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Self Registration Process Channel One Portal How to request access for Channel One Portal

Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

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Page 1: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

Self Registration Process

Channel One Portal

How to request access for Channel One Portal

Page 2: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

For North America and Canada

Page 3: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

3

Select this option to request

access for the portal

Open a browser (preferably Mozilla Firefox) and navigate to

www.channelone.cummins.com

Page 4: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

4

Select this option If you have a Cummins user ID and password. You should

use your ID which has access to most other Cummins applications

including QSOL/Training etc. Most users will choose this option.

Select this option If you do not have a

Cummins User ID and password

Option 1

Page 5: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

5

If you selected Option 1 and have forgotten your

password, click here to reset it.

If you remember your ID and Password,

enter them and click here to login.

Page 6: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

6

Verify your information and click the

checkbox to accept the privacy policy

and then click Continue

Page 7: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

7

This information is captured from your

Cummins profile from the previous screen

This is the

information you

will have to

provide for

completing your

user registration

request

Page 8: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

8

Select your Organization Type from the

drop down. This determines what roles

are shown in the next field “Your Role”

These fields are auto populated for

North America

Page 9: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

9

After selecting Organization

type, some new fields get

added to the list depending

upon your selection.

Click on the drop down and find your

distributor. The list only shows

distributors in the selected region.

Page 10: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

10

Start typing your dealer name and the system

automatically shows you the matching

dealerships. Pick your dealership from the list. If

it doesn’t show up, you can always completely

type it as well.

Page 11: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

11Insert Data Classification

Select your role. “Principal” is the owner/sales

manager of the dealership. All lead allocations

are made to this person who is responsible for

re-allocating them within the team.

Options

available are

different for

different

types of

channel

partners

Page 12: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

12

Provide the name of your Cummins Liaison /

Territory Manager for the Residential / Light

Commercial business. These fields vary by the

role you select. So for a dealer sales manager,

you may have to provide your manager’s contact

details instead of the Territory Manager.

Page 13: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

13

Select your preferred language in which you

would want to access / view all the information in

the portal. Dealer portal is only available in

languages as shown in the list.

Page 14: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

14

OPTIONAL: If you wish to provide any details,

notes etc. you can mention them here. This is

not required. Maximum limit is 500 characters.

Page 15: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

15

Select your responsibilities. “View” gives you read

only access to view data. Click on “Continue” to

show you options for being able to create and

edit stuff.

Page 16: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

16

Select your responsibilities for creating and

editing stuff. Once you’re done, click on “Submit”

button. If you want to re-select responsibilities

under “View”, click on “Reset” button and

reselect them.

Page 17: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

17

Congratulations!! You’ve successfully raised your user request. Once the

access request is approved by the Distributor/Cummins Internal team, we

would grant you access within 24-48 hours and also notify you in an email.

---- End of Section ----

Page 18: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

For All Regions other than North America and Canada

Page 19: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

19

Open a browser (preferably Mozilla Firefox) and navigate to

www.channelone.cummins.com

Select this option to request

access for the portal

Page 20: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

20

Select this option If you have a Cummins user ID and password. You should

use your ID which has access to most other Cummins applications

including QSOL/Training etc. Most users will choose this option.

Select this option If you do not have a

Cummins User ID and password

Option 1

Page 21: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

21

If you selected Option 1 and have forgotten your

password, click here to reset it.

If you remember your ID and Password,

enter them and click here to login.

Page 22: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

22

Verify your information and click the

checkbox to accept the privacy policy

and then click Continue

Page 23: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

23

This information is captured from your

Cummins profile from the previous screen

This is the

information you

will have to

provide for

completing your

user registration

request

Page 24: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

24

Click on the drop down link for Country (red box)

and select your country from the list

Page 25: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

25

Based on the Country you selected, the Region

field will be automatically filled up. You will not

be able to change this.

Page 26: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

26

Select your organization type – Dealer,

Distributor, Distributor Branch or Cummins

Power Generation / Corporate. Different

organization types will ask you for different extra

information to provide next

We will use

“Dealer” in this

example.

Page 27: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

27

Extra information required if

you select “Dealer” as your

Organization Type

Page 28: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

28

Select the name of your distributor from the list.

This list shows only those distributors who are

active in the region.

Page 29: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

29

Start typing your dealer name and the system

automatically shows you the matching

dealerships. Pick your dealership from the list. If

it doesn’t show up, you can always completely

type it as well.

Page 30: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

30

Select your role. “Principal” is the owner/sales

manager of the dealership. All lead allocations

are made to this person who is responsible for

re-allocating them within the team. The person

would also have access to pricing and other

sensitive information and administrative things.

Options available are

different for different types

of channel partners

Page 31: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

31

Select your preferred language in which you

would want to access / view all the information in

the portal. Dealer portal is only available in

languages as shown in the list.

Page 32: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

32

OPTIONAL: If you wish to provide any details,

notes etc. you can mention them here. This is

not required. Maximum limit is 500 characters.

Page 33: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

33

Once you’ve provided and

reviewed all the details,

click Submit to complete

your user access request.

* Remember, this is

directly imported from

your Cummins profile

associated with the User

ID

Page 34: Self Registration Process - Cummins · 2017-09-12 · Self Registration Process ... Most users will choose this option. Select this option If you do not have a Cummins User ID and

34---- End of Section ----

Congratulations!! You’ve successfully raised your user request. Once the

access request is approved by the Distributor/Cummins Internal team, we

would grant you access within 24-48 hours and also notify you in an email.