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 follow these steps

  1. Log in to your online services account.
  2. Select the 'Online services' menu and go to the section 'Managing your account settings'.
  3. Select 'Manage your organisation settings'.
  4. On the 'Organisation details' tab select 'Change'.
  5. Update the information fields.
  6. Select 'Save changes'.
Manage your organisation settings

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 follow these steps

  1. Log in to your online services account.
  2. Select the 'Online services' menu and go to the section 'Managing your account settings'.
  3. Select 'Manage your organisation settings'.
  4. Select 'Organisation settings'.
  5. Select the 'Users' tab.
    1. To add a user - select 'Create', enter the new user's details and select 'Save'.
    2. To remove or deactivate a user - enter their name in the search field, select remove or deactivate and select 'Save'.
Manage your organisation settings

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.

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