Institution One-Time Portal Set Up Instructions

  1. The person who will act as the institution’s initial Portal Administrator must register online.
  2. The institution then files the Portal Administrator On-Boarding Return via the Online Reporting (ONR) System.
  3. A confirmation email will be sent to the Portal Administrator when the return has been processed, at which point they can use the Portal.

Portal and ONR Account Linking

Access to the ONR via the standard login screen will be removed for all users in H2 2023. At this point, returns will only be able to be accessed via Portal and it is recommended that users have the access set up and are familiar with Portals layout well in advance to ensure a smooth transition. Therefore, all ONR users should link their ONR account to their Portal account promptly. Guidance on how to link an account can be found at the following link: Portal/help/getting-started.

Portal Administrator Actions

  1. Log into the Portal and set up your second factor method.
  2. Assign your Portal permissions.
  3. Familiarise yourself with our Help pages below to learn more about the Portal functionality, including the request changes that will now have to be requested via the Portal.

Top 5 Most Frequently Asked Questions

  1. How do I Link MY Portal Account to my ONR Account (ID:311)
  2. How do I send a message in the context of a Request Change? (ID: 118a)
  3. How do I update my Second Factor phone details (ID:238)
  4. How do I set up my second factor method?
  5. Why do I only see my Account Settings? (ID: 184)

All Portal Help

Getting Started

Topics cover registration and login activities, and how your permissions are managed.

Administration

Topics cover the tasks for Portal Administrators, including user access and permission management.

Returns

Topics cover issues on access and submitting returns from the Portal.

Common Troubleshooting

Topics cover issues that may arise during login, including forgot person code and password instructions.

Institution Data

Topics cover the institution data displayed on the Portal.

Messaging

Topics cover how to view, send and respond to messages on the Portal.

Request Changes

Topics cover what exactly is a Request Change and how you submit a Request Change for your institution.

General Help

Topics cover updating your account details, managing your permissions, and general functionality.

Second Factor Method Help

How to login using your second factor method.

Related Documents

Portal Administrator On-Boarding Return Template | xls 22 KB

Contact Us

Submit your question using our online contact form or call us on 01 224 4400.