RAK-ICC-User-Guide

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RAK ICC PORTAL – 09 &10 JANUARY 2017

INTRODUCTION & USER GUIDE


AGENDA
Introduction to Agent Portal features and functionalities
1. Register from Web to Lead Form
2. Confirm registered agent email address
3. Agent Portal settings
• Change Username and Password
• Location Settings
4. Notifications and Announcements
5. Viewing Company Information
• Company Information after approval of New Registration
6. View Services and Fees
7. Raising a Service Request
8. View status of service request
9. Search for a service request
10. View pending actions
11. Email Notifications
REGISTER A NEW CUSTOMER FROM WEB FORM

Access Registration form

Complete Information required and click on Submit


button.

Agent code entered must be a valid agent code in


RAKICC to create a customer portal login.

Note: Registration Form could be accessed once it is


uploaded in the website.
REGISTER A NEW CUSTOMER FROM WEB FORM
After Agent submits the form, registration email will be sent to the email address mentioned in the form.

Click on link to set the password


(Please check your junk mail box if the email is not found in your inbox)
SET PASSWORD

Agent will then be navigated to Change Password screen.

• Make sure that the password given follows requirements.


• New Password and Confirm Password must match

Click Change Password to confirm.


FIRST TIME LOGIN
Agent will be in home page after initial login to see minimal details of the company
CHANGE USERNAME AND PASSWORD

Click on Settings Icon > My Settings > Security Settings

Enter Current Password and New Password. Click Save to change.


CHANGE LOCATION SETTINGS

Click on Settings Icon > My Settings > Location Settings

User can then change:


• Language
• Locale
• Time Zone
NOTIFICATIONS AND ANNOUNCEMENTS

From the Home Page, agent can view the Notifications and Announcements.
VIEWING COMPANY INFORMATION

Agent can view Company Information from the Home page.


Company Information will be updated after New Registration or Transfer of Domicile service request is Approved.
VIEW SERVICES AND FEES

To view list of Services and Fees, click on Services & Fees tab from the sidebar
VIEW SERVICES AND FEES

A New tab will be opened containing the list of Services and Fees
COMPANY INFORMATION AFTER REGISTRATION

After the New Registration or Transfer of Domicile Service Request has been approved, details
entered will be shown in corresponding sections in the Home Page.
COMPANY INFORMATION AFTER REGISTRATION

Company Information and Registration details are updated with information from the service
request raised.
RAISING A SERVICE REQUEST

Agents can raise a service request from the Portal through company services tab
RAISING A SERVICE REQUEST

Select a service request grouping

Note: Some service request groupings will be available depending on what service requests
are already raised
OTHER SERVICE REQUESTS GROUPINGS
Company Services grouping contains service requests regarding incorporation and Registrations.

Open a Business
Services that deals with
incorporation with RAKICC

Renewal
Service that deals with renewal of
Registrations.
RAISING A SERVICE REQUEST

Company Amendment Services grouping contains service requests regarding amendments to the Company.

Company Amendments
Services that deals with changes to the company.

Registration
Services that deals with registration of charge to
the company.

Re-Registration
Process for Companies belonging to RAKIC or RAK
Offshore to register to RAKICC.
RAISING A SERVICE REQUEST
Letters and Certificates grouping contains service letter and certificate generation
RAISING A SERVICE REQUEST

Select a service request type


RAISING A SERVICE REQUEST
Agent will be redirected to Company Details page
Complete the service request by going through all the tabs.
VIEWING STATUS OF A SERVICE REQUEST
After an Agent successfully submits a service request, RAKICC backend team will review and set the service
request status accordingly

Agent can view the status of the service


request by clicking on Current Requests tab
VIEWING STATUS OF A SERVICE REQUEST

Agent will be shown the list of submitted service request by default

Click on dropdown to show available lists


VIEWING STATUS OF A SERVICE REQUEST
Different types of list are made available for Agent to use:

My Saved Requests show list of service requests in Draft status.

Work In Progress show list of service requests that has been worked on by Back end team
SEARCHING FOR A SERVICE REQUEST

Agent can search for a service request using the Search Bar

To search:
1. Enter 2 or more characters in search box.
2. Click on Search Button.
VIEW PENDING ACTIONS FOR AGENT

When a service request is returned for re-upload of documents or for more information, an email is received
by the Agent.
VIEW PENDING ACTIONS FOR AGENT

From the Portal, Agent can click Pending Actions tab to view steps that are returned.
VIEW PENDING ACTIONS FOR AGENT

Click on Step Number to view Step details


VIEW PENDING ACTIONS FOR AGENT
From the Service Request detail page, navigate to SR Documents Related list.
Click on the Upload/Download Doc button to view which document is for upload.
VIEW PENDING ACTIONS FOR AGENT

Documents for re-upload will have Re-upload Status.

Click on Replace link to upload new file. This will automatically set the status to Uploaded.
UPDATE STATUS
Navigate back to the Service Request detail page and click on the Step Number
UPDATE STATUS

Click on Change link, then select status to Documents Re-uploaded, this will return the
Service Request back to Back end team.
EMAIL NOTIFICATIONS

Notifications are sent to the Correspondence email after creation,


submission, approval and rejection of a service request.

Notifications are also sent when a service request is returned for more
information or for re-upload documents.
EMAIL NOTIFICATIONS

Email received on Creation of Service Request.


NEW REGISTRATION SERVICE – COMPANY
DETAILS PAGE

Click on ‘Check Availability’ button


to check the company name
availability

Select different
tabs to access
and provide
mandatory
details required Select ‘Classification Applied’ check
to complete the box to classify the shares in to
process Class A and Class B

Agent address will be auto


populated

Agent email ID will be auto populated to


receive the email notifications
Click ‘Next’ button after filing all mandatory details
NEW REGISTRATION SERVICE – BUSINESS
ACTIVITIES

Click on ‘Back’ or ‘Next’ button to navigate to different pages

Select ‘Available Activities’ from the list and click on ‘Add Selected
Activities’ button to add them to the Selected Activities section.

Checking the ‘No financial/ Insurance business check box is mandatory


NEW REGISTRATION SERVICE –
SHAREHOLDER/DIRECTOR/SECRETARY
Use different buttons to add different details in the page

Click on ‘Back’ or ‘Next’ button to navigate to different pages


NEW REGISTRATION SERVICE – INDIVIDUAL
SHAREHOLDER
NEW REGISTRATION SERVICE – CORPORATE
SHAREHOLDER

Shares details will not be displayed


for Corporate Director/ Secretary
NEW REGISTRATION SERVICE –
SHAREHOLDER/DIRECTOR/SECRETARY
NEW REGISTRATION SERVICE – DOCUMENTS TO
BE UPLOADED

Click on ‘Upload’
button to upload the
documents

All the documents


which are checked as
‘Required’ are
mandatory to upload.
NEW REGISTRATION SERVICE – AFTER SUBMISSION

Note down SR number to track the status after submission.


Also an email notification will be sent to correspondence email ID mentioned.
Click on ‘Current Requests’ to see all the services raised.
NEW REGISTRATION – PROCESS FLOW

Processor will Submit


Agent portal - Raise a service Company details to be filled in M&A gets Upload the signed M&A and Submit the verify and originals for
create login request with Shareholder, Director & generated all other KYC documents request approve the Registrar
Secretary details request approval

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AMENDMENTS – PROCESS FLOW

Login to the Processor will verify Resolution / Addendum Submit originals


Choose the amendment Upload all KYC submit the Sign and upload for for Registrar
company documents and approve the will be generated for
type and fill in the details request signature verification approval
account request signing

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THANK YOU

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