Authorise and Manage Third Party Entity

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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