Setting up the structure of your organisation

This task card discusses the following:

  • Organisation set-up options
    • Single entity set-up
    • Multi-entity set-up
  • Delivery partners
    • Option 1 set-up details
    • Option 2 set-up details
  • Adding a delivery partner if using Option 1

Key highlights

  • An individual account holder must have their own Digital Identity prior to requesting a Data Exchange account.
  • The recommended option is to set-up a delivery partner as their own entity with their own access to the Data Exchange.
  • Contact if your required delivery partner does not appear in the drop down listing.
  • The use of special characters such as * & % # @ should not be included in the free text fields as they are used as search functions in the Data Exchange.



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