Universal Program:
Institutional Accounts User Guide

If you are a part of TriMet’s Universal Pass Program, your newly hired employee or new student will receive personalized Hop cards that shows their name and organization. You will need to send TriMet the new participants’ first and last names using the Personalized Institutional Card Form.

1. Login to your Account.

2. Select “Cards” and then “Order Cards” from the drop-down menu.

Home page

3. On the “Order Cards” page, select “this spreadsheet” to download the Personalized Institutional Card Form.

Order cards page

4. The Personalized Institutional Card Form will open in Excel.

5. Enter your organization name in the “Instructions” tab.

Excel spreadsheet instructions

6. Review the “Sample” tab.

7. Enter participant(s) information in the “Employee File” tab.

Excel spreadsheet sample

8. Save As and name the file your Name of Institution_Date.xls (e.g. Portland Transportation Association_08012017) and email it back to your TriMet transportation options coordinator.

Once you receive your participant’s Hop card in the mail, you will need to add a pass to the card(s).

Fare must be added to cards before they can be used.

1. Select “Cards” and then “Manage Cards” to get to the Manage Cards page.

Home page

2. Select the card(s) that need fare.

3. A window opens on the left.

Manage cards page

4. Select the “Add Pass” button.

The pass has been added to the card. If the quantity remaining is at 0, you will need to contact your transportation options coordinator.

When a participant leaves the organization, you will remove the pass from their Hop card. It then will be returned to your organization’s pool of passes, and the Hop card will be blocked.

1. Select “Cards” and then “Manage Cards” to get to the Manage Cards page.

Home page

2. Select the card(s) that you need to remove fare from.

3. A window opens on the left.

4. Select the “Return Pass” button.

Manage cards page

The pass has been removed from the card and added back to your organization’s pool of passes, which can be used by someone else in your organization.

If an employee has lost their Hop Card, you need to first report the card as lost/stolen and then request a replacement (following the “Replace Card” steps). A card that has been blocked but not replaced can be used again by unblocking it. A replaced card will become deactivated and cannot be used again.

1. Select “Cards” and then “Manage Cards” to get to the Manage Cards page.

Home page

2. Select the card(s) that is lost or stolen.

3. A window opens on the left.

4. Select the “Block a Lost Card” button.

Manage cards page

The pass has been removed from the card and added back to your organization’s pool of passes.

If a Hop card has been lost or stolen, you will need to replace the card. This order will go to the TriMet Customer Support Center, which will print a new Hop card for your participant and mail it to you. This new Hop card will have the person’s pass and history on it, and be automatically updated in your institutional account. The old Hop card will be deactivated.

1. Select “Cards” and then “Manage Cards” to get to the Manage Cards page.

Home page

2. Select the card(s) that need to be replaced.

3. A window opens on the left.

4. Select the “Replace” button.

Manage cards page

5. A window will open asking if your Hop card has a name or photo on the card

6. Select “Yes.”

Photo/Name window

7. You will be asked if you are replacing the card for the same participant with the same name.

You may remove a Hop card from your institution’s account due to an employee leaving or no longer needing a Hop card. If the card has a universal pass, you must first return the pass to your pass pool before removing the card. Removing the card will permanently delete that pass from your available pool of passes.

1. Select “Cards” and then “Manage Cards” to get to the Manage Cards page.

Home page

2. Select the card(s) that will have the pass removed.

3. A window opens on the left.

4. Select the “Remove Card” button.

Manage cards page

The card has been removed from your organization’s account.

• Institutional Info Packet Universal PDF