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Consumer Experience (CX) Guidelines

Authorisations

This section provides guidelines for data holder dashboards, where consumers manage their authorisations.
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On this page

Overview

A high level example of Consent Management, including the consumer dashboard and sharing arrangements.
A high level example of Consent Management, including the consumer dashboard and sharing arrangements.

The consumer dashboard enables a consumer to review and manage their authorisations, which are also referred to as sharing arrangements in some consumer-facing designs.

The consumer dashboard allows consumers to see a list of all the CDR participants they are sharing data with, and the specific sharing arrangements they have with them.

Wireframes and guidelines

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Note: The wireframes shown are examples of how to implement key rules, standards, and guidelines. Use the on-screen functions to adjust zoom level or expand the wireframes to be viewed at full screen.

Default example

The following wireframes show a basic example of a data holder dashboard. Variations can be found in the below sections.

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See key requirements and guidelines
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See prototype

Single occasion disclosure

The following wireframes show an example of how authorisations for single occasion and on-going collection may be displayed in data holder dashboards.

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See wireframes, key requirements and guidelines

Amended authorisations

The following wireframes show an example of how data holders can provide information for previous authorisations on the consumer dashboard.

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See wireframes, key requirements and guidelines

Offline customers

‘Offline customers’ are eligible energy consumers without online access to their energy account(s). The following wireframes show one example for how to implement consumer dashboards for ‘offline customers’.

This example is not prescriptive, and data holders may choose to offer and provide dashboards to offline customers using alternative methods. It is at the data holder's discretion to determine the actual process of providing a dashboard to an offline customer for the purposes per rule 2.3(2).

For more information, refer to the CDR Support Portal article on Offline Customer Guidance.

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See wireframes, key requirements and guidelines

Joint accounts

The following wireframes show an example of how authorisation arrangements containing joint accounts should be displayed on the dashboards of:

  • Account holder A (AH-A), the initiating account holder. AH-A is the ‘requester’ as described in CDR Rule 1.7(1).
  • Account holder B (AH-B), the non-initiating account holders. AH-B is the ‘relevant account holder’ as described in CDR Rule 4A.3(b)(ii).

The wireframes show two scenarios, where an arrangement contains either:

  1. one or more joint accounts that are actively sharing data
  2. all joint accounts are not actively sharing data
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Reasons why data sharing from a joint account may cease
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See wireframes, key requirements and guidelines

Download open source asset

Open source design assets are created in Figma for the purposes of assisting implementation. This Figma file contains annotated wireframes and working prototypes for the data holder dashboard, including:

  • Default example
  • Single occasion disclosure
  • Amended authorisations
  • Offline customers
  • Joint accounts
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Download design asset
Item
File
Date released
Version introduced
5CM1. Authorisations v1.35.0.2025.09.23
5CM1. DH Authorisations v1.35.0.2025.09.23.fig
Sep 23, 2025
1.35.0

For past versions, refer to Change log.

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About open source assets

About this page

References

The artefacts on this page were informed by the following sources.

Title
Author
Date published
URL
Type
Consumer Data Right Rules: consent and operational enhancement amendments consultation
The Treasury
Aug 9, 2024
treasury.gov.au
Consultations
Guide to developing a CDR policy
Office of the Australian Information Commissioner (OAIC)
Jun 25, 2024
oaic.gov.au
Guidance
Draft CX Guidelines (DH Dashboards - Amending Authorisations)
Data Standards Body (DSB)
Apr 18, 2024
mailchi.mp
Consultations
Privacy Safeguard 1
Office of the Australian Information Commissioner (OAIC)
Nov 20, 2023
oaic.gov.au
Guidance
Privacy Safeguard 10
Office of the Australian Information Commissioner (OAIC)
Nov 20, 2023
oaic.gov.au
Guidance
Decision Proposal 334: Data Holder Dashboards
Data Standards Body (DSB)
Oct 21, 2023
github.com
Consultations
CDR Support Portal: Authorisation States for Joint Account and Secondary User Sharing
Data Standards Body (DSB)
Mar 16, 2023
cdr-support.zendesk.com
Guidance
Change Request 557: Withdrawal of a SUI by an Account Holder leaving an "Empty" Authorisation
Data Standards Body (DSB)
Nov 26, 2022
github.com
Consultations
CDR Support Portal: Offline Customer Guidance
Australian Competition and Consumer Commission (ACCC)
Apr 6, 2022
cdr-support.zendesk.com
Guidance
Noting Paper 157: CX Standards Arising from v2 Rules
Data Standards Body (DSB)
Jan 29, 2021
github.com
Consultations
Draft v2 Rules consultation (see concept 7.5 Data Holder Dashboard)
Australian Competition and Consumer Commission (ACCC)
Nov 18, 2020
accc.gov.au
Consultations
CX Workshop: Manage and withdraw
Data Standards Body (DSB)
Aug 1, 2019
web.archive.org
Consultations
Phase 2, Stream 1 Research Report
GippsTech
Jul 31, 2019
cx.dsb.gov.au
Research
Phase 2, Stream 3 Research Report
Tobias
Jul 31, 2019
cx.dsb.gov.au
Research
Phase 1, Research Report
Tobias
Feb 28, 2019
cx.dsb.gov.au
Research
Technical Standards: Request Object
Data Standards Body (DSB)
Jan 1, 2019
consumerdatastandardsaustralia.github.io
Guidance
10 Usability Heuristics for User Interface Design (Flexibility and efficiency of use)
Nielsen Norman Group (NNG)
Apr 24, 1994
nngroup.com
Other

Last updated

This page was updated @Sep 23, 2025

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Community consultations and maintenance are part of our ongoing process. Here’s how you can get involved:

  • Request new Guidelines or changes to existing Guidelines through the CX Guidelines Consultation process
  • Request new Standards or changes to existing Standards through the Standards Maintenance process
  • Log a ticket for any questions about the rules, standards, or guidelines through the CDR Support Portal
  • Email your feedback to cx@dsb.gov.au
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