Difference between revisions of "How do I connect to my Platinum Online?"
From Catalyst
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== More Information == | == More Information == | ||
| − | In order for you to be able to log into {{PlatinumOnline}}, you will need to have your Platinum up to date as of | + | In order for you to be able to log into {{PlatinumOnline}}, you will need to have your Platinum up to date as of October 2013. All of the software necessary for Platinum Online is available free of charge for currently maintained or rented systems. |
* See [[Downloading a Platinum Update]]. | * See [[Downloading a Platinum Update]]. | ||
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=== Logging into Platinum Online === | === Logging into Platinum Online === | ||
* To log into {{PlatinumOnline}} you will first need to set up your online password. To do this see [[How do I set or change my Platinum Online Password?]] | * To log into {{PlatinumOnline}} you will first need to set up your online password. To do this see [[How do I set or change my Platinum Online Password?]] | ||
| − | :{{Note|iconsize=small|text=Once you have set your {{PlatinumOnline}} password, click on {{Menu|Help|About Platinum}} and make a note of the {{DataPrompt|Online ID}}. This will be in the format {{DataValue|AAA@9999}}, where {{DataValue|AAA}} represents your User Code (normally your initials) and {{DataValue|9999}} is your Company ID (allocated to your company by us). You will need | + | :{{Note|iconsize=small|text=Once you have set your {{PlatinumOnline}} password, click on {{Menu|Help|About Platinum}} and make a note of the {{DataPrompt|Online ID}}. This will be in the format {{DataValue|AAA@9999}}, where {{DataValue|AAA}} represents your User Code (normally your initials) and {{DataValue|9999}} is your Company ID (allocated to your company by us). You will need these credentials to log into {{PlatinumOnline}}.}} |
Open your web browser and go to [https://online.catalyst-uk.com/home/login Platinum Online]. | Open your web browser and go to [https://online.catalyst-uk.com/home/login Platinum Online]. | ||
| − | * In the {{DataPrompt|Online ID}} field enter your {{DataValue|Online ID}}. | + | * In the {{DataPrompt|Online ID}} field, enter your {{DataValue|Online ID}}. |
| − | * In the {{DataPrompt|Password}} field enter your [[How do I set or change my Platinum Online Password?|Platinum Online password]] and click {{Button|Log in}} | + | * In the {{DataPrompt|Password}} field, enter your [[How do I set or change my Platinum Online Password?|Platinum Online password]] and click {{Button|Log in}}. |
* Click the {{Button|Menu}} button at the top left to see a list of available options. | * Click the {{Button|Menu}} button at the top left to see a list of available options. | ||
| − | ** The options available | + | ** The Platinum Online options available will be defined by those that you have available in Platinum, so if you want to perform a stock enquiry, you must have access to Stock Enquiries in Platinum. Security controls in Platinum apply in your online copy of Platinum, so for example you will only have access to cost prices in Platinum Online if you have access to cost prices in Platinum. |
| − | ** For details on setting up user security see [[How do I Set Up User Security in Platinum?]] | + | ** For details on setting up user security, see [[How do I Set Up User Security in Platinum?]] |
See [[What Browser should I be using with Platinum Online?]] | See [[What Browser should I be using with Platinum Online?]] | ||
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* [[How do I Set Up User Security in Platinum?]] | * [[How do I Set Up User Security in Platinum?]] | ||
| − | {{KB_Tags|login, connect, platinum, online, Create Password, Password}} | + | {{KB_Tags|login, connect, platinum, online, Create Password, Password, credentials}} |
{{KB_PlatinumOnline}} | {{KB_PlatinumOnline}} | ||
Revision as of 09:35, 2 August 2016
Summary
This article explains how to log into the Platinum Online system, where you are able to add images to your vehicle stock, perform stock enquiries or review your sales dashboard.
More Information
In order for you to be able to log into Platinum Online, you will need to have your Platinum up to date as of October 2013. All of the software necessary for Platinum Online is available free of charge for currently maintained or rented systems.
You will also require the Web Daemon to be installed and up to date. (For Platinum Online use you will not need to purchase additional Platinum modules.)
- See Web Daemon.
- See Why is my Web Daemon not contactable? if you have the Web Daemon installed but Platinum Online still can't connect.
If you require assistance do not hesitate to Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.
Logging into Platinum Online
- To log into Platinum Online you will first need to set up your online password. To do this see How do I set or change my Platinum Online Password?
Once you have set your Platinum Online password, click on " Help About Platinum" and make a note of the "Online ID". This will be in the format 'AAA@9999', where 'AAA' represents your User Code (normally your initials) and '9999' is your Company ID (allocated to your company by us). You will need these credentials to log into Platinum Online.
Open your web browser and go to Platinum Online.
- In the "Online ID" field, enter your 'Online ID'.
- In the "Password" field, enter your Platinum Online password and click [Log in].
- Click the [Menu] button at the top left to see a list of available options.
- The Platinum Online options available will be defined by those that you have available in Platinum, so if you want to perform a stock enquiry, you must have access to Stock Enquiries in Platinum. Security controls in Platinum apply in your online copy of Platinum, so for example you will only have access to cost prices in Platinum Online if you have access to cost prices in Platinum.
- For details on setting up user security, see How do I Set Up User Security in Platinum?
See What Browser should I be using with Platinum Online?
See also
- What Browser should I be using with Platinum Online?
- Downloading a Platinum Update
- Web Daemon
- Why is my Web Daemon not contactable?
- How do I set or change my Platinum Online Password?
- How do I Set Up User Security in Platinum?
