TRACE step-by-step onboarding guide to TradeClear

Download the step-by-step guide TRACE onboarding to TradeClear, opens in a new tab.

Before you start, find out who is a principal authority for your business in Relationship Authorisation Manager (RAM). This is someone listed on the Australian Business Register (ABR) as a responsible person for the business. They are often the owner or a company director.

For more information, go to Who can set up | Relationship Authorisation Manager, opens in a new tab.

There are 7 steps to onboard a business to TradeClear:

• the principal authority does steps 1 to 5
• employees do step 6
• everyone is advised to do step 7.

For the principal authority

Step 1: Set up your myID if you don’t have one

myID, opens in a new tab is your personal Digital ID with the Australian Government. Set up your myID with your personal email address, not a shared or work email. The identity documents you provide to set up myID are linked to the email you use.

For more information, go to How to set up myID | myID, opens in a new tab.

You won’t need to use a personal email address for TradeClear. You can use your work email address to receive TradeClear notifications or set up email sign-in.

Step 2: Check and strengthen your myID if you need to

Before linking your business in RAM, make sure your myID strength is ‘Strong’:

1. Open the myID app on your phone.
2. Follow the steps to check or upgrade your identity strength.

If you can only achieve a ‘Standard’ myID, you can link your business by calling RAM support on 1300 287 539.

For more information, go to What identity strength do I need?.

Step 3: Link your business in RAM

You must now link the business to your myID in RAM:

1. Sign in to RAM, opens in a new tab
2. Select ‘View or manage authorisations’ to check if your business is linked.
3. If your business is not linked, select ‘Link your business’.
4. Follow the steps to link your myID and ABN.

For more information, go to RAM support, opens in a new tab or call 1300 287 539.

When your business shows a status of ‘active’ you can leave RAM and go to TradeClear, opens in a new tab.

Step 4: Set up your TradeClear account

1. Go to the TradeClear, opens in a new tab.
2. Follow the steps to create an account using your myID.
3. Confirm your email and notification preferences. You can use your work email address for this.
4. Add a business that is linked in RAM.

If your business has an authorisation administrator assigned in RAM, they can also create TradeClear account.

For more information, go to Create a TradeClear account using Digital ID.

Step 5: Invite others to act for your business

Invite other people, such as your export manager or office staff, to act for your business in TradeClear:

1. Sign in, opens in a new tab to your TradeClear account.
2. Select ‘Export’. 
3. Select the business you want to invite the person to.
4. Select ‘Manage people’.
5. Select ‘Invite a person’. Use their individual business email address if they have one.
6. Follow the steps to enter their details and assign them a role based on the tasks and information they need to access.

For more information, go to Invite someone to act for a business.

If you don’t manage exports yourself, you can now hand over tasks to the person who does. Once they’re invited, they’ll:

• receive an email with a code
• create their own TradeClear account if they don’t already have one
• accept your invitation to act for the business.

For employees

Step 6: Accept an invitation to act for a business

If you work for an export business but are not the principal authority or an authorisation administrator, you’ll need to:

1. Sign in, opens in a new tab to TradeClear with myID.
2. Select ‘Accept an invite’.
3. Enter the code you received via email.
4. Review and accept the invite.

For more information, go to Accept an invite to act for a business, opens in a new tab.

For everyone

Step 7: Set up email sign-in (optional)

Email sign-in is an alternative way to access your TradeClear account. You can use it as a back-up option if myID isn’t available.

We recommend you set it up now:

1. Sign in to your TradeClear account with myID.
2. Go to ‘Profile and settings’ and ‘Sign-in options’.
3. Follow the steps to add email sign-in.

Email sign-in gives you fewer permissions than myID. For example, you may not be able to manage establishments or apply for licences.

For more information, go to Add email sign-in to your account.

Next steps

Once you’ve completed these steps, you need to connect TRACE to TradeClear.