Assign and manage permissions

Assign access and permissions

To assign permissions to authorised users:

1. Select Manage permissions.
2. Select the user.
3. Select the relevant permissions or Select all and Clear all buttons above the list.
4. Select Save.

Copy permissions

To copy permissions from one user to another:

1. Select Manage permissions.
2. Select Copy permissions.
3. Select the user from the drop-down menu that you want to copy the permissions for. Don't copy permissions from an authorised user with full access, as this may cause an error.
4. Select the user that you want to copy the permissions to (you can select one or multiple users).
5. Select Save.

View Access history report

The Access history report includes the date and time the user logged in to an online service. You can view one or all authorised users' accesses.

For registered agents, the report also lists the clients who have been accessed.

To view the Access history report:

1. Select Manage permissions.
2. Select either      
   1. the user (for one user) then Access history report
   2. Access history report – all users (for all users).
3. Type the date and time range - This can be up to 2 years, with the start date no longer than 2 years and 3 months from the current date.
4. Select Search - Results will appear for up to 5,000 records.
5. Select Export to download the report as a CSV file