Can I restrict people to particular information or roles in the Portal?
It depends on what sort of digital certificate the person has. Primary certificate holders have automatic unrestricted access in our portals. If you have multiple businesses operating under the same ABN (for example, a tax practice with several tax agent numbers), primary certificate holders will be able to see information for all these entities. This means that you need to be careful about who you choose to be primary digital certificate holders. In contrast, secondary digital certificates offer you the ability to control access. The majority of people who deal with us online on behalf of your business should have secondary digital certificates. Secondary digital certificate holders only have access to information in the portals after a primary certificate holder (or administrator) activates their profile. At this time the primary certificate holder chooses exactly which information and functions the secondary certificate holder will have access to. If you use a combination of portals
It depends on what sort of ATO digital certificate the person has. Primary ATO digital certificate holders have automatic unrestricted access in our portals. If you have multiple businesses operating under the same ABN (for example, a tax practice with several tax agent numbers (TAN)), primary ATO digital certificate holders will be able to see information for all these TANs. In contrast, secondary ATO digital certificates offer you the ability to control access. Secondary ATO digital certificate holders only have access to information in the portals after a primary ATO digital certificate holder (or administrator) grants them permission. A primary ATO digital certificate holder chooses exactly which information and functions the secondary ATO digital certificate holder has access to. If you use a combination of portals (for example the Business and Tax Agent Portals), you set up your ATO digital certificate holder’s access in each portal separately. This means there’s no need to be co
