Manage who can act for a business
How to add or remove someone’s permission to act for a business.
A 'Principal Authority (Owner)' or ‘Manager’ can add or remove people who can act for a business in the Export Service.
Invite someone to act for a business
A 'Principal Authority (Owner)' or ‘Manager’ can invite someone to act for a business in the Export Service.
Follow the steps to invite someone:
- Sign in to your Export Service account.
- Select the business.
- Select ‘Access overview’.
- Select ‘Invite a person’.
- Follow the steps to enter their details and assign them a role.
The person will receive an email inviting them to the business. The invitation is valid for 7 days.
Resend or cancel an invite
Follow the steps to resend or cancel someone's invite:
- Sign in to your Export Service account.
- Select the business.
- Select ‘Access overview’.
- Go to the ‘Invited’ tab.
- Find the person’s name. In the ‘Action’ column, select 'Resend' or 'Cancel'.
- Follow the steps to confirm the change.
Remove someone's access
Follow the steps to remove someone's access:
- Sign in to your Export Service account.
- Select the business.
- Select ‘Access overview’.
- Go to the ‘Access’ tab.
- Select the person’s name.
- Go to 'Remove access' and select 'Remove [name]'
- Follow the steps to confirm.
Once you have removed someone from a business, you can restore their access if you need to by inviting them again.
Roles and access levels
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.