Create and Manage Legal Entities

Owned by David Renzella
Last updated: Feb 16, 2023 by Andrew (Deactivated)
2 min read

This page details creating and managing Legal Entities in the CDR Sandbox ecosystem.

Prerequisite

  • The user is registered with CDR Sandbox Portal.

  • The user is logged into the CDR Sandbox Portal.

Legal Entity

Create Legal Entity

  1. Click on the Create button under the My Legal Entities table on the Dashboard page.

     

  2. Provide the following data for the new Legal Entity

     

    1. Enter Legal Entity Name

    2. Enter Logo URI

    3. Enter ANZSIC Division

    4. Select Organisation Type

      1. Sole Trader

      2. Company

      3. Partnership

      4. Trust

      5. Government Entity

      6. Other

    5. Select Legal Entity Data Holder Status

      1. Active

      2. Removed

      3. Inactive

    6. Select Legal Entity Data Recipient Status

      1. Active

      2. Suspended

      3. Revoked

      4. Surrendered

      5. Inactive

  3. Select the Create button, to create the Legal Entity and be returned to the Dashboard. The newly created Legal Entity will be visible on the Dashboard under My Legal Entities.

Manage/Update existing Legal Entity

  1. From the Dashboard select Manage for the Legal Entity you wish to update

     

  2. Legal Entity can be updated or deleted via the Update Legal Entity UI.