Account Setup
June, 2011
Get started in 4 easy steps
Step 1
Step 2
Step 3
Step 4
• Determine your account structure
• Setup the required PayPal account(s)
• Agency nominated person setup the master agency account
• Agency nominated person add agents to the master account
• Start shopping and booking and earning commission in
Travelport Rooms and More™
Step 5
2
Travelport Confidential
Preparation
Preparation
In order to facilitate a smooth account set up, it is recommended that the following decisions and actions are
taken prior to commencing the account set up.
1.
Nominate the person in the agency who can be responsible for setting up and administering the main
account on behalf of the agency.
Part of the setup involves finance information and decisions therefore it is likely the person will
have finance responsibility. See the section on Agency setup for Multiple PCC’s
2.
If your Agency has more than one PCC in the same or across multiple locations, decide how you would
like your commission to be paid.
See the section on Agency setup for Multiple PCC’s
3.
If you are a Travelport customer and use either Galileo, Apollo or Worldspan you will need to determine,
for each PCC if you have Mandatory Custom Check (Galileo or Apollo) or World File Edit (Worldspan) in
use. You will need to consider the options which are available.
See the section on GDS integration
4
Travelport Confidential
PayPal account setup
Step 2
Create a PayPal account
•
Travelport Rooms and More uses a product of PayPal’s called “Mass Pay” which allows
Travelport to send out payments to account holders in batches, after all commissions from
all providers have been consolidated.
A PayPal account is required to receive commission, and therefore, if your agency does not
have an existing account, you will need to create one.
To create a PayPal account, visit http://www.paypal.com
– Upon arrival, select “Sign Up”
– On the next page:
• Agencies may use a Personal PayPal account for receipt of commission
• Agencies may use a PayPal Business Account.
– For level 1 Countries†, when creating a Business Account, after arriving on the next
page, select the “Web Payments Standard” product from the drop down, and
proceed. Complete all information.
– For level 2 Countries†, complete all information as instructed on the screens.
– A PayPal account needs to be linked to the bank (or method as per the options
provided) where the commission funds are to be sent, but can be set up at a
subsequent date.
•
•
† For further information on how Travelport pay commissions please refer to the
Commission Payment Process deck for full details on receiving funds from
Travelport and withdrawing funds from your PayPal account.
6
Travelport Confidential
Account setup
Step 3
Account setup
This task should be undertaken by the nominated person in the agency who is
responsible for setting up and administering the main account on behalf of the agency.
They will become the master account holder.
Select the Get Started option on the home page
8
Travelport Confidential
Account setup cont
These details are associated with the Nominated Person
Complete your login details:Login
Email
You will use these
Password
details to login to
Travelport Rooms and
More™
Preset s:Complete the fields with your details.
These details will be
used as the default
agency details in the
booking screen
Choose a shopping
currency
9
Travelport Confidential
Shopping results will be
displayed in this
currency (exchange
rates are refreshed daily
by XE)
Account setup cont
Complete the agency details.
These details will be
used on commission
statements
These details will be
used as the default
agency details in the
booking screen
10
Travelport Confidential
*
Account setup cont
I am not a GDS client
If your agency does not have an association
with a GDS, or your GDS is not listed.
Amadeus, Abacus or Sabre
Select the appropriate GDS. Please note the
following:
• Travelport GDS content will not be bookable
• Aggregator content is bookable and Travelport will
pay you commission.
• GDS integration is not available
Select the GDS option suitable for your agency. If you are a
Travelport customer using a Travelport GDS please read the
section on GDS integration in order to select the most
appropriate option.
Galileo, Apollo or Worldspan
Select the appropriate GDS. Please note the following:
• Travelport GDS content will be bookable and you
will be paid commission by the Hotel as though the
booking was made direct in the GDS.
• Aggregator content is bookable and Travelport will
pay you commission direct.
• GDS integration is available providing Mandatory
Custom Check or World File Edit is not configured.
• GDS content – PNR creation
• Aggregator content – Passive PNR creation
• Please complete the additional field with your PCC
number
11
Travelport Confidential
*
Account setup cont
Select which currency you would like your commission
transferred to your PayPal account in:GBP
USD
EUR
SGD
Enter the e-mail address of the PayPal account you set up in
step 2.
For further information on how Travelport pay commissions
please refer to the Commission Payment Process deck for
full details on receiving funds from Travelport and
withdrawing funds from your PayPal account.
These details will be
used to pay your
commission.
12
Travelport Confidential
*
Account setup cont
Complete the details for the Finance contact person in your
agency, as defined in Step 1.
These details will be
used to send the
monthly commission
statement
13
Travelport Confidential
*
Account setup cont
Read and accept the Travelport Rooms and More ™Terms
and Conditions.
Complete the security field.
You are now ready to start making bookings.
You will receive an e-mail
confirming your registration.
Please check your spam
filter if not received.
14
Travelport Confidential
If you have other agents within this PCC/office who require
access to make bookings then please continue to step 4.
Add Agents to the account
Step 4
*
Adding Agents
Select the Account option
Select the Agency Accounts option
16
Travelport Confidential
*
Adding Agents cont
As the master account holder your details will have
automatically been added to this list.
Select the Create and Link a new account option to add more
agents to this account.
17
Travelport Confidential
Adding Agents cont
For each additional agent complete these details and select Create and Link.
Complete their login details:Login
Email
Password (assign a password
for each user)
NB: Make a note of all login
and password details
Users will use these
details to login to
Travelport Rooms and
More™
Preset s:Complete the fields with their details.
These details will be
used as the default
details in the booking
screen
Choose a shopping
currency
18
Travelport Confidential
Shopping results will be
displayed in this
currency (exchange
rates are refreshed daily
by XE)
Adding Agents cont
Travelport Rooms and More™ will send a welcome e-mail to each user, however in some
cases spam filters may prevent these from reaching their intended recipient.
It is also best practice to have them take responsibility for their password and change it
immediately after logging in for the first time.
You may wish to alert users to expect an e-mail and also provide them with the
following information so they can change their password.
Please login to Travelport Rooms and More™ with the details above. Please select
Account in the top right of the screen
Please amend your password.
Select Update at the bottom of the screen.
See the section ‘Management of User Accounts’ in the Appendix for information on
making user accounts inactive if an agent leaves the agency.
19
Travelport Confidential
Appendix
•
•
•
Agency setup for multiple PCC’s
GDS integration options
Management of User Accounts
Travelport Confidential
Agency set up for multiple
PCC’s
Agency set up for multiple PCC’s
Where an agency has multiple PCC’s in a single or across multiple locations it is possible
to configure Travelport Rooms and More™ to have commissions paid to each location or
to have all commissions paid to a single location. This can be achieved either at the
PayPal level or the Travelport Rooms and More™ level. Looking at the following
combinations may help in making a decision for your Agency.
Consider the following:1. How many PCC’s (or individual offices)?
2. How many PayPal accounts and in which currencies?
3. Who does the commission statement need to be sent to?
It may be helpful to draw a grid, and define, for each PCC, who their statement needs to be
sent to and type of PayPal account. Examples on the following pages may assist with this.
22
Travelport Confidential
Agency set up for multiple PCC’s
❶ This combination will provide the
following:-
Single PayPal account
•PCC level booking reports
•PCC level user setup control
•PCC level commission reporting
Single finance contact
•Finance contact will receive
commission statements for each
PCC.
•All commission payments received
in to a single PayPal account
23
Travelport Confidential
PCC (1)
Master Account
PCC (2)
Master Account
PCC (3)
Master Account
Agency User
Agency User
Agency User
Agency User
Agency User
Agency User
Agency set up for multiple PCC’s cont
❷ This combination will provide the
following:•PCC level booking reports
•PCC level user setup control
•PCC level commission reporting
•Finance contact will receive
commission statements for each
PCC.
•Commission payments received into
individual PayPal accounts
24
Travelport Confidential
Single finance contact
PayPal Account 1
PayPal Account 2
PayPal Account 3
PCC (1)
Master Account
PCC (2)
Master Account
PCC (3)
Master Account
Agency User
Agency User
Agency User
Agency User
Agency User
Agency User
Agency set up for multiple PCC’s cont
❷+
It is possible to setup multiple PayPal
accounts in the same or different
currencies in order to accommodate a
many to one relationship with PCC’s
•PCC level booking reports
•PCC level user setup control
•PCC level commission reporting
•Finance contact will receive
commission statements for each PCC.
•Commission payments received into
individual PayPal accounts
25
Travelport Confidential
Single finance contact
PayPal Account 1 (USD)
PayPal Account 2
(EUR)
PCC (1)
Master Account
PCC (2)
Master Account
PCC (3)
Master Account
Agency User
Agency User
Agency User
Agency User
Agency User
Agency User
Agency set up for multiple PCC’s cont
❸ This combination will provide the
following:•PCC level booking reports
•PCC level user setup control
•PCC level commission reporting
•Finance contacts will receive
commission statements for each of
their assigned PCC’s.
•Commission payments received into
individual PayPal accounts
26
Travelport Confidential
Finance contact 1
Finance Contact 2
PayPal Account 1
PayPal Account 2
PayPal Account 3
PCC (1)
Master Account
PCC (2)
Master Account
PCC (3)
Master Account
Agency User
Agency User
Agency User
Agency User
Agency User
Agency User
GDS integration
GDS Integration – standard functionality
GDS integration is available for Travelport customers who use Galileo, Apollo or
Worldspan.
GDS
GDS Content
Aggregator Content
Apollo
Creates active PNR
Creates passive segment
Galileo
Creates active PNR
Creates passive segment
Worldspan
Creates active PNR
Creates passive segment
New segments are created in the GDS which allows for the continued integration
into agency back office systems. Segments can be reviewed in the GDS and
additional details added as required.
28
Travelport Confidential
GDS Integration
There are configuration options in the Travelport GDS’s which are used by some
agents which will prevent this integration taking place:• Galileo/Apollo – Mandatory Custom Check
• Worldspan – World File Edit
Mandatory Custom Check in Galileo & Apollo will prevent segments being
automatically created in the GDS and Travelport Rooms and More™ being
unable to create these will produce an error message to the user. (Bookings will
still be made with the Aggregator)
Agencies need to determine how best to deal with this restriction and options are
available on the next page.
NB: Optional Custom Check is not affected and integration will take place.
NB: Worldspan File Edit is not affected and integration will take place
29
Travelport Confidential
GDS Integration
Option
Rooms and More
Configuration
Result
Turn off
Consider if Mandatory Custom
Check is still relevant for your
agency or could be set as
optional or Hotel checks
removed.
GDS Option = Galileo, Apollo or
Worldspan
Standard GDS integration
New PCC
A new PCC, without Mandatory
Custom Check configuration.
For use only within Travelport
Rooms and More™
GDS Option = Galileo, Apollo or
Worldspan
GDS integration
Travelport Rooms and
More™ without GDS
integration
Book aggregator content and
manually create Passive
segments in the GDS.
GDS Option = I am not a GDS
Client
GDS Content – Shopping will
be available. Booking will need
to be done in the GDS.
Aggregator Content – Booking
with Aggregator completed in
Travelport Rooms and More™
and Passive created manually
in GDS
30
Travelport Confidential
Management of User
Accounts
Making a User inactive
The Master account holder will need to from time to time set an account as
inactive for an agent who leaves the agency.
As Travelport Rooms and More™ still requires booking information attached to
this user we advise that passwords are changed for these inactive accounts.
The process is as follows:-
On the home page select the
‘I lost my password/login option’
32
Travelport Confidential
Making a User inactive
Complete the login (if known) or
e-mail address of the user.
33
Travelport Confidential
As the e-mail address is that of the user
you are making inactive, it is assumed
that you have access to their e-mail
account (either by auto forwarding or via
the e-mail administrator)
Making a User inactive
Once the e-mail is received either:1.
Leave the auto generated password in place thus ensuring no-one can use this account in
the future
Or
2. Click the link in the e-mail and change the password.
34
Travelport Confidential