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HMRC internal manual

Shared Workspace Business Manual

From
HM Revenue & Customs
Updated
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Room Membership: How to Become a Member of a Room

HMRC members

There must be a business need for an HMRC member to join a Room. Before requesting to join a Room the member should contact an HMRC Business Authorising Officer (BAO) of the Room to agree the role SW05610 they require within that Room.

 

Once the role has been agreed, the HMRC member can then proceed to request to join the Room by selecting the ‘request join room’ button on the My eRooms page. After searching for and finding the Room, the member then requests to join the room. Once the member has selected the required role, the request is submitted to the HMRC Business Authorising Officer for approval.

 

Note:

  1. The BAOs of a Room can be found by selecting the ‘request join room’ button on the My eRooms page. The member is prompted to search for a Room and once found, the BAOs are shown as part of the Room information. (The member should then cancel the request at that stage).
  2. Where a suitable role does not exist the BAO will need to create a new role and add this to the Room SW05620 before the member can request to be added to the Room. HMRC Members must only be assigned to an HMRC role.
  3. An HMRC Business Authorising Officer can directly add an HMRC Member to a Room without a request from the member SW04260.
     

Customer members

There must be a business need for a Customer Member to join a Room. Before joining a Room, the Customer Member should contact their Customer Nominated Contact (CNC) to agree the role SW05610 they require within that room.

 

Once the role has been agreed, the CNC can then proceed to request to add the Customer Member to the Room. The request is submitted to the HMRC Business Authorising Officer for approval SW04235. This process is explained fully in the CNC learning package SW02250.

 

Note: HMRC BAOs cannot add Customer Members to Rooms. Customer Organisations are solely responsible for their member management. This security policy ensures that HMRC cannot be held accountable for Customer member management issues.