Managing Groups

Settings

When you select an Group you have set up, you will see the following menu bar.

Under Settings, you will find a number of options.

Users

The Users tab allows you to add and manage users. Users can be added and removed together with their role, however, at least one Admin user must remain.

To add a new user:

• Enter the new users email address, and press +Add user.

If the new user is already registered with UAE Ministry of Finance FATCA/CRS system they will be granted access to the organisation immediately, and notified by email.

If the new user is not already registered with UAE Ministry of Finance FATCA/CRS system they will be sent an email with a link to click to confirm their email address. They will be granted access to the organisation once they have confirmed their email address.

To remove a user:

• Press the -Remove user button next to the email address of the user you wish to remove.

• Press the red Remove button to confirm.

All users can see the names of the other users within their group and their roles for transparency, but only the Admin can change the roles.

Name

The Name tab allows you to change the information about the Group.

API Key

Under API tab your will find the API key for your Organisation. This is only relevant if you plan to automate the transmission of your returns in XML format using the API. For report submission using the API, all financial institutions within a Group share the same API key.

Delete a Group

The Delete tab allows you to delete a Group in limited circumstances.

A message will be provided if it cannot be deleted.