Client Registration
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TABLE OF CONTENTS
Revision History
Version | Date | Author | Designation | Description of change |
1.0 |
| Dona Safui | Technical Writer |
|
2.0 | Sep 15, 2021 | @Dona Safui (Unlicensed) | Technical Writer | Updates for revamped client registration |
Getting Started
Clients based in the Dominican Republic can register their companies on the DR Trade platform, for managing their terminal and container related activities, through this web application.
This user guide provides step-by-step instructions for registering with DR Trade, and also managing user accounts.
User Sign-up
To register to DR Trade, go to http://eservices.drtrade.do/uaa/login. On the sign in page, as and click on the Sign up now link as marked in the below image.
Enter the business type by selecting from the dropdown. Click on Continue to proceed to the next step.
Enter personal details like first and last name, email id, and phone number. Note that the email id provided here will be used by the system for all official communication.
Enter password of your choice, following the guidelines for the password. The system will show you an error till the criteria of the password is met.
Re-enter the password in the Confirm password box, and click on Continue.
The guidelines may be found in the hints for password, as shown here.
Confirmation and email link
A verification link will be sent to the registered email id (the one entered in the User Details section).
If you have not received the link, check your spam folders. Click on the Resend Link button to send the link again.
User Activation
See a sample of the email with the activation link here.
Click on the Activate Account link in the email. Alternatively, click on the Click Here link if the first link does not work.
You will be taken to the sign in page with a message that the account has been activated.
You can now login with the credentials.
Forgot password
Click on the Forgot Password? link if you cannot remember the old password. Enter your email id and click on the Next button.
A link will be sent to your registered email address, provided the email address/user id is a valid and registered in DR Trade.
Check your email and click on the link. lt will take you to the page shown below. After entering your new password in both the text boxes, click on the RESET PASSWORD button.
Login using your new password.
Register Company
After logging in, the DR Trade home page will load as shown below. On the top right corner a button called “Register Company“ will be available. Click on it to start registering your company.
Complete all the sections of the form by clicking next at the end of each page. The Next button gets activated once all mandatory fields in the page are completed.
Select through the icons the role of your company.
Select the appropriate service provider(s) for each role selected.
In the Identifier Information page, complete the identifier name and description of each service provider.
Click on the tick symbol to save the text. Once at least one identifier is saved, the Next button becomes activated. Click on Next to proceed to the Documents section
In the Documents page, for each document, enter the TAN id number, expiry date of the document, and upload the document. To remove an uploaded file, click on the delete symbol in the attachment box.
Click on the Add New Document button to add another document. Click on Next to review and submit your application.
Save as draft
At any point during the form completion, you may save the form to access it later. Click on the Save as Draft button (right beside the Submit button) to save the form in draft status.
Finally, review all the details entered in the form. If any corrections need to be made, click on the Back button at the bottom left corner of the page to navigate to previous pages.
Click on Yes on the pop-up box that appears to submit the application.
After the submission, the company search page will be displayed, where the user can find their requested company profile.
The status of this record will be Pending Approval, as shown in the screenshot. User can click on the Company Name to view the application form.
View a registration request
A logged-in user with company-admin role, can search for their company details or details of the other users created by them.
Enter any search criteria and click on the search button. The results will be displayed below. The results can be exported to a .csv or a pdf file by clicking on the respective buttons.
Click on the company name link from the search result, and you will be redirected to the company details page. Click on the headings on the sidebar to view the different sections.
The company details as requested will be displayed on screen. After submitting a registration request, a Company reference number is generated, as shown in the screenshot.
Company registration request status
Status | Description |
|---|---|
Submitted/Pending Approval | After a requestor submits a request, it’s status is “Pending Approval”. |
Partially approved | When not all service providers or roles are approved, then the status of the request is Partially approved. |
Approved | When all roles and service providers in a request are approved, its status is Approved. |
Rejected | Registration request is rejected by the admin. |
Active | When a service is activated after deactivation, its status changes to Active. |
Deactivated | When the service is deactivated, its status is Deactivated. |
Edit a registration request
A company admin can edit the details of a company, only once it has been successfully registered, that is after being approved by the admins.
To edit the company details, search for the company and go the company details page by clicking on the Company name.
Click on the Edit button to amend the details.
Note that the status of this company is Approved, and thus a company admin is able to edit it.
Amend the fields as necessary, and click on Next to navigate to the subsequent pages.
Note that the roles cannot be removed once they have been approved. You may however add new roles by clicking on the appropriate role icon.
The next page has all the selected service providers for each role.
Note:
You cannot remove an already selected and approved service provider once it has already been approved. you may however add a new service provider by clicking on it, if available.
Enter the identifier name and description, and click on the tick sign to save, or the cross sign to reset the fields.
You can add a new identifier by clicking on the plus sign.
Approval flow for company registration
A super admin, port authority, or a terminal operations admin are the authorities who can approve a registration request. They can view requests for company registration, and can edit, and approve or reject the request.
To view a company registration request, click on the Company Name of the record.
Edit company registration request
A super admin may amend few details in the company registration request. For example, they must enter a Company Code in the About Company page. They may or may not add more attachments.
View the company details for the company.
Click on the Edit button, placed towards the bottom right corner of the page.
Enter the company code.
Navigate to other tabs on the left menu bar to make other changes - like adding more documents in the Company Documents tab.
After making all changes, click on the Save button.
Approve/Reject request per service provider
A company registration request can be rejected, approved, or partially approved.
Approval/Rejection takes place on the basis of service providers.
Go to the Service Information tab on the left menu bar, as shown in the screenshot.
Select the appropriate service provider by clicking on the check box against it. Multi-selection is allowed.
The approve and reject buttons are active when at least one service provider is selected.
Reject a service provider
Click on the reject button which becomes active after at least one service provider is selected.
Enter comments for rejection in the pop-up window. Click on the Yes button to proceed with the rejection.
Approve a service provider
After selecting at least one of the service providers, the Approve button will become active.
Click on it to approve the selected service provider.
In the pop-up box, enter comments for approval, and click on Yes.
Suspend Company
To suspend a company, follow the steps below:
On the left navigation menu, go to Company Settings.
Click on the Suspend button, as shown in the image.
A pop-up box will appear. Enter reasons for suspension, and attach any file if relevant. Finally select who should receive notification about the suspension, and click on Yes.
Add user
A company admin is allowed to add new users to the company. The new users' accounts will be created in the system. These accounts also need to be approved by a system super admin.
A company admin can control the service privileges that a new user can have, and for how long the account may be active. These can also be modified later. Below are the steps to add a new user’s account.
On the home page, click on the Add User button.
2. All the sections in the form need to filled. The sections and fields are mentioned below.
User Details
Email id
User Type
End date
Grant Access
Department - Commercial/Finance/Marketing
Level - Company/Office.
Admin Rights
The user’s admin rights can be selected here. In the example in the screenshot, the user can only view company details.
Service Provider and Role Selection
Service Rights
Click on the Add User button to submit the form.
The user will be successfully added, and is pending approval.
Search and view users
Enter any search criteria and click on the Search button.
The result will be displayed below. The result can be exported to a .csv or a .pdf file by clicking on the respective buttons.
More filters
Click on the Name link from the search result, and you will be redirected to the company details page.
Navigate through the menu on the left, to view different sections of the user details.
Edit user details
A user can edit their own company profile. Depending on the user’s role, they have different privileges. For example,
A user who is not a company admin or a super admin, can edit their own profile information(restricted to user’s name and industry type), and can change their own password, after logging in.
A user who is a company admin can edit company rights. They can also deactivate, suspend or unsuspend a user, unlock a user after their account gets locked after repeatedly entering wrong username or password while trying to login.
A user with super-admin access has all the rights.