Roles

The Roles workspace is used to combine permissions into a role in order to group specific permissions.

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

To create and configure a new role, proceed as follows:

Click Create.

In the Role data area, enter the name of the role and a comment (if necessary).

In the Access rights area, define the access rights for the role by selecting the check box of the desired folder or workspace to allocate write permission to the role.

Any underlying elements will also be automatically activated.

Notes:

Each tab represents a

Tax Compliance and Reporting

module. The access rights are

hierarchical

and based on the structure of the workspaces or folders.

In the

Tax Administration

module, you can alternatively activate the check box in the

Readonly?

column if only

read access permission

should apply to that specific folder or workspace.

For the

Income Taxes

module, you can assign either write or read access rights for each individual workspace or folder.

You can use the

change log

to track all changes made to roles.

Example of role configuration for 'Tax Administration'

Last updated on Aug 16, 2023

Roles

Overview

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Creating and Configuring Roles

Overview

Navigation

Creating and Configuring Roles

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