Role Allocation

Last updated on 2025-07-07

Overview

In the workspace Role allocation, you can allocate specific, previously created roles to users in order to control their read and write access.

Navigation

The workspace Role allocation can be found in the Master data folder of the Tax Administration module and is displayed as follows:

'Role allocation' workspace
'Role allocation' workspace
Allocating Roles

Assigning one or more roles to a user:

  1. Click the pencil icon in the row of the user.
    The input screen that is subsequently displayed is divided into the areas Role selection and Allocated roles.
  2. Choose the desired roles from the Roles drop-down list.
  3. If applicable, please provide additional context information for the role allocation, such as Units, Reporting dimensions, and Countries for Income taxes.
  4. Click Add to assign the role(s) to the user.
    The roles are then transferred to the Allocated roles area.
  5. Click Save.

Notes:

  • In the Allocated roles area, you can delete allocated roles.
  • To edit an allocated role, simply click on the pencil icon. The data for the allocated role is then removed from the Allocated roles area and transferred to the appropriate input fields in the Role selection area. There you can adjust the input fields and then reassign them by clicking Add.
Assigning a role
Assigning a role
Copying Role Allocation

To copy a role allocation from a user, open the role allocation of the desired target user by clicking on the pencil icon. Click Copy. Select the user to be copied and click Copy. The role allocations of the source user are then fully transferred to the target user.

The copied data is saved immediately during the copying process. Any previously made allocations will be completely overwritten in the process.

Merging Rights from Multiple Roles

If a user has been allocated multiple roles, the access rights of these roles are merged upon login.

The roles’ read and write access rights are combined in the process. Example:

  • Role 1 does not grant access to the Users workspace.
  • Role 2 grants access to the Users workspace.
  • If a user who has been assigned Role 1 is subsequently assigned Role 2, the user will have access to the Users workspace from that point on.

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