Core Portal Self Registration User Guide

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Core|Portal Self
Registration User Guide
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TABLE OF CONT
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SECTIONEN
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CONTENTS
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Table of Contents ................................................................................................................................... 2
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Section ................................................................................................................................................... 2
1.1 Section 1 – Self Registration on CorePortal......................................................................................... 3
1.1.1
Step 1 - Issuing of Secure Token to each Employee and Employee Log on .............................. 3
1.1.2
Step 2 – Self Registration .......................................................................................................... 4
1.1.3
Step 3 – Self Registration .......................................................................................................... 5
1.1.4
Step 4 – Set Security Questions ................................................................................................ 6
1.1.5
Step 5 – Self –Registration ........................................................................................................ 7
1.1.6
Step 6 - Registration Success .................................................................................................... 8
1.1.7
Step 7 – Activate Account and Create Password ...................................................................... 9
1.2
Section 2 – Resetting Password or Security Question ............................................................. 11
1.2.1
Step 1 ...................................................................................................................................... 11
1.2.2
Step 2 ...................................................................................................................................... 12
1.2.3
Step 3 ...................................................................................................................................... 13
1.2.4
Step 4 - Reset Password .......................................................................................................... 14
1.2.5
Step 5 – Reset Security Question ............................................................................................ 21
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1.1
SECTION 1 – SELF REGISTRATION ON COREPORTAL
1.1.1 STEP 1 - ISSUING OF SECURE TOKEN TO EACH EMPLOYEE AND EMPLOYEE LOG ON
First time Log On
The first time an employee logs onto the system they will have to self-register. In advance of go-live a
unique random token will be generated and will be issued to each employee, via email. On receipt of the
token, the employee will navigate to the CorePortal public page, via a link provided in the email, in order
to self-register.
On first time registration, click on “Register for an Account”
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1.1.2 STEP 2 – SELF REGISTRATION
To complete this step you will require your date of birth, your token (issued via email) and your Salary
Bank account number (IBAN). Complete and Click on Next Step.
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1.1.3 STEP 3 – SELF REGISTRATION
Once step 1.1.2 above is completed, the screen below is presented. You will require your email address
to complete this step (on successful registration an email will issue to this address containing important
account activation information) enter Email address and Confirm Email Address. Click on Next Step.
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1.1.4 STEP 4 – SET SECURITY QUESTIONS
You will be presented with ten security questions. You must choose and answer three questions. For
each future log on you will be asked to provide the answer to one of your three randomly chosen
security questions. Complete and click on Next Step.
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1.1.5 STEP 5 – SELF –REGISTRATION
When Steps 1 to 3 are completed successfully, the summary screen below is presented. Once you are
satisfied that the information is correct, tick the Terms and Conditions to say that you agree with them
and click on Register.
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1.1.6 STEP 6 - REGISTRATION SUCCESS
When step 1.1.5 is successfully completed the screen below is presented. At this point an email will be
generated and will issue to you to allow you to activate your account. Click to close pop-up window &
check email account to proceed to activate account.
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1.1.7 STEP 7 – ACTIVATE ACCOUNT AND CREATE PASSWORD
You will receive an email with a link to CorePortal which you must now access to activate your account.
You will be asked to enter your date of birth and the last 4 digits of your Salary Bank Account Number
(IBAN). You will be asked to create a password.
(The password must be at least 8 characters long and contain at least 1 upper case (capital) letter, 1
number and 1 special character e.g. £, &. New passwords must differ from previous password by 3
characters, Password incrementing is not allowed and the 3 most recently used passwords cannot be
reused)
Complete and click on Set Password.
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Subsequent Log On to Coreportal
For subsequent log on to the Coreportal system you will require your username (which will be your
email address) and password (the password which was generated during the self-registration process
1.1.7) and the answer to one of three security questions (as chosen during self- registration).
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1.2
SECTION 2 – RESETTING PASSWORD OR SECURITY QUESTION
1.2.1 STEP 1
Log onto the CorePortal public page. Click on “Forgot password or security question”
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1.2.2 STEP 2
Enter your email address and your date of birth. Click Next Step
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1.2.3 STEP 3
Choose the option to reset password
Click on password reset and click on Next Step
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1.2.4 STEP 4 - RESET PASSWORD
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reset password by sending an email and click next step
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Step 4 – continued
If you choose to reset your password by sending an email an email will be sent to your registered email
address.
Click to close pop-up window & check email account to proceed with resetting password.
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Step 4 - continued
Click on the link contained in the email and you will access the screen below. Enter DOB and one
security question. Reset your password and confirm password. Click on Set Password.
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Step 4 – Continued
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reset password answering security questions and click next step
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Step 4 - Continued
Provide the answers to your three security questions, as provided in the registration process. Click on
Next Step
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Step 4 - Continued
Enter and confirm a new password. Click on Next Step
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Step 4 – Continued
You will receive a message to say that you have successfully reset your password. You will also receive a
confirmation email to confirm your password has been reset.
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1.2.5 STEP 5 – RESET SECURITY QUESTION
Log onto the CorePortal public page. Click on “Forgot password or security question”
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Enter your email address and your date of birth. Click Next Step
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Click on Security question reset and click next step
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Step 5 – continued
Enter your password and the last four digits of your IBAN. Click Next Step
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Step 5 - Continued
Provide the answers to three of ten security questions. Click Next Step.
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Step 5 – Continued
You will receive a message to say you have successfully reset your security questions. You will also
receive a confirmation email to verify that your security questions have been changed.