P assport S ite User Guide - Delta Controlspassport.deltacontrols.com/DeltaControlsPassportS... ·...
Transcript of P assport S ite User Guide - Delta Controlspassport.deltacontrols.com/DeltaControlsPassportS... ·...
Delta Controls Passport Guide Document Edition 2.0
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About This Guide The Delta Controls Passport Site provides access to various Services available to our Partners such as George Support, George University, the Helpdesk and various others. Based on the Services a user has access to, they may be provided resources such as Marketing Materials, Product Information, Software Downloads and others.
This Guide provides the information you require to access Delta Controls Passport and manage features such as Your Profile.
About This Guide
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Contents About This Guide ........................................................................................................................2
Accessing Delta Controls Passport ............................................................................................4
Browser .......................................................................................................................................... 4
Initial Logon to Passport ................................................................................................................ 4
CASL Consent ............................................................................................................................. 5
My Profile........................................................................................................................................ 6
Logon to Passport .......................................................................................................................... 9
Password Reset ........................................................................................................................ 10
Passport Functionality ............................................................................................................. 11
Functional Overview ..................................................................................................................... 11
Change Password ........................................................................................................................ 12
My Profile...................................................................................................................................... 13
Edit My Profile .......................................................................................................................... 14
Document Revision History ...................................................................................................... 15
Delta Controls Passport Guide Document Edition 2.0
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Accessing Delta Controls Passport Browser The recommended browser for using the Passport Site is Chrome.
Initial Logon to Passport When a Passport User profile is created by an administrator, an email will be sent advising this user that a Passport account has been created along with a link to create a new password.
1. Click on the link within the email body. The Delta Controls Passport Change Password page will display.
2. Complete the new password details and click Submit.
Accessing Delta Controls Passport
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3. A password change confirmation will be displayed. When the password has successfully been changed, a Canadian Anti-Span Legislation Consent (CASL) will be displayed.
4. The CASL Consent Form will be displayed. The options are: a. Yes, I consent b. No, unsubscribe me c. Choose later
5. After a selection is made, the My Profile Page is displayed.
CASL Consent
When you consent to CASL, the Passport My Profile Page is displayed with the Preferred Communications tab displayed. The My Profile page provides you with the ability to update your Preferred Communications options, Basic Information and to Manage Your Password. In addition, you can view Your Administrators details. The following sections describe the information you will see and the details that may be updated
Delta Controls Passport Guide Document Edition 2.0
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My Profile Preferred Communications In this tab you can define the following;
Opt For Delta Exchange Email Notification where you will set one of following values: o Yes o No o Not Set
Opt for Email Notification, there are six Preferred Communications choices (can choose more than one) specific to your needs.
Accessing Delta Controls Passport
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Basic Information In this tab you can update the following fields:
First Name Last Name Job Title
Your Administrators In this tab you will find the names of your Partner Administrator(s) and Online Ordering Administrator(s); two different Roles in Passport that can be designated to different employees.
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Delta Controls Passport Guide Document Edition 2.0
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Password Reset 1. From the logon page, click on Forgot password? Click Here. 2. A Change Password page will display. 3. Enter your Email address and click Submit. 4. An email will be sent with a link to reset your password.
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Document Revision History
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Document Revision History Document Edition Number
Date Published
Author Change Description
2.0 July 27, 2017 Danis Sale 1. Delta logo 2. Screenshots to show new version.
1.5 September 29, 2016
Lorraine Stewart
1. Logon Page – added list of browsers 2. Passport Functionality – added new image of
Passport Resources 3. My Profile Page – added new image showing
tabs and descriptions 4. Edit My Profile – added new image showing
tabs 5.
1.0 November 25, 2015
Tracey Rossi None