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  • Business appointments

    A business appointment allows a business to appoint another business to conduct specified transactions on their behalf in Online Services for Business or when using SBR enabled software. The appointing business is known as the principal business.

    Any actions taken by the appointed business are deemed to have been taken by the principal business.

    Tax professionals do not require a business appointment as they transact on your behalf using Online services for agents.

    If an Authorised Associate does not have an approved credential, they can appoint a business by completing a Cross entity authorisation nomination form (PDF, 342KB)This link will download a file.

    Manage business appointments

    Using the Business Appointments function, you can:

    • Appoint a business and assign permissions
    • Modify permissions for an appointed business
    • Remove a business appointment
    • Assign access to credential holders of an appointed business
    • Modify or remove access to credential holders of an appointed business

    Appoint a business and assign permissions

    To appoint a business and assign permissions:

    • select Who has access to my business
    • select Appoint new business
    • enter the ABN of the business to be appointed
    • select Continue
    • select the relevant permissions or use the Select all and Clear all buttons above the list
    • select Save.

    Administrators of the appointed business will automatically be given the permissions that are assigned.

    Administrators will need to authorise any other users in their business who require access to the permissions as Standard users (authorised users) in RAM.

    Modify permissions for an appointed business

    To modify the permissions for an appointed business:

    • select Who has access to my business
    • select the appointed business from the list
    • select or unselect each permission or use the Select all and Clear all buttons above the list
    • select Save.

    Remove appointed business

    To remove an appointed business select:

    • select Who has access to my business
    • select the appointed business from the list
    • select Remove Business Appointment
    • select Confirm.

    Assign access to authorised users for a principal business

    To assign permissions to Standard users (authorised users) in bulk:

    • select Whose business I can access
    • select My credential holders with auto access – this will list all credential holders and allow you to give the user auto access if they don’t already have it
    • select Give auto access from the Manage access column – this gives the user access to:  
      • any future business appointments given to the business
      • all permissions made available by each business appointment. 
       

    To assign individual permissions:

    • select Whose business I can access
    • select the relevant business – you can search for the business using the ABN or business name
    • select View authorised credential holders – the business permissions displayed are the permissions that have been granted by the appointing business and are read only
    • select Authorise new credential holder – a list of users who already have access to the principal business will also appear under Authorised credential holders
    • select a user to assign access – you can search using their surname or first name
    • Select Credential holder list – this list includes all users who do not have access to the appointing business
    • select the relevant permissions or use the Select all and Clear all buttons above the list. Only permissions allocated to the appointed business are displayed
    • select Save.

    Modify or remove access to authorised users for a principal business

    If auto access has been set it needs to be removed before permissions can be modified. Removing auto access will remove all access.

    To remove auto access:

    • select Whose business I can access
    • select My credential holders with auto access
    • select Remove auto access.

    If you removed auto access to modify access, follow the steps to Assign access to authorised users for a principal business.

    If auto access hasn't been set:

    • select Whose business I can access
    • select the relevant business – you can search for the business using the ABN or business name
    • select View authorised credential holders – the business permissions which have been granted are by the appointing business and are read only
    • select the user.

    If you're modifying access:

    • select or deselect the relevant permissions, or use the Select all and Clear all buttons above the list –only permissions allocated to the appointed business are displayed
    • select Confirm.

    If you're removing access:

    • select Remove Authorisation
    • select Confirm.
      Last modified: 25 May 2022QC 40983