How to manage my organisation account

1. Select the My Organisation tab.
2. Select Organisation Details
3. Click edit

   1. To add a trading name, click ‘add’ under trading name

      Insert the trading name and click ‘Add’

      Click Save

   2. To amend a firm name or amend a trading name, click change name

      Insert the new firm name

      Click save

1. Select the My Organisation tab, then the Employee tab.
2. Click the add employee button, then search for the employee you wish to add.
3. You will need to select a start date, location and add a position and a role. Then save.

1. Select My Organisation tab, then Employees tab.
2. In the table, go to ‘End employment’ in the Action column
3. Choose a date and save

1. Select ‘My Organisation’ tab, then ‘Employees’ tab.
2. In the table, go to the Action column and select Manage Employee.
3. To add a role, select a position eg Consultant and choose a role eg Organisation Contact.
4. Select a start date and click Save.

1. Select ‘My Organisation’ tab, then Employees tab
2. In the table, go to the Action column and select Manage Employee.
3. Click ‘Add position’

1. Go to 'My Organisation' tab, then employees.
2. If the employee has selected personal data management you will be able to see and click on Manage Personal Details in the Action Column.
3. Click on the Edit button at the bottom of the page to be able to change the email, address and telephone number.

1. Go to My Organisation tab, then Organisation Relationships tab.
2. Click the add office button.
3. You can then add the address, contact number and start date.

1. Note: You can’t close the branch until you move the employees to another location.
2. Go to My Organisation tab, then Organisation Relationships tab.
3. In the Action column of the table click Edit.
4. You can then close the office and tell us the trading end date.

1. Go to My Applications and Documents tab.
2. You can see all the applications and documents you have submitted.
3. In the case of bulk renewal application invoices, they should appear within 24 hours of submitting your application form.

Watch our video to learn more

1. You'll receive an email letting you know there is a period of QWE for you to confirm
2. Use the link in the email and log in to mySRA
3. You'll then be shown a table with the period(s) of QWE you have been asked to confirm
4. Candidates then get an email from us telling them it has been approved or rejected.

If you do not receive an email, please log into mySRA and go to 'Actions'. There will be a notification showing you there is a period of QWE for you to confirm.

Find out more about QWE and what a solicitor is confirming

Step by step video guide