Breeze ID - simple, fast and secure

Content

• Breeze ID - simple, fast and secure. 1

• User manual for the ID portal Breeze. 3

• Activate your account 5

• Login next time. 6

• 2-factor login security. 6

• Welcome to Breeze. 7

• Menu option. 8

• Portals: 8

• Portal information: 8

• Users: 8

• Order history: 8

• Approval requests: 8

• Duo ID requests: 8

• Lower 9

• Ordering a new ID carrier: 9

• Start Duo ID request: 9

• Ordering products and accessories: 9

• Manage ID carriers: 9

• My Profile: 9

• My Orders: 9

• Ordering a new ID carrier: 9

• Familiarize yourself with the portal and the role you have been assigned. 10

• Ordering a new ID carrier 10

• ID photo upload. 12

• Proof 13

• Your shopping cart 15

• Select delivery address. 16

• Choose shipping method. 17

• Select Duo ID request template. 21

• Duo ID sign-up form.. 22

• Duo ID request from the portal 24

• Preview.. 25

• Duo ID processing options. 25

• Approval 25

User manual for the ID portal Breeze.

Breeze is an ID portal for secure ordering and management of the organization's ID carriers (access cards and key fobs). With Breeze, the organization's processes for issuing and managing ID carriers will be secured and logged in a simple and clear web portal, without the need for application installation on local PC. Delegation of work out in the organization to those who know the employees.

Available features by default:

• Role management of portal accesses

• 2-factor login with mail-link

• Group management of the order templates

• Users set their own password and can control forgotten passwords on their own

• Image acquisition with crop function and color adjustment capability

• Upload or take the photo directly with your webcam or mobile camera

• All number sequences are organized automatically

• Possibility of pre-production approval function

• Customized supplies and accessories selection

• Basket saved for later checkout

• Central card production via the portal provider

• Address verification and shipping personalization

• Quick search in portals, orders, or users

Available options for Breeze:

• Duo ID - Self-service link for data and image collection

• Automatic removal of photo background on ID photo

• Priority treatment in production

• Local card personalization and RFID encoding directly from the solution

• Ordering and managing mobile access cards for use in STid access readers

• API connectivity for automatic data exchange

  • HR data for the ordering process

  • Data, incl. ID photo for access control integration or use in own organization

• Backreporting of card data in format that can be imported in access control

As a first-time user of the Breeze Portal, you will be sent an activation link to your registered email address. This is issued by your portal administrator, and you can activate and log in with the browser from a PC, PAD or mobile. Note that some administrator pages are best displayed on PC/PAD.

Example of appearance of activation mail from your portal provider. The email comes from partner@idportal.no and is for your registered email, which will also be your username.

Activate your account

In the activation email you receive, click on the button "ACTIVATE ACCOUNT" to get to the activation page. Here you set your own password to enable your access. Follow the rules for which security mechanisms your password must contain for it to be considered secure and authenticated automatically. These rules are displayed and approved as you enter your password suggestion.

Keep your password in a safe place.

Once your password is accepted, you can press WELCOME IN! and you'll be able to access Breeze directly.

Login next time

If you are going to the Breeze portal afterwards, use the Breeze link to your portal provider.

Ex: partner.idportal.no

1.       Press the button "LOGIN"
2.       Enter your E-mail address that you are registered with in the solution
3.       Press "CONTINUE" and enter your password on the next page
4.       You can use the self-service solution for "FORGOT PASSWORD" at any time

Welcome to Breeze

When you are correctly logged in, it will look something like this.

Menu option

The menu on the left side of the Breeze portal varies with your role.  Here we refer to the menu items available to Users and Administrator:

1. The tab sheet in the browser, and the top part of the menu, will always show which portal you are logged in to, even if you have access to multiple portals.

2. You can select your language and see the number of registrations made to the shopping cart in the upper right corner of the portal. Your shopping cart will be saved and will keep its contents until you check it out, even if you log out and back in at a later date. A good way to accumulate orders to save shipping costs. 

Upper part

Portals: Displays any underlying portals. In the list that appears, select which portal you want to work from

Portal information: Displayed if you are an admin and have access to view or change certain data fields pertaining to your organization. Check that data on this page is always refresh

Users: Displayed if you are an admin and can view or edit anyone who has access to this portal, or its underlying portals

Order history: Displayed for those assigned both the administrator role and this feature. Displays all orders registered in this portal

Approval requests: Shown if you're an authentication operator. Here we list all orders made with products/orders that must be approved before they are produced/delivered. May be data, photo quantity or anything else that requires

Duo ID requests: Shown if your portal has access to order cards with a self-service link. This is to make it easier to collect and register data such as ID-photos and PINs from the user. Here is a list of all registered cards requested and ready from the cardholder. Upon approval, the registered card is added to the shopping cart (see separate item about shopping cart)

If you think you should have access to additional roles or functions, contact your portal administrator.

Familiarize yourself with the portal and the role you have been assigned

Once you have accessed the portal, you can familiarize yourself by clicking on the various menu links you have been given access to. If you experience any errors or want more information, contact your portal administrator

Ordering a new ID carrier

Click on the menu link "Order a new ID carrier"

If you only have one template available, you do not need to choose the correct template after clicking on "Order a new ID carrier". If you are missing a card or chip type, contact your portal administrator to have it added.

Select the template with which you wish to register your order.

These are examples. Your templates will be customized to match your organization's design setup. If you are currently using white access cards but wish to upgrade to access cards with logo and/or ID prints, please contact your portal provider. We can also include a batch template for cards printed and encoded in series. You only need to enter the quantity of cards during the ordering process. Batch printed cards will feature the same print design, but the card numbering and RFID encoding will differ. .

Each of the templates can have different fields for data that must be entered. The fields may be marked with an asterisk (*) and these are mandatory, and/or you must select data from the drop-down list of predefined information.

The fields to be registered contain data that is required for the ID carrier to be issued, but may also contain information that must be registered for use in your organization in other contexts.

You can easily change card measurements if you chose the wrong one

Lower

Order a new ID carrier: Here you order a personalized card or key fob. All data is registered and any ID photo is uploaded. Upon completion of registration, the product is added to the shopping cart (see separate item about shopping cart)

Start Duo ID request:
The same function as "Order a new ID carrier", but some fields may be left open before the choir user can register via the self-service link. Such a link mailing requires at least the card user's email address

Ordering products and accessories: Shown if you have access to order supplies and accessories for cards, key fobs or plastic card printer. If you are missing products, contact your portal provider to add what suits your organization

Manage ID carriers: Appears if you have the administrator role. Lists all ID carriers that are on order, ordered or manufactured in this portal.

My Profile: Here you see data registered to you as a user of the system. You can change some items yourself

My Orders: Lists all orders your user has registered in the system, and the status of these

Once all the necessary and available data has been recorded, press "CONTINUE".

ID photo upload

If the template contains an ID photo and/or signature, you can upload from your device or take a photo with a connected camera. This also applies if you use PAD or your mobile phone for registration.

Proof

After confirming and continuing, after the data collection, a proof will appear. The proof shows all the items that are registered and ready at the time of registration. You must check that all data is correct and that  the registration looks the way you want before you approve by clicking on "ADD TO CART". You can press "BACK" to correct the data that does not match. You can also remove the registration from your shopping cart later before checking it out, if you wish.

There may be certain elements, such as automatic numbering or readout of RFID technology, that do not appear on proofs, but are added during production. These items appear in the final view in the log that you access after the cards are produced. If everything is ok, press "ADD TO CART"

When your registration is complete, it will be placed in a shopping cart, which is also displayed in the upper right corner of the portal. In this stage, you can choose to register multiple ID carriers, the same or different templates, add supplies and accessories, or check out the shopping cart.

Remember that all registrations added to your shopping cart are stored there until you check it out. You are welcome to log out and log back in in the portal, without removing what is in the shopping cart. What is in the shopping cart can be checked out at a later date. You can also combine different templates in the same order, and check out the shopping cart later to save shipping costs.

The number of accessories can be adjusted before pressing "ADD TO CART".  If you are missing something, contact your portal provider for help adding more products. If you personalize cards yourself, on your own card printer, you can add color bands and cleaning kits that fit the printer.

Your shopping cart

All products that have been registered, since you checked out the shopping cart last, are displayed. Check that you have remembered to register what you need before pressing "NEXT"

Everything in your basket is still saved and you can cancel your checkout at any time and resume at your convenience.

Select delivery address

You select the delivery address for your shopping cart from the list that appears. If you are given the option to add your own addresses, click on the + sign and enter the address to use, if it is not already in the list. The address you register is stored on your user account and can be viewed in "My Profile" by you and an administrator. The address you register yourself at check-out is only available to you, and is stored for use later. Addresses that are often used by several people at checkout should be added under "Portal information" by your portal administrator.

If there are no addresses in the list and you do not see the + sign, you must contact your portal administrator to have addresses added or access to you for this.

Choose shipping method

After selecting the delivery address, you can press the heart to display this by default every time you check out the shopping cart. You can choose one of the other addresses at any time, even if you have chosen your favorite. When selecting an address, shipping methods available for this postal code are displayed. The shipping method varies depending on where in the Norway it is and whether it is the PO Box or street address that is used. If you want other shipping methods, than those listed, you can contact your portal administrator to find out what is available for your portal.

Remember to choose the correct shipping method in relation to speed and where it is to be delivered (mailbox/PO box/reception). The different shipping choices have different prices, and these vary with transportation distance, format and weight. Courier car is only available in the Oslo area. If you want fast delivery, it is important to choose a shipping method that matches that.

Select "NEXT" when ready

Summary of your delivery choices

The field for "Email address" is pre-filled with the address of the person who is logged in. If you want someone else to get information with tracking for the shipment, change here (tracking does not apply to Snail Post). The "Booking reference" field is included with the order and invoice, and this field may be required. Make sure that the address and shipping method are correct, and choose whether you want priority processing or standard production. The date shows the expected production day, and often the products are shipped the same day. Remember that the shipping time must be calculated additionally. You can exit the checkout at any time to add products or checked out later. Your cart is still saved. If everything is correct, slide the switch to the bottom to confirm the order and press "ACCEPT ORDER". If the option for "Priority Management" does not appear, please contact your Portal Administrator to have this enabled.

Order  summary and status bar

A summary of your order is displayed, and you can follow the order in the different statuses. As long as the order has a status of "Pending" you can cancel the order (you will then need to register all data again). You also have the option to add or change the "Booking Reference" on this page.