Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass...

37
1 Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by:

Transcript of Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass...

Page 1: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

1

Agency Training Deck

A Guide for CorpPass Administrators:

View & Edit User e-Service Access

Brought to

you by:

Page 2: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

2

Manage User Digital Service Access

A Guide for CorpPass Administrators – View & Edit User e-Service Access

A. View User’s Digital

Service Access

C. Add Digital Service

Access

B. Remove Digital Service

Access

• Go to www.corppass.gov.sg, then click ‘Login’.Step 1

Step 2

Step 3

Page 3: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

3

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1

Step 2

Step 3

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

Manage User Digital Service Access

A. View User’s Digital

Service Access

C. Add Digital Service

Access

B. Remove Digital Service

Access

Page 4: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

4

Option A Option B

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

methods.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1

Step 2

Step 3

Manage User Digital Service Access

A. View User’s Digital

Service Access

C. Add Digital Service

Access

B. Remove Digital Service

Access

Page 5: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

5

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

OTP via SMS’.

Select ‘Get OTP via

SMS’

Option A

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1

Step 2 (Option A)

Step 3

Manage User Digital Service Access

A. View User’s Digital

Service Access

C. Add Digital Service

Access

B. Remove Digital Service

Access

Page 6: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

6

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

Enter Mobile OTP

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1

Step 2 (Option A)

Step 3

Manage User Digital Service Access

A. View User’s Digital

Service Access

C. Add Digital Service

Access

B. Remove Digital Service

Access

Page 7: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

7

• Click ‘Submit’.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1

Step 2 (Option A)

Step 3

Manage User Digital Service Access

A. View User’s Digital

Service Access

C. Add Digital Service

Access

B. Remove Digital Service

Access

Page 8: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

8

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

by clicking the ‘Via OneKey Token’ tab.

Option B

Alternatively, you

may select ‘Via

OneKey Token’

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1

Step 2 (Option B)

Step 3

Manage User Digital Service Access

A. View User’s Digital

Service Access

C. Add Digital Service

Access

B. Remove Digital Service

Access

Page 9: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

9

• Generate an OTP using your OneKey token.

Generate OTP using

OneKey Token

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1

Step 2 (Option B)

Step 3

Manage User Digital Service Access

A. View User’s Digital

Service Access

C. Add Digital Service

Access

B. Remove Digital Service

Access

Page 10: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

10

• Key in the 8-digit OTP generated by your OneKey token.

Enter the 8-digit OTP generated on

your OneKey Token

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1

Step 2 (Option B)

Step 3

Manage User Digital Service Access

A. View User’s Digital

Service Access

C. Add Digital Service

Access

B. Remove Digital Service

Access

Page 11: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

11

• Click ‘Submit’.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1

Step 2 (Option B)

Step 3

Manage User Digital Service Access

A. View User’s Digital

Service Access

C. Add Digital Service

Access

B. Remove Digital Service

Access

Page 12: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

12

• Click on the ‘Users’ tab.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1

Step 2

Step 3

Manage User Digital Service Access

A. View User’s Digital

Service Access

C. Add Digital Service

Access

B. Remove Digital Service

Access

Page 13: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

13

• Click on ‘Manage Users’ from the dropdown menu.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1

Step 2

Step 3

Manage User Digital Service Access

A. View User’s Digital

Service Access

C. Add Digital Service

Access

B. Remove Digital Service

Access

Page 14: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

14

Next

Section

To continue, you may wish to view any one of these functions:

C. Add

Digital Service Access

A. View User’s

Digital Service Access

This section will show how you can assign additional

digital services to your entity’s CorpPass Users.

This section will show how you can view the digital

service access of your entity’s CorpPass Users.

B. Remove

Digital Service Access

This section will show how you can remove digital service

access from your entity’s CorpPass Users.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Manage User Digital Service Access

Page 15: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

15

View User Digital Service Access

Step 1-3

Step 4A

Step 5A

Step 6A

• Arrive at the ‘Manage User Accounts’ page, which shows you a list of

CorpPass users in your entity and their corresponding details.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Page 16: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

16

• Select the name of the user you wish to view.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1-3

Step 4A

Step 5A

Step 6A

View User Digital Service Access

Page 17: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

17

• Click on the ‘Assigned e-Services’ tab.

Step 1-3

Step 4A

Step 5A

Step 6A

A Guide for CorpPass Administrators – View & Edit User e-Service Access

View User Digital Service Access

Page 18: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

18

• Arrive at the user’s ‘Assigned e-Services’ tab, which shows you a list of

digital services that has been assigned to the user.

Step 1-3

Step 4A

Step 5A

Step 6A

A Guide for CorpPass Administrators – View & Edit User e-Service Access

View User Digital Service Access

Page 19: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

19

• You may choose to assign ‘Default All e-Service Access’ and/or

‘Customised e-Service Access’ to the user.

Step 1-3

Step 4A

Step 5A

Step 6A

A Guide for CorpPass Administrators – View & Edit User e-Service Access

View User Digital Service Access

Page 20: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

20

• The ‘Default All e-Service Access’ checkbox indicates if the user is

granted access to all digital services currently onboard CorpPass.

Step 1-3

Step 4A

Step 5A

Step 6A

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Select the checkbox to add / remove

‘Default All e-Service Access’ from

the user.

View User Digital Service Access

Page 21: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

21

• The table below displays the ‘Customised e-Service Access’ of the user.

Step 1-3

Step 4A

Step 5A

Step 6A

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Please note that the ‘Default All e-Service

Access’ setting will not affect the

‘Customised e-Service Access’ of the user.

However, if ‘Default All e-Service Access’

setting is selected, adding the same digital

service will overwrite the default setting for

the added digital service. Removing digital

service access here will only revert the user

to the default setting for that digital service.

View User Digital Service Access

Page 22: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

22

Previous

Section

Next

Section

A Guide for CorpPass Administrators – View & Edit User e-Service Access

To continue, you may wish to view any one of these functions:

Remove Digital Service Access

C. Add

Digital Service Access

A. View User’s

Digital Service Access

B. Remove

Digital Service Access

This section will show how you can assign additional

digital services to your entity’s CorpPass Users.

This section will show how you can view the digital

service access of your entity’s CorpPass Users.

This section will show how you can remove digital service

access from your entity’s CorpPass Users.

Page 23: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

23

Remove Digital Service Access

• Click on the checkbox(es) next to the digital service(s) for which you

wish to remove access from the user.

Step 1-3

Step 4B

Step 5B

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Page 24: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

24

• Next, click on the ‘Remove e-Service Access’ button.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1-3

Step 4B

Step 5B

Remove Digital Service Access

Page 25: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

25

• A confirmation message will indicate that the user’s access to the selected

digital services has been removed.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 1-3

Step 4B

Step 5B

Remove Digital Service Access

Page 26: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

26

Previous

Section

Next

Section

Add Digital Service Access

A Guide for CorpPass Administrators – View & Edit User e-Service Access

To continue, you may wish to view any one of these functions:

C. Add

Digital Service Access

A. View User’s

Digital Service Access

B. Remove

Digital Service Access

This section will show how you can assign additional

digital services to your entity’s CorpPass Users.

This section will show how you can view the digital

service access of your entity’s CorpPass Users.

This section will show how you can remove digital service

access from your entity’s CorpPass Users.

Page 27: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

27

Add Digital Service Access

Step 7C

• To assign other / more digital services to the user, click on ‘Add e-Service

access’.

Step 8C

Steps 1-3

Step 4C

Step 5C

Step 6C

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Page 28: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

28

• You will arrive at the ‘Assign Selected e-Services’ page, scroll down to

continue.

Scroll down

to continue

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 7C

Step 8C

Steps 1-3

Step 4C

Step 5C

Step 6C

Add Digital Service Access

Page 29: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

29

A Guide for CorpPass Administrators – View & Edit User e-Service Access

• Next, select the digital services you wish to assign to this user from the list

of digital services you had selected for your entity.

Use the checkbox(es) to indicate which digital

service(s) you wish to assign to the user.

Step 7C

Step 8C

Steps 1-3

Step 4C

Step 5C

Step 6C

Add Digital Service Access

Page 30: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

30

• Click ‘Next’.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 7C

Step 8C

Steps 1-3

Step 4C

Step 5C

Step 6C

Add Digital Service Access

Page 31: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

31

• You may be required to enter additional details for the required digital

services.

Scroll down

to continue

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Indicator for digital services that

require additional details.

Step 7C

Step 8C

Steps 1-3

Step 4C

Step 5C

Step 6C

Add Digital Service Access

Page 32: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

32

• For example, you may be required to select a digital service role for the

user.

Select a role from the

dropdown menu.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 7C

Step 8C

Steps 1-3

Step 4C

Step 5C

Step 6C

Add Digital Service Access

Page 33: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

33

• Click ‘Next’.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 7C

Step 8C

Steps 1-3

Step 4C

Step 5C

Step 6C

Add Digital Service Access

Page 34: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

34

• Review details of the assigned digital services before submission.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 7C

Step 8C

Steps 1-3

Step 4C

Step 5C

Step 6C

Add Digital Service Access

Page 35: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

35

• Click ‘Submit’.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 7C

Step 8C

Steps 1-3

Step 4C

Step 5C

Step 6C

Add Digital Service Access

Page 36: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

36

• A confirmation message will indicate that your user(s) have been assigned

access to the digital services you have selected.

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Step 7C

Step 8C

Steps 1-3

Step 4C

Step 5C

Step 6C

Add Digital Service Access

Page 37: Agency Training Deck Brought to you by - CorpPass · Agency Training Deck A Guide for CorpPass Administrators: View & Edit User e-Service Access Brought to you by: 2 ... • Next,

37

- END -

A Guide for CorpPass Administrators – View & Edit User e-Service Access

Updated as of 4 December 2016