Adding Authorised People in the ACNC Charity Portal
Transcript
Start from the ACNC homepage. Click on the ‘Charity Portal log in’ button located at the top right-hand side of the screen. Enter the email address you signed up with and the password. Click on the 'Sign in' button. Under the heading 'My charities', click on the name of the charity you want to update.
Click on the ‘Manage people’ icon. This is where you can add or remove Responsible People and Authorised People. Click on the icon ‘Add Authorised Person’. Type in the details of the person you wish to add. The items with the asterisk must be answered or the form will not submit.
Enter the phone number then press the magnifying glass button to the right of the box. This allows the system to verify the number. In the email address box, enter the personal email address that the Authorised Person is using to sign up to the Portal, then press the magnifying glass button to the right of the box for the system to verify the address.
In the ‘Position in the organisation’ box, it's a free text box so you can type what best explains their role, for example CEO, CFO, agent, accountant, consultant. When all the details have been completed, click the 'Next' button on the bottom right-hand side of the screen.
You are now on the declaration page. This is where you as the person updating records fill out your own details. Remember to press the magnifying glass after entering your phone number and your email address so that the system can verify both. For the question, ‘Please select the declaration relevant to you’, select the right option from the drop-down menu - whichever is your role. Below the declaration there is a tick box that you must tick. Enter the date of completion of the document then press the 'Next' button at the bottom right-hand side of the screen.
You are now at the confirmation page. Read over what you have entered and make sure it is correct. Press the 'Submit' button at the bottom right-hand side of the screen. You are now on the receipt page. You are provided with a case number which you can note down. You can provide the ACNC with this number if you think the update has not worked. You can also download a copy of what you have submitted by clicking the 'Download' button.