User management

Only Administrators who can see a Settings tab, can manage the user for an organisation.

This includes adding new users, assigning permissions, deactivating users and unlocking users.

View Users

There are various permissions available for users which you manage yourself. Users cannot change their own permissions, so we recommend you have at least two Admin users.

Most importantly, whether a user can see only their own forms, or whether they can see everyone's forms is governed by their permissions.

Gerenal Permissions

If you have access to the Hub, then there are more options available to you.

General Permissions

Description

View everyone's forms - Forms Hub

User can view everyone's form in the Hub

View everyone's forms - Forms Library

User can view everyone's form in the Library

Create Information Barrier (Hub)

Information Barrier makes a form private and only available to the creator, even Users have View Everyone's Forms access. However, the form can be shared with other users by the creator.

Create Information Barrier (Forms Library)

Information Barrier makes a form private and only available to the creator, even Users have View Everyone's Forms access. However, the form can be shared with other users by the creator.

Change organisation settings (Administrator)

This gives a User access to the Settings tab i.e. Administrator rights.

Delete my forms - Forms Hub

Allows a User to delete their own forms only, in Hub

Delete my forms - Forms Library

Allows a User to delete their own forms only, in Library

Companies House

The sections below only apply to Hub forms

Company secretarial forms

Gives access to AP03/4, CH03/4 and YM02

Person with significant control forms

Allows access to all forms prefixed PSC

Confirmation statement forms

Allows access to CS01 and LLCS01

Mortgage Filing

Create charge registration forms (MR01 & MR02)

Gives access to MR01 and MR02 - 'Register a change' and 'Register a charge subject to which property or undertaking has been acquired' forms to submit digitally

Create charge satisfaction forms (MR04 & MR05)

Gives access to MR04 and MR05 - 'Statement of satisfaction in full or in part of a charge' and 'Statement that part or the whole of the property charged has either (a) been released from the charge (b) no longer forms part of the company's property.' forms to submit digitally

Clone an MR01 form

Allows users to clone and MR01 form

Submit mortgage forms

Allows users to submit the forms electronically

Clone an MR04 and MR05 form

Allows users to clone and MR04 and MR05 forms

HMRC

SDLT

Gives access to 'Stamp Duty Tax' form for digital submission

Land Registry

AP1

Gives access to the 'Application to change the register' form

Was this article useful?

User name changes

Contact