---
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.com/en/documentation/income-taxes/tax-administration/role-allocation
language: en
last_updated: 2026-05-01
---
# 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](https://support.lucanet.com/assets/docs-images/income-taxes/tax-administration/role-allocation/_images/en/role-allocation-workspace.png)
'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**.
> **Note:** **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](https://support.lucanet.com/assets/docs-images/income-taxes/tax-administration/role-allocation/_images/en/allocating-role.png)
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:** 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.