Managing who can use and update your account
The responsibilities of an online services account administrator
If you set up an online services account on behalf of an organisation, you automatically become an administrator of that account. This means you can update contact details and other information for the organisation, add other users to the account, and set up a direct debit payment option to pay any online services account fees.
Terms and conditions
When you create an online services account with us, you're asked to agree to our terms and conditions. These set out your responsibilities as an account administrator and, in particular, your responsibility for managing access to our online services by other users of the account.
Adding and updating information
As an account administrator, you can add or edit some account information, including:
- contact details — name, business category, email address, physical address, postal address, phone, mobile and fax numbers
- status — whether the organisation is active (trading) or inactive
- permissions — for example, whether the organisation is authorised to use our online service for administrators, liquidators and receivers.
How to update your organisation's details
To update your organisation's details, log in to your online services account and follow these steps.
- Select Manage and Maintain.
- Select Manage your account settings.
- Select Organisation settings.
- On the Organisation details tab select Change.
- Update the information fields.
- Select Save changes.
Managing payment details
As an administrator, you can request to have a direct debit payment option set up on an organisation online services account.
Managing account users
As an account administrator, you can add multiple users to an online services account. You can also authorise 1 or more of those users to become account administrators.
How to add, remove or deactivate an account user
To add, remove or deactivate an account user, log in to your organisation's account and follow these steps.
- Select Manage and maintain.
- Select Manage your user account details.
- Select Organisation settings.
- Select the Users tab.
- to add a user, select Create, enter the new user's details and select Save.
- to remove or deactivate a user, enter their name in the search field, select remove or deactivate and select Save.
Add an account user
Enter a name and email address for the new user. If you want them to be able to add or manage other users, and update company records and direct debit details, then assign them administrator rights.
We send the new user an email containing an activation code. The new user must enter this code to activate their account and complete their registration with us.
Deactivate an account user
You can deactivate a user's online services account and suspend their ability to use our services. This can be useful if someone in your organisation has temporarily changed roles and won't need access to our online services for a while.
Delete an account user
When you delete a user from your organisation account they can no longer use our online services on behalf of your organisation.