User role descriptions

The User role column on the User management screen will display the role that each user has been assigned and this dictates the level of access they have and what they are allowed to do in the system. The roles available are:

• Superuser:  This role has access to all system administration and entity management tasks and allows the user to prepare and submit VAT Returns.

• System Admin: This role has access to all system administration tasks, including user management and folder management. This allows the user to create, edit and delete other users of the system. They can also add, edit, move, and delete folders, along with assigning user access to folders and entities.

• Edit & Submit: This role has access to all entity option tasks on the entity management screen and allows the user to prepare and submit VAT Returns.

• Edit: This role has access to all entity option tasks on the entity management screen and allows the user to prepare VAT Returns.

• Submit only: This role has access to view an entity’s VAT Return summary details and submit the VAT Return.

• Read only: This role has access to view an entity’s VAT Return summary.

Only those who have been assigned the role of System Admin and Superuser, have the ability to create new users and assign them roles and access permissions.

They can also set permissions on entities and folders, allowing them to restrict a user from accessing a specific folder or specific entities.

When creating a new user, it is important to understand the level of access they will need so that they can be assigned the appropriate role. See Allocating user roles to view a matrix outlining the features/actions that each role has access to.

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