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This page explains the different myIR access roles and account permissions you can grant to another party acting on your behalf.
|Owners||As a myIR owner, you have full access to all your accounts and you can set up access for other parties.
Owner includes Company directors, trustees of a trust, estate administrators/executors, partners in a partnership or executive office holders in a club, society or school.
An owner can grant another party access and choose the role and account permissions (activities) they can do in their myIR account.
|Administrators||An administrator can access any accounts the myIR owner grants access to. They can also create logons for users and administrators and access customer level mail.|
|Restricted administrators||Restricted administrators have the same access as administrators except they cannot see Customer level mail (eg Summary of account showing transactions for multiple tax types).|
|Users||A user can only access myIR accounts that an owner or administrator grants access to. Users can’t access customer level mail but can view account-specific notices and letters.|
|Restricted users||Restricted users have the same access as users, but can only submit account-level requests. Restricted users who are also tax preparers can’t link or delink customers, or make financial transfers.|
Account permissions determine what kinds of activities another party can do in your accounts. This table outlines the options you can choose from.
|Full account access||Allows another party to do everything needed within an account, including updating refund bank account details and transferring credits between accounts they have access to.|
|Make payments||Allows another party to view everything, send mail and make payments in accounts they have access to.|
|File||Allows another party to view everything, send mail, file returns and disclosures in accounts they have access to.|
|View||Allows another party to send mail, view account balances, transactions and account-specific notices in the accounts they have access to.|