Roles
Last updated on 2025-07-07
Overview
The Roles workspace is used to combine permissions into a role in order to group specific permissions.
This article contains the following sections:
Navigation
The Roles workspace can be found in the Master data folder of the Tax Administration module and is displayed as follows:
Creating and Configuring Roles
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.
