Guidance

Manage access to EHC online using your Defra account

Published 2 December 2024

Your Defra account shows the different accounts and services you have access to. You may have access to more than one account and more than one service depending on the type of work you do.

1. Account management roles

For each account you have an account role. This may differ from account to account depending on to what permissions you바카라 사이트檙e given.

Your account role is different to the role you might have with any one service.

1.1 Admin

As an admin, you바카라 사이트檙e the super user for your organisation and have access to the account dashboard where you can:

• invite other users in your organisation to the service
• assign user service roles
• manage organisation details

Being an admin does not affect your access to a service.

If you created the account, you바카라 사이트檙e automatically given the role of admin.

An admin can also create another admin if needed.

It바카라 사이트檚 best to have more than one admin so if one admin is absent then another can make changes to an account.

1.2 Standard user

As a standard user you cannot access the account dashboard. A standard user can only be given access to a service shown in your Defra account.

2. The account dashboard (admins only)

To get to the account dashboard for your organisation select 바카라 사이트淢anage account바카라 사이트� in your Defra account.

Within the account dashboard you can see the number of:

• team members (such as employees)
• related organisations

You can also manage:

• user access to an account
• user access to services you have registered this account for
• organisation details
• related organisations

At the bottom of the dashboard there are links for the services the account is registered with.

2.1 Invite a user to work on your account

Go to your Defra account and select 바카라 사이트淢anage바카라 사이트� next to the account you want to add a user to.

You can add a user as a team member who can have standard or admin access.

Select 바카라 사이트淎dd a team member바카라 사이트�. Enter their email address and select 바카라 사이트淐ontinue바카라 사이트�.

You바카라 사이트檒l be notified that an invitation has been sent to the user and that they must respond to it within 30 days before it expires. Select 바카라 사이트淐ontinue바카라 사이트�.

You바카라 사이트檒l get an email when the user has registered so you can choose their account role and which service to give them access to.

2.2 Give account and service access for the first time (admin only)

Once the user has registered, you then need to give them an account role and a service role.

You can do this using the link in the email notification sent to you or through their profile page.

Give account role and service role via email link

When you get the notification that the user has registered you must assign the user an account role. If you do not, the user will not be able to use EHC Online.

When the user has registered, you바카라 사이트檒l get an email notification with a link to 바카라 사이트淕ive this person access to use online services바카라 사이트�.

This will take you to the user바카라 사이트檚 profile page. Select 바카라 사이트淕ive account access바카라 사이트�.

Choose whether you want that user to have admin or standard access:

• admins can view and edit the information about your organisation and manage other people바카라 사이트檚 access to services
• standard users have no account responsibilities and only perform the tasks you choose within a specific service.

Select 바카라 사이트淐ontinue바카라 사이트�.

You바카라 사이트檒l see a list of service roles you can assign to that user. If your organisation has only signed up to the Exporter Service (EHC Online), you바카라 사이트檒l only see that one. The service roles available depend on the service. You must select an option, even if there is only one available. Then select 바카라 사이트淐ontinue바카라 사이트�.

You바카라 사이트檒l then be notified that the user now has access. Select 바카라 사이트淐ontinue바카라 사이트� to return to the user바카라 사이트檚 profile page to check the role appears on their profile.

Giving account and service access on user바카라 사이트檚 profile page

Go to your Defra Account and select 바카라 사이트淢anage account바카라 사이트� next to the account which has a user who needs an account role and service role granted.

1. In the account dashboard, select 바카라 사이트淢anage team access바카라 사이트�.
2. Select the team member whose needs an account role and service role.
3. On that user바카라 사이트檚 profile page select 바카라 사이트淕ive account access바카라 사이트�.
4. Choose whether you want that team member to have admin or standard user access.

2.3 Change and remove user access (admin only)

Go to your account page and select 바카라 사이트淢anage account바카라 사이트� and then 바카라 사이트淢anage team access바카라 사이트�.

Here you can open each team member바카라 사이트檚 profile page and change user type from admin to standard by selecting 바카라 사이트淐hange account role바카라 사이트� or 바카라 사이트淩emove user바카라 사이트�.

Make sure you remove access from users who no longer need it.

If you leave the organisation and have not given admin access to another team member, no admin tasks can be performed on your organisation바카라 사이트檚 account. Make sure at least one other team member has admin access.

To remove an admin바카라 사이트檚 access another admin will need to select 바카라 사이트淩emove user바카라 사이트�. They will still have access to the account dashboard.

2.4 Manage organisation details

You can view and change your organisation바카라 사이트檚 details for a specific account.

Go to your Defra account, find the organisation you need to change and select 바카라 사이트淢anage account바카라 사이트�.

Select 바카라 사이트淢anage your organisation바카라 사이트�.

You can make changes to organisation details such as:

• name
• address
• phone number

Changes to a limited company, public limited company or limited liability partnership

You must update any details you need to change on Companies House first.

Then contact the APHA Service Desk on 0330 041 6999 who will make the changes for you.

Changes to an individual, sole trader, non-UK organisation or charity

Contact the APHA Service Desk on 0330 041 6999 to make the changes for you.

3. Related organisation accounts (parent and child)

Some organisational structures have one or more parts of the business that work separately to the main business, such as a branch of a large supermarket chain. These organisations are 바카라 사이트榗hildren바카라 사이트� to the 바카라 사이트榩arent바카라 사이트� organisation.

In these cases, the business might want to manage the child organisations separately from the parent.

To do this, add a related organisation account. This organisation will be fully independent, with their own team members and services.

Only the account admin who created the related organisation is inherited from parent to child. There must be at least one account admin who is common between parent and child at all times.

3.1 Add a related organisation account

Go to the Defra management dashboard, find the organisation you need to add a related organisation to and select 바카라 사이트淢anage account바카라 사이트�. Then select 바카라 사이트淢anage your organisation바카라 사이트�. On the Organisation details page, select the 바카라 사이트淩elated organisations바카라 사이트� tab.

Then select 바카라 사이트淎dd a related organisation바카라 사이트�. Enter the organisation바카라 사이트檚 details. You바카라 사이트檒l need to register for any services the related organisation will need.

3.2 Accessing a related organisation from your Defra account

If you have access to the parent account (as an admin or standard user), you바카라 사이트檒l see all related (child) organisations listed under the parent organisation.

If you do not have access to the parent account, you바카라 사이트檒l only see the related organisation you have access to.

4. Registering an account with a new service

An account can have one or more services registered to it depending on the type of work you do. You바카라 사이트檒l need to be an admin for that account in order to register new services.

To register an account with a new service, go to your Defra account, find the account you want to register the service with and select 바카라 사이트淢anage account바카라 사이트�.

On the account dashboard, select 바카라 사이트淩egister services바카라 사이트�.

If your account has more than one account admin, it is possible the account has already been registered for a service, but you do not have access to it. In this case you would see a list of services already registered to this account.

5. Contact CITC

Email: exports@apha.gov.uk聽
Telephone: +44 (0) 3000 200 301

Centre for International Trade 바카라 사이트� Carlisle (CITC)
Eden Bridge House
Lowther Street
Carlisle
CA3 8DX