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HMRC internal manual

Shared Workspace Business Manual

HM Revenue & Customs
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HMRC Business Authorising Officer: Review Request to Add HMRC Member to a Room


HMRC Business Authorising Officers (BAOs) are responsible for the HMRC Membership of their Room. Only a BAO can approve a request to add an HMRC Member to a Room.

When an HMRC Member makes a request to be added to a Room, an online request is sent to the BAO Activity Inbox of all BAOs with responsibility for that Room for approval.

A BAO of the Room must:

  • review the request SW04220
  • check that the role provides the appropriate level of access SW05610
  • be satisfied that the required online learning package has been successfully completed SW02200

If the BAO is in any way uncertain about the request they must not add the HMRC Member to their Room until they have made further enquiries. This may involve contacting the Line Manager of the HMRC Member to clarify the request so as to make an informed decision.

Approving a request

Where the BAO approves a request, the service will:

  • add the HMRC Member to the Room
  • assign the HMRC Member with the role stated in the request
  • send a Room invite email to the HMRC Member.

Rejecting a request

Where a request cannot be approved, the BAO must reject the request and make an appropriate note of their reason in the required field when prompted.

The service sends an email to the HMRC Member who made the request to notify them of the rejection and the reason.

A similar email is sent to all other BAOs of the Room to inform them that the request has been rejected, together with the reason. This is done to ensure that all BAOs of the Room are made aware of the position should a further request be made by the HMRC Member to join the Room.