Frequently asked questions - How can GroupID help me manage my employees?
1. What is a group identifier (GroupID)?
A GroupID is a unique identifier you get when you create a group within the Represent a Client service.
2. What are the advantages of creating a GroupID?
- Having a GroupID facilitates the management of employees; new authorization forms are not required when a new employee joins the organization.
- Business owners can delegate managing the grouping of employees to an administrator, for example, the manager of the payroll department.
- Having a GroupID promotes transparency since group administrators are able to view the transactions performed on business accounts by representatives assigned to the group.
3. How do I associate representatives to my group?
Before you can associate representatives to your group, they will need to register for a RepID through the "Register yourself" link on the Represent a Client welcome page.
Once you have RepIDs from your representatives:
- log in to the service;
- select "Review and update";
- select the GroupID;
- select "Manage representatives’ access"; and
- select "Associate representatives" to associate them to the group.
GroupID registered in RAC – Group administrator, representative permissions as of October 2014
| Option | Group Admin | Senior Rep | Junior Rep |
|---|---|---|---|
| Associate representatives | Yes | No | No |
| Associate Group administrators | Yes | No | No |
| Assign privileges | Yes | No | No |
| View list of employees/group members | Yes | No | No |
| Modify employee/group member associations | Yes | No | No |
| View employee/group member activity | Yes | No | No |
| Disassociate an employee/group member | Yes | No | No |
| Re-associate an employee/group member | Yes | No | No |
| Delete employee/group member association | Yes | No | No |
| * View and download list of clients for the GroupID | Yes | When Manage clients privilege is assigned | When Manage clients privilege is assigned |
| View and update the GroupID information | Yes | No | No |
| Cancel the GroupID | Yes | No | No |
| Suspend the GroupID | Yes | No | No |
| Unsuspend the GroupID | Yes | No | No |
| Add business authorization | Yes | When the privilege is assigned | When the privilege is assigned |
| * Delete Authorization | Yes | When Manage clients privilege is assigned | When Manage clients privilege is assigned |
| Manage online mail | Yes | No | No |
| Access mail | Yes | When Manage access mail privilege is assigned | When Manage access mail privilege is assigned |
* Manage business clients privilege:
The Manage business clients privilege groups these two permissions:
- View and download list of clients for the GroupID
- Delete Authorization
The privilege can be assigned to a representative in any role.
* Manage individual clients privilege:
The Manage individual clients privilege groups these two permissions:
- View and download list of clients for the GroupID
- Delete Authorization
The privilege can be assigned to a representative in any role.
Note
Where these privileges are assigned to an employee/group member, they will have the ability to perform all of the permissions grouped under that privilege.
4. What is an administrator?
An administrator can access accounts of clients who have authorized the GroupID. The administrator is also able to manage the group by associating representatives to the group or disassociating representatives from the group.
5. Can I have more than one administrator?
Yes. You can associate other representatives to the group as an administrator.
Your business clients should access My Business Account and enter the GroupID to authorize a group.
Page details
- Date modified: