Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass...
Transcript of Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass...
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Agency Training Deck
A Guide for CorpPass Admins & Sub-Admins:
Manage CorpPass Accounts
Brought to you by:
Brought to you by:
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Step 1
Step 2
Step 3
B. Change User Status
A. Update User Profile
• Log in with your UEN / Entity ID, CorpPass ID and Password.
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
C. Change Account Type
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Option A Option B
• Arrive at 2FA verification page. You can choose between two verification
methods.
Step 1
Step 2
Step 3
B. Change User Status
A. Update User Profile
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
C. Change Account Type
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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’
Step 1
Step 2 (Option A)
Step 3
Option A
B. Change User Status
A. Update User Profile
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
C. Change Account Type
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• Next, enter the 6-digit Mobile OTP sent to your registered mobile number,
then click ‘Submit’.
Enter Mobile OTP
Step 1
Step 2 (Option A)
Step 3
B. Change User Status
A. Update User Profile
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
C. Change Account Type
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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
Alternatively, you
may select ‘Via
OneKey Token’
Step 1
Step 2 (Option B)
Step 3
B. Change User Status
A. Update User Profile
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
C. Change Account Type
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• Generate an OTP using your OneKey token.
Generate OTP using
OneKey Token
Step 1
Step 2 (Option B)
Step 3
B. Change User Status
A. Update User Profile
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
C. Change Account Type
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• Key in the 8-digit OTP generated by your OneKey token, then click
‘Submit’.
Enter the 8-digit OTP generated on
your OneKey Token
Step 1
Step 2 (Option B)
Step 3
B. Change User Status
A. Update User Profile
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
C. Change Account Type
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• Under ‘Users’, select ‘Manage Users’ from the dropdown menu.
Step 1
Step 2
Step 3
B. Change User Status
A. Update User Profile
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
C. Change Account Type
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Next
Section
You may wish to:
B. Change User
Status
A. Update User
Profile
Terminate, Suspend or Activate user accounts
Change a user’s email address or mobile number
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
C. Change
Account TypeChange a user’s CorpPass role
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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.
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
Admin
User
User Locked
F****289R
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• Click user name to view user details.
Step 1-3
Step 4A
Step 5A
Step 6A
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
Admin
User
User Locked
F****289R
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• Arrive at the user’s profile.
Scroll down
to continue
Step 1-3
Step 4A
Step 5A
Step 6A
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
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• You can change the user’s registered email and mobile number, then click
‘Save’.
Step 1-3
Step 4A
Step 5A
Step 6A
Manage CorpPass Accounts
Registered email
Mobile number
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
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• A confirmation message will indicate that the user’s profile has been
updated.
Step 1-3
Step 4A
Step 5A
Step 6A
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
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Previous
Section
Next
Section
You may wish to:
B. Change User
Status
A. Update User
Profile
Terminate, Suspend or Activate user accounts
Change a user’s email address or mobile number
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
C. Change
Account TypeChange a user’s CorpPass role
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F****289R
Change Account Status
• Select the user(s) whose account status you wish to edit.Step 1-3
Step 4B
Step 5B
Step 6B
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
Locked
F****289R
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• Ensure that selected users have the same account status.
Do note that you can only make edits to
multiple users who share the same status.
Otherwise you will have to make separate
edits for each user.
Step 1-3
Step 4B
Step 5B
Step 6B
Change Account Status
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
Locked
F****289R
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• Click ‘Change user status’.
Step 1-3
Step 4B
Step 5B
Step 6B
Change Account Status
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
Locked
F****289R
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• Select a ‘New Account Status’ using the dropdown menu.
1) ‘Active’ – Account is active and ready for use.
4) ‘Terminated’ – An account has been terminated by a
CorpPass Admin or due to dormancy (for user accounts with no
activity for 51 months)
2) ‘Inactive’ – Account has not been activated yet.
3) ‘Suspended’ – An account that has been suspended by a
CorpPass Admin or due to dormancy (for user accounts with no
activity for 15 months)
Step 1-3
Step 4B
Step 5B
Step 6B
Change Account Status
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
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• Select the date when the new status will take effect.
Step 1-3
Step 4B
Step 5B
Step 6B
Change Account Status
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
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• Select the date when the new status will expire. The new status will
remain indefinitely if left blank.
Step 1-3
Step 4B
Step 5B
Step 6B
Change Account Status
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
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• Enter a reason for the new status, then click ‘Save’ to confirm.
Step 1-3
Step 4B
Step 5B
Step 6B
Change Account Status
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
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• A confirmation message will indicate that the user(s)’ profile has been
updated.
Step 1-3
Step 4B
Step 5B
Step 6B
Change Account Status
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
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Previous
Section
Next
Section
You may wish to:
B. Change User
Status
A. Update User
Profile
Terminate, Suspend or Activate user accounts
Change a user’s email address or mobile number
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
C. Change
Account TypeChange a user’s CorpPass role
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Step 1-3
Step 4C
Step 5C
Step 6C
• Arrive at the ‘Manage User Accounts’ page, which shows you a list of
CorpPass users in your entity and their corresponding details.
Change Account Type
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
Admin
User
User Locked
F****289R
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• Click user name to view user details.
Step 1-3
Step 4C
Step 5C
Step 6C
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
Admin
User
User Locked
F****289R
Change Account Type
Sub-Admin
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• Arrive at the user’s profile.
Scroll down
to continue
Step 1-3
Step 4C
Step 5C
Step 6C
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
Change Account Type
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• You can change the user’s account type, then click ‘Save’.
Step 1-3
Step 4C
Step 5C
Step 6C
Manage CorpPass Accounts
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
Sub-admin
Enquiry User
User
Note: Sub-Admins can only change the
Account Types of Enquiry Users and Users.
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• A confirmation message will indicate that the user’s profile has been
updated.
Step 1-3
Step 4C
Step 5C
Step 6C
Change Account Status
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts
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- END -Updated as of December 2017
A Guide for CorpPass Admins & Sub-Admins
Manage CorpPass Accounts