My work email is set up as our agent account, my personal email my PTA/BTA.
I don't currently have an online account for either of my 2 companies. How do others get around this? Just create a new email and set-up with that?
I've just discovered that I can add each staff member to the HMRC account and restrict their access to specific clients, so I could do that and give them access to everyone except my 2 companies. But then I have to physically log in and give them access to every client.
This is a few questions rolled into one thread:
1. How do you deal with having an online account for you?
2. Is there a way to give access on bulk to all current clients?
3. Is there a way to set it so everyone have access by default to all new clients, then I can manually remove it from the ones I want?
Thanks
Replies (2)
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1: We have a completely separate online account for the practice which isn't in any way linked to the agent stuff all the staff use
2: I wish! This is a huge headache, it takes forever but there isn't any better way I've found than going through client by client, it's a nightmare.
3: Nope, one of our admin tasks once every week or two is to log in to the main agent account and grant access to all the newly added clients to all the staff. It has to be done manually.
If anyone knows any way around this then I would love to hear it because we do it all laboriously at the moment and it's awful.