User administration

Purpose of this page

The User Administration page is the first page you see each time you open Manage Account Access. From this page you can:

• select "Create new user" to set up a new user for your Inland Revenue account
• select "User access report" to view a report of all user access set up for this account - whether active or not
• select a user's name from the list of users displayed on this page to view or update their access records
• complete fields in the "Search users" panel to fine-tune the user list to display:
  • a list of users with a specific role, service or status (including the "cancelled" status)
  • a specific user by name or user ID.

The list of users

This page will display a list of all online services users for this Inland Revenue account except for those whose user access has been cancelled. (You can access records with a cancelled status by using the "Search user" panel.)

Also, if you have an owner role your list will include those with an owner role. If you have an administrator role, your list will exclude anyone with an owner role.

Roles

Online service user access has one of three roles:

• Owner - the business owner, who has registered through the internet. An owner has full access to Manage Account Access and all online services available to the organisation.
• Administrator - designated to act on behalf of the owner. An administrator has full access to Manage Account Access and all online services available to the organisation. An administrator cannot access owner user records.
• User - a user has access to the online services allocated to them by the owner or administrator. A user cannot access Manage Account Access.

Status

Each user access has a status:

• "Pending" status applies to:
  • new owner roles, before they activate their new access
  • administrator and user roles, before they first log in with their new access.
• "Active" status applies to:
  • new owner roles, after they activate their new access
  • administrator and user roles, after they first log in with their new access
  • all roles, after suspended access or accounts have been reactivated.
• "Suspended" status applies to all roles, after their online services access or account has been suspended.
• "Cancelled" status applies to all roles, after their online services access or account has been cancelled.

Using the "Search users" panel

Complete at least one field in the "Search users" panel to fine-tune the list of users to identify:

• those with a specific role, service or status (including the "cancelled" status)
• a specific user by name or user ID.

The results of this search will be displayed in a new user list. To view or update a user's records, select their name from this list.

Unsuccessful search

If the fields you've completed in the "Search users" panel don't match any user's record, you'll see the message "No results to display".

This message can occur because:

• no record exists
• there are spelling errors in the fields you've completed (check your entries and correct any errors you find, then select Search again)
• the information you have entered is not an accurate match for any user/s (for example, if you enter a user ID and select "suspended" in the status field, your search will not generate a result if that user ID currently has an 'active' status).

If you're certain the user record exists, complete only one field in the "Search users" panel and redo your search. If you're not sure the user record exists, or whether the information you're using is accurate, check the user access report for up-to-date details of the user's access record. This report includes user access details for all users, past and present.