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Posted 18 days ago by mary
Hi HMRC. We have a question regarding access permissions (for client and taxes) in our HMRC Agent Portal: When a new team member is added to our Agent Portal, is there a way for them to automatically receive full access to all clients and tax services? If not, what steps are required to ensure they have full access by default? Additionally, fpr existing team members, is there a way to grant all existing team members access to every client within our Agent Portal? If this requires manual updates, could you provide guidance on the best way to manage this efficiently? I appreciate your help and look forward to your response.
Posted 15 days ago by HMRC Admin 32 Response
Hi,
For guidance on giving new member access, please see the following link:
How to give staff access to your HMRC online tax agent accounts
Thank you.

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