This guide explains how to set up your organisational entities in the SMCR module and map the appropriate roles, functions, and responsibilities. You will need the correct permissions for SMCR registers to complete these steps.
Accessing the entity setup area
To begin, open your Management Console and navigate to the SMCR registers area. From there, select the Entities tab where you can add and manage the entities your organisation requires.
Adding a new entity
When you select Add new entity, a pop‑up form will appear. Here, you will be asked to enter:
Entity name
This is the official name of the organisation or business unit being added.Domain
Choose from the domains you have permission to access.Firm type
This selection determines which Senior Manager Functions, Prescribed Responsibilities, and Certified Functions can be assigned later to senior managers and certified persons.
If you are unsure which firm type applies to your organisation, contact the Financial Conduct Authority or a regulatory consultant. A directory of consultants is available on the APCC website.
Skillcast cannot provide regulatory advice, so we cannot recommend a firm type.SMCR register type
Select one or both of the following depending on your organisational setup:Staff Register
Senior Manager Register
Completing the setup
Once the details are confirmed and saved, return to your SMCR Registers tab. Your newly created entity will now appear in the list and can be used to map roles, responsibilities, and functions within the system.
If you need help or have questions about this process, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].