Request Authorised User Permissions - Margaret Ellwood - Admin

Only after Margaret has asked for it. What you enter here goes into her consent history, which compliance can read.

* How did Margaret ask?

Recorded call

* Link to the conversation

The Aircall recording, WhatsApp chat or email thread where Margaret asked for this.

* Margaret asked from

Only contact details already on the account are listed. If Margaret used another number or address, call back on the number on file and record that call instead.

What Margaret will read

Only when you ask. Daniel can sign in to your account and book a transfer when you ask on a recorded call, by WhatsApp or by email.
Only to recipients you already have. Daniel can pay recipients already on your account, and can’t add recipients or change your details.
Off whenever you like. Turn it off in your account or from the link in our email, and Daniel’s access stops straight away.

The same words appear in her email, in the app and on our website. Read them to her on the call if she asks what it means.

Choose how Margaret asked, add the link and pick the contact she used.

Goes into the consent history

Event	Turned on
Client	Margaret Ellwood (#1472)
Dealer	Daniel Mercer, authorised user created with fixed permissions
Channel	not chosen yet
Evidence	no link yet
Asked from	not chosen yet
Terms accepted	21 Sep 2026 10:31
When	On submit, with your login and IP

What happens when you turn it on

Your authorised-user access to Margaret's account starts now: book transfers and pay existing recipients only.
Margaret gets an email with a turn-off link that needs no login.
Her app shows a notification asking her to keep it on or turn it off.