Becoming a registered user

 What you need to know

Registering as a user of our websites provides fast and convenient access to our online services.

It is mandatory to be a registered user if you wish to file claims online with the Insolvency and Trustee Service.  Registering as a customer and getting a User ID offers a number of advantages.  For example on the Insolvency and Trustee Service website:

• Simplify the process for filing online creditor claims (Proofs of Debt)
• View a list of and monitor all the claims you have filed
• Associate your account with your creditor details held at the Insolvency and Trustee Service
• Have the ability to link your account with multiple creditors
• Determine the levels of access Users have to online services.

 Need help becoming a registered user?

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What will it cost?

Connection requirements

User administration overview

How to register as a user

Users – Updating your own details

Setting up an organisation account

Adding a branch to your organisation

Adding users to your branch

Activating your account

Maintaining an organisations users

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What will it cost?

There is no joining fee or ongoing maintenance fees, it is free to use all of the online services available on the Insolvency and Trustee Service website.

Connection requirements

Before using our online services, please check the Optimal Site Settings (under Site Information on our website) - especially if this is the first time you have used our website.

There are links on the web site to download the software you require.  Select Site Information in the left hand menu bar, and then Site Software.  If you don’t have access to the internet you may wish to consider the following options:

• Use the internet access that is available in many public libraries and independent Internet terminal providers.
• Consult a legal or financial advisor or a search and registration agent.

For some services you will also need access to a fax machine and a printer and you may also need to provide an email address.  e.g. when you form a company online with the Companies Office we email the director and shareholder consent forms to you.  You need to be able to print these and fax the completed forms back to us.

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User administration overview

Your customer account can have either two or three levels:

1. Customer account level - containing customer (organisational) details.
2. Branch level - groups within a customer organisation (optional).
3. User level - individuals within an organisation or its branches.

Note: Branch Level - this optional feature of your account is useful where your organisation wants to reflect a regional structure or perhaps to identify needs of different areas of business within your organisation eg. sales, service, administration.

An Administrator can be appointed within your organisation to maintain customer, branch and user details.  The first user is automatically assigned Administrator status, but this can be changed at any time.

If you are an Administrator, you must log on before you can access any of the administration options.

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How to register as a user

1. From the red box on the right hand side of the home page called ‘Online Services’ select the welcome page option.
2. Click on Get User ID from the top right hand side of the page
3. Enter your details, all fields marked with a red asterisk * are mandatory fields.
4. Once complete, select Submit
5. An email will now be sent to you that includes an activation code.  Enter this code into the box that appears on the activation screen, followed by your email address.
6. Click the Activate button
7. Follow the directions in the next screen and choose a user name, password and secret question in case you forget your password.
8. Once complete, click Save.
9. Be sure to note down the user name and password and keep it in a safe place

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Users – Updating your own details

1. From the red box on the right hand side of the homepage called ‘Online Services’ select the welcome page option.
2. From the Welcome Page select the Logon button.
3. Enter your User Name and Password.
4. From the Logon Details tab select Change Logon Details:
5. From this screen you are able to change your password, your email address or your secret question.

Setting up an organisation account

 Note

The first person who registers an organisation will then be able to maintain the branches and add users to the branches.

1. From the red box on the right hand side of the hompage called ‘Online Services’ select the welcome page option.
2. Click on Get User ID from the top right hand side of the page
3. Enter your details
4. To link your User ID to an organisation select the tick box at the bottom of the screen.
5. Enter the organisation details
6. Once complete, select Submit.
7. An email will now be sent to you that includes an activation code.  Enter this code into the box that appears on the activation screen, followed by your email address.
8. Click the Activate button
9. The next screen will ask you confirm that you want to set up the User ID, click Submit.
10. Follow the directions in the next screen and choose a user name, password and secret question in case you forget your password.
11. Once complete, click Save.
12. Be sure to note down the user name and password and keep it in a safe place.

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Adding a branch to your organisation

 Note

This option is for clients who have numerous branches within their organisation.  If an organisation does not have branches then they are able to add users simply under their organisation name (described in the next section).

1. To add a branch select maintain branches from the online services option on the toolbar
2. Select the Add button
3. Complete the required details and select submit
4. You should now be able to see the branch you have added on your list. To add another branch select add.

Adding users to your branch

1. To add a user to one of your branches select register user account from the red toolbar under admin/security.
2. Enter the details of the individual for which you are signing up a username
3. From the drop down list, select the branch that you would like to add the user to and select save
4. A box will appear telling you the details have been saved and the user will be sent an activation code via email

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Activating your account

Now that the global administrator has set up the user, the user must log on and activate their account.

1. From the red box on the right hand side of the homepage called ‘Online Services’ select the welcome page option
2. Click on Activate Account from the welcome page
3. Enter the activation code that was sent via email and the email address of the user, select Activate
4. Follow the directions in the next screen and choose a user name, password and secret question in case you forget your password.
5. Once complete, click Save.
6. Be sure to note down the user name and password and keep it in a safe place.

Maintaining an organisations users (this is unlocking or removing users accounts)

1. To maintain the details of your registered users select the search user accounts from the admin/security option on the red toolbar.
2. Enter the name of the user e.g. John Smith (in this order) and select search
3. To unlock the user select the Global Unlock button, to remove a user tick the box next to their name and select Remove.