Creating a New Practice

Create the practice before adding its advisers or team members. The practice links those users to the correct part of your licensee structure.

Who can manage practices?

Practice creation and editing are available to users with Compliance Manager permissions. Available records remain subject to your organisation’s access controls.

Step 1: Check for an existing practice

Select Practices in the left menu. Search the list and check the licensee details before creating another record. Use the page controls if the practice is not on the current page.

Step 2: Create the practice

Select Create Practice. Enter the required Practice name, then review Status, ASIC CAR number, Practice type, CRM and Revenue provider. Enter the organisation’s actual details.

Step 3: Check SARA self-approval

The form includes SARA self-approval with Not set, Yes and No options. Use the value approved by your licensee. This setting is not a substitute for your organisation’s advice approval rules, and a SARA result does not by itself authorise release of advice.

Step 4: Save and verify

Select Create and wait for confirmation. Find the saved practice and check its details. You can then select it when creating advisers or team members.

Keeping details current

Use the practice’s edit control when details change, then save and check the record again. If you cannot see the create or edit controls, ask your administrator to verify your permissions. Do not delete a practice as a workaround for an incorrect detail or access problem.