Annual Program:
Institutional Accounts User Guide

If you are a part of TriMet’s Annual Pass program, your new employee, client or student will receive personalized Hop Cards with their first name, last name and organization name printed on the Hop Card. 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 document instructions

6. Review the “Sample” tab.

7. Enter employee(s) information in the “Employee File” tab. If the employee name is too long to fit on the card, a yellow circle will appear in column C or E. If that happens, please enter an abbreviated name in column F.

Excel document 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 employee’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. You may only add passes to one “Media Type” at a time (e.g. first Adult passes and then Honored Citizen passes). Cards that are blocked may not have passes added.

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. Select the “Add Passes” button and a window opens on the left.

4. Select the + sign below the appropriate pass type (e.g. TriMet Adult 1-Year Pass). It will turn red when the pass is selected. To unselect a pass, simply click the red X.

5. Select “Add to Cart” or “Add to Cart and Checkout” if you are ready to check out.

Add Passes page

6. Select your payment method (e.g. Invoice) from the drop-down menu.

7. Verify your Billing Address.

8. Select your Shipping Location from the drop-down menu if your order includes a shipment of cards. If you are only ordering passes, the shipping address will not appear.

Shipping location window

9. Verify your order - including pass information, Quantity, and validity period.

10. Optional: Enter Purchase Order (PO) Number.

11. If everything is correct, click “Submit Order.”

Order Confirmation page

The fare you’ve purchased is valid now, the cards can be used immediately.

Single Use Tickets are physical tickets with a chip inside that must be tapped onto a Card Reader. The tickets are not loaded onto a Hop Card.

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

Home page

2. In the “Order Cards” page, select the ticket type in the “Card Type” drop-down menu.

3. Select “Single-Use Ticket.”

4. Select the type of ticket (e.g. Adult 2.5 hour or Adult 1-Day Pass) in the “Pass Type” drop-down menu.

5. Select the Quantity.

6. Select “Add to Cart.”

7. Select “Save and Continue” button.

Order Cards page

8. Select your payment method (e.g. Invoice) from the drop-down menu.

9. Verify your Billing Address.

10. Select your Shipping Location from the drop-down menu if your order includes a shipment of cards. If you are only ordering passes, the shipping address will not appear.

11. Verify your order- including pass information, Quantity, and validity period.

Shipping location window

12. Optional: Enter Purchase Order (PO) Number.

13. If everything is correct, click “Submit Order.” Your order is on its way!

Submit Order page

The fare you’ve purchased is valid now, the cards can be used immediately.

If an employee has lost their Hop Card, you need to “Block” the card following this process, 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. Click “Change Status” and a window opens on the left. (If you are only blocking one card, you can simply click on the card number to open the window on the left).

4. Select “Block a Lost Card.”

Manage Cards page

A blocked card cannot be used. If the card is recovered it can be unblocked as long as it is not Replaced. If the employee/student needs a new card, Replace the Card.

This order will go to the TriMet Customer Support Center, who will print a new Hop Card for your employee and mail it to you. This new Hop Card will have the employee’s pass and history on it, and be automatically updated on your Institutional Account. The old Hop Card will be deactivated. If a Hop Card has been lost or stolen, you will need to first “Block” the Card (following the “Block a Lost/Stolen Card” steps), and then replace the Card.

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

Home page

2. Click on the card number or the participant name for the card you want to replace, and a window will open on the left.

3. Select the “Replace Card” button. (you may need to scroll down in the window on the left)

Manage Cards page

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

5. Select “Yes.”

Photo/Name window

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

This is to remove a Hop card from your Institution’s Account, due to an employee leaving or no longer needing a Hop card. You must contact your transportation options coordinator before removing a Hop card that has an Annual Pass.

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.Click “Change Status” and a window opens on the left. If you are only removing one card, you may simply click on the card number or participant name.

4. Select the “Remove Card” button.

Manage Cards page

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