How do I add new users or related creditors to my organisation

To update your organisation users or related creditors to your account you need to be an Organisation Administrator. An organisation should have at least two active administrators.

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Adding a new user to your organisation:

  1. Step 1

    Login with RealMe.

  2. Step 2

    From the drop down list under your name at the top right hand corner of the Dashboard, select Organisation Details.

  3. Step 3

    Select ‘Add User’ and complete the required information for the new user.

  4. Step 4

    To complete the request hit Save. The new user will receive an email which they use to activate their account and link to the Organisation via RealMe. Once activated the administrator will see the users’ status as ‘Active’.

  5. Step 5

    To remove a user from your organisation select the ‘Remove’ button next to the appropriate ‘users’ name. To complete removal, select ‘Save’.

     

    Ensure that there is always at least one Administrator for your organisation.

Adding a new related creditor to your organisation:

  1. Step 1

    Login with RealMe.

  2. Step 2

    From the drop down list under your name at the top right hand corner of the Dashboard, select Organisation Details.

  3. Step 3

    Select ‘Add Creditor’ and include the required information about the new creditor.

  4. Step 4

    To complete the process select ‘Save”. The details of the new creditor will now show in your Related Creditors list and you will be able to select them when you need to file claims on their behalf.

  5. Step 5

    To remove a Related Creditor, select the ‘Remove’ button next to the appropriate creditor and select ‘Save’ to complete the removal process. 

It is important that Organisation Administrators proactively manage the on-boarding and off-boarding of staff, to ensure only authorised staff have access to your organisations private information.