Assign a RAN
To give employees 'Full', 'Custom' or 'Basic' access to the clients of your registered agent number (RAN), you need to assign it to them. You can assign multiple RANs if you have more than one.
To assign a RAN:
- Select Manage permissions.
- Select the user.
- Select Assign RANs at the Modify access and permission screen.
- Select the RAN you are giving access to on the Tax practitioner access screen.
- Select Save to return to the Modify access and permissions screen.
- Select My Clients and select permissions.
Assign permissions to access your clients
After you have assigned a RAN to a user, set up the permissions they need to access your clients.
To assign permissions:
- Select Manage permissions.
- Select the user.
- Under Permissions select the Client tab.
- Select the relevant permissions.
- Select Save.
Assign permissions to restricted clients
You can restrict client accounts that are sensitive or private.
When you restrict a client, administrators and employees with Full access are the only users who can access that client's information. You can then specify which users can access that client in Online services for agents.
Clients can be restricted from Restricted clients, available from the left-hand menu in Access Manager.
To give permissions to restricted clients:
- Select Manage permissions.
- Select the user.
- Under Permissions select the Client tab.
- Select Access to all restricted clients permission.
- Select Save.
Manage access to your client list
An authorised user in your practice can download your client list when they use Online services for agents.
To manage access to the client list bulk download function:
- Select Manage permissions.
- Select the user.
- Under Permissions select the Client tab
- To allow access – select View at Client list – bulk download
- To remove access – deselect View at Client list – bulk download.
- Select Save.