11.02.2020

Business gate administration: case manager registration, step-by-step

Case managers can be registered by the person authorised to use the business gate

case-manager-registration

As we already covered in a previous article, Hungarian business entities – companies in particular – must communicate electronically with the state in accordance with Act CCXXII of 2015 on the General Rules of Electronic Administration and Trust Services. The Hungarian state enables the necessary documents to be sent from official contacts and received via the business gate. Companies have to complete their business gate registration within eight days of their registration – or of their establishment, if they are not obliged to register their operation in Hungary in accordance with legislation. A person authorised to use the business gate is appointed and has to carry out the business gate administration. The authorised business gate user is entitled to appoint further users, so-called case managers. In this article we review the most important steps of case manager registration, paying special attention to user needs.

Case manager registration, step by step

1. The person authorised to use the business gate accesses his/her personal storage space after the identification process (Central Identification Agent) on the tarhely.gov.hu website (available in Hungarian), then selects the business gate storage space for the company (indicated with the first eight numbers of its tax number) from the drop-down list in the navigation menu.

2. To complete the case manager registration, first click on “beállítások” (settings) in the top right corner of the screen, then in the “ügykezelők” (case managers) menu click on “új hozzáadása” (add new).

3. During the case manager registration, the following personal identification details of the new case manager must be supplied: name at birth, name at present, mother’s maiden name, place of birth, date of birth. It is important that the person assigned as a case manager for the business gate has individual storage space too. During the case manager registration, the following settings can be made:

  • “új üzenetküldés tiltása” (block new messages): by ticking the box the case manager’s right to send documents is blocked;
  • “meghiúsulási igazolás menüpont tiltása” (block the presumption of service notification menu) by ticking the box the case manager’s right to access the presumption of service notification menu is blocked;
  • “cégképviseletre jogosult” (authorised to represent company): by ticking the box the case manager is entitled to handle documents received in the business gate addressed to natural persons and bearing a limited access label. (“Blocking the presumption of service notification menu” and “authorised to represent company” options may not be selected at the same time.)

After supplying the above details and settings, click on the “mentés” (save) button.

Approval of case manager registration

Contrary to earlier practice, case managers assigned to the business gate are only given a temporary status (awaiting approval) for the business gate storage space until they approve. Please note that a case manager with temporary status does not yet have access to the business gate.

The system sends a notification to the email address provided for the assigned case manager’s personal storage space, asking the assigned case manager to approve of the assignment within five days. Should the case manager fail to do so, the system will send a notification message one day before the deadline. If the person assigned as case manager does not approve the assignment by the above deadline, it will automatically be revoked by the system.

New function – request for deleting case managers

In addition to fine-tuning the above rules of case manager registration, the business gate service in Hungary has some new functions. Among other things it is now possible to request the deletion of an assigned case manager for the business gate under the “beállítások” (settings) menu. The deletion request is approved by the person authorised to use the business gate within 30 days. If this person fails to meet this deadline, the system will automatically delete the case manager’s assignment for the business gate storage space.

Business gate users are advised to keep an eye on the changes to the business gate storage space functions. If you have any questions about the registration of case managers, the professionals at WTS Klient Hungary are here to help.

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