permanent guidance iconSAM72000 – Manage work: access to records: contents


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SAM72001 Introduction
SAM72010 Case view hierarchy
SAM72020 Individual access
SAM72030 Responsible offices and agents
SAM72040 Responsible offices and taxpayers
SAM72050 Transfer of responsibility for taxpayers
SAM72060 User roles

User role information


SAM72062 Agent maintainer
SAM72064 Appeals handler – processing and technical offices
SAM72066 Appeals handler – recovery office
SAM72068 BACS rejection processor – FAO
SAM72070 Call centre adviser
SAM72072 Charge remitter – recovery office
SAM72074 Clerical accounts office caseworker
SAM72076 Clerical caseworker – recovery office
SAM72078 Clerical caseworker – technical office
SAM72080 Clerical processing manager
SAM72082 Clerical processing officer
SAM72084 Clerical reallocation officer – processing, recovery and technical offices
SAM72086 Compliance manager
SAM72088 Compliance signals maintainer – CRI
SAM72090 Enquiry officer – processing office
SAM72092 Enquiry officer – technical office
SAM72094 Office manager
SAM72096 Payment processor – processing office
SAM72098 Payment processor – recovery and technical office
SAM72100 Repayment authoriser
SAM72102 Review interest officer – processing and recovery office
SAM72104 Review interest officer – technical office
SAM72106 RTC agent – receivables telephone centre
SAM72108 SA quality case selection officer
SAM72110 SA view only
SAM72112 Time to pay officer – processing and recovery office
SAM72114 Worklist manager – recovery office
SAM72116 Worklist manager – technical office
SAM72118 Worklist viewer


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