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Shell Card Portal is always open. From managing your fuel cards to downloading tax statements, you have complete control of your business fuel management whenever you need it.
Overview of Shell Card Portal
A basic overview of features in your Shell Card Portal
Overview of the Shell Card Portal
Read the transcript
Title: Overview of the Shell Card Portal (How to log in)
Duration: 1 minute 36 seconds
Description: A narrated and visual overview of the Shell Card Portal, as part of a series of Shell Card Portal video tutorials exploring the key features of the service.
Shell Card Portal video tutorial ‘Overview’ transcript.
[Screen Capture]
The HOME page of the Shell Card Portal.
Narrator: Welcome to the all-new Shell Card Portal, a more intuitive and straightforward way to manage your Shell Card. Simplified navigation provides easy access to a range of useful features. At a glance, you can see the current status of your Shell Card account. Finding your way around the portal is easy.
[Screen Capture]
The ’Manage Cards’ navigation on the Home page is selected, which brings up the MANAGE CARDS page. The page scrolls down to show the card search feature.
Narrator: In Manage Cards, you’ll find it’s easy to order new cards, or reset a card’s PIN. You can edit card details, such as the odometer reading or the products and services allowed to be purchased on the card. If a card is lost, stolen or damaged, you can cancel it. Or you can link a card to the Shell Card GO App for easy contactless payment.
[Screen Capture]
The page scrolls back to the top, where we can see the top menu. The ‘Account Management’ tab is selected, which brings up the ACCOUNT MANAGEMENT page. The page scrolls down to show account details.
Narrator: The Account Management screen provides you with a summary of your billing and account information.
[Screen Capture]
The page scrolls back to the top, where we can see the top menu. The ‘User Management’ tab is selected, which brings up the USER MANAGEMENT page. The page scrolls down to show the user search field and list of users details.
Narrator: The User Management screen is for adding users to the portal and managing their access. You can invite drivers to download the Shell Card GO App for easy contactless payment. You can also suspend their Digital Card access or remove it altogether.
[Screen Capture]
The page scrolls back to the top, where we can see the top menu. The ‘Transactions’ tab is selected, which brings up the TRANSACTIONS page. The page scrolls down to show the ‘Search for transactions’ search function.
Narrator: We know you wanted better, clearer information about the transactions made on your cards. Well, here it is. Search by card number, car rego or driver to see the last two-hundred transactions – or the previous six months of transactions, whichever comes first.
[Screen Capture]
The page scrolls to the bottom, where we can see the bottom menu. ‘Contact Us’ is selected, which brings up the CONTACT US page. The page scrolls down to show the ‘Request Information’ form.
Narrator: If you have a query, just fill in your details and we’ll get back to you – by phone or email, whichever you prefer.
[Screen Capture]
The page scrolls back to the top, where we can see the top menu. The Shell pecten is selected, which returns us to the HOME page. Account Summary details appear.
Narrator: The Shell Card Portal is designed to make managing your Shell Card account as straightforward as possible. We welcome any feedback that might make it even better.
[Graphic]
The Shell pecten on a white background, accompanied by the Shell music sting.
Bulk Upload Drivers
An overview of how to bulk upload drivers in your Shell Card Portal
Bulk upload
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Title: Shell Card Portal - Bulk Upload
Duration: 1 minute 22 seconds
Description: A narrated and visual overview of the Shell Card Portal, as part of a series of Shell Card Portal video tutorials exploring the key features of the service.
Shell Card Portal video tutorial ‘Bulk Upload’ transcript.
[Screen Capture]
The HOME page of the Shell Card Portal.
Narrator: On the Shell Card Portal, you can upload anything from ten drivers to six-and-a-half thousand, and give them access to the Shell Card GO app for contactless payment at the pump. A bulk upload is quick and easy. Once you’re logged-in, simply click on User Management.
[Screen Capture]
The ‘User Management’ navigation on the Home page is selected, which brings up the USER MANAGEMENT page.
Narrator: And then the Bulk Digital Upload button.
[Screen Capture]
The ‘Bulk Digital Uploads’ button is selected, which brings up the DIGITAL CARD INVITATION page. The page scrolls down to show the ‘Select a CSV File’ field.
Narrator: You’ll need to download and complete an Excel CSV template.
[Screen Capture]
The page dissolves through to show the Excel CSV template.
Narrator: Once downloaded, open the template and populate the fields with your drivers’ first names, last names, email addresses and Shell Card numbers. Nickname is an optional field and references what a driver would call the card. It could be the rego number, the driver's name or left blank. The driver can set their nickname in the app. Then save the file.
[Screen Capture]
The screen dissolves back to the DIGITAL CARD INVITATION page. The curser hovers over the ‘Browse’ button, and then the ‘Validate’ button. The ‘Validate’ button is selected, and a pop-up window appears that says VALIDATING.
Narrator: In the bulk upload field, click ‘browse’ and find your saved CSV file. Then upload the file and click ‘validate’.
[Screen Capture]
The VALIDATING pop-up window disappears and a button appears on the page that says ‘Bulk upload digital card users’. The page scrolls down to reveal a list of invalid driver invitations.
Narrator: If any of the fields in the CSV file were populated incorrectly, a message will let you know which ones need to be amended.
[Screen Capture]
The page dissolves back to the DIGITAL CARD INVITATION page. The ‘Bulk upload digital card users’ button is selected and a ‘Are you sure?’ pop-up window appears. The ‘Continue’ button is selected and a VALIDATING pop-up window appears. The pop-up window disappears and the page scrolls down to reveal the list of uploaded drivers.
Narrator: If you have to make amendments, do so and try again. When your CSV file uploads successfully, within twenty-four hours all the drivers in the file will receive an invitation to download the Shell Card GO app.
[Screen Capture]
The page dissolves through to the HOME page.
Narrator: The Shell Card Portal is designed to make managing your Shell Card account as straightforward as possible. We welcome any feedback that might make it even better.
[Graphic]
The Shell pecten on a white background, accompanied by the Shell music sting.
