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Contents

Official guidance
Self Assessment Manual

SAM72000 · Manage work: access to records

  • SAM72001 · Introduction
  • SAM72010 · Case view hierarchy
  • SAM72020 · Individual access
  • SAM72030 · Responsible offices and agents
  • SAM72040 · Responsible offices and taxpayers
  • SAM72050 · Transfer of responsibility for taxpayers
  • SAM72060 · User roles
  • SAM72062 · Agent maintainer
  • SAM72064 · Appeals handler - processing and technical office
  • SAM72066 · Appeals handler - recovery office
  • SAM72068 · BACS rejection processor - FAO
  • SAM72070 · Call centre adviser
  • SAM72072 · Charge remitter - recovery office
  • SAM72074 · Clerical accounts office caseworker
  • SAM72076 · Clerical caseworker - recovery office
  • SAM72078 · Clerical caseworker - technical office
  • SAM72080 · Clerical processing manager
  • SAM72082 · Clerical processing officer
  • SAM72084 · Clerical reallocation officer - processing, recovery and technical offices
  • SAM72086 · Compliance manager
  • SAM72088 · Compliance signals maintainer - CRI
  • SAM72090 · Enquiry officer - processing office
  • SAM72092 · Enquiry officer - technical office
  • SAM72094 · Office manager
  • SAM72096 · Payment processor - processing office
  • SAM72098 · Payment processor - recovery and technical office
  • SAM72100 · Repayment authoriser
  • SAM72102 · Review interest officer - processing and recovery office
  • SAM72104 · Review interest officer - technical office
  • SAM72106 · RTC agent - receivables telephone centre
  • SAM72108 · SA quality case selection officer
  • SAM72110 · SA view only
  • SAM72112 · Time to pay officer - processing and recovery office
  • SAM72114 · Worklist manager - recovery office
  • SAM72116 · Worklist manager - technical office
  • SAM72118 · Worklist viewer
  1. Manage work: access to records: contents
  2. Manage work: access to records: office manager

SAM72094 | Manage work: access to records: office manager

From HM Revenue & Customs · Self Assessment Manual

The Office Manager is responsible for managing day to day access to the SA system, including

  • Setting up, amending, and deleting authorised users on the SA system

  • Allocating user roles

The following table shows the functions linked to this role.

On accessing the function, system help is available to you at function, screen, field, and error message levels.

For ease of reference, the functions are grouped under the sub-heading ‘Operator’

Operator

Cease Operator

Compose New Secondary Password

Create Operator

Invalidate Operator

Maintain Operator Role

Maintain Password

Maintain Secondary Password

Reset Operator

Transfer Operator

View OU Operators

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