What level of access can an employer give to my Nest connect account?

There are six different levels of access an employer can give to a Nest Connect account. To work out the appropriate level of access for your account, you’ll need to agree with the employer the tasks they want you to perform for them. The access level they give will apply to all the users you assign to that employer in your Nest Connect account.

If you’ve created an employer account, there’s no need for the employer to add your organisation as a delegate. You’ll already be linked to that employer account with full access.

An employer can assign the below access levels to your Nest Connect account:

Full access delegate: Full access delegate can carry out all of the tasks related to both setting up and managing an account. They might be an independent financial adviser, third party administrator, or an accountant.

Enrolment delegate: The only task this delegate can perform is enrolling workers. Enrolment delegates might include those in clerical or administrative roles.

General delegate: General delegates can carry out most of the tasks an employer can. A key task they can't carry out is delegating access on behalf of an employer.

Schedule delegate: Schedule delegates can set up and change the contribution schedule, but they can't pay contributions on behalf of an employer.

Payments delegate: This delegate can carry out some payroll and payment tasks, including making or changing payments. Payments delegates might include account administrators.

Read-only delegate: This delegate can view all of the records related to an account, but they can't carry out any tasks related to either setting up or managing an account. Read-only delegates might include senior colleagues, such as compliance or audit managers.

For more information on the levels of access please see What is a delegate?

If you need to change your level of access, the employer will need to do that for you. Please see How do I change the NEST Connector’s access? for more information.