Organisations: Add Organisation to a Room
A Customer Organisation must only be added to a Room where the Room’s purpose, processes and people have been agreed between HMRC and the organisation SW09125.
The process to add an organisation to a Room requires an HMRC Business Authorising Officer(BAO) of the Room to search to see if the organisation already exists in Shared Workspace.
Where an organisation already exists, a BAO can add it to their Room and ask the Customer Organisation Representative (COR) SW09120 to nominate the first two Customer Nominated Contacts (CNCs) SW04520.
Where the organisation is new to Shared Workspace, the BAO will first need to set the organisation up within Shared Workspace. This process generates an electronic request in the Global Community Administrator’s (GCA) Activity Inbox for approval.
Where approval is given, the BAO can then add the organisation to the Room and ask the COR to nominate the first two CNCs.
- Where exceptionally the agreed purpose of the Room is to work with two or more Customer Organisations, the BAO must obtain the written agreement of all organisations to work in the same Room before proceeding SW09150.
- Where the addition of another Customer Organisation would change the original agreed purpose of the Room, a new Room must be requested SW06130 for the new purpose.