Transcription of TransUnion Direct
1 TransUnion Direct Features user guide : Learning Solution January, 2014 Version 2 Note: Please be advised that we have undergone rebranding in a staged approach. Whilst the content is correct at the time of print, the system screenshots will only be updated in the upcoming months as the system is updated. 2015 TransUnion LLC All Rights Reserved No part of this publication may be reproduced or distributed in any form or by any means, electronic or otherwise, now known or hereafter developed, including, but not limited to, the Internet, without the explicit prior written consent from TransUnion LLC. Requests for permission to reproduce or distribute any part of, or all of, this publication should be mailed to: TransUnion Wanderers Office Park 52 Corlett Drive, Illovo, South Africa The T logo, TransUnion , and other trademarks, service marks, and logos (the Trademarks ) used in this publication are registered or unregistered Trademarks of TransUnion LLC or their respective owners.
2 Trademarks may not be used for any purpose whatsoever without the express written permission of the Trademark owner. TransUnion Direct | 3 | 2015 TransUnion LLC All Rights Reserved Table of Contents Introduction .. 5 Login Page .. 6 Logging in .. 6 Forgotten your password .. 7 Disclaimer .. 9 System Header .. 10 Tab Navigation Bar .. 11 Mailbox .. 12 Quick Links Panel .. 14 Messages .. 14 Subscriber settings .. 14 Change Subscriber .. 15 Resources .. 16 Quick Links .. 16 Pinning to Increase Workspace .. 16 Portfolio of Services .. 17 Order History .. 19 Mailbox .. 19 Order log .. 20 Recurring Orders .. 21 Report Functions .. 22 Email a Report .. 23 Save a Report .. 23 Print a Report .. 24 TransUnion Direct | 4 | 2015 TransUnion LLC All Rights Reserved Table Functions.
3 25 Filtering Information .. 25 Sorting Information .. 26 General Tips .. 27 TransUnion Direct Support .. 29 TransUnion Direct | 5 | 2015 TransUnion LLC All Rights Reserved Introduction This user guide covers the standard system features and functions that are available to you as a user of TransUnion Direct . This resource enables you to order products and reports suited to your business needs. The following features and functions are covered in this user guide : Login page Navigating tabs Mailbox Subscriber settings, resources and quick links Pinning and unpinning Portfolio of services Report functions Table functions Where necessary, you will be guided through a process in a step-by-step manner.
4 TransUnion Direct | 6 | 2015 TransUnion LLC All Rights Reserved Login Page When you launch TransUnion Direct by going to , you will be prompted to log in using your username and password. You will also see a third input field that has some random letters and/or numbers to the left of it. This is a Captcha challenge-response test, which helps ensure that the response is generated by a person and not a computer. Any user entering a correct solution is presumed to be human and therefore will gain access to the secure site. You will need to type in the letters and/or numbers that appear. They will never be the same so be sure to check carefully when typing. Logging in STEP 1: Type your username into the Username field.
5 Note: You must use the email address through which you activated your account. STEP 2: Type your password into the Password field. Note: You would have chosen a TransUnion Direct | 7 | 2015 TransUnion LLC All Rights Reserved password during the account activation process. STEP 3: Type in the CAPTCHA code. Note: The CAPTCHA input field is not case sensitive. STEP 4: Click on the Login button. Forgotten your password If you have forgotten your password, follow the steps below to reset it. STEP 1: Type your username into the Username field. STEP 2: Click on the Forgot Password? link STEP 3: When you set up your account, you selected a challenge question and answer to use to reset your password. Type the answer to your challenge question into the Challenge Response field.
6 STEP 4: Click on the Recover Password button. STEP 5: A message will appear in the top left hand corner of the screen informing you that an email has been sent to you with a link to reset your password. Note: You will need to open your email programme and access the email sent to you from the administration system to click on the Reset Password link in the body of the email. TransUnion Direct | 8 | 2015 TransUnion LLC All Rights Reserved STEP 6: Once you have clicked on the Reset Password link, a window to TransUnion Direct will open. You follow the same steps as you did when you first set up your account. Click on the Reset >> button. You will be taken to the login page. STEP 7: If you have forgotten your challenge question, click on the Send it >> link to the right of the Forgot Your Challenge Question?
7 Statement. A message will appear in the top left hand corner of the screen informing you that an email has been sent to you with your challenge question. Note: You will need to open your email programme and access the email sent to you from the administration system to see your challenge question. Continue on from Step 3. TransUnion Direct | 9 | 2015 TransUnion LLC All Rights Reserved Disclaimer The first time you log in to the TransUnion Direct system, you will see the Disclaimer screen. Read through the terms and conditions of use and if you want to continue, click on the I accept the Terms and Conditions checkbox. The Next button will become active in order for you to click on it. You will be taken to the Home page.
8 Note: The Terms and Conditions are available to read at any time using the blue terms and conditions link at the bottom of the screen. If there are any changes to the Terms and Conditions, you will receive a message in your personal mailbox, found in the Quick Links panel, informing you of these changes. TransUnion Direct | 10 | 2015 TransUnion LLC All Rights Reserved System Header The system header is standard on every screen of TransUnion Direct . It is made up of an information bar and a navigation bar. The information bar contains the following elements: TransUnion logo, which links to Your system status, that you are logged on Your username The navigation bar includes the following links: Home this will take you back to the Home Page.
9 Manage Profile this will open the Mange Profile page where you can update details such as your job title. Change Password this will open the Change Password page where you can reset your password by answering your challenge question. Note: If you have forgotten your challenge question, you can click on the Challenge Question button and an email will been sent to you with your challenge question. Help this will open the TransUnion Direct Help and Support pop-up window, where you can search through a table of contents for system help, product fact sheets, support and contact details. You can also search the Help content by using the search field in the bottom left hand corner of the pop-up window.
10 To close this window, click on the X in the top right hand corner of the pop-up window. Logout use this link to log out of TransUnion Direct after you have finished transacting on the system. TransUnion Direct | 11 | 2015 TransUnion LLC All Rights Reserved Tab Navigation Bar The tab navigation bar offers the ability to navigate between active tabs that you have opened. Note: The number of tabs that can be open at once is limited to eight. To manage the number of open tabs, you can make use of the following functions: Function Icon If you can t see all the active tabs due to limited screen space, use the left and right scroll arrows to scroll across the opened tabs. To close a tab, you have two options: Click on the X inside the blue circle on the far right of the tab Right click on the tab and select Close Tab If you have a number of tabs open and would like to close them all at once, right click on a tab and select Close All Tabs.
