Being an account administrator

How to update organisation details, and create and manage users

If you're the administrator of an online services account, you can use the Organisation settings option to update your organisation's contact and direct debit details, and create and manage users associated with the organisation's account.

Who can be an administrator

To manage the users and other information for your organisation, you must have:

  • a RealMe® login
  • an online services account with the Financial Service Providers Register (FSPR)
  • authority to act for your FSP.

If you create an online services account for your organisation on the FSPR you automatically become the account administrator. You can also appoint other users to be an administrator of the account.

Changing an organisation's contact and direct debit details

As an administrator you can make changes to your organisation's online services account, using the Organisation settings. Select Edit organisation to:

  • update your organisation's contact details:
    • name
    • category
    • email, physical and postal addresses, and
    • phone, mobile and fax numbers
  • change your organisation's direct debit details including your bank account details and the email address we use to send you tax invoices
  • set up a direct debit facility with us for your organisation.

Organisation settings

Creating and managing users

Once you're logged in as an administrator you can create and manage your organisation's users, using the Organisation settings.

Creating a new user

All users need to have their own login. To create a new user, log in and follow these steps.

  1. From the Organisation settings select Add user to organisation.
  2. Add the user to your organisation including their contact details, including their email address and phone numbers.
  3. If you want to give them administrator rights, select Add role.
  4. Select Apply to save your new user.

Once you've created their account, we send them an email containing an activation code that they can use to start using their FSPR online services account. They'll need to set up a RealMe account if they don't already have one.

Organisation settings

Maintaining a user's details

As an administrator you can maintain the details of the people using your account.

Contact details

You can change a user's contact details, but only those they use when they access the FSPR on your organisation's behalf.


You can assign administrator rights to a user. This gives them the ability to add or manage other users, and to update the organisation's contact and direct debit details.

User status

You can view and change the status of a user. For example, if someone in your organisation has temporarily changed roles and won't need access to the FSPR for a period of time, you can make them Inactive. The user won't be able to access data for this organisation until you reactivate their account.

Deleting a user

Deleting a user permanently deactivates their user account for your organisation. Once deleted, the user will no longer be able to use their FSPR account on behalf of your organisation.

All help topics

Using the Financial Service Providers Register (FSPR) 4 guides

Get help to search the FSPR, upload documents, set up your online services account and find out what to do if you forget your RealMe® username or password.

Dispute Resolution Schemes (DRSs) 2 guides

If you provide financial services to retail clients, you must join a DRS within 10 working days of registering and keep your membership details up to date on the Financial Service Providers Register (FSPR).

Paying fees and levies 2 guides

If you're a financial service provider (FSP), you pay fees for some transactions, including registration. You also pay levies to the Financial Markets Authority (FMA). There are several ways to pay.

Applying to provide licensed services 6 guides

You can apply to become an authorised financial adviser (AFA) or Qualifying Financial Entity (QFE), or be licensed to provide other financial services. Find out who to apply to.

Filing an annual confirmation 3 guides

To remain registered as a financial service provider (FSP), every year you must confirm your FSP's details and services. Find out how to file your confirmation online or change the month you do it.

Managing your registration as a financial service provider (FSP) 4 guides

All FSPs must keep their details up to date. We may deregister your FSP if you don't comply, but you can reregister in some circumstances. You can also deregister voluntarily.

Managing your online services account 7 guides