How do I share cases or delegate work to a colleague?

If you are a legal practitioner or an authorised officer, you can delegate another Online Registry user to manage or access cases on your behalf. 

What you need to know

A delegate (e.g. paralegal or secretary) can be assigned to act on behalf of a legal practitioner or authorised officer as follows: 

  • Multiple delegates can be assigned to act on behalf of one legal practitioner or authorised officer. 
  • One delegate can act on behalf of multiple legal practitioners or authorised officers. 

To receive email notifications when a delegate files a form on your behalf, ensure you have selected to receive email notifications of online filings via your Online Registry Profile. 

How to add a delegate and assign permissions

Before a delegate can be assigned, the user must be registered for the Online Registry. 

  1. Legal practitioner or authorised officer login to the Online Registry
  2. Click Manage profile in the menu bar
  3. Select the Delegates tab
  4. Click Add delegates
  5. Enter the Given name, Surname and Username for the delegate 
  6. Click Confirm details
  7. Assign permissions to the delegate by selecting from the following checkboxes;
    • File document
    • Get case information
  8. Click Save

The delegate can now file and/or view case information on your behalf. 

How to remove a delegate 

Delegates can be unassigned at any time. 

  1. Login to the Online Registry
  2. Click Manage profile in the menu bar
  3. Select the Delegates tab
  4. Find the delegate you would like to remove
  5. Click on the cross icon in the Action column 
  6. Click OK

More information

If you are part of an eOrganisation find out how to assign a delegate to act on behalf by visiting the How do I assign delegates in an eOrganisation? FAQ.

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