Adding Responsible People in the ACNC Charity Portal
Transcript
Adding Responsible People in the ACNC Charity Portal
Once you have signed in to the Charity Portal, click on the name of the charity you want to update, under the heading ‘My charities’.
Click on the 'Manage people' icon. This is where you can add or remove Responsible People, such as a board or committee member, and Authorised People, such as an accountant or CEO.
Click on the 'Add Responsible Person' icon, then click ‘Start’ to open the form. If the form doesn’t automatically load, click the link on the screen.
Once the form is open, click on the plus symbol next to 'Add New Record', under the heading 'Responsible Person's details'. Type in the details of the person you wish to add. The fields with an asterisk must be answered. When adding the address, type slowly and then wait until a drop-down box with address options appears, then select the correct address.
In the email address field, enter the personal email address that the Responsible Person is using to sign up to the Charity Portal, then press the blue search icon to the right of the box to verify the email address. When all the details have been completed, click the 'Update' button in the bottom right-hand side of the screen.
The name of the person you have just added should now appear under the heading ‘Responsible Person’s details’. If you're adding another Responsible Person, you can now click on the plus symbol next to ‘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 – you need to enter your own details, and confirm you are authorised to update the charity’s Responsible People. Remember to press the blue search icon after entering your email address to verify it.
Select the relevant declaration type based on your role, then tick the box to confirm the declaration. Enter the date, 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, and then 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 also download a copy of what you have submitted by clicking the 'Download' button.