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Turn2us Intermediaries User Guide - How do I register for a Turn2us intermediary account?

How do I register for a Turn2us intermediary account?

Contents

 

Accessing the Intermediary account registration page

If you are an intermediary and would like to register for a Turn2us intermediary account, please click on the 'Register' button at the top right hand corner of the website. (See Screengrab below.)

Screengrab of Turn2us home page showing My Turn2us and Register options

You will see a page with three options - 'Individual', 'Intermediary' and 'Provider'.

Click on the 'Intermediary' option. (See Screengrab below.)

Screengrab of registration page

This takes you to the first page of the Intermediaries Registration form (See Screengrab below)

Screengrab of the first page of the intermediary registration page

The first thing you need to do is check whether your organisation is already listed on our system.

To do this, type at least three letters of your organisation's name into the search box. (See Screengrab below.)

A drop-down list of options should appear. (See Screengrab below.)

Example of drop-down list on Select your organisation page

Then you need to follow the instructions depending on whether:

If your organisation is listed

If your organisation is listed, click the button beside the organisation's name and click 'Continue'. (See Screengrab below.)

Screengrab of select your organisation section

You will then see the 'Select your branch' page. (See Screengrab below.)

Screengrab of the select your branch page

The organisation is the main office of the charity/company that operates independently. Branches may be a separate office, department, team or scheme within an organisation. 

An example would be Save the Children UK. The main office would be the 'organisation' and the local offices it has across the UK would be the 'branches' (as they operate according to the main office policies and procedures. 

Some charities have independent offices, such as Citizens Advice.  

If your organisation has branches

Any branches we already have listed will appear in a list. If the branch you work in appears, select it and then the 'Continue' button. (See Screengrab above.)

If the branch is not listed, select the 'My branch is not listed' button. (See Screengrab above.)

This will take you to the 'Create new branch' page. Fill in the form and click 'Finish' unless you want to request more than one branch, in which case you should click the 'Request another branch' button. (See Screengrab below.)

Screengrab of the create new branch page

This will take you to the 'Your details' page.

If you are from a local Citizens Advice

If you are from a local Citizens Advice, use the format: Citizens Advice (CAB) Sutton. This will make sure that anyone searching by the terms 'Sutton' or 'CAB' or Citizens Advice will be able to find your organisation.

If your organisation does not have branches or you are an independent worker

Click the relevant option and 'Continue'.

This will take you to the 'Your details' page.

If your organisation is not listed

If your organisation is not listed, click the 'I cannot find my organisation' button.(See Screengrab below.)

Screengrab of I cannot find my organisation section

This takes you automatically to our 'Request a new organisation' page. Fill this in and click 'Continue' at the bottom.(See Screengrab below.)

Screengrab of part of the Request an new organisation page

This will then take you to the next page which asks you to say whether your organisation has branches or not as well as whether you work independently. 

If your organisation has branches

The 'Create New Branch' page will appear.

Fill in the form and click 'Finish' unless you want to request more than one branch, in which case you should click the 'Request another branch' button.

Clicking 'Continue' will take you to the 'Your details' page.

Screengrab of the create new branch page

If your organisation does not have branches or you are an independent worker

Click the relevant option and 'Continue'.

This will take you to the 'Your details' page.

'Your details page'

On the 'Your details' page, you will be asked to fill in your details and choose a password.(See Screengrab below.)

Screengrab of the top part of the your details page

You will also be asked to tell us your preferences about receiving information from Turn2us and to agree to the Terms and Conditions. (See Screengrab below.)

When you have done this, click 'Continue'. (See Screengrab below.)

Screengrab of the legal and preferences section of the your details page

You should see a confirmation notice. (See Screengrab below.)

Screengrab of the confirmation notice

Need help registering?

Help text

You will find a question mark on the left-hand side of many of the registration form's questions, If you click on this, it will expand to give you help text to help you understand the question and how to answer it. (See Screengrab below for an example.)

Screengrab of an example of help text

Need help with registering or logging in? page

If you have any questions about registering or logging in, you may also find it helpful to read our Intermediary accounts: Need help with registering or logging in? page.

 

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