Efficient onboarding
To ensure a quick and smooth onboarding in the Breeze portal, we have gathered some key points that will simplify the process for both you and us. Collect the necessary information according to the description below and send it in a single batch to your contact person at your Security Partner or Sotera.
It’s important to note that not all the information presented may be relevant to your specific project. We therefore recommend that you take the time to clarify any questions or uncertainties with your contact person before submitting the material.
This will greatly contribute to a more efficient and seamless onboarding in Breeze, ensuring that all involved parties are well-informed and aligned.
Important Preparations for a Smooth Start
Follow these steps to prepare for your new portal – Click on each step for more information.
Portal Name: Choose a name, which may differ from the organization name, especially if there are multiple portals.
Legal Company/Organization Name
Organization Number
Address: Include both mailing and street addresses, if applicable.
Main Contact Person: Full name, email, and mobile number.
Main Administrator: Full name, email, and mobile number (This person will have access to manage users and place orders).
2a - Card Template Type:
Provide a description of the card template(s) you want and what they should include.
2d - Personalization Fields:
- First Name
- Last Name
- Employee ID
If you are using RFID cards, we need to know which technology is used.
Design elements such as logos and backgrounds, as well as descriptions or sketches, can be emailed to your contact person.
