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Corporate Account Administration User Manual

1 CORPORATE ACCOUNT ADMINISTRATION ------------------------------------------------------------------------- 2

1.1 MANAGE ORGANIZATION USERS ----------------------------------------------------------------------------------------- 2

1.1.1 Create User -------------------------------------------------------------------------------------------------- 5

1.1.2 Edit User ----------------------------------------------------------------------------------------------------- 7

1.1.3 Delete User --------------------------------------------------------------------------------------------------- 8

1.1.4 Suspend User ------------------------------------------------------------------------------------------------ 9

1.1.5 Un-suspend User ------------------------------------------------------------------------------------------ 11

1.1.6 Reset Password -------------------------------------------------------------------------------------------- 13

1.2 UPDATE PROFILE -------------------------------------------------------------------------------------------------------- 14

1.3 CHANGE PASSWORD ----------------------------------------------------------------------------------------------------- 15

2 ANNEX A: FAQS/TROUBLESHOOTING ------------------------------------------------------------------------------ 16

2.1 CAN’T ACCESS THE CORPORATE ACCOUNT ADMINISTRATION ESERVICE AFTER I LOGGED IN ------------------------- 16

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1 Corporate Account Administration

1.1 Manage Organization Users

Step 1: Click the highlighted link “Account Administration (for Corporate Administrators Only)” displayed in

Figure 1 below.

Figure 1

Step 2: Choose the login type and enter the UserID and Password to login.

Figure 2

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Step 3: The user will be presented with the below page (Figure 3) if his/her account is registered to multiple

organizations. To continue, select the Organization and click the “Proceed” button

Note: The user will be automatically redirected to the main page (Figure 4) if his/her account is only registered

to one organization.

Figure 3

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Step 4: Figure 4 shows the list of user accounts tied to the selected organization

Figure 4

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1.1.1 Create User

Step 1: Click the “Create” button as highlighted in the image below.

Figure 1

Step 2: Enter the new user’s details and click “Submit” button to proceed (highlighted in Figure 2)

Note: an email notifiying the new user of the account creation will be sent to the email address specified in the

“Email Address” text box. Please ensure the specified email address is a valid email.

Note 2: Fields marked with * are mandatory

Figure 2

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Step 3: Click “Manage Organization User” link to go back to the list of user accounts (highlighted in Figure 3)

Figure 3

Step 3: The newly created user can be seen in the “Manage Organization User” page (refer to Figure 4 below)

Figure 4

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1.1.2 Edit User

Step 1: Click the “Edit” button as highlighted in the image below.

Figure 1

Step 2: Update the user’s information as desired and click the “Submit” button to proceed (refer to Figure 2)

Note: Fields marked with * are mandatory

Figure 2

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1.1.3 Delete User

Step 1: Click the “Delete” button as highlighted in the image below.

Figure 1

Step 2: To confirm the deletion, click the “Yes” button highlighted in the figure below

Figure 2

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1.1.4 Suspend User

Step 1: Click the “Suspend” button for user with “ACTIVE” status as highlighted in the image below.

Figure 1

Step 2: To confirm the suspension, click the “Yes” button as highlighted in the figure below

Figure 2

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Step 3: The selected user’s status will be updated to “SUSPENDED” (refer to Figure 3)

Figure 3

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1.1.5 Un-suspend User

Step 1: Click the “Suspend” button for user with “SUSPENDED” status as highlighted in the image below.

Figure 1

Step 2: To remove the suspension, click the “Yes” button as highlighted in the figure below

Figure 2

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Step 3: The suspended user’s status will be updated to “Active” (refer to Figure 3)

Figure 3

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1.1.6 Reset Password

Step 1: Click the “Reset Password” button as highlighted in the figure below.

Figure 1

Step 2: Update the email address (if required) and click the “Submit” button to proceed.

Figure 2

Step 3: The system will send an email containing the new password to the email address specified in step 2.

Refer to Figure 3 for the email content

Note: The user will be required to change password upon first login.

Figure 3

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1.2 Update Profile

Step 1: To update the user’s own information, click the “Update Profile” link as highlighted in the image below

Figure 1

Step 2: Update the information as desired and click the “Submit” button to proceed (refer to Figure 2)

Note: Fields marked with * are mandatory

Figure 2

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1.3 Change Password

Step 1: To change the user’s own password, click the “Change Password” link as highlighted in the image below

Figure 1

Step 2: Enter the requested details and click “Submit” button to proceed

Note: Fields marked with * are mandatory

Figure 2

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2 Annex A: FAQs/Troubleshooting

2.1 Can’t access the Corporate Account Administration eService after I logged in

To access the eService, the user account must meet the following criteria:

• Registered to an organization

• Assigned with administrator privileges

• Account’s status must be “ACTIVE”

If the above criteria are not met, the error message below will be displayed

Figure 1