How to manage my organisation account
Updated 12 April 2023
Log into mySRA to manage your organisation applications and update your firm's details. Find out how to get a mySRA account.
You'll be able to see all the applications that are available but you'll only be able to edit applications which are relevant to you.
If you need helping accessing your account, please take a look at our helpful individual video guides.
Video guides
How to reset your mySRA password
How to reset your password in mySRA
Find applications within mySRA
How to find individual and organisation applications in mySRA
Managing my organisation with mySRA
Here you can see what the new mySRA will look like and how you can manage your profile.
Offering bulk renewal and checking your employees' status
Find out how to offer bulk renewal of your employees practising certificates and registrations, and how to check who is opted in to this.
Step by step guides
In addition our step by step guides can help you to:
- Apply for bulk renewal and pay your periodic fees
- Apply for certificates of good standing and attestation for people at your organisation
- Apply to become a new non-regulated entity
How to
Open all- Select the My Organisation tab.
- Select Organisation Details
- Click edit
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To add a trading name, click ‘add’ under trading name
Insert the trading name and click ‘Add’
Click Save
-
To amend a firm name or amend a trading name, click change name
Insert the new firm name
Click save
-
- Select the My Organisation tab, then the Employee tab.
- Click the add employee button, then search for the employee you wish to add.
- You will need to select a start date, location and add a position and a role. Then save.
- Select My Organisation tab, then Employees tab.
- In the table, go to ‘End employment’ in the Action column
- Choose a date and save
- Select ‘My Organisation’ tab, then ‘Employees’ tab.
- In the table, go to the Action column and select Manage Employee.
- To add a role, select a position eg Consultant and choose a role eg Organisation Contact.
- Select a start date and click Save.
- Select ‘My Organisation’ tab, then Employees tab
- In the table, go to the Action column and select Manage Employee.
- Click ‘Add position’
- Go to 'My Organisation' tab, then employees.
- If the employee has selected personal data management you will be able to see and click on Manage Personal Details in the Action Column.
- Click on the Edit button at the bottom of the page to be able to change the email, address and telephone number.
- Go to My Organisation tab, then Organisation Relationships tab.
- Click the add office button.
- You can then add the address, contact number and start date.
- Note: You can’t close the branch until you move the employees to another location.
- Go to My Organisation tab, then Organisation Relationships tab.
- In the Action column of the table click Edit.
- You can then close the office and tell us the trading end date.
- Go to My Applications and Documents tab.
- You can see all the applications and documents you have submitted.
- In the case of bulk renewal application invoices, they should appear within 24 hours of submitting your application form.
Qualifying work experience
- You’ll receive an email letting you know there is a period of QWE for you to confirm
- Use the link in the email and log in to mySRA
- You'll then be shown a table with the period(s) of QWE you have been asked to confirm
- Candidates then get an email from us telling them it has been approved or rejected