Adding and managing users in the Trader Support Service

Adding and managing users in the Trader Support Service

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The account administrator role

The first person to register a business with the Trader Support Service becomes the account administrator. They can then add other people from their business to their Trader Support Service account.

Change the account administrator

To change the account administrator, contact the Trader Support Service.

View users for your account

You can find the list of users registered under your account by accessing your business profile. 

Select View users to see your account users:

  • full name
  • email address
  • contact number
  • role

Add a new user to your account

In the Profile and payments section of the home page, access your business profile. 

  1. Select View users.
  2. Select Invite new user. 
  3. Enter the new user’s email address. 
  4. Check that the email address is correct and submit the information.
  5. The new user will receive an email with a link where they can enter their information and create a password.

Manage your users’ information

Only the account administrator can:

  • add and remove users
  • amend existing users' information 

This can be done using the Change or Deactivate options available for each user in the View users page.

Deactivate

To restrict a user's access to your business profile, select Deactivate for the user. 

You will be asked to confirm that you want to:

  1. restrict the selected user from accessing your business profile
  2. leave the selected user in your list of users in a deactivated status – you can re-activate them later
  3. A “User updated successfully” message will appear once you have deactivated a user

Reactivate a user

You can reactivate users that have previously been deactivated.

In View users, go to Deactivated users.

Select Activate next to the user you wish to reactivate. Once you have confirmed you wish to proceed, a “User updated successfully” message will appear.

Change

Selecting the Change option, you can edit a user’s:

full name and job title

email address

contact number

role

Once you have changed the required information, select Save and continue. A “User updated successfully” message will appear.

Set up email notifications for your account users

You can decide which users should receive email notifications by selecting Toggle account-level email notifications on your View users page. 

To authorise any user to receive emails, you need to:

  1. Select Change on the specific user
  2. Select Change, followed by Yes, in the Receive account-level emails line.
  3. Confirm and submit your choice.