EDB Portal Setup guide

How do I assign roles (and Sub-UEN if required) on CorpPass, in order to access the EDB Portal? Please click here for more information on how to:

1. Step 1: Set up access for your entity to EDB Portal 2. Step 2: Assign roles and Sub-UEN (manufacturing survey

respondents only) to the relevant CorpPass users

I have been assigned a role, but after logging in I am not able to submit claims/acknowledge letters/submit documents. You may have an incorrect role. For example – only Submitters and Acceptors can submit documents/APU, and only roles with the AllowClaim label can access claims. Please click here for more information on how to amend your role on CorpPass.

I am managing an incentive/grant on the EDB Portal. What are the available roles on the EDB Portal? Please click here for more information. Note: To submit documents/Annual Progress Update, please choose either the Submitter or Acceptor roles. To submit/view claims, please choose a claim with the ‘AllowClaim’ label.

I am submitting manufacturing surveys only. What role do I need? All roles can submit manufacturing surveys, so any role may be selected (i.e. Preparer, Submitter, Acceptor, etc.). However, you need to assign your users a Sub-UEN – please click here for more information on this.

What is the Sub-UEN? Please click here for more information. A sub-UEN is only required if your company is required to submit manufacturing surveys. If your company does not submit manufacturing surveys, it may be left blank.

I need to both prepare and submit documents. Should I assign myself two roles? Please note that users should ONLY be assigned one role on CorpPass, because each role has multiple functions – e.g. Submitter can prepare AND submit documents, an Acceptor can prepare, submit AND accept documents. (Note: All roles can submit manufacturing surveys)

I see ‘Invalid Login’. What should I do? It is possible that you have logged in with the wrong CorpPass account (if so, please log in with the correct account) or your Sub-UEN has not been assigned (this is relevant to manufacturing survey respondents only – please click here for more information on the Sub-UEN)

I have been notified that I have multiple roles on the EDB Portal. How do I remove them? Please click here for more information on how to remove additional roles.

For further assistance, you may fill up a support request here or contact the Portal support team at +65 6832 6065

Additional Notes:

- A Sub-UEN is only required for manufacturing survey respondents (e.g. Monthly Survey of Manufacturing Activities, Census

of Manufacturing Activities).

- In order to set up access to the EDB Portal, you will need to have a CorpPass account. If you do not have one, your CorpPass

Admin will have to create one. Click here for the CorpPass FAQs.

- To ensure that you can successfully login, please ensure that: you are using a CorpPass Account (i) for the correct UEN; and

(ii) with the correct Sub-UEN number(s) assigned (Sub-UEN is required for manufacturing survey respondents only)

- If you are not sure who your CorpPass administrator is, click here.

- ‘CorpPass Administrator’ refers to either a CorpPass administrator or sub-administrator

Contents

What are the EDB Portal roles? ............................................................................................................................................................................. 4

What is the Sub-UEN? ........................................................................................................................................................................................... 5

Setting up access to the EDB Portal ....................................................................................................................................................................... 6

Step 1: Select EDB Portal as an e-service that your entity will use ...................................................................................................................... 6

Step 2: Assign roles (and Sub-UEN for manufacturing survey respondents) to your CorpPass users ..................................................................11

Adding or removing Sub-UEN for an entity ...........................................................................................................................................................17

Amend existing users’ access (e.g. changing roles, assigning Sub-UEN) .................................................................................................................21

I see ‘Invalid Login’. What should I do? .................................................................................................................................................................28

I encounter an error message stating that I have been assigned multiple roles – how do I remove them? ............................................................29

What are the EDB Portal roles? CorpPass users logging into the Portal will need to be assigned one of 7 possible roles. Each role will have a different level of access

to EDB Portal services, as shown in the table below:

1. Please assign only one role to each CorpPass user account. Do not assign multiple roles to each user

2. For grant recipients, use the ‘AllowClaim’ roles to manage access to your company’s claim documents. Roles without the

AllowClaim label e.g. Preparer, Submitter, Acceptor cannot access claim documents

3. Only the Submitter and Acceptor roles can submit documents.

4. Only the Acceptor role can acknowledge/accept award letters from EDB

Functions (each role has more than one function, so there is no need to assign multiple roles to each user)

Preparer Submitter Acceptor Preparer (AllowClaim)

Submitter (AllowClaim)

Acceptor (AllowClaim)

Survey Respondent

Edit fields and upload/view incentive documents

Yes Yes Yes Yes Yes Yes

Submit incentive documents Yes Yes

Yes Yes

Submit Annual/Final Progress Updates

Yes Yes Yes Yes

Accept/Acknowledge Letters Yes

Yes

Edit claim fields and upload/view claim documents

Yes Yes Yes

Submit Claim documents Yes

Yes

Submit Manufacturing Surveys

Yes Yes Yes Yes Yes Yes Yes

Note: If you have “Default All E-Service Access” turned on for your CorpPass account, you will still need to assign a role for the EDB Portal.

What is the Sub-UEN?

A Sub-UEN is a 5 digit number (e.g. 00-000) for manufacturing survey respondents only; if your company does not submit

manufacturing surveys, you need not fill out Sub-UEN.

You may refer to the relevant survey notifications from EDB for your entity’s Sub-UEN(s). One entity may have multiple Sub-UENs.

For clarifications, please reach out to rsu@edb.gov.sg.

There are two steps to setting up the Sub-UEN.

Step 1: Add the Sub-UEN to the entity

Step 2: Assign the Sub-UEN to the relevant users (Step 1 needs to be completed before the Sub-UEN can be added to the relevant

users)

For new users: Please click here for a guide on how to set up access for your entity to the EDB Portal, and to assign a role and Sub-

UEN to a new user.

For existing users: Please click here for a guide on how to add a Sub-UEN and here for how to edit an existing user’s access to add a

new Sub-UEN or change that user’s role.

Setting up access to the EDB Portal

Step 1: Select EDB Portal as an e-service that your entity will use

Step 1: Navigate to “Select Entity’s E-services”

Step 2: Search for EDB Portal and add EDB-Portal to your entity’s list of e-services

[Note: Sub-UEN is for manufacturing survey respondents only; if your company is an incentive/grant recipient

only, you need not fill out Sub-UEN]

Step 3: Enter any Sub-UEN if required

[Note: Sub-UEN is for manufacturing survey respondents only; if your company is an incentive/grant recipient

only, you need not fill out Sub-UEN]

You may refer to the relevant survey notifications from EDB for your entity’s Sub-UEN(s). One entity may have multiple Sub-UENs.

For clarifications, please reach out to rsu@edb.gov.sg.

This is the SUB-UEN only, and does not refer to your entity’s full UEN.

You may also ‘Add New’ Sub-UEN under each of the 4 field (e.g. Sub UEN, Sub UEN 1, 2, 3) in order to create a drop down menu of

multiple Sub-UENs for each field that your CorpPass admin can select from when assigning Sub-UEN(s) to each user account (if you do

not require a drop down menu, you can ignore the ‘Add New’ button, and just enter 1 Sub-UEN in each of the 4 fields (i.e. Sub UEN,

Sub UEN 1, Sub UEN 2, Sub UEN 3)

The previous step must be completed first, so that when assigning your CorpPass users a Sub-UEN (shown below), your CorpPass

administrator will then be able to select from the Sub-UENs added in the previous step (The screenshot below is from the next phase

of the process - assigning roles and Sub-UENs to your CorpPass users).

If you do not add the Sub-UEN to your entity, you will not be able to assign it to your users.

You can then review and confirm your submission.

Step 2: Assign roles (and Sub-UEN for manufacturing survey respondents) to your CorpPass users

Step 1: Select a CorpPass user account

Step 2: Assign the EDB Portal as an E-service to this CorpPass user

Step 3: Assign a role to your CorpPass user

Note: For manufacturing surveys, any role may be selected.

For companies managing grants, incentives, please see the guide on the next page for more information.

What are the EDB Portal roles?

CorpPass users logging into the Portal will need to be assigned one of 7 possible roles. Each role will have a different level of access

to EDB Portal services, as shown in the table below:

1. Please assign only one role to each CorpPass user account. Do not assign multiple roles to each user

2. For grant recipients, use the ‘AllowClaim’ roles to manage access to your company’s claim documents. Roles without the

AllowClaim label e.g. Preparer, Submitter, Acceptor cannot access claim documents

3. Only the Submitter and Acceptor roles can submit documents.

4. Only the Acceptor role can acknowledge/accept award letters from EDB

Functions (each role has more than one function, so there is no need to assign multiple roles to each user)

Preparer Submitter Acceptor Preparer (AllowClaim)

Submitter (AllowClaim)

Acceptor (AllowClaim)

Survey Respondent

Edit fields and upload/view incentive documents

Yes Yes Yes Yes Yes Yes

Submit incentive documents Yes Yes

Yes Yes

Submit Annual/Final Progress Updates

Yes Yes Yes Yes

Accept/Acknowledge Letters Yes

Yes

Edit claim fields and upload/view claim documents

Yes Yes Yes

Submit Claim documents Yes

Yes

Submit Manufacturing Surveys

Yes Yes Yes Yes Yes Yes Yes

Note: If you have “Default All E-Service Access” turned on for your CorpPass account, you will still need to assign a role for the EDB Portal.

Step 4: Assign up to 4 Sub-UENs to your CorpPass users

[For manufacturing survey respondents only; Incentive/grant recipients need not fill out Sub-UEN]

In order to access manufacturing surveys, your CorpPass user will need to be assigned the appropriate Sub-UEN.

Step 5: Assign an authorization effective date and expiry date

You can then review and confirm your submission.

Adding or removing Sub-UEN for an entity

Step 1: Select View Entity’s E-service Access

Step 2: Search for and Select EDB Portal and click Edit E-service

Step 3: Add/remove Sub-UEN

You may refer to the relevant survey notifications from EDB for your entity’s Sub-UEN(s). One entity may have

multiple Sub-UENs. For clarifications, please reach out to rsu@edb.gov.sg.

This is the 5-digit SUB-UEN only, and does not refer to your entity’s full UEN.

Step 3: Add/remove Sub-UEN

This step must be completed first, so that when assigning your CorpPass users a Sub-UEN, your CorpPass administrator will then be

able to select from the Sub-UENs added in this step.

You can then review and confirm your submission.

Amend existing users’ access (e.g. changing roles, assigning Sub-UEN)

Note: Do not assign multiple roles to one user.

If you have “Default All E-Service Access” turned on for your CorpPass account, you will still need to be assigned a

specific role for the EDB Portal.

Step 1: Navigate to Manage User Accounts

Step 2: Select the relevant user account by clicking on the user name

Step 3a: Select the “Assigned E-services” tab

Step 3b: Select EDB Portal

Step 4: Edit E-service Access (Role)

Step 4: Edit E-service Access (Sub-UEN)

Note: In order to edit the Sub-UEN here, you would have had to add the Sub-UEN to the entity under Section 3a.

You can then review and confirm your submission.

After your CorpPass user account has been configured, you may then login to EDB Portal using the following link:

https://portal.edb.gov.sg

If you are facing any issues with the EDB Portal, you may fill up a support request here. Please provide us the screenshot of any error

message you encounter, as well as your CorpPass user configuration similar to the screenshot below. You can access your user

configuration by logging in to your CorpPass account here and clicking ”View My Assigned e-Services”.

Alternatively, you may contact the Portal support team at +65 6832 6065

I see ‘Invalid Login’. What should I do?

If you encounter the error message above, it is possible that you have logged in with the wrong CorpPass account (if so, please log in with the

correct account) or your Sub-UEN has not been assigned (manufacturing survey respondents only – please click here for more information on

how to assign a Sub-UEN).

If you still face issues, please fill up a support request here or contact the Portal support team at +65 6832 6065

I encounter an error message stating that I have been assigned multiple

roles – how do I remove them?

If you have been assigned multiple roles on CorpPass, you will see an error message as follows:

Your CorpPass administrator will need to take the following steps:

- Select Manage User Accounts

- Select the relevant user

- Click Assigned E-Services

- Delete any additional roles (for example, in the screenshot below, the CorpPass administrator is deleting the Preparer role such that only

Submitter remains)