Roles and access levels in TradeClear
Each role has varying access levels to ensure the right people can act for a business.
TradeClear has 4 roles with varying permission and access levels. Each person is assigned a role to ensure they have the correct access level to a business.
Only a principal authority or authorisation administrator can set up a TradeClear, opens in a new tab account for a business. Once an account is set up, they can invite employees and third parties to use the service.
Each invited person is assigned a role. Their role determines the tasks and information they can access on behalf of a business.
Job titles and TradeClear roles
Your assigned role in TradeClear may differ from your job title in the business.
Account roles and access
This is what you can do for a business in your TradeClear account based on your assigned role and access level.
| Role and access | Principal Authority (Owner) | Manager | User | Agent |
|---|---|---|---|---|
| Invite others to use TradeClear for a business | Yes | Yes | No | No |
| Manage others' access | Yes | Yes | No | No |
| View who has access to a business | Yes | Yes | Yes | No |
| Access the business inbox | Yes | Yes | Yes | Yes |
| Access security messages in the business inbox | Yes | Yes | No | No |
| Set and change notification preferences | Yes | Yes | Yes | Yes |
| Receive department notifications and messages | Yes | Yes | Yes | Yes |
For more information on each role, go to 'Principal Authority (Owner)', 'Manager', 'User' or 'Agent'.
Establishment roles and access
Any role except 'Agent' can Register a new establishment. If you are listed in management or control for a registered establishment, you can:
- make changes to the registered establishment's operations
- change the registered establishment's details
- make changes to management or control
- submit applications.
For more information, go to How is an account different to management or control?.
Licensing roles and access (coming soon)
If you are listed in management or control on a licence, you can view, draft and submit licence applications. This is regardless of your TradeClear role.
If you are not listed in management or control on a licence:
- only principal authorities can view, draft and submit licence applications
- managers can view and draft applications
- users and agents have no access to export licence applications