Administrator Account

Administrator Account

Administrator Account 

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You can amend your administrator details by selecting the ‘Account Details’ button. This can be found at the top of the page on the right hand side.

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Once you have selected ‘account details’, you will see the above page. On this page you will be able to update your details as administrator using the ‘update’ buttons. 

You can also select ‘Create or update users’ button. This will allow you to create and update account users.

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To add a user select the ‘Create new user for your account’ at the bottom of the page.

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You will be asked to complete the following details in order to create a new user;

·         Username

·         Current

·         Users first name

·         Users last name

·         Users email address

·         Confirm users email address

·         Users password

·         Confirm users password

 

After completing this information you will then see a list of the following User roles;

·         Account Administrator for Party via Portal

·         Account Security Administrator for Party via Portal

·         Create draft returns

·         Update draft returns

·         Submit returns

·         Portal Return amendment user

·         Portal Messenger User

·         Portal Claim User

·         Portal Dashboard viewer

Once you have completed this information and confirmed which actions to assign the user, they user will appear in the account users page.

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You can search for a specific user by using the box titled ‘name’. Enter the name of the user you wish to find. You can also chose to search by users that are current (by selecting yes) or inactive users (by selecting no). 

If you wish to edit a user you can select ‘edit row’ underneath the users name. this will then open up a page containing all the users information. You can change and update a user’s information as required.  

Upon your new users first sign in, they will be required to change their password. They will then be required to sing in using their new password, and confirm that they have read and understood our Terms and Conditions. 

Please note: Each time you log into your account, you will be required to enter your username and password, followed by a one-time passcode that will be emailed to your email address.

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