Administration

Depending on who you are in relation to an entity will define what you can see or do on behalf of that entity – these are Access levels. We have four levels – Senior administrator, Administrator, Approver and Editor.

Senior administrator – can launch, edit and submit a transaction, invite other users to the entity and view other administrative details for an entity.

Administrator – can launch, edit and submit a transaction and invite other users to the entity.

Approver – in general, can launch, edit and submit a form or transaction, and view other administrative details for an entity.

Editor – in general, can launch and edit a form and transaction, but they cannot submit it.

Only a user with Senior administrator or Administrator Access level for an entity can invite other users to connect to that entity. See the full list of Access levels before assigning access to make sure you understand the access level you ascribe to the invitee.

To invite a user:

  • Make sure you are viewing the entity you want to invite the user to connect to.
  • Click on Administration in the top navigation bar.
  • Click on the Users tab.
  • Click on Invite new user to entity button.
  • Enter the invitee's details – name, email address etc. You will also need to declare that you understand the access you are giving the invitee.
  • Click Confirm.

This will send the invitee an email, including an invitation key that they can use to register or connect to the entity if they have an existing portal account.

For more information, see our user guide.

ASIC Regulatory Portal: How to invite someone to connect to an entity

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You must have the appropriate Access level to change or disconnect a user.

Make sure you are viewing the entity. Click on Administration in the top navigation bar and select Users from the drop-down menu. This will take you to a list of connected users. Click on the edit cog to the left of each user's name to change their access or disconnect them.

For more information, see our user guide.

ASIC Regulatory Portal: How to change access levels

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You need to have the appropriate access to change another user's access or disconnect them from an entity – see the full list of Access levels.

When you first log in to the portal, we will prompt you to provide billing and compliance contacts for you or your entity. You can update these later in Administration > Entity contacts.

Update on 14/12/2019

We have updated the way we collect an alternative billing contact for industry funding levy invoices:

  • Previously, if you opted to provide this contact, you could enter an email address for a non-portal user.
  • Now when you opt to provide it, or the next time you update it, you must select a portal user that is connected to you or your entity.
  • You will not be able to finalise the update to your contacts until you do this.
  • If your preferred alternative billing contact for industry funding levy invoices is not a portal user, you will need to invite them to register for the portal and connect to you or your entity, see the FAQ – How do I invite someone to connect to an entity? In this case, to finalise the update, set the alternative billing contact for industry funding levy invoices to yourself. Once you have invited your preferred contact to connect, you can log back in and set them as your alternative billing contact for industry funding levy invoices.