Change someone’s access level

The Export Service has 4 roles with varying permission and access levels. What you can do for a business in your account depends on your assigned role and access level.

For more information, go to Roles and access levels in the Export Service.

If you can't do something in the Export Service, it may be because you need to be assigned a different role and access level.

For example, if you are a ‘User’ or ‘Agent’, you may need to be assigned the higher role of ‘Manager’. Only someone assigned a ‘Principal authority (Owner)’ or ‘Manager’ role in the business can assign roles.

To assign a new role and access level:

1. Sign in to your Export Service account.
2. Under 'Linked businesses', select the business to which you want to change people.
3. On the business dashboard, select ‘Access overview’.
4. Under ‘Access overview’, select the ‘Existing access’ tab.
5. Find the person’s name. Under the ‘Action’ column, select ‘Remove’.
6. Follow the prompts to confirm the change.
7. Under ‘Access overview’, select ‘Invite a person’.
8. Follow the prompts to enter their details and assign them a different role.

The person will receive an invite via email asking them to set up an account linked to your business.