Agency Training Deck Brought to you by: Brought to you by: A Guide for CorpPass Admins & Sub-Admins: Authorise and Manage Third Party Entity (for Client) 1 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 • Log in with your UEN / Entity ID, CorpPass ID and Password. Step 2 A. Authorise Third Party Entity B. Manage Third Party Entity 2 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 Step 2 • Arrive at 2FA verification page. You can choose between two verification methods. A. Authorise Third Party Entity B. Manage Third Party Entity Option A Option B 3 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 Step 2 (Option A) • If you have set up 2FA using your registered mobile number, click ‘Get OTP via SMS’. A. Authorise Third Party Entity B. Manage Third Party Entity Option A Select ‘Get OTP via SMS’ 4 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 Step 2 (Option A) • Next, enter the 6-digit Mobile OTP sent to your registered mobile number, then click ‘Submit’. A. Authorise Third Party Entity B. Manage Third Party Entity Enter 6-digit Mobile OTP 5 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 Step 2 (Option B) • Alternatively, you may log in using Option B if you have a OneKey token by clicking the ‘Via OneKey Token’ tab. A. Authorise Third Party Entity Option B B. Manage Third Party Entity Alternatively, you may select ‘Via OneKey Token’ 6 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 • Generate an OTP using your OneKey token. Step 2 (Option B) A. Authorise Third Party Entity B. Manage Third Party Entity Generate OTP using OneKey Token 7 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 Step 2 (Option B) • Key in the 8-digit OTP generated by your OneKey token, then click ‘Submit’. A. Authorise Third Party Entity B. Manage Third Party Entity Enter the 8-digit OTP generated on your OneKey Token 8 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 Step 2 • Arrive at your homepage. Under the ‘Third Party’ tab, click the ‘Authorise Third Party Entities’ box. Step 3A Step 4A Step 5A Step 6A Step 7A Step 8A Step 9A 9 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 Step 2 • Search for the Third Party Entity you wish to authorise digital service access to. Step 3A Step 4A Step 5A Step 6A Search using the Third Party Entity’s UEN / Entity ID or Entity Name. Step 7A Step 8A Note: You may search using partial names (e.g. Blue, Blue Sky, Sky) Step 9A 10 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 • View the list of Third Party Entities that fit your search criteria. Step 2 Step 3A Step 4A Step 5A Step 6A Step 7A Step 8A Step 9A ABC Stationery Pte Ltd ABC Preschool Pte Ltd ABC Traders LLC 11 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 Step 2 • Select the Third Party Entity you would like to assign Third Party authorisation to, then click ‘Next’. Step 3A You may use the search bar to search for specific digital services. Step 4A Step 5A Step 6A Step 7A ABC Stationery Pte Ltd Step 8A ABC Preschool Pte Ltd ABC Traders LLC Step 9A 12 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 Step 2 • View the list of digital services that can be authorised to Third Party Entities. Step 3A Step 4A Step 5A Step 6A Step 7A Step 8A Step 9A CPF CPF CPF e-Submission CPF e-Submission MTI MTI LicenceOne LicenceOne Note: Only digital services that allow Third Party Authorisation and have been added to your entity’s list of digital service access will be shown here. To set up digital service access, refer to guide titled ‘Set Up & Assign Digital Service Access’. 13 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 Step 2 • Select the digital services you would like to authorise your selected Third Party Entity, then click ‘Next’. Step 3A Step 4A Step 5A Step 6A Step 7A Step 8A Step 9A CPF CPF CPF e-Submission CPF e-Submission MTI MTI LicenceOne LicenceOne Icon indicates that additional details are required for the Third Party authorisation of this digital service. 14 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 Step 2 • Selected digital services may require you to enter additional details such as roles, sub-UEN, etc. Step 3A Step 4A Step 5A Step 6A Step 7A Step 8A CPF Step 9A CPF e-Submission CPF CPF e-Submission MTI LicenceOne 15 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 Step 2 • Enter additional details required for the digital services you have selected, then click ‘Submit’. Step 3A Step 4A Step 5A CPF CPF e-Submission Step 6A Step 7A CPF CPF e-Submission MTI LicenceOne Editor Step 8A Editors can submit CPF contribution details on behalf of the company and view previously submitted CPF contribution details. Step 9A 16 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 • Review details of the authorisation, then click ‘Submit’. Step 2 Step 3A Step 4A Step 5A Step 6A Step 7A CPF CPF e-Submission Step 8A Editor MTI LicenceOne Step 9A 17 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise Third Party Entity Step 1 Step 2 • A confirmation message will indicate that you have authorised the Third Party Entity with access to your selected digital service. Step 3A Step 4A Step 5A Step 6A Step 7A Step 8A Step 9A 18 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Authorise and Manage Third Party Entity You can choose to: Previous Section A. Authorise Third Party Entity Authorise Third Party Entities with digital service access Next Section B . Manage Third Party Entity Remove, edit and view Third Party Authorisation 19 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 • Under the ‘Third Party’ tab, click the ‘Manage Third Party Entities’ box. Step 2 Step 3B Step 4B Step 5B Step 6B Step 7B Step 8B Step 9B Step 10B Step 11B Step 12B Step 13B 20 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 Step 2 • You will see a list of Third Party Entities that you have authorised to transact on behalf of your entity. Step 3B Step 4B Step 5B Step 6B Step 7B Step 8B CPF MTI Step 9B Step 10B Step 11B Step 12B Step 13B 21 CPF e-Submission LicenceOne A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 • Click on entity name to view entity details. Step 2 Step 3B Step 4B Step 5B Step 6B Step 7B Step 8B CPF MTI Step 9B Step 10B Step 11B Step 12B Step 13B 22 CPF e-Submission LicenceOne A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 • You may view entity details under the Profile tab. Step 2 Step 3B Step 4B Step 5B Step 6B Step 7B Step 8B Step 9B Step 10B Step 11B Step 12B Step 13B 23 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 Step 2 • View the list of digital services which the Third Party Entity has been authorised to transact on behalf of your entity. Step 3B Step 4B Step 5B Step 6B Step 7B CPF CPF eSubmission MTI LicenceOne Editor Step 8B Step 9B Step 10B Step 11B Step 12B Note: e-Service is also known as digital service Step 13B 24 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 Step 2 • To remove a digital service authorisation, click ‘Remove e-Service Authorisation’. Step 3B Step 4B Step 5B Step 6B Step 7B CPF CPF eSubmission MTI LicenceOne Editor Step 8B Step 9B Step 10B Step 11B Step 12B Note: e-Service is also known as digital service Step 13B 25 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 Step 2 • Review details of the Third Party authorisation that you will be removing. Click ‘Submit’ to confirm. Step 3B Step 4B Step 5B Step 6B Step 7B C15000322E ABC Company Pte Ltd CPF CPF e-Submission Step 8B Step 9B Step 10B Step 11B Step 12B Step 13B 26 Editor M1234567 8T 14/04/2017 19/04/2017 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 Step 2 • A confirmation message will indicate that authorisation from the selected Third Party Entity(s) has been removed. Step 3B Step 4B Step 5B Step 6B Step 7B Step 8B Step 9B Step 10B Step 11B Step 12B Step 13B 27 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 Step 2 • To remove a Third Party Entity which is no longer authorised to transact on behalf of your entity, click ‘Remove Third Party Entity’. Step 3B Step 4B Step 5B Step 6B Step 7B Step 8B CPF MTI Step 9B Step 10B Step 11B Note: Removing the entity will remove all Third Party authorisation from the entity and its users. Step 12B Step 13B 28 CPF e-Submission LicenceOne A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 Step 2 • Review details of the Third Party Entity(s) you wish to remove, then click ‘Submit’ to confirm. Step 3B Step 4B Third Party Entity details Step 5B Step 6B Step 7B Step 8B Step 9B CPF CPF e-Submission MTI LicenceOne Step 10B Step 11B Third Party Authorisation details Step 12B Step 13B 29 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 Step 2 • A confirmation message will indicate that you have successfully removed selected digital service authorisation from the selected Third Party Entity. Step 3B Step 4B Step 5B Step 6B Step 7B Step 8B Step 9B Step 10B Step 11B Step 12B Step 13B 30 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 Step 2 • To view your entity’s authorisation history, access the ‘Authorisation History’ tab. Step 3B Step 4B Step 5B Step 6B Step 7B Step 8B Step 9B Step 10B Step 11B Step 12B Step 13B 31 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 • Specify the authorisation period you wish to view. Step 2 Step 3B Step 4B Step 5B Step 6B Step 7B Step 8B Step 9B Step 10B Step 11B Step 12B Step 13B 32 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 Step 2 • Alternatively, you may select a specific date range you wish to view. Click ‘Search’ to continue. Step 3B Step 4B Step 5B Step 6B Step 7B Step 8B Step 9B Step 10B Click on the Calendar icon to select specific Start and End dates for the period you wish to view. Step 11B Step 12B Step 13B 33 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 • View details of the authorisation history within the selected time period. Step 2 Step 3B Step 4B Step 5B Step 6B Step 7B Step 8B CPF CPF eSubmission MTI LicenceOne Step 9B Step 10B Step 11B Step 12B Step 13B 34 Role: Editor A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 Step 2 • To view a list of Third Party users that are authorised to transact on behalf of your entity, access the ‘Third Party Users’ tab. Step 3B Step 4B Step 5B Step 6B Step 7B Step 8B Step 9B Step 10B Step 11B Step 12B Step 13B 35 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) Manage Third Party Entity Step 1 Step 2 • View details of the Third Party users that are authorised to transact on behalf of your entity. Step 3B Step 4B Pre-populated NRICs are masked for data privacy reasons Step 5B Step 6B Step 7B Step 8B Step 9B Step 10B Step 11B Step 12B Step 13B 36 A Guide for CorpPass Admins & Sub-Admins Authorise and Manage Third Party Entity (for Client) - END Updated as of May 2017 37
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