Agency Training Deck Brought to you by - CorpPass Click on the Calendar icon to select specific Start and End dates for the period you wish to view. Step 6 Step 3 Step 4 Step 5 Step

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Agency Training Deck

A Guide for CorpPass Admins & Sub-Admins:

Manage Client (for Third Party Entity)

Brought to you by:

Brought to you by:

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

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Manage Client

A Guide for CorpPass Admins & Sub-Admins


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Option BOption A Option B

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

methods.

Manage Client

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

OTP via SMS’.

Select ‘Get OTP via

SMS’

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Step 2 (Option A)

Option A

Manage Client

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

then click ‘Submit’.

Enter 6-digit

Mobile OTP

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Step 2 (Option A)

Manage Client

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• 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’

Manage Client

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• Generate an OTP using your OneKey token.

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Step 2 (Option B)

Generate OTP using

OneKey Token

Manage Client

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

‘Submit’.

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Step 2 (Option B)

Enter the 8-digit OTP generated on

your OneKey Token

Manage Client

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• Arrive at your home page. Under ‘Third Party (Clients)’ tab, click ‘Manage

Clients’.

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Manage Client

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NOTE: Sub-Admin accounts given restricted access will not be able to manage

clients. 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.

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• View a list of Clients your entity is authorised to transact for. Click on the

Client’s name to view entity details.

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Manage Client

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Manage Client

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• You may view the profile of your Client under the ‘Profile’ tab.

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CPF CPF e-

SubmissionEditor

MTI LicenceOne

Step 1

Step 2

Manage Client

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Note: e-Service is also known as digital service

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• View a list of digital services which your Client has authorised your entity

under the ‘Authorised e-Service(s)’ tab.

13

CPF CPF e-

SubmissionEditor

MTI LicenceOne

• Select the authorization you would like to remove, then click ‘Remove e-

Service Authorisation’.

Step 1

Step 2

Manage Client

Note: e-Service is also known as digital service

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• Review details of the authorisation for removal and click ‘Submit’ to

confirm.

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Manage Client

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CPF CPF e-

SubmissionEditor

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• A confirmation message will indicate that you have successfully removed

the selected digital service authorised by your Client.

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Manage Client

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• To view the authorisation history of your Client, click on the ‘Authorisation

History’ tab.

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Manage Client

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• Specify the authorisation period you wish to view.

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Manage Client

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

continue.

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Manage Client

Click on the Calendar icon to select specific Start

and End dates for the period you wish to view.

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• View authorisation history within the selected time period.

Step 1

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Manage Client

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CPF CPF e-

SubmissionRole: Editor

MTI LicenceOne

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• View a list of your users authorised to transact on behalf of the Client

entity.

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Manage Client

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CPF CPF e-

SubmissionRole: Editor

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S1234567Z

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• To remove user access to a Client’s digital services, select the user and

click ‘Remove e-Service Access’.

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Manage Client

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Note: e-Service is also known as digital serviceStep 13



CPF CPF e-

SubmissionRole: EditorS1234567Z

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• A confirmation message will indicate that you have removed the selected

user’s access to the Client’s digital service(s).

Manage Client

You have removed user's access to selected Client e-

Service(s).

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• To remove Client(s) that you do not wish to transact on behalf of, click

‘Remove Client Entity’.

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Manage Client

Note: Removing a Client will remove all authorisations

previously assigned to your entity.

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CPFCPF e-

SubmissionEditor

Step 1

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Manage Client

Client details

Client authorisation details

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• Review details of the Client you wish to remove, then click ‘Submit’.

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• A confirmation message will indicate that you have removed the Client.

Manage Client

You have removed e-Service authorisation from the selected

Client(s).

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- END -Updated as of August 2018



Documents

Agency Training Deck Brought to you by - CorpPass Click on the Calendar icon to select specific Start and End dates for the period you wish to view. Step 6 Step 3 Step 4 Step 5 Step