View edit user help

First name / Last name

These are mandatory fields and cannot be left blank. The names you enter can include a mixture of:

• lower and upper case letters (using characters from the English and Maori alphabet, excluding macron characters)
• the numbers 0123456789
• the symbols . ( ) , \ / - ‘
• a space between characters.

Email address

This is a mandatory field and cannot be left blank. The email address entered on this page will be used when sending online service access information to the new user. Please ensure this email address is available to:

• the new user in the workplace (to avoid delays in logging on to online services), and
• the new user only ( no other person has access to this email address).

This email address can include a mixture of:

• lower and upper case letters (using characters from the English and Maori alphabet, excluding macron characters)
• the numbers 0123456789
• the symbols - _ %

Phone number

The phone number you enter can be between 6 and 16 characters long and include a mixture of:

• the numbers 0123456789
• lower and upper case letters (using characters from the English and Maori alphabet, excluding macron characters)
• the symbols ( ) + -
• a space between characters.

Role

To change this user's role, select the new role from the drop-down list. An email will be sent to the new user advising them of this change.
The roles available are:

• Administrator - an administrator will have the same access as the owner and will have full access to the Manage Account Access service and to all online services. An administrator won't be able to view or amend owner access records.
• User - a user won't have access to Manage Account Access, so has no access to view or update user access to online services. A user can access online services only if allocated by an administrator or owner.

Reset password

To reset this user's password, select the "Reset password" field, and select the "Continue" button.

An email will be sent to the new user advising them of their new temporary password. They will be prompted to change this password to one of their own choosing the next time they log into online services.

Suspend access (for active users)

To suspend this user's online services access, select the "Suspend access" field and select the "Continue" button.

Reactive access (for suspended users)

To reactivate this user's online services access, select the "Reactivate access" field and select the "Continue" button.

An email will be sent to the new user advising them of their new temporary password. They will be prompted to change this password to one of their own choosing the next time they log into online services.

Cancel access

To cancel this user's online services access, select the "Cancel access" field and select the "Continue" button.

An email will be sent to the new user advising them of this change.

Once cancelled, this user's access cannot be reinstated. If this user needs future online services access to this Inland Revenue account, they'll either need to re-register or have new access allocated.

Name

When the new user has questions about their online service access, they will contact their support person. Choose the name of this person from the list of administrators and owners supplied.

Service status

This page will be displayed when you're changing the access record for someone with a user role. The services listed on this page are those available to the business. This list will grow as more services become available. Access to all services will remain at "No Access" until this status is changed.

To allocate a new service to the user, select "Access" from the drop-down list.

To remove access to a service, select the "No Access" option from the "Service status" drop-down list.