For Top-level Administrators


Search

Quickly to

Frequently Asked Questions

For Top-level Administrators

How do I create a new organisation (as the prospective Top-level Administrator)?

This functionality is not yet active.

You can do this in one of two ways. If you are not linked to an organisation yet, you will see a pop-up window with the option to create an organisation when you log in.

If you are already linked to an organisation, you can create an additional organisation via the 'organisation management' tab > 'Register new organisation'.

When creating an organisation, the company data is first retrieved. For a Dutch company, you can search by its Chamber of Commerce number and for a foreign company by its organisation name, address and city.

Select the required authorised signatory and enter the associated contact details, the organisation type and your own business contact details. The authorised signatory will receive a request to identify themselves by e-mail. Once the identification has been completed and approved, the authorised signatory will be sent an activation code, which the prospective top-level administrator can use to complete the registration. This officially makes them the top-level administrator of the organisation. The code must be entered in the 'open request' screen, which can be accessed via the 'open request' tab. Once the organisation has been registered, employees can link themselves to the new organisation.

Was this post helpful?

How can I enable periodic validation?

You can find this in the 'organisation management' tab - 'my organisations' - [choose organisation] - 'enable periodic validation'

Choose the frequency with which you want to receive periodic validation reminder e-mails. These e-mails are sent to the top-level administrator and all user administrators.

The frequency can be changed via the 'organisation management' tab - 'my organisations' - [choose organisation] - 'frequency of periodic validation reminders'.

Was this post helpful?

How can I enable MFA for all my users?

Enable MFA via the ‘organisation management' tab - 'my organisations' - [choose organisation].

After enabling MFA, all users must set up MFA when they log in again. Once MFA is turned on, it is not possible to turn it off again! You can find more information on the special MFA page.

Was this post helpful?

How do I validate my organisation data?

Validation is done by the authorised signatory at the request of the top-level administrator. The former requests validation via the 'organisation management' tab - 'my organisations' - [choose organisation]. The screen consists of several parts that can be edited using the pen icon.

If a new authorised signatory is selected, they will first need to identify themselves using the ‘remote identification’ process.

The authorised signatory receives an e-mail with an overview of the original and modified organisation data. The e-mail also contains an activation code which, on approval, must be passed on to the top-level administrator. The top-level administrator can enter the activation code for the outstanding request under “open request".

This functionality is not yet active.

Was this post helpful?

How can I change my top-level administrator?

Please use the form on https://www.portbase.com/en/form/change-form/

Was this post helpful?

Others

How do I validate my organisation data?

Validation is done by the authorised signatory at the request of the top-level administrator. The former requests validation via the 'organisation management' tab - 'my organisations' - [choose organisation]. The screen consists of several parts that can be edited using the pen icon.

If a new authorised signatory is selected, they will first need to identify themselves using the ‘remote identification’ process.

The authorised signatory receives an e-mail with an overview of the original and modified organisation data. The e-mail also contains an activation code which, on approval, must be passed on to the top-level administrator. The top-level administrator can enter the activation code for the outstanding request under “open request".

This functionality is not yet active.

Was this post helpful?