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Access Manager for business software users

How to use Access Manager to notify us of your hosted SBR-enabled software and manage machine credential permissions.

Last updated 3 December 2024

Notify us of your hosted SBR software

If you have purchased or subscribed to hosted cloud-based SBR-enabled software, you need to notify us of your digital service provider.

You will use your SBR software for transactions to and from the ATO. Your digital service provider will advise you if the software you have purchased is eligible.

You only need to notify us of your digital service provider once. You can then remove, change or let us know about another provider at any time.

Before you begin you will need:

  • the digital service provider's ABN or their name
  • the software ID to complete the notification (your digital service provider will provide you with a software ID when you purchase or subscribe to their service).

Notify us of your hosted services

To notify us of your hosted SBR-enabled software services:

  1. Log in to Access ManagerExternal Link.
  2. Select My hosted software services.
  3. Select Notify the ATO of your hosted service.
  4. Search for a digital service provider in the list, or by typing the ABN or name.
  5. Select the ABN link of your digital service provider.
  6. Enter the software ID provided to you by your digital service provider and select Next.
  7. Read the Notification statement then select Save.

A success message will appear on the next screen to confirm your notification.

The software ID must match the details provided by your digital service provider.

To let us know about additional SBR software services you have, repeat the above steps.

Remove a notification

To remove a notification for your hosted SBR-enabled software service:

1. Log in to Access ManagerExternal Link.

2. Select My hosted software services. Your current digital service providers will display.

3. Select the ABN link of the digital service provider to modify or remove the notification.

4. Select Remove notification.

5. Select Save.

A success message will appear on the next screen confirming the removal.

This will remove both the digital service provider notification and all software IDs.

Add or remove a software ID

You can add additional software IDs or remove a software ID which is no longer used or is invalid. To do this:

1. Log in to Access ManagerExternal Link.

2. Select My hosted software services – your current digital service providers will display.

3. Select the ABN link of a digital service provider to modify or remove the notification.

4. Type the new or corrected software IDs in the Add Software IDs fields.

5. Select Remove heading to remove unwanted software IDs.

6. Select Next to review your changes.

7. Select Save.

A success message will appear on the next screen confirming the changes.

Customise machine credential permissions

If you are using desktop or locally hosted software, you need your own machine credentialExternal Link to enable your software to interact with the ATO. You can manage the services a machine credential can access by editing permissions in Access Manager. Note some software may have permission management built in.

When you create a machine credential to interact with our online services through your business software, it will:

  • automatically have full permissions
  • not have access to business appointments
  • not be selected for use in hosted SBR services.

Before you can edit the machine credential permissions in Access Manager, you need to:

  • ensure the Agency access for the machine credential is set to Custom in Relationship Authorisation Manager (RAM)External Link
  • submit a single test lodgment through your SBR-enabled software. This ensures the machine credential details are registered in Access Manager and interactions with the ATO using this machine credential are successfully processed.

Once the single test lodgment is complete, the machine credential will appear in Access Manager, and you can edit permissions.

Manage permissions

To add or remove permissions for a machine credential:

  1. Log in to Access ManagerExternal Link.
  2. Select Manage permissions.
  3. Enter the name of the machine credential in the Family Name field and select Search, or you can filter the list by Device or Machine.
  4. Click on the Machine Credential name.
  5. Add or remove permissions for the credential.
  6. Select Save.

Add access to business appointments

To add access to business appointments for a machine credential:

  1. Log in to Access ManagerExternal Link.
  2. Select Whose business I can access.
  3. Select My credential holders with auto access.
  4. Enter the name of the machine credential in the Family Name field and select Search or you can filter list by Device or Machine.
  5. Select Give auto access for the preferred machine credential.
  6. Select Save.

Add access to an individual business

To add access to an individual business for a machine credential:

  1. Log in to Access ManagerExternal Link.
  2. Select Whose business I can access.
  3. Search by ABN or business name.
  4. Select the business you wish to provide access to.
  5. Select View authorised credential holders.
  6. Select Authorise new credential holder.
  7. Enter the name of the machine credential in the Family Name field and select Search.
  8. Select the machine credential.
  9. Select all permissions – the machine credential will only have access to the permissions assigned by the appointing business.
  10. Select Save.

Note this action is not applicable to machine credentials with Auto Access.

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