startOrganisation Management Overview
How To

Organisation Management Overview

CCH IFirm Organisation Management
Last update: Reading time 2 minutes
Overview

    This Organisation Management overview provides you with the actions a Wolters Kluwer Account Administrator can complete on behalf of an organisation.  

    Accessing CCH iFirm Organisation Management

    Once you have logged into CCH iFirm https://uk.cchifirm.com/, you will have full access to our Organisation Management tool from where you can invite new members, manage access for existing members and provide access to applications and products. In addition, you will be able to edit some details on behalf of your organisation.

    Please also see our help guide for CCH iFirm admin users.

    Organisation Overview

    While logged into CCH iFirm, to access your Organisation overview from the home screen, click on your 'Manage my organisation' on the top right of the screen.

    iFirm_OrganisationManagementOverview_1.png

    Alternatively if you are in any other area of iFirm, click on your login name at the top right of the screen.

    From the Account screen click 'Organisation management':

    iFirm_OrganisationManagementOverview_2.png

    An overview of your Organisation management is shown in the form of tiles on the screen as well as a left panel menu.

    Organisation Details

    Your Organisation details include your Organisation name, VAT number and Company registration number.

    NOTE: Only users with the Admin level permissions can change Organisation details.

    To view or amend your Organisation details, click on 'Organisation details' in the left menu, or click the Organisation details tile.

    General information

    iFirm_OrganisationManagementOverview_3.png

    The general information for your Organisation is displayed.

    1. Amend your 'Organisation name *' if required.  This option may be 'read only'.  If so, please contact your Account Manager for assistance.
    2. Enter your 'VAT number' if you are VAT registered, and your Company 'Registration number'.
    3. If you make any changes, click the 'Save' icon at the bottom right of the screen.

    Click 'Overview' in the left menu to return to the Organisation Management home page.

    Related documents

    CCH iFirm licenses before 1st September 2025
    This document provides guidance on managing CCH iFirm accounts post-launch in September 2025. Customers with contracts activated after January 31, 2025, received zero-value invoices to establish opening balances, allowing access to historical usage reports via Excel. Contracts active before January 31, 2025, will not show product usage until renewal. Additionally, any expired contracts prior to September 1, 2025, lack transferred usage history, and related invoices will generate error messages when attempted to be accessed. The document highlights features of the new accounts interface and the handling of additional usage charges.
    Logging into CCH iFirm: Admin & User Access Guide
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    What is CCH iFirm?
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    The Help Guide outlines the process for inviting and managing members to the Wolters Kluwer platform, specifically using CCH iFirm. It explains the roles of administrators in managing user accounts, how to invite new members, grant or revoke product access, and the importance of mandatory product access. The guide also covers bulk invitations and the procedures for handling access requests from existing members. It emphasizes the necessity of correct email association for login and provides guidance on navigating the platform for efficient user management.