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TradeXchange® Online Registration and Administration (ORA)

User Guide

Release No: 1.2

Date: 07/01/2015

CrimsonLogic Pte Ltd (Regn No: 198800784N)

Private information- to be distributed to users only.

About CrimsonLogic

CrimsonLogic Pte Ltd is a Singapore-based IT solutions provider that offers innovative B2B, B2G and G2G

solutions in the trade and logistics, government, legal and healthcare sectors. CrimsonLogic enables

businesses to connect and collaborate seamlessly with their customers and partners worldwide.

CrimsonLogic also partners governments around the world to transform public services, and empower

citizens. An application service provider (ASP) with 18 years’ experience in developing and managing

nation-wide IT projects of the Public Private Partnership model, CrimsonLogic has set industry standards

with world-first solutions such as TradeNet, eStamping, eJudiciary and CertOfOrigin. Deploying leading-

edge technology creatively to meet user needs, CrimsonLogic solutions conform to global technology

standards. Beyond ASP services, CrimsonLogic offers systems integration, consulting, and licensing of

technology components. It also delivers trusted services in business intelligence and IT security.

Headquartered in Singapore, CrimsonLogic employs over 500 staff globally and runs a software

development centre in India. For more information, visit www.crimsonlogic.com.

Proprietary Information

This User Guide contains information, which is proprietary to CrimsonLogic. No part of this User Guide

may be reproduced in any material form (including photocopying or storing it in any medium by

electronic means and whether or not transiently or incidentally to some other use of this publication)

without the written permission of CrimsonLogic except in accordance with the Copyright Act of

Singapore (Cap. 63).

C O N T E N T S

© CrimsonLogic Pte Ltd T R A D E X C H A N G E O R A U S E R G U I D E 3

CONTENTS

Online Registration and Administration (ORA) ..................................................................................... 1

CONTENTS ............................................................................................................................ 3

CHAPTER 1 .............................................................................................................................. 1

Purpose and audience ............................................................................................................................ 1

Parts of the guide ..................................................................................................................................... 2

Document conventions ........................................................................................................................... 2

CHAPTER 2 .............................................................................................................................. 4

Enabling JavaScript ................................................................................................................................. 4

To enable JavaScript: ....................................................................................................................................... 4

Minimum system requirements .............................................................................................................. 5

Logging in and logging out .................................................................................................................... 6

To log in and log out from the TradeXchange®: ................................................................................................ 6

CHAPTER 3 .............................................................................................................................. 8

Using the Online Registration wizard ..................................................................................................... 8

To register as an NPSU: ................................................................................................................................... 9

Resuming registrations (NPSU) .............................................................................................................. 23

To resume registration: .................................................................................................................................. 23

CHAPTER 4 ............................................................................................................................ 25

Editing company information (NPSU) .................................................................................................. 25

To edit company information: ........................................................................................................................ 26

Viewing company information (NPSU) ................................................................................................ 27

To view company information: ....................................................................................................................... 27

Registering users (NPSU) ........................................................................................................................ 29

To register users: ........................................................................................................................................... 29

Editing user information (NPSU) ............................................................................................................ 31

C O N T E N T S


To edit user information: ................................................................................................................................ 31

Viewing user information (NPSU) .......................................................................................................... 34

To view user information: .............................................................................................................................. 34

De-registering users (NPSU) .................................................................................................................. 35

To de-register a user: ...................................................................................................................................... 36

CHAPTER 5 ............................................................................................................................ 38

Registering companies (VAS) .............................................................................................................. 39

To register a company: ................................................................................................................................... 39

Resuming registrations (VAS) ............................................................................................................... 52

To resume registration: .................................................................................................................................. 52

Editing company information (VAS) .................................................................................................... 53

To edit company information: ........................................................................................................................ 53

Viewing company information (VAS) .................................................................................................. 55

To view company information: ....................................................................................................................... 55

Registering users (VAS) ......................................................................................................................... 58

To register users: ........................................................................................................................................... 58

Editing user information (VAS) .............................................................................................................. 61

To edit user information: ................................................................................................................................ 61

Viewing user information (VAS) ........................................................................................................... 64

To view user information: .............................................................................................................................. 64

De-registering users (VAS) .................................................................................................................... 66

To de-register a user: ...................................................................................................................................... 66

Glossary ................................................................................................................................ 69

1 � � � � A B O U T T H I S G U I D E


CHAPTER 1

About This Guide Welcome to the TradeXchange® Online Registration and Administration (ORA) User Guide.

The TradeXchange® ORA system allows Administrators to set up and manage company and user accounts that will access the TradeXchange® .

This chapter covers the following topics:

• Purpose and audience • Parts of the guide • Document conventions

Purpose and audience

This user guide is for the users of the TradeXchange® Online Registration and Administration (ORA) system, specifically Singapore-based companies..

This online guide provides assistance in the following areas:

• Specifying company and user details for online registration • Specifying payment details and subscription plans for online registration • Registering and maintaining company accounts • Registering and maintaining users for each company account • Understanding tasks in relation to TradeXchange® ORA user.

Some functions of the system may only be applicable to specific types of users.

For such cases, these user-specific functions are identified throughout the

content.

1 � � � � A B O U T T H I S G U I D E


Parts of the guide

This user guide contains the following major chapters:

Getting Started outlines the prerequisites for accessing the TradeXchange® ORA system successfully, and other tasks such as logging in and logging out of the system.

Customer Registration (NPSU) details the tasks for registering companies without assistance from an Administrator and resuming incomplete registrations.

NPSU Administrator Functions includes procedures on setting up and maintaining company and user information for Non-Public Sector User Administrators (NPSU). Value-Added Services Administrator Functions includes procedures on setting up and maintaining company and user information for Value Added Services Administrators.

Glossary lists the definitions for most commonly used terms throughout the guide.

Document conventions

Refer to this section to familiarise yourself with the visual aids used throughout the user guide.

Navigation

To assist users with accessing screens, pages, or windows, refer to the following navigation format:

Open the User Account screen. (Admin menu >> User >> Create new user)

Buttons, fields, and other system elements

All system elements are highlighted in Bold text.

Hyperlinks

All topics mentioned in the user guide’s content are hyperlinked. Click on the hyperlink to view the referring topic.

Callouts

Callouts are presented differently from the original content and highlight certain information.

1 � � � � A B O U T T H I S G U I D E


There are two types of callouts: tips and warnings.

A Warning refers to information that may be critical to the system’s functionality and

might affect data or system stability.

A Tip provides good-to-know information that helps users complete a task or

procedure.

!


2 � � � � G E T T I N G S T A R T E D

CHAPTER 2

Getting Started Refer to this section to familiarise yourself with how to access the TradeXchange® ORA system and to understand the system requirements.

This chapter covers the following topics:

• Minimum system requirements • Enabling JavaScript • Logging in and logging out

Enabling JavaScript

Before you access TradeXchange®, be sure that JavaScript is enabled in your computer.

To enable JavaScript:

1. From your Internet browser, open the Internet Options window. (For Microsoft Internet Explorer: Tools >> Internet Options)

2. Click on the Security tab, and then click on the Custom Level... button.

The Internet Options window are displayed differently, depending on the browser

you are using. For more information on accessing your browser’s Internet settings,

see your browser’s online help or user documentation.


2 � � � � G E T T I N G S T A R T E D

Figure 2.1 Microsoft Internet Options window

3. Scroll down to the Scripting settings. For Scripting of Java applets, click Enable.

4. Click OK to close the Security Settings window.

5. Click OK to save the settings and close the Internet Options window.

Minimum system requirements

Before using the TradeXchange® ORA system, ensure that you meet the following hardware and software requirements:

• Microsoft Internet Explorer 8.0 and above • Internet connection


2 � � � � G E T T I N G S T A R T E D

Logging in and logging out

All users must log in to the TradeXchange® with unique user accounts that are authorised to access trade declarant information.

Depending on how your user account is registered, you can log in to TradeXchange® using:

• a system-generated User ID and password • your SingPass ID

To log in and log out from the TradeXchange®:

1. From your Internet browser, access the TradeXchange®: http://www.tradexchange.gov.sg/.

Figure 2.2 TradeXchange® main page

2. Enter either the User ID and password generated by TradeXchange® or your SingPass ID and password.

3. Click Login. The TradeXchange® main page is displayed. Depending on your user type,

the Navigation Menu is shown on the left portion of the page. Click on any of the available menu items to complete a specific task.


2 � � � � G E T T I N G S T A R T E D

Figure 2.3 TradeXchange® ORA System main page

For first-time users logging in using a system-generated ID, you are required to change the system-generated password. Enter the system-generated password, and then enter a new password twice in the Change Password page. Click Submit. The system displays a confirmation message, indicating that the password change was successful. Click OK to proceed to the TradeXchange® main page.

Figure 2.4 Change Password page

To exit from the TradeXchange® and prevent unauthorised access to company and user information, click Logout. The system displays a dialog box and requests for confirmation before logging you out of the system. Click OK to confirm.


3 � � � � C U S T O M E R R E G I S T R A T I O N ( N P S U )

CHAPTER 3

Customer Registration (NPSU) Customers or Non-Public Sector Users (NPSU) can register their companies in the TradeXchange® using the Online Registration wizard. The wizard guides you to enter company details, user details, and payment mode details. This may take a few minutes to complete.

Once completed, the registration details require approval from the TX-Operator.

For more information on an NPSU’s administrative functions, see NPSU Administrator Functions.

This topic covers the following subtopics:

• Using the Online Registration wizard • Resuming registrations (NPSU)

Using the Online Registration wizard

Use the Online Registration wizard to register an NPSU in TradeXchange®.

The Online Registration wizard allows a new NPSU to enter information such as company particulars, payment details, subscribed services, and the required number of user accounts. The requested information and users will then be routed to the TX-Operator for approval once the online registration is completed.

The TradeXchange® online registration for NPSUs follows six (6) specific stages:

• Terms and Conditions • Company • User • Payment Details • Verification • Done

Before you launch the Online Registration wizard, you should be prepared to enter

all company-specific information (e.g., contact information, contact persons, etc.),

assign at least two (2) user(s) that will be accessing the system, and have details on

the selected payment mode that will shoulder your company’s TradeXchange®

service fees.

If you encounter any problems completing the Online Registration wizard, contact your TX- Operator.



To register as an NPSU:

1. From your Internet browser, access the TradeXchange® : http://www.tradexchange.gov.sg/.

Figure 3.1 TradeXchange® ORA main page

2. Click Sign up as customer. The Online Registration - Terms and Condition page is

displayed.



Figure 3.2 Online Registration - Terms and Conditions

3. Review the terms and conditions. To proceed with online registration, mark the confirmation checkbox and click Continue.

The system automatically generates a temporary reference number for the company. Should you decide not to finish the Online Registration wizard and save the details as a draft, be sure to keep a copy of the reference number. For more information on resuming registrations, see Resuming registrations (NPSU).

4. Specify the following information for your company.

Entity Identifier Enter the unique corporate Entity Identifier of the company.

Company Name Enter the complete name of your company.

ACRA No. Enter your company’s Accounting and Corporate Regulatory Authority (ACRA) number.

Once you enter an ACRA number during online registration, the number cannot

be changed. However, if you leave both the ACRA No. and Entity Identifier fields

blank, you can enter the ACRA number at a later time. To change the ACRA

number after entering it during online registration, contact your TX-Operator.



Figure 3.3 Online Registration - Company (Company Information)

Industry Select the industry of your company from the drop-down list.

Phone No. Fax No. Enter the company’s telephone and fax numbers.

Company Email Address Website Enter the company’s email address and website.

Communication Mode Specify whether the preferred mode of communication is e-mail, fax, or regular mail (by post).

Payment Mode Select the company’s mode of payment for fees. For TradeNet service, only GIRO payment is allowed. For non-TradeNet service, either of the payment modes is accepted.

5. Click Address Information, or scroll down the page to provide the company’s

mailing address. User IDs and passwords will be mailed to the address specified in this page.



Figure 3.4 Online Registration - Company (Address Information)

Country Select the country of the company.

Figure 3.5 Online Registration - Company (Address Information – Non-Singapore address)

Block No./House No. Street Name Unit No. Building Name Postal/Zip Code Enter the complete mailing address of the company, such as the block number/house number, street name, unit number (if applicable), building name, and postal code.

6. Click Contact Person or scroll down the page to provide the company’s contact person(s).

If the selected country is not Singapore, other address fields are displayed in the

page, such as Address, Province/State, and City.



Figure 3.6 Online Registration - Company (Contact Person) page

Click Add to specify details for your company’s contact person and to open the Contact Person pop-up window.

Figure 3.7 Contact Person window

Salutation Name Preference Name Specify the name of the person, including the salutation and preferred name.

You must add at least one (1) contact person and one (1) decision maker.



Type Specify whether the person is a Contact Person or Decision Maker.

Designation Department Enter the person’s job title and the person’s department.

NRIC/Passport No. Enter the person’s identification number (NRIC number or passport number).

Phone No. Fax No. Mobile Phone No. Pager no. Enter the person’s phone number, fax number, handphone number, and pager number (if applicable).

Email Address Enter the person’s email address.

Gender Specify whether the person is a male or a female by selecting the appropriate radio button.

Click Save after specifying the person’s particulars. You return to the Online Registration - Company (Contact Person) page.

To edit the particulars of a person in the list, mark the radio button and click Edit . Provide the necessary changes in the Contact Person window, and click Save.

To copy the particulars of another person in the list, mark the radio button and click Copy. Make the necessary changes to the new record, and click Save.

To delete a person in the list, mark the radio button and click Delete. For added confirmation, the person’s particulars are displayed in the Delete Contact Confirmation window. To confirm the deletion, click Delete.



Figure 3.8 Delete Contact Confirmation window

7. Click Plan Selection or scroll down the page to mark one or more service subscription plans for this company.

Figure 3.9 Online Registration - Company (Plan Selection) page

To view the plan details, click View Details hyperlink beside the plan description. A document in pdf format is displayed containing information on the plan such as account subscription charges and discount structures. To return to the Online Registration page, close the pdf file.



8. After entering all your company information, click Continue. The Online Registration User page is displayed.

Figure 3.10 Online Registration - User (User List) page

9. Click User Information or click Add to specify details for a new user.

Figure 3.11 Online Registration - User (User Information) page

Salutation Name Specify the name and salutation of the user.

NRIC/Passport No Type



NRIC/Passport No. Enter the type of the user’s identification and the corresponding identification number (NRIC number or passport number).

For Singaporeans, select S as type and enter your NRIC number in this format: “S” or

“T” + 7-digit number + a letter of the alphabet (ex. S1234567X).

For Malaysians, select M as type.

For Foreigners, select P as type.

Gender Specify whether the user is a male or a female by selecting the appropriate radio button.

Date of Birth Enter the user’s date of birth in DD/MM/YYYY format, or use the Calendar button to select a date.

SingPass ID Enter the SingPass ID of the user.

Designation Department Enter the user’s job title and department.

Email Address Enter the user’s email address.

Phone No. Fax No. Mobile Phone No. Enter the user’s phone number, fax number, and handphone number.

User Type Specify whether the user is an account administrator or a billing administrator by marking the appropriate checkbox.

If the user is neither an account administrator nor a billing administrator, do not mark any of the checkboxes.



Figure 3.12 Online Registration - User (Service Information) page

10. Click Service Information, or scroll down the page to mark one or more of the services that

will be accessible to the user.

11. For services that appear as hyperlink, click the hyperlink to select the function rights that will be granted to the user. The User Module Rights window is displayed.

Figure 3.13 Online Registration - User Module Rights window

Mark the appropriate function right checkbox/es for the user.

Click Next after marking the appropriate function rights. When the confirmation window appears, click Confirm to commit the function rights for the user. A window stating success of the action done is displayed. Click Close.

After entering the user details, click Done. The new user is added to the user list.

If you mark the Declaration (Enquiry) checkbox, all function right checkboxes will

be marked. Mark the checkboxes individually if not all function rights should be

granted to the user.

If you want to add more users, click Add and enter the details for the new users

using the User Information page.




To edit the particulars of a user in the list, mark the radio button and click Edit . Provide the necessary changes, and click Save.

Figure 3.15 Online Registration – Edit User page

To delete a user in the list, mark the radio button and click Delete. For added confirmation, the user’s particulars are displayed in the Delete User Confirmation window. To confirm the deletion, click Delete.



Figure 3.16 Delete User Confirmation window

12. After entering all your user information, click Submit.

If your payment mode is GIRO, the Online Registration GIRO Information page is displayed.

Figure 3.17 Online Registration GIRO Information page

For GIRO payments, download the application form and submit the completed form to the address displayed on the page.

If your payment mode is credit card, the Online Registration Credit Card Information page is displayed.



Figure 3.18 Online Registration Credit Card Information page

Enter the details of the credit card to be used for payment, such as the cardholder name, the issuing country, the issuing bank, the card type (e.g., MasterCard, Visa, American Express), the card number, and the card’s expiry date.

13. After specifying the GIRO or credit card details, click Continue. The Online Registration

Verification page is displayed.

Figure 3.19 Online Registration Verification page

14. Enter the verification code as shown on the page. The verification code is case-sensitive.

15. Click Continue. The last Online Registration page is displayed.



Figure 3.20 Online Registration page (Done)

This page shows the list of new users for this company and their details. Review the important notes listed in the page for more information.

16. After reviewing the user details and important notes, click Done. You return to the main

page of the TradeXchange® ORA system.

Users can only log in to TradeXchange® after approval of their account’s

registration. Once approved, the users will receive instructions by post on logging in

to TradeXchange® using the user ID and password given to them.



Resuming registrations (NPSU)

Use the Resume Registration page to retrieve a company registration record that was not completed using the Online Registration Wizard and saved as a draft.

Be sure to retain a copy of the reference number generated when you launched

the Online Registration wizard. Without the reference number on hand, this

procedure cannot be completed.

To resume registration:

1. From your Internet browser, access the TradeXchange® ORA: http://www.tradexchange.gov.sg/.

Figure 3.21 TradeXchange® main page

2. Click Resume Registration. The Resume Registration page is displayed.



Figure 3.22 Resume Registration page

3. Enter the Registration Reference Number, and click Resume Registration. The Online Registration wizard is displayed.

For more information on the fields in the Online Registration wizard, see Using the Online Registration wizard.


4 � � � � N P S U A D M I N I S T R A T O R F U N C T I O N S

CHAPTER 4

Non-Public Sector Users (NPSU)

Administrator Functions

Non-public sector users (NPSUs), are private or non-government entities that require access to TradeXchange®. They can register for a TradeXchange® account directly on the TradeXchange® portal, and assign an administrator to perform administrative tasks, such as maintaining company information and user information associated with the company.

For more information on registering as an NPSU in TradeXchange®, see Customer Registration (NPSU).

Figure 4.1 Navigation Menu for NPSU Administrators

Refer to the following subtopics to access procedures for the functions in this navigation menu:

• Editing company information (NPSU) • Viewing company information (NPSU) • Registering users (NPSU) • Editing user information (NPSU) • Viewing user information (NPSU) • De-registering users (NPSU)

Editing company information (NPSU)

Use the Edit Account Details pages to edit the details of a non-public sector company in the TradeXchange® . Details such as addresses, users, and some company information can be updated.

If certain details need to be changed but are not available in these pages (e.g., subscription plans, company name, etc.), contact the TX-Operator.



To edit company information:

1. Open the Edit Account Details page. (Navigation Menu >> Manage Company >> Edit Company)

Figure 4.2 Edit Account Details page (Company Information and Address Information)

2. Provide the necessary changes to the company details. For more information on the fields,

see Using the Online Registration wizard.

Figure 4.3 Account Details page (Contact Person)

This procedure is for the non-public sector company user (NPSU) Administrator.



Figure 4.4 Account Details page (Plan Selection)


3. After providing the changes, click Update. The system displays a confirmation message.

4. Click Done to confirm and return to the TradeXchange® main page.

Viewing company information (NPSU)

Use the View Account Details pages to enquire on the details of the non-public sector company in TradeXchange®.

To view company information:

1. Open the View Account Details page. (Navigation Menu >> Manage Company >> View Company)




Figure 4.5 View Company Details page

To view the details of a specific contact, mark the appropriate radio button and click View. The View Contact Details page is displayed. After viewing the details, click Close to return to the View Account Details page.



Figure 4.6 View Contact Details page

2. After viewing the company details, click Done to return to the TradeXchange® main page.

Registering users (NPSU)

Use the Add New User page to enter details for a new user in the non-public sector company, if the user has not been added yet during company registration.

To register users:

1. Open the Add New User page. (Navigation Menu >> Manage User >> Register User)




Figure 4.7 Add New User page (User List)

2. To add a user, click Add or scroll down the page to the User Information section.

Figure 4.8 Add New User page (User Information)



Figure 4.9 Add New User page (Service Information)

3. Enter details for the new user. For more information on the fields, see the User Information section of Using the Online Registration wizard.

4. After entering all the new user details, click Done. The new user is added to the user list.

To edit the particulars of a user in the list, mark the radio button and click Edit . Provide the necessary changes, and click Submit.


5. After registering all your users, click Submit. The system displays a confirmation message.


Editing user information (NPSU)

Use the Edit User Details page to update the details of an existing user in the non-public sector company.

To edit user information:

1. Open the Edit User Details search page. (Navigation Menu >> Manage User >> Edit User)




Figure 4.10 Edit User Details search page

2. Specify search criteria. If no information is provided for at least one (1) of the search fields, a list of all users is displayed.

User ID Enter the identification code of the user in the TradeXchange® ORA system.

User Name Enter the complete name of the user.

SingPass ID Enter the SingPass ID of the user, if the user logs in to TradeXchange® using a SingPass ID.

3. Click Search. The search results are displayed.

Figure 4.11 Edit User - User List page

4. Click on the User ID hyperlink. The Edit User Details page is displayed.

This procedure is for the non-public sector company user (NPSU) Administrator. If a

user has not been fully activated, i.e. other stages of the Online Registration has not

been verified, this page is displayed. Click Back to return to the Edit User - User List

page.



Figure 4.12 Edit User - User List page (Pending for Approval)

Figure 4.13 Edit User Details page

5. Provide the necessary changes to the user details. For more information on the fields, see

the User Information section of Using the Online Registration wizard.





Viewing user information (NPSU)

Use the View User Details page to enquire on the details of an existing user in the non-public sector company.

To view user information:

1. Open the Edit User Details search page. (Navigation Menu >> Manage User >> View User)

Figure 4.14 View User Details search page









Figure 4.15 View User Details - User List page

4. Click on the User ID hyperlink. The View User Details page is displayed.

Figure 4.16 View User Details page

5. After viewing the details, click Done to return to the TradeXchange® main page.

De-registering users (NPSU)

Use the De-register User pages to remove a user from the non-public sector company's user list. Once de-registered, the user's login credentials will no longer be valid and the user may no longer be restored in the system.

For more information on registering users, see Registering users (NPSU).



To de-register a user:

1. Open the De-register User search page. (Navigation Menu >> Manage User >> De-register User)

Figure 4.17 De-register User search page






Figure 4.18 De-register User - User List page

4. Click on the User ID hyperlink. The De-register User page is displayed.



5 � � � � V A S A D M I N I S T R A T O R F U N C T I O N S

Figure 4.19 De-register User page

5. Specify the following de-registration information.

Date of De-registration Enter the date of de-registration in DD/MM/YYYY format, or use the Calendar button to select a date.

Reason for De-registration Select a reason for de-registering the user.

Additional Information Enter any additional information required for the de-registration of this user. If you selected Other Reason in the Reason for De-registration field, enter the specific reason for de- registering the user.

6. Click Submit. The system displays a confirmation message.

7. Click Done to confirm and return to the Manage User: De-Register User page.



CHAPTER 5

Value-Added Services (VAS)

Administrator Functions VAS Administrators are companies that assist customers or other companies that do not have direct access to TradeXchange® ORA. VAS Administrators can act on behalf of its customers or other companies to create additional users and maintain their company/user particulars.

Any new account creation requires approval from the TX-Operator.

Figure 5.1 Navigation Menu for VAS Administrators

Refer to the following subtopics to access procedures for the functions in this navigation menu:

• Registering companies (VAS) • Resuming registrations (VAS) • Editing company information (VAS) • Viewing company information (VAS) • Registering users (VAS) • Editing user information (VAS) • Viewing user information (VAS) • De-registering users (VAS)



Registering companies (VAS)

Use the Register Company wizard to register companies in TradeXchange® ORA.

The Register Company wizard allows VAS Administrators to add non-TradeXchange® ORA companies in the system. VAS Administrators can enter new company information, assign user accounts for billing and account administration, and specify payment details for a company. After registration, is completed, the new user accounts will be routed to the TX-Operator for approval.

The TradeXchange® ORA online registration for VAS Administrators follows five (5) specific stages:

• Terms and Conditions • Company • User • Payment Details • Done

Before you launch the Register Company wizard, you should be prepared to enter

all company-specific information (e.g., contact information, contact persons, etc.),

assign at least two (2) user(s) that will be accessing the system, and have details on

the selected payment mode that will shoulder the company’s TradeXchange®

service fees.

If you encounter any problems completing the Register Company wizard, contact your TX- Operator.

To register a company:

1. Open the Register Company wizard (Terms and Conditions). (Navigation Menu >> Manage Company >> Register Company)



Figure 5.2 Register Company - Terms and Conditions

2. Review the terms and conditions. To proceed with registration, mark the confirmation checkbox and click Continue.

The system automatically generates a temporary reference number for the company. Should you decide not to finish the Register Company wizard and save the details as a draft, be sure to keep a copy of the reference number. For more information on resuming registrations, see Resuming registrations (VAS).

3. Specify the following information for the company.

Entity Identifier Enter the unique corporate Entity Identifier of the company.

Company Name Enter the compete name of the company.

ACRA No. Enter the company’s Accounting and Corporate Regulatory Authority (ACRA) number.



Once you enter an ACRA number during online registration, the number cannot

be changed. However, if you leave both the ACRA No. and Entity Identifier fields

blank, you can enter the ACRA number at a later time. To change the ACRA

number after entering it during registration, contact your TX-Operator.

Industry Select the industry of the company from the drop-down list.

Figure 5.3 Register Company - Company (Company Information)

Phone No. Fax No. Enter the company’s telephone and fax numbers.

Company Email Address Website Enter the company’s email address and website.

Communication Mode Specify whether the preferred mode of communication is e-mail, fax, or by post.

Payment Mode Select the company’s mode of payment for fees. For TradeNet service, only GIRO payment is allowed. For non-TradeNet services, either of the payment modes can be accepted.

4. Click Address Information, or scroll down the page to provide the company’s

mailing address. User IDs and passwords will be mailed to the address specified in this page.



Figure 5.4 Register Company - Company (Address Information)

Country Select the country of the company.

Figure 5.5 Register Company - Company (Address Information - Non-Singapore address)

Block No./House No. Street Name Unit No. Building Name Postal/Zip Code Enter the complete mailing address of the company, such as the block number/house number, street name, unit number (if applicable), building name, and postal code.

5. Click Contact Person or scroll down the page to provide the company’s contact person(s).

If the selected country is not Singapore, other address fields are displayed in the

page, such as Address, Province/State, and City.



Figure 5.6 Register Company - Company (Contact Person) page

Click Add to specify details for the company’s contact person and open the Contact Person window.

Figure 5.7 Contact Person window

You must add at least one (1) contact person and one (1) decision maker.



Salutation Name Preference Name Specify the name of the person, including the salutation and preferred name.

Type Specify whether the person is a Contact Person or Decision Maker.

Designation Department Enter the person’s job title and the person’s department.

NRIC/Passport No. Enter the person’s identification number (NRIC number or passport number).

Phone No. Fax No. Mobile Phone No. Pager no. Enter the person’s phone number, fax number, handphone number, and pager number (if applicable).

Email Address Enter the person’s email address.

Gender Specify whether the person is a male or a female by selecting the appropriate radio button.

Click Save after specifying the person’s particulars. You return to the Register Company - Company (Contact Person) page.

To edit the particulars of a person in the list, mark the radio button and click Edit . Provide the necessary changes in the Contact Person window, and click Save.

To copy the particulars of another person in the list, mark the radio button and click Copy. Make the necessary changes to the new record, and click Save.

To delete a person in the list, mark the radio button and click Delete. For added confirmation, the person’s particulars are displayed in the Delete Contact Confirmation window. To confirm the deletion, click Delete.



Figure 5.8 Register Company - Company (Plan Selection) page

6. Click Plan Selection or scroll down the page to mark one or more subscription plans for

this company.

Figure 5.9 Register Company - Company (Plan Selection) page




7. After entering all your company information, click Continue. The Register Company -

User page is displayed.

Figure 5.10 Register Company - User (User List) page

8. Click User Information or click Add to specify details for a new user.



Figure 5.11 Register Company - User (User Information) page

Salutation Name Specify the name and salutation of the user.

NRIC/Passport No. Enter the user’s identification number (NRIC number or passport number).

Gender Specify whether the user is a male or a female by selecting the appropriate radio button.

Date of Birth Enter the user’s date of birth in DD/MM/YYYY format, or use the Calendar button to select a date.

SingPass ID Enter the SingPass ID of the user.

Designation Department Enter the user’s job title and department.

Email Address Enter the user’s email address.



Phone No. Fax No. Mobile Phone No. Enter the user’s phone number, fax number, and handphone number.

Login Mechanism Specify whether this user will log in to TradeXchange® ORA using an ID generated by the system, or using a SingPass ID.

User Type Specify whether the user is an account administrator or a billing administrator by marking the appropriate checkbox.

If the user is neither an account administrator nor a billing administrator, do not mark any of the checkboxes.

Figure 5.12 Register Company - User (Service Information) page

9. Click Service Information, or scroll down the page to mark one or more of the services

that will be accessible to the user.

10. For services that appear as hyperlink, click the hyperlink to select the function rights that will be granted to the user. The User Module Rights window is displayed.



Figure 5.13 Online Registration - User Module Rights window

Mark the appropriate function right checkbox/es for the user.

Click Next after marking the appropriate function rights. When the confirmation window appears, click Confirm to commit the function rights for the user. A window stating success of the action done is displayed. Click Close.

After entering the user details, click Done. The new user is added to the user list.


To edit the particulars of a user in the list, mark the radio button and click Edit . Provide the necessary changes, and click Save.

If you mark the Declaration (Enquiry) checkbox, all function right checkboxes will

be marked. Mark the checkboxes individually if not all function rights should be

granted to the user.

If you want to add more users, click Add and enter the details for the new users

using the User Information page.



Figure 5.15 Online Registration – Edit User page


11. After entering all the user information, click Submit.

If your payment mode is GIRO, the Register Company - GIRO Information page is displayed.

Figure 5.16 Register Company - GIRO Information page



For GIRO payments, download the application form and submit the completed form at the address displayed on the page.

If your payment mode is credit card, the Register Company - Credit Card Information page is displayed.

Enter the details of the credit card to be used for payment, such as the cardholder name, the issuing country, the issuing bank, the card type (e.g., MasterCard, Visa, American Express), the card number, and the card’s expiry date.

Figure 5.17 Register Company - Credit Card Information page

12. After specifying the GIRO or credit card details, click Continue. The last Register Company page is displayed.

Figure 5.18 Register Company page (Done)



This page shows the list of new users for this company and their details. Review the important notes listed in the page for more information.

13. After reviewing the user details and important notes, click Done. You return to the main

page of the TradeXchange® ORA.

Users can only log in to TradeXchange® ORA after their account’s registration has

been approved. Once approved, the users will receive instructions on logging in

to TradeXchange® ORA using either their SingPass IDs or system-generated IDs

and passwords.

Resuming registrations (VAS)

Use the Resume Registration page to retrieve a registration record that was not completed by the VAS Administrator and saved as a draft.

Be sure to retain a copy of the reference number which was generated when

you launched the Register Company page. Without the reference number on

hand, this procedure cannot be completed.

To resume registration:

1. Open the Resume Registration page. (Navigation Menu >> Manage Company >> Resume Registration)

Figure 5.19 Resume Registration page

2. Enter the Registration Reference Number, and click Resume Registration. The Register Company wizard is displayed.

For more information on the fields in the Register Company wizard, see Registering companies (VAS).



Editing company information (VAS)

Use the Edit Account Details pages to edit the details of a registered company in the TradeXchange® ORA. Details, such as addresses, users, and some company information can be updated.

If certain details need to be changed but are not available in these pages (e.g., subscription plans, company name, etc.), contact the TX-Operator.

To edit company information:

1. Open the Edit Account Details search page. (Navigation Menu >> Manage Company >> Edit Company)

Figure 5.20 Edit Account Details search page

2. Enter the company’s account ID and/or the company’s name. If no information is provided for at least one (1) of the search fields, a list of all accounts is displayed.


Figure 5.21 Edit Account Details Company List page

This procedure is for the VAS Administrator.

Administrators are only allowed to edit accounts/companies registered under

their account.



4. Click on the Account ID hyperlink. The Edit Account Details page is displayed.

Figure 5.22 Edit Account Details page (Company Information, Address Information, and

Contact Person)



Figure 5.23 Edit Account Details page (Plan Selection)


5. Provide the necessary changes to the company details. For more information on the fields,

see Registering companies (VAS).


7. Click Done to confirm and return to the TradeXchange® ORA main page.

Viewing company information (VAS)

Use the View Account Details pages to enquire on the details of a registered company in the TradeXchange® system.

To view company information:

1. Open the View Account Details search page.




(Navigation Menu >> Manage Company >> View Company)

Figure 5.24 View Account Details search page



Figure 5.25 View Account Details Company List page

4. Click on the Account ID hyperlink. The View Account Details page is displayed.

Administrators are only allowed to view accounts/companies registered under

their account.



Figure 5.26 View Account Details page (Company Information and Address Information)

Figure 5.27 View Account Details page (Contact Person and Plan Selection)

To view the details of a specific contact, mark the appropriate radio button and click View. The View Contact Details page is displayed. After viewing the details, click Close to return to the View Account Details page.



Figure 5.28 View Contact Details page

5. After viewing the company details, click Done to return to the TradeXchange® ORA main page.

Registering users (VAS)

Use the Add New User page to enter details for a new user in a company, if the user has not been added yet during company registration.

To register users:

1. Open the Add New User search page. (Navigation Menu >> Manage User >> Register User)




Figure 5.29 Add New User search page



Figure 5.30 Add New User Company List page

4. Click on the Account ID hyperlink. The Add New User page is displayed.

5. To add a user, click Add or scroll down the page to the User Information section.



Figure 5.31 Add New User page (User List, User Information, and Service Information)

6. Enter details for the new user. For more information on the fields, see the User Information section of Registering companies (VAS).

7. After entering all the new user details, click Done. The new user is added to the user list.



To edit the particulars of a user in the list, mark the radio button and click Edit . Provide the necessary changes, and click Submit.


8. After registering all your users, click Submit. The system displays a confirmation message.


Editing user information (VAS)

Use the Edit User Details page to update the details of an existing user in a company.

To edit user information:

1. Open the Edit User Details search page. (Navigation Menu >> Manage User >> Edit User)

Figure 5.32 Edit User Details search page


Account ID Enter the account ID of the user’s company.




Company Name Enter the complete name of the user’s company.

User ID Enter the identification code of the user in the TradeXchange® ORA.


SingPass ID Enter the SingPass ID of the user, if the user logs in to TradeXchange® ORA using a SingPass ID.


Figure 5.33 Edit User - User List page

4. Click on the User ID hyperlink. The Edit User Details page is displayed.

Figure 5.34 Edit User - User List page (Pending for Approval)

If a user has not been fully activated, i.e. other stages of the Online Registration

has not been verified, this page is displayed. Click Back to return to the Edit User -

User List page.



Figure 5.35 Edit User Details page

5. Provide the necessary changes to the user details. For more information on the fields, see the User Information section of Registering companies (VAS).





Viewing user information (VAS)

Use the View User Details page to enquire on the details of an existing user in a company.

To view user information:

1. Open the Edit User Details search page. (Navigation Menu >> Manage User >> View User)

Figure 5.36 View User Details search page











Figure 5.37 View User Details - User List page

4. Click on the User ID hyperlink. The View User Details page is displayed.

Figure 5.38 View User Details page

5. After viewing the details, click Done to return to the TradeXchange® ORA main page.



De-registering users (VAS)

Use the De-register User pages to remove a user from the company’s user list. Once de- registered, the user’s login credentials will no longer be valid and the user may no longer be restored in the system.

For more information on registering users, see Registering users (VAS).

To de-register a user:

1. Open the De-register User search page. (Navigation Menu >> Manage User >> De-register User)

Figure 5.39 De-register User search page




User ID Enter the identification code of the user in the TradeXchange® ORA.







Figure 5.40 De-register User - User List page

4. Click on the User ID hyperlink. The De-register User page is displayed.

5. Specify the following de-registration information.

Date of De-registration Enter the date of de-registration in DD/MM/YYYY format, or use the Calendar button to select a date.

Reason for De-registration Select a reason for de-registering the user.

Additional Information Enter any additional information about the de-registration of this user. If you selected Other Reason in the Reason for De-registration field, enter the specific reason for de-registering the user.


G L O S S A R Y

Figure 5.41 De-register User page

6. Click Submit. The system displays a confirmation message.



G L O S S A R Y

Glossary

De-register

The process of removing a company account or user account from the TradeXchange®.

Entity Identifier

A unique reference number assigned by Singapore Customs for companies involved in the processing of trade declarations. All entity identifiers are used by TradeXchange® to register users or companies into the system.

Non-Public Sector Users

Companies that register with TradeXchange® directly using the Online Registration wizard.

NPSU

See Non-Public Sector Users. Register

The process of adding new companies or user accounts in the TradeXchange®.

Registration Reference Number

A temporary reference number assigned to a company account that is in the process of being registered, which allows administrators to resume registration later.

TradeNet

A nation-wide Electronic Data Interchange (EDI) System which allows the various parties from the public and the private sectors to exchange structured trade message and information electronically.

TradeXchange®

A neutral and secure trade platform that facilitates the exchange of information within the trade and logistics community.

TX-Operator

A CrimsonLogic Administrator who acts on behalf of Singapore Customs and carries out approval tasks.

Unique Establishment Identifier

A standardised means of identifying establishments across public sector agencies in Singapore. Similar to the NRIC number for individuals, the UEI will reduce the number of identifiers that establishments have to use and make interactions with the Government simpler and faster.

Value-Added Services Administrator

Non-government companies that assist TradeNet users that do not have direct access to TradeXchange®.

VAS Administrator

See Value-Added Services Administrator.

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