Assign and manage permissions

Assign and manage permissions for our online services.

Last updated 7 September 2023

Assign access and permissions

To assign permissions to authorised users:

Select Manage permissions.
Select the user.
Select the relevant permissions or Select all and Clear all buttons above the list.
Select Save.

To copy permissions from one user to another:

Select Manage permissions.
Select Copy permissions.
Select the user from the drop-down menu that you want to copy the permissions for. Don't copy permissions from an authorised user with full access, as this may cause an error.
Select the user that you want to copy the permissions to (you can select one or multiple users).
Select Save.

To disable or change the status of an account:

Select the Active or Disabled button. If Disabled is selected, the user won't be able to log in to Access Manager or any of our online services. A disabled account can be reactivated by selecting the Active button
Select Save.

To remove a user's access:

Select Manage permissions.
Select the user then select Remove account. If removed, the user won't be able to log in to Access Manager or our online services. A removed account can be restored and made active.
Select Confirm.

To restore a user's access:

To view when a user was removed or restored:

The Access history report includes the date and time the user logged in to an online service. You can view one or all authorised users' accesses.

For registered agents, the report also lists the clients who have been accessed.

To view the Access history report:

Select Manage permissions.
Select either
1. the user (for one user) then Access history report
2. Access history report – all users (for all users).
Type the date and time range, then select Search.
Select Export to download the report as a CSV file.

The 'Update history report' shows when an authorisation was created. This report can only display information for a single user.

To view the Update history report:

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