agency training deck brought to you by - corppass · create and manage client e-service groups (for...

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Agency Training Deck

A Guide for CorpPass Admins & Sub-Admins:

Create and Manage Client e-Service Groups

(for IRAS digital services)

Brought to you by:

Brought to you by:

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Agency Training Deck

Note: This feature is only applicable to IRAS digital services.

This guide is for you if….

1You are a CorpPass Admin or Sub-Admin

of a Third Party Service Provider

2

You have been authorised by your clients

to transact with IRAS digital services on

their behalf

Client e-Service Groups allows Third Party Service Providers to

better organise and conveniently assign client digital services to

groups of users within the entity.

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A Guide for CorpPass Admins & Sub-Admins

Create and Manage Client e-Service Groups (for IRAS digital services)

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

Step 1

Step 2

Login to CorpPass

4



Step 1

Step 2

Option BOption A Option B

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

methods.

Login to CorpPass

5



• 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

Login to CorpPass

6



Enter 6-digit

Mobile OTP

Step 1

Step 2 (Option A)

Login to CorpPass

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

then click ‘Submit’.

7



• 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’

Login to CorpPass

8



• Generate an OTP using your OneKey token.

Step 1

Step 2 (Option B)

Login to CorpPass

Generate OTP using

OneKey Token

9



• 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

Login to CorpPass

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Add Client’s e-Services to Client e-Service Groups

Create Client e-Service Groups

Add users to Client e-Service Groups

Manage Client e-Service Groups

1

2

3

4

Functions of Client e-Service Groups

Note: e-Service is also known as digital service

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1

2

3

4



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• Arrive at your homepage. Hover over the ‘Third Party’ tab .


Step 4

Step 5

Step 6

Step 1

Step 2

Step 3

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• Select ‘Create Client e-Service Group’ from the dropdown menu.

Step 1

Step 2


Step 3

Step 4

Step 5

Step 6


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• Enter Group Name and Group Description (optional) for the Client e-

Service Group, then click ‘Next’.

Step 1

Step 2


Step 3

Step 4

Step 5

Step 6


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• Select user(s) you want to add to this Client e-Service Group, then click

‘Next’.

Step 1

Step 2


Step 3

Step 4

Step 5

Step 6


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• Select client digital services to be assigned to Client e-Service Group,

then click ‘Next’.

Step 1

Step 2


Step 3

Step 4

Step 5

Step 6


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• Review details of the Client e-Service Group you have created and click

‘Submit’.

Step 1

Step 2


Step 3

Step 4

Step 5

Step 6

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• A confirmation message will indicate the successful creation of your Client

e-Service Group.

Step 1

Step 2


Step 3

Step 4

Step 5

Step 6


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1

2

3

4



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• Under ‘Third Party’, select ‘Manage Client e-Service Groups’ from the

dropdown menu.

Step 1

Step 2


Step 3

Step 4


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• Select the Client e-Service Group you would like to manage.

Step 1

Step 2A


Step 3

Step 4

B. Remove Client e-

Service Group

A. Edit details of Client e-

Service Group

C. Remove user(s) from

Client e-Service Group

D. Remove digital

service(s) from Client e-

Service Group


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• You can make changes to the Group Name and Group Description. Click

'Save' to confirm your edits.

Step 1

Step 2


Step 3A

Step 4

B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group

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• A confirmation message will indicate the successful update of your Client

e-Service Group.

Step 1


Step 4A

Step 2

Step 3


B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group

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Note: Once removed, all users’ access to the client digital services within the group

will be removed

• You may delete Client e-Service Group(s). Select the relevant Group(s),

then click ‘Remove Client e-Service Group(s)’.

Step 1


Step 4

Step 2B

Step 3


B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group

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• Review the Client e-Service Group(s) you wish to remove, then click

'Submit'.

Step 1


Step 4

Step 2

Step 3B

B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group


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• A confirmation message will indicate the successful removal of your

Client e-Service Group(s).

Step 1


Step 4B

Step 2

Step 3


B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group

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Step 1

Step 2C


Step 3

Step 4

Step 5

• You can also view details of, and manage Client e-Service Groups. To do

so, click on the Client e-Service Group name.

Step 6

B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group


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• Click on the ‘Users’ tab.


Step 1

Step 2

Step 3C

Step 4

Step 5

Step 6

B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group

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• Select the user(s) you want to remove from this Client e-Service Group,

then click ‘Remove Users from Group’.

Step 1

Step 2


Step 3

Step 4C

Step 5

Step 6

B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group


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Note: Once removed, the selected users will no longer be able to access Client

digital services assigned to the group.

• Review the user(s) to remove, then click ‘Submit’.

Step 1

Step 2


Step 3

Step 4

Step 5C

Step 6

B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group

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• A confirmation message will indicate the successful removal of user(s)

from your Client e-Service Group(s).

Step 1

Step 2


Step 3

Step 4

Step 5


Step 6C

B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group

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• You can also manage client digital services within the selected Client e-

Service Group. To do so, click on 'Assigned Client e-Services' tab.

Step 1

Step 2


Step 3D

Step 4

Step 5


Step 6

B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group

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• Select the client digital services you would like to remove from this Client

e-Service Group, then click 'Remove Client e-Service Access'.

Step 1

Step 2


Step 3

Step 4D

Step 5


Step 6

B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group

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• Review details of the client digital service to be removed, then click

'Submit'.

Step 1

Step 2


Step 3

Step 4

Step 5D


Note: Once removed, users in the Client e-Service Group will no longer have

access to the removed Client e-Service authorisations.

Step 6

B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group

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• A confirmation message will indicate the successful removal of digital

services from your Client e-Service Group(s).

Step 1

Step 2


Step 3

Step 4

Step 5


Step 6D

B. Remove Client e-

Service Group


Service Group



D. Remove digital


Service Group

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1

2

3

4



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• Under ‘Third Party’, select ‘Add Users to Client e-Service Groups’ from the

dropdown menu.

Add Users to Client e-Service Groups

Step 4

Step 5

Step 1

Step 2

Step 3


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• Select the user(s) you want to add to Client e-Service Group(s), then click

‘Next’.


Step 4

Step 5

Step 1

Step 2

Step 3


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Step 4

Step 5

Step 1

Step 2

Step 3

• Select Client e-Service Group(s) you wish to assign to the selected users,

then click 'Next'.


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• Review the user(s) and Client e-Service Group(s) selected, then click

‘Submit’.


Step 4

Step 5

Step 1

Step 2

Step 3


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• A confirmation message will indicate the successful addition of users to

your Client e-Service Group(s).


Step 4

Step 5

Step 1

Step 2

Step 3


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1

2

3

4



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• Under ‘Third Party’, select ‘Add Client e-Services to Client e-Service

Group’ from the dropdown menu.

Step 1

Step 2

Add digital service to Client e-Service Groups

Step 3

Step 4

Step 5


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• Select client digital services you want to assign to Client e-Service

Group(s), then click ‘Next’.

Step 1

Step 2


Step 3

Step 4

Step 5


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• Select Client e-Service Group(s) you to assign the selected digital

services to, then click ‘Next’.

Step 1

Step 2


Step 3

Step 4

Step 5


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• Review digital services and Client e-Service Group(s) selected, then click

‘Submit’.

Step 1

Step 2


Step 3

Step 4

Step 5


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• A confirmation message will indicate the successful addition of client

digital services to your Client e-Service Group(s).

Step 1

Step 2


Step 3

Step 4

Step 5


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- END -Updated as of Jun 2018

agency training deck brought to you by - corppass · create and manage client e-service groups (for...

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