Agency Training Deck Brought to you by · ABC Stationery Pte Ltd ABC Preschool Pte Ltd ABC Traders LLC • If you had searched using Entity Name, view a list of Third Party Entities

1

Agency Training Deck

A Guide for CorpPass Admins & Sub-Admins:

Authorise and Manage Third Party Entity

(for Client)

Brought to you by:

Brought to you by:

2

• Log in with your UEN / Entity ID, CorpPass ID and Password.

Step 1

Step 2

Authorise Third Party Entity

A Guide for CorpPass Admins & Sub-Admins

Authorise and Manage Third Party Entity (for Client)

B. Manage Third Party

Entity

A. Authorise Third Party

Entity

3

Step 1

Step 2

Option BOption A Option B

• Arrive at 2FA verification page. You can choose between two verification

methods.





Entity


Entity

4

• If you have set up 2FA using your registered mobile number, click ‘Get

OTP via SMS’.

Select ‘Get OTP via

SMS’

Step 1

Step 2 (Option A)

Option A





Entity


Entity

5

Enter 6-digit

Mobile OTP

Step 1

Step 2 (Option A)





Entity


Entity

• Next, enter the 6-digit Mobile OTP sent to your registered mobile number,

then click ‘Submit’.

6

• Alternatively, you may log in using Option B if you have a OneKey token

by clicking the ‘Via OneKey Token’ tab.

Option B

Step 1

Step 2 (Option B)

Alternatively, you

may select ‘Via

OneKey Token’





Entity


Entity

7

• Generate an OTP using your OneKey token.

Step 1

Step 2 (Option B)

Generate OTP using

OneKey Token





Entity


Entity

8

• Key in the 8-digit OTP generated by your OneKey token, then click

‘Submit’.

Step 1

Step 2 (Option B)

Enter the 8-digit OTP generated on

your OneKey Token





Entity


Entity

9

Next

Section

You can choose to:

B . Manage Third Party Entity

A. Authorise Third Party Entity

View, edit and remove Third Party

Authorisation

Authorise Third Party Entities with digital

service access




Note: Sub-Admin accounts given restricted access will not be able to authorise and manage Third Party

Authorisation for your entity. If you have a Sub-Admin account and would like to check if your account is

restricted, go to My Account > View My Profile > Assignment Profile.

10

• Arrive at your homepage. Under the ‘Third Party’ tab, click ‘Authorise

Third Party Entities’.

Step 1- 2




Step 3A

Step 4A

Step 5A

Step 6A

Step 7A

Step 8A

Step 9A

11

• Search for the Third Party Entity you wish to authorise digital service

access.




Step 3A

Step 4A

Step 5A

Step 6A

Step 7A

Step 8A

Step 9A

Search using the Third

Party Entity’s UEN /

Entity ID or Entity Name.

Note: You may search

using partial names (e.g.

Blue, Blue Sky, Sky)

Step 1- 2

12

ABC Stationery Pte Ltd

ABC Preschool Pte Ltd

ABC Traders LLC

• If you had searched using Entity Name, view a list of Third Party Entities

that fits your search criteria.




Step 3A

Step 4A

Step 5A

Step 6A

Step 7A

Step 8A

Step 9A

Step 1- 2

13

ABC Stationery Pte Ltd

ABC Preschool Pte Ltd

ABC Traders LLC

• Select the Third Party Entity you would like to assign Third Party

authorisation to, then click ‘Next’.




Step 3A

Step 4A

Step 5A

Step 6A

Step 7A

Step 8A

Step 9A

You may use the search bar to

search for specific third party

entities.

Step 1- 2

14

CPF CPF e-Submission

LicenceOneMTI LicenceOneMTI


• View a 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

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

this list, refer to guide titled ‘Set Up & Assign Digital Service Access’.

Step 1- 2

15


LicenceOneMTI LicenceOneMTI


• 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

Step 1- 2

Icon indicates that additional

details are required to

authorise this digital service.

16

LicenceOneMTI


CPF e-Submission

CPF

• 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

Step 9A

Step 1- 2

17

CPF e-Submission

CPF

LicenceOneMTI


Editors can submit CPF contribution details on behalf of the company and view previously submitted CPF contribution details.

Editor

• Enter additional details required for the digital services then click ‘Submit’.




Step 3A

Step 4A

Step 5A

Step 6A

Step 7A

Step 8A

Step 9A

Step 1- 2

18

CPF e-SubmissionCPF

LicenceOneMTI

Editor

• Review details of the authorisation, then click ‘Submit’.




Step 3A

Step 4A

Step 5A

Step 6A

Step 7A

Step 8A

Step 9A

Step 1- 2

19

• A confirmation message will indicate that you have authorised the

Third Party Entity, with access to your selected digital service(s).




Step 3A

Step 4A

Step 5A

Step 6A

Step 7A

Step 8A

Step 9A

Step 1- 2

20

Previous

Section

Next

Section

You can choose to:

B . Manage Third Party Entity

A. Authorise Third Party Entity




View, edit and remove Third Party

Authorisation

Authorise Third Party Entities with digital

service access

Note: Sub-Admin accounts given restricted access will not be able to authorise and manage Third Party

Authorisation for your entity. If you have a Sub-Admin account and would like to check if your account is

restricted, go to My Account > View My Profile > Assignment Profile.

21

• Under the ‘Third Party’ tab, click ‘Manage Third Party Entities’.

Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Manage Third Party Entity



Step 13B

Step 1- 2

Step 14B

22


MTI LicenceOne

• You will see a list of Third Party Entities that you have authorised to

transact on behalf of your entity.




Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

23


MTI LicenceOne




Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

• Click on Entity Name to view entity details.

Step 14B

24




Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

• You may view entity details under the Profile tab.

25

EditorCPF CPF e-

Submission

MTI LicenceOne




Note: e-Service is also known as digital service

Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

• View the list of digital services which the Third Party Entity has been

authorised to transact on behalf of your entity.

26

EditorCPF CPF e-

Submission

MTI LicenceOne

• To edit digital service authorisation, check the relevant digital service and

click ‘Edit e-Service Authorisation’.





Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

Note: Editing Third Party Authorisation will update the selected Third

Party Entity and its users’ digital service access.

27

CPF e-Submission

CPF



Editor

• Make the necessary updates.




Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

28

• Click ‘Next’.




CPF e-Submission

CPF



Editor

Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

29

• Review details of your update and click ‘Submit’.




CPF

Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

30

• A confirmation message will indicate that you have successfully edited the

selected Third Party authorisation.




Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 8B

Step 9B

Step 14B

31

EditorCPF CPF e-

Submission

MTI LicenceOne

• To remove digital service authorization, check the relevant item and click

‘Remove e-Service Authorisation’.





Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

32

C15000322EABC Company

Pte LtdCPF CPF e-Submission Editor

M1234567

8T14/04/2017 19/04/2017

• Review details of the Third Party authorisation for removal, and click

‘Submit’.




Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

33

• A confirmation message will indicate that the selected Third Party

authorisation has been removed.




Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

34

MTI LicenceOne


• To remove a Third Party Entity which is no longer authorised to transact on

behalf of your entity, click ‘Remove Third Party Entity’.


Note: Removing the entity will remove all Third

Party authorisation from the entity and its users.



Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

35

MTI LicenceOne


• Review details and click ‘Submit’.


Third Party Entity details

Third Party

Authorisation details



Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

36

• A confirmation message will indicate that you have successfully removed

selected digital service authorisation from the selected Third Party Entity.




Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

37

• To view your entity’s authorisation history, click on ‘Authorisation History’

tab.




Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

38

• Specify the authorisation period you wish to view.




Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

39

• Alternatively, you may select a specific date range. Click ‘Search’ to

continue.


Click on the Calendar icon to select specific Start

and End dates for the period you wish to view.



Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

40

CPF CPF e-

Submission

MTI LicenceOne

Role: Editor

• View authorisation history within the selected time period.




Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 13B

Step 1- 2

Step 14B

41

• To view a list of Third Party users that are authorised to transact on behalf

of your entity, click on ‘Third Party Users’ tab.




Pre-populated NRICs are masked

for data privacy reasons

Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 14B

Step 1- 2

Step 13B

42




• View details of the Third Party users that are authorised to transact on

behalf of your entity.

Step 6B

Step 3B

Step 4B

Step 5B

Step 7B

Step 8B

Step 9B

Step 10B

Step 11B

Step 12B

Step 14B

Step 1- 2

Step 13B

43

- END -Updated as of July 2018



Documents

Agency Training Deck Brought to you by · ABC Stationery Pte Ltd ABC Preschool Pte Ltd ABC Traders LLC • If you had searched using Entity Name, view a list of Third Party Entities