- Add a new user
- Add a new mail house (vendor)
- Change user access
- Update my contact information
- Change my password
- Change account default trade settings
- Update my PAF (Processing Acknowledgement Form)
The My Account page shows account information specific to you as a user and includes additional actions that an Admin user on the account can modify. All users can update their name, title, phone number, and password. Account Admin users can modify user access, add new users, add mail house vendors, and modify account default trade settings. Default Segment Visibility under Trade Settings affect the status of your segments upon import into Data Center. You can also set Default Auto-Approve settings for newly imported segments.
UPDATE MY CONTACT INFORMATION
All users can modify their basic Contact Information including:
- Full Name
- Job Title
- Phone
Write to helpdesk@trgarts.com to change the email address on your account.
Click on the "Change Password" button to update the password to your account.
Enter your Current Password.
Enter your New Password.
Enter the new password again to Confirm Password.
Click Save to keep your changes.
MANAGE LOG INS
User logins are non-transferrable. Organizations are not limited to the number of login names on the account, so please, request a login for new users.
Account Admins can manage available user logins in your Data Center account. Click on the Manage Logins button to see all users on your account. Click the Pencil icon at far right to edit the user settings. You can change user Full Name, Job Title, and Phone number, but you must contact TRG Help Desk at helpdesk@trgarts.com to update any user email address. You can change user Active status, add as an Account Admin, or Trade Approver.
ADD A NEW USER
Admin users can complete a new User Setup Request. Click on Manage Logins in the Account Settings dropdown. Click on the button that says Request New User.
The User Setup Request requires a Full Name, Job Title, Phone Number, Email, and user access level (Account Admin and/or Trade Approver), then click Submit. The completed form goes to TRG Help Desk so that we can assign the user login consistent with our user policies. Help Desk will send the user their login information and notify the requester when set-up is complete.
ORGANIZATIONAL TRADE SETTINGS
Organization Trade Settings determines your default setting upon import of new data or the creation of a new basic or advanced segment. You can update your trade visibility settings for your organization.
You have 4 choices from the Default Segment Visibility drop-down menu:
- Use Network Default for this Setting
- Not Visible
- Network
- Partners
Not Visible means that all newly imported segments will automatically be hidden for trade purposes. Network means that all newly imported segments will automatically be visible for trade requests within your entire community network. Partners would be only those organizations in your network that you’ve designated as special trade partners. These segments would only be visible for trade with the identified organizations.
ADD A NEW VENDOR (MAIL HOUSE)
Account Admins can search for and set-up new vendors on the organization account. Click on the Manage Vendors button to see the vendor or vendors currently set-up for your Data Center account.
Manage Vendors shows the current vendor or vendors set-up for your organization. At the right of each vendor, you’ll see a red “x”. Use the red “x” to remove the vendor from your account. You’re not deleting the vendor account from Data Center, just removing them as an option from your account. You can always re-add the vendor if you make a mistake.
Data Center does not allow organizations with the identical name to be created, so we do ask that you first search for the vendor name before you submit a vendor request. Data Center will search any text string you enter and will look for an exact match of that text string.
Click on the Search the vendors we have on file box and type in the first few characters or first full word of your vendor name then Click Search.
Found one result: appears if your search retrieves a vendor with that name and a plus sign appears at right.
Click on the + sign and you’ll open a Confirm dialogue asking if you want to add the vendor. Click Yes to confirm the vendor and add them to your account.
No results found: appears if your search does not find a vendor with that spelling. You can submit a vendor setup request by Clicking on the button "Request New Vendor". The Vendor Request form opens which requires six fields.
- Company Name
- Contact Full Name
- Contact Job Title
- Contact Phone Number
- Contact Email
- Confirm Email
Then Click Submit to send your request to TRG. TRG Help Desk will contact you when your mail house has been added to your account. Note: Contact means the person at your mail house (vendor) who will download your list for mailing. Important: If you finish your list without selecting a vendor, you will lose all of your approved trade requests.
Process Acknowledgement Form (PAF)
The Processing Acknowledgement Form (PAF) is a required form by the United States Postal Service. Therefore, TrueNCOA is required to maintain a PAF for our customers to stay compliant with the Privacy Act of 1974.
USPS provides change of address information through the use of NCOA processing. For this reason, they identify mailers through the PAF. The PAF indicates that mailers, like you, understand that the use of the COA data is restricted. In addition, licensees are also protected by the PAF if a mailer abuses the intended use of the product. The NCOA Processing Acknowledgement Form (PAF) is required for every active organization in Data Center. A new form needs to be completed every year, per requirements from the USPS. The form must be completed from Data Center and submitted electronically.
You can edit your PAF in the "Account Settings" section by clicking the grey pencil next to your current form.
Email Notifications
- TRG sends three email notifications alerting you to your PAF expiration.
- Notification: 30 Days before PAF expiration
- Notification: 5 Days before PAF expiration
- Notification: PAF has expired