Documentation | User Guide

Documentation | User Guide

Display the list of representatives and change their access

This section explains how to display the list of representatives associated with my taxpayer profile, and change their access rights if necessary.

To display the list of representatives:

  1. Click on the arrow next to your name, in the upper right corner of the toolbar;
  2. Click on the Representatives option. The List of representatives page appears;

To change access rights:

  1. Click the Edit button of the desired representative. The Access for page is displayed;

  1. To change the representative's access rights, move them between the Available and Selected columns in the Access Rights section;
  2. To remove a representative from the list, enter a date in the End Date field;

  1. To confirm the changes, click Save.