Planning your user role structure

Before you begin creating users, it is a good idea to look at your current process, access restrictions in place for certain entities or groups and whether you already have established roles for who can perform different tasks relating to VAT Return submissions.

If you have a lot of users that require different access levels to the system and/or you need to set up a more complex folder structure, its worth documenting it first.

This will help you to map each user’s current access levels with the appropriate role within AlphaVAT, to ensure that they can access the right features and folders needed to perform their work.

Using Example 1: A firms folder structure/access, your user roles and folder access might look something like this:

SECTION CONTENTS

PREV

NEXT

BACK TO MAIN