This article provides a step-by-step guide for end users on viewing representatives associated with their accounts and managing the actions that User Representatives can conduct in the MyInvois Portal.
Kindly note that only Directors have the power to change User Representative permissions.

 

Step 1: View taxpayer profile.

 

Step 2: Scroll down to the "Representatives" section, click on the three dots (ellipsis) at the right end of the User Representative row and click "Edit Permissions".

 

Step 3: Click "Continue" button of the pop up.

 

Step 4: You may modify the permissions, and click on "Save" button to complete Users Representative permission setting.

Disclaimer: The information provided in this guide is for general informational purposes only and is not intended to serve as legal or financial advice. While every effort has been made to ensure the accuracy of the information, the company assumes no responsibility for any errors or omissions. Please consult with a qualified professional for specific advice related to your circumstances.