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1 A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by:

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Page 1: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

1

Agency Training Deck

A Guide for CorpPass Admins & Sub-Admins:

Manage CorpPass Accounts

Brought to you by:

Brought to you by:

Page 2: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

2

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

Page 3: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

3

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

Page 4: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

4

• 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

Page 5: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

5

• 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

Page 6: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

6

• 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

Page 7: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

7

• 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

Page 8: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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

Page 9: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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

Page 10: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

10

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

Page 11: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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

Page 12: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

12

• 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

Page 13: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

13

• 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

Page 14: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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

Page 15: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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

Page 16: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

16

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

Page 17: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

17

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

Page 18: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

18

• 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

Page 19: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

19

• 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

Page 20: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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

Page 21: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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

Page 22: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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

Page 23: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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

Page 24: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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

Page 25: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

25

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

Page 26: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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

Page 27: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

27

• 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

Page 28: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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

Page 29: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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.

Page 30: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

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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

Page 31: Agency Training Deck Brought to you by - CorpPass - Login Agency Training Deck A Guide for CorpPass Admins & Sub-Admins: Manage CorpPass Accounts Brought to you by: Brought to you

31

- END -Updated as of December 2017

A Guide for CorpPass Admins & Sub-Admins

Manage CorpPass Accounts