Updating your online services account details

How to manage your account information

You can update your individual and organisation account details on the online dashboard.

Updating an individual’s own details

All account users can update the following personal details:

  • address
  • name
  • email and phone numbers.

To update your personal details:

  1. Log in to your online services account.
  2. From the top-right banner menu select your username, and from the drop-down list choose 'My User Details'.
  3. On the 'Your Details' screen, click on 'Change My Details'.
  4. Edit the field you wish to change.
  5. Click 'Save User'.
Log in and update account information

Managing organisation account details and users

Account administrators can, on behalf of an organisation:

  • update organisation contact details
  • add and delete users of the organisation account
  • edit organisation user details

Updating organisation information

To update organisation details:

  1. Log in to your online services account.
  2. From the top-right banner menu select your organisation name, and from the drop-down list choose 'Manage'.
  3. On the 'View Organisation' screen, click on 'Maintain Organisation'.
  4. Edit the fields you wish to change.
  5. Click 'Save Organisation'.

Adding an organisation user

To add an organisation user:

  1. Log in to your online services account.
  2. From the top-right banner menu select your organisation name, and from the drop-down list choose 'Manage'.
  3. On the 'View Organisation' screen, click on 'Add Organisation User'.
  4. Provide the required information for the new organisation user.
  5. Click on 'Create User'.

We send the new user an email containing an activation code. The new user must enter this code to activate their account and complete their registration with us.

Log in and update account information

Updating organisation user details

To update the details for an organisation user:

  1. Log in to your online services account.
  2. From the top-right banner menu select your organisation name, and from the drop-down list choose 'Manage'.
  3. From the list of organisation users at the bottom of the 'View Organisation' screen, click on the name of the user whose details you wish to update.
  4. On the 'View Organisation User' screen, click on 'Maintain Organisation User'.
  5. Edit the fields you wish to change.
  6. Click on 'Save User'.

Deleting an organisation user

To delete an organisation user:

  1. Log in to your online services account.
  2. From the top-right banner menu select your organisation name, and from the drop-down list choose 'Manage'.
  3. From the list of organisation users at the bottom of the screen, click on the name of the user you wish to delete.
  4. On the 'View Organisation User' screen, click on 'Delete This User'.
Log in and update account information

All help topics

Getting started on the register 6 guides

Find out about charitable trusts and the Charitable Trusts Register, how to set up an online services account, and where to start when incorporating a charitable trust board.

Searching the Charitable Trusts Register 2 guides

Searching the register for information about charitable trust boards and their status.

Starting a charitable trust board 3 guides

To incorporate a charitable trust board you must submit an application, along with the required documents. There is no registration fee.

Keeping charitable trust board details up to date 4 guides

Once you've registered your charitable trust board, you're required by law to keep certain information about it up to date.

Ending a charitable trust board 2 guides

There are two ways to end a charitable trust board. If the board is no longer operating, it can apply to be dissolved. If it is unable to pay its debts, it can be placed in liquidation.

Restoring a charitable trust board to the register 1 guide

A trust board that has been removed from the Charitable Trusts Register can apply to us to be restored.

Managing your online account 5 guides

Forms 1 guide

Find the forms you'll need to register your charitable trust board or keep its details up to date. Please note: there are no fees for registering or maintaining a charitable trust board.