Adding Responsible People in the ACNC Charity Portal
Transcript
Start from the ACNC home page. 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 Responsible Person'. Under the banner title 'Responsible Person's details', click on the plus symbol next to the text 'Add New Record'. 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.
When adding the address, type slowly and then wait until a drop-down box with address options appears, then select the correct address. 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 Responsible 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.
When all the details have been completed, click the 'Update' button on the bottom right-hand side of the screen. If you have missed any information or made a mistake, you will get the error message ‘Please correct the validation errors present on this page.’ Then under the missing information, a message in red writing will appear stating what needs to be done to complete that question. The name of the person you have just added should now appear under the banner heading ‘Responsible Person’s details’.
If you're adding another Responsible Person, you can now click on the plus symbol next to the text ‘Add New Record’ and repeat the process with that person’s details. When you are finished, click the 'Next' button at 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 one 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 to 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.