Change someone’s access level

TradeClear, opens in a new tab has 4 roles with varying permission and access levels. What you can do for a business in your account depends on your assigned role and access level.

For more information, go to Roles and access levels in TradeClear.

If you can't carry out a task in TradeClear, you may need to be assigned a different role.

For example, if you are a ‘User’ or ‘Agent’, you may need to be assigned the higher role of ‘Manager’. Only someone assigned a ‘Principal authority (Owner)’ or ‘Manager’ role in the business can assign roles.

To assign a new role:

1. Sign in, opens in a new tab to your TradeClear account.
2. Select 'Export'.
3. Go to 'Businesses' and select the business.
4. On the dashboard, select ‘Manage people’.
5. Go to the ‘Access’ tab.
6. Select the person’s name.
7. Go to 'Export Service role' and select a new role.
8. Select 'Save' to confirm.