CRA sign-in services help - Create and manage a GroupID in Represent a Client
Any representative can sign in to Represent a Client (RAC) and create a group that will be identified by a unique GroupID. Taxpayers can then authorize the GroupID. Representatives must be associated to that GroupID to access the information of those taxpayers.
On this page
- Benefits of using a GroupID
- Create a GroupID
- Representative roles and their access
- Manage representative access
Benefits of using a GroupID
When you create a GroupID, you can:
- Facilitate the management of representatives; new authorization forms are not required when a new representative joins the organization
- Delegate managing the group to an administrator
- Promote transparency since group administrators are able to view the transactions performed on behalf of clients by representatives assigned to the group
Create a GroupID
Follow these steps to create a GroupID:
- Sign in to Represent a Client
- Select Review and Update
- In the Manage associations tab, select Create a group
- Enter and confirm group information
Representative roles and their access
You can assign various roles to your representatives to manage their access and responsibilities. Refer to the table below to understand the functions available to each role.
Table of roles and functions
| Function | Access |
|---|---|
|
Associate representatives and group administrators |
|
|
Assign privileges |
|
|
View list of employees/group members and their activity |
|
|
Modify or delete employee/group member association |
|
|
Disassociate or re-associate an employee/group member |
|
|
View and download list of clients for the GroupID |
|
|
View and update the GroupID information |
|
|
Cancel, suspend, or unsuspend the GroupID |
|
|
Add business authorization |
|
|
Delete authorization |
|
|
Manage online mail (for registration) |
|
|
Access mail |
|
Assigning privileges
You can assign certain privileges to representatives that will allow them to perform various tasks. They can be assigned to a representative who doesn't already have them. Where these privileges are assigned to a representative, they will have the ability to perform all of the permissions grouped under that privilege.
View and delete individual clients
The View and delete individual clients privilege groups these 4 permissions:
- View individual client list
- Delete Authorizations
- View individual transactions (Jr. admins have this ability by default)
- View list of notices issued
View and delete business clients
The View and delete business clients privilege groups these 3 permissions:
- View business client list
- Delete Authorizations
- View business transactions (Jr. admins have this ability by default)
View and delete trust clients
The View and delete trust clients privilege groups these 3 permissions:
- View trust client list
- Delete Authorizations
- View trust transactions (Jr. admins have this ability by default)
Manage access mail
View pre-assessment review and processing review letters that have been electronically delivered.
Manage representative access
Associate representatives to a GroupID
Follow these steps to associate representatives to a GroupID:
- Sign in to Represent a Client
- Select Review and update
- Select the group you wish to manage
- In the Manage representatives' access tab, select Associate representatives
- Select a role for the representative and enter their RepID
You can also assign additional privileges to representatives who do not already have them
Remove a representative from a GroupID
Follow these steps to remove a representative or yourself from a GroupID. If you are the only Group administrator under the group, you will be requested to associate another group administrator prior to removing yourself from the group.
- Sign in to Represent a Client
- Select Review and update
- In the Manage representatives access tab, select Representatives lists
- Select the list you wish to update or search for the representative by name
- Select the RepID of the representative you wish to remove
- Select Remove from group
Page details
- Date modified: