Authorities

How authorities work

Authorities (or delegations) are a type of relationship status that organisations use to confirm that you can act on behalf of a person, account or entity.  When authorities have been set up with an organisation, they will allow you access to information and give you ability to perform some transactions for your clients. The process for getting authorities set up, what they allow you to do, and how they are managed is different for each organisation.  2Shakes simplifies this complexity for you and your clients.

Where 2Shakes gets your recognised

2Shakes currently works with:

Australian Tax Office: It sets you up to allow you to act on behalf of our clients with the Australian Tax office.

Xero: 2Shakes integrates with Xero Practice Manager and Xero Workflow Max to allow you to create new client accounts from the information you can captured in 2Shakes.

Authority Letter: 2Shakes creates signed letters of authority from you customers that can be shown to Banks, Insurance Companies and Utility companies.  These letters provide validation that your client trusts you to act on their behalf.  Our customers have found these letters to be valuable.  However, we cannot guarantee that they will always be accepted as each organisations will have its own unique policies and procedures.

Getting set up

Organisations need you to identify yourself with them, so that they know who is acting for the client.  In the profile section we capture the following authority information from you.  This is a one off set up process, do it once and you don’t need to redo it each time you sign up a client.

1. Log in to 2Shakes and go to the Profile – Authorities screen

2. ATO – Edit the authority text in the Profile – Authorities screen.  

3. Xero Practice Manager and Workflow Max the Get Authorised button will ‘punch’ out to the Practice Manager website.  Enter your log on details here.  This will authorise 2Shakes to send new client details to your account.

Revoking an Authority

If you no longer need to have authority over an account you need to revoke the authority.