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1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway links General information links Customer Support links
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1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

Jan 13, 2016

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Laura Ward
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Page 1: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

1

Business Customer Gateway Concept

The Gateway landing page offers

• Start of Online application

• Information on the services available through the Gateway links

• General information links

• Customer Support links

Page 2: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

2

Gateway: Online Customer Registration

Step 3. New user selects an account typeBusiness Users

• Old PostalOne! functionality

• Access to Business Services

Personal Users• Consumer products

and services

– Stamps

– PO Boxes

Page 3: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

NEW USER SIGN-UP

Page 4: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

4

Gateway: Online Customer Registration

Step 4. New user selects an account type

• New users MUST enter company name and address information consistently.

• All required fields must be entered in order for user to continue

– System requires an email address and phone number, for system auto generated emails (request for services)

Page 5: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

5

Gateway: Online Customer Registration

Step 6. New user reviews information entered & captured by the system.

Company Profile Summary screen appears when the company info is entered and submitted.

• The system allows the user to Edit or Continue within the same session.

• A user can log back into the Business Customer Gateway and edit Profile data as necessary.

Page 6: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

6

Gateway: Online Customer Registration

This Privacy Act screen appears when the Company Profile information is captured.

• agreement replaces hardcopy 1357c

• the user must read and accept the term and conditions of the Act, and select the Yes radio button in order to continue

Step 7. New user reads and accepts the Privacy Act

Page 7: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

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A Business service is added by user

• selecting one of the service links

• entering the Service (then click the Submit)

• filtering using the Locate Service dropdown menu (then click the Select)

– A user is allowed to cycle through to add add’l service(s)

Step 8. New user requests a business service

Gateway: Online Customer Registration

Page 8: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

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Gateway: Online Customer Registration

Existing business locations display once the service is selected

• user selects location by clicking the checkbox at the left.

• user clicks New Business location button to add additional business locations to profile.

Step 9. New user selects the business locations she wants associated to this service

Page 9: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

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Gateway: Online Customer Registration

Confirmation page displays the Service being requested and the Business location(s) for that Service

Step 9. New user confirms or cancels the business service request

Page 10: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

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Gateway: Business ServiceService that requires

multi-users for same company requires a BSA Approval

• The user has the option to assume the BSA role or wait for the Service until the BSA is assigned at the business location

– The BSA agreement list the Responsibility, Obligations and rule in the instance of Administrator Personnel Change.

Step 10. New user has the option to assume the BSA role

Page 11: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

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Step 11. New user accepts the T&Cs of the business service

The hardcopy USPS Participation Agreement has been replaced by an electronic Terms & Conditions

• User clicks through agreement that the and accepts T&Cs for the business location

• User certifies understanding (checks box)

Gateway: Business Service

Page 12: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

The Business Service Administrator (BSA)• Key contact for a Business Location for the management of the selected Service.

– Approves and deactivates all user requests for Services at the business location

– Assigns the appropriate access levels to its users

– Assigns additional approved users to the BSA role

The first user requesting a service for a business location will be prompted to assume the BSA role

• User requests access to a Service for a business location, the system checks to see if that service requires a BSA.

– If yes, the system checks to see if the BSA is assigned

– If no BSA, the user requesting access will be notified of the BSA requirement and asked if they will assume the BSA responsibility

• If the user agrees to become the BSA the registration process continues.

– If user declines, the service request goes into a pending status until there is a BSA for this Service at the Business Location

– The request is held for 25 days, then is purged

Business Service Administrator

Page 13: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

BUSINESS SERVICE ADMINISTRATOR (BSA) GRANTED

Page 14: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

BUSINESS SERVICE

Page 15: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

MID SUMMARY

Page 16: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

APPLY FOR MID

Page 17: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

MID APPLICATION DETAILS

Page 18: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

MID SUMMARY

Page 19: 1 Business Customer Gateway Concept The Gateway landing page offers Start of Online application Information on the services available through the Gateway.

CONTACT PAGE

• POSTAL ONE HELPDESK NUMBER1-800-840-7085 OPTION 1 THEN OPTION 6

• LAKELAND MANAGER, BUSINESS MAIL ENTRY

Melinda Stefanski 414-287-2548

• LAKELAND DISTRICT MDA

George Strnad 414-287-2503