---
title: "Role Allocation"
description: "In the workspace Role allocation, you can allocate specific, previously created roles to users in order to control their read and write access."
source_url: https://support.lucanet.cloud/en/documentation/income-taxes/tax-administration/role-allocation
language: en
last_updated: 2023-08-16
---
# Role Allocation

## 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

## Allocating Roles

Assigning one or more roles to a user:

{% stepper %}
{% stepper-step %}
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**.
{% /stepper-step %}
{% stepper-step %}
Choose the desired roles from the **Roles** drop-down list.
{% /stepper-step %}
{% stepper-step %}
If applicable, please provide additional context information for the role allocation, such as **Units**, **Reporting dimensions**, and **Countries** for **Income taxes**.
{% /stepper-step %}
{% stepper-step %}
Click **Add** to assign the role(s) to the user.

 The roles are then transferred to the **Allocated roles** area.
{% /stepper-step %}
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Click **Save**.

{% /stepper-step %}
{% /stepper %}
{% info-box %}
**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**.
{% /info-box %}

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.

{% warning-box %}
The copied data is saved immediately during the copying process. Any previously made allocations will be completely overwritten in the process.
{% /warning-box %}

## 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.