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HMRC internal manual

Shared Workspace Business Manual

Member Roles: Request to Change HMRC Member Role

Any HMRC member is able to request to change their role with in a Room. The request isinitiated from the homepage of the Room.

The request will automatically be submitted to the HMRC Business Authorising Officers ofthe Room for approval. Until authorised the role change will not take place.

Changing a member’s role is likely to allow the member to access different areas andinformation within the Room and may change the functionality available to that member.

An HMRC member must only request an HMRC role. All HMRC roles must begin with‘HMRC’.

Customer members of a Room must not be allocated a HMRC role. AllCustomer roles must begin with the name of their organisation.

An HMRC staff member must only request the HMRC (BAO) role if they have been appointed therole, and have successfully completed the HMRC BAO Learning package SW02220.