Guidance

Appendix A – Adding users and assigning access to the Managing Pension Schemes service and Pension Schemes Online service

Published 18 November 2021

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This publication is available at https://www.gov.uk/government/publications/managing-pension-schemes-service-newsletter-november-2021/appendix-a-adding-users-and-assigning-access-to-the-managing-pension-schemes-service-and-pension-schemes-online-service

If you’re a scheme administrator or practitioner with multiple users under your ID, you can set up users and assign access to both the Managing Pension Schemes service and Pension Schemes Online service through your business tax account (BTA).

There is no limit on how many users you can set up under one scheme administrator or practitioner ID.

1. Adding new users

Take the following steps to add a new user:

  1. Sign in to HMRC online services with your user ID and password.

  2. Select ‘Manage Account’ above ‘Business tax summary’.

  3. Select ‘Add or delete a team member’ under ‘Account access’.

  4. Select ‘Add a team member’.

  5. Enter the team member’s full name and email address and select whether they require an ‘Administrator’ or ‘Standard user’ role. Users with an ‘Administrator’ role can enrol for services and manage accesses for other users. ‘Standard users’ cannot do these things but will have the same accesses and functionality as ‘Administrator’ users when using the Managing Pension Schemes service and Pension Schemes Online service.

  6. Review the details that you’ve entered and select ‘Confirm’ if the information is correct. If not, select ‘Remove’ or ‘Change’ to amend the details you’ve entered.

  7. When you select ‘Confirm’ an email will be sent to you and the new user. The new user will be sent their user ID. You’ll get an email with a temporary password which you’ll need to give to the new user. The new user will appear on your list of team members.

  8. On HMRC online services the new user can sign in using their user ID and temporary password. They will be asked to reset this password.

2. Assigning access to the service

Once you’ve added the new member, you’ll need to assign them access to the services. You’ll need to assign them access to the Managing Pension Schemes service and Pension Schemes Online service separately.

  1. Select ‘Give a team member access to a tax, duty or scheme’ under ‘Manage account’.

  2. Under ‘Team members’ select ‘Manage taxes and schemes’ next to the user you want to give access to.

  3. Tick the service you want the user to access. If you’re a scheme administrator, you’ll need to select ‘Pension Schemes for Administrators’ to assign the Pension Schemes Online service and ‘Pensions Online Digital Service HMRC-PODS-ORG’ to assign the Managing Pension Schemes service. If you’re a practitioner, you’ll need to select ‘Pension Schemes for Practitioners’ to assign the Pension Schemes Online service and ‘Pensions Online Digital Service HMRC-PODSPP-ORG’ to assign the Managing Pension Schemes service. Then press ‘Save’.

  4. The user will now be able to access the service you’ve assigned them access to.

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