up 50 euros Top up 20 euros Top up 10 euros Purchase 5 00 Purchase 100 00 Purchase 50 00 Purchase 20 00 Purchase 10 00 Figure 2 2 User portal home page for user Wim Smilde FacilityPro Platform Page 4 of 8 Account 54880708 ACCOUNT DETAILS O Wanda Peters 548807087 d Expires on 11 2024 548807087 PERSONALISED TOP UPS lt A lt A 40 prints copies 100 prints copies Purchase 2 00 Purchase 5 00 AGNA CART Welcome Wanda Peters EN v Lc e 0 00 Print copy budget 0 L 200 prints copies Purchase 10 00 Figure 2 3 User portal home page for user Riet Koster A A ACCOUNTS Wim Smilde 11 00 Default purse 100017 Expires on 10 2024 Wim Smilde e 0 00 548807089 Expires on 11 2024 Welcome Wim Smilde EN Figure 2 4 A list of the user s cards IDs 2 1 CHANGING YOUR ACCOUNT SETTINGS You can define which language to use in future upon login and which time zone to use To change your account settings 1 Loginto the
6. he users For the system administrator who can define the outlook and various settings of the user portal there is a chapter in the user manual of FP5 The FacilityPro user portal enables users to e manage and reload the balance of their card ID This can be either the balance of a back office account online systems or of the e purse on the card ID off line systems e manage and upgrade privileges e block lost or stolen cards IDs e view previous transactions e activate a card ID for which the user received an activation code on sites where this functionality is used In the future they will also be able to e give their opinion on product quality e give their opinion on the range of products and services Users can only use the user portal if they have a user name and a password These are either the same user name and password used to log into the university or company system or they are defined with FP5 by your system administrator 2 LOGGING IN FacilityPro user portal is accessed in a web browser using a URL Generally there will be a link to the user portal in the website of the university or company concerned The URL leads to the login screen LOG IN sse el EN v Figure 2 1 User portal login screen FacilityPro Platform Page 3 of 8 AGNA CART To log in to the user portal 1 Enter the URL of the user portal in a web browser or click on a link that leads you to the user portal You will see the log
7. in screen Figure 2 1 If you are in a Single sign on environment i e if you link to the user portal from another application on your site where Single sign on is implemented you will go straight to the home page of the user portal and can go on to step 3 the second sentence 2 Enter your user name and password 3 Click on the Log in button You will see the home page of the user portal examples in Figure 2 2 and Figure 2 3 If you have more than one card ID you will first see your cards IDs Figure 2 4 and must select one before you see the home page for the selected card ID nthe section Account details you can see the balance of the card ID which privileges you have and various other details such as your name and card ID number and status Inthe section Top ups there are buttons for topping up your balance with predefined amounts and or buttons for topping up privilege counters Which top ups are available is decided by your site administrator In the example in Figure 2 3 choosing the top up 40 prints copies will augment the counter of a privilege which gives 10096 discount on prints and copies by 40 nthe section Transactions you might have to scroll down you can see your last 18 transactions 4 To switch the language of the user interface at any time select the desired language from the drop down list in the top right hand corner to permanently change the language see 82 1 5 To log out at any tim
8. ivates the card ID from the user portal The card ID is distributed to the user with an activation code by the card ID producer The user must then log in to the user portal and activate the card ID In effect he actually registers the card ID as his card ID so that any privileges pertaining to him as a user will also be applied when the card ID is used at a terminal and so that he can manage the card ID in the user portal i e top up his card ID balance or a privilege counter block or unblock his card ID and view the transaction history To activate your card ID 1 Loginto the user portal see 82 2 From the home page click the Activate card ID button You will see the pop up screen shown in Figure 6 1 3 Enterthe card ID number and activation code 4 Click Activate FacilityPro Platform Page 7 of 8 AGNA CART CHIPCARD SOLUTIONS Activate card ID Card ID number Activation code Figure 6 1 Activate card ID pop up screen FacilityPro Platform Page 8 of 8
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