2. Planning your folder structure

Before you begin setting up your folder structure, it’s 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 portal and/or you need to set up a more complex folder structure, its worth mapping it out on paper first. This will help you to visualise the folder structure, who should have access to each folder and what their user role should be, before you start setting it up on the MTD Compliance Portal.

Allocating user roles

The following table outlines the different user roles and what actions they are able to perform.

If you do not need to restrict what your users are able to do and see, then you can assign them all the Superuser role. However, you should bear in mind that they will have the ability to create other users, change the roles of existing users, change the folder structure and set folder permissions. 

If you want to maintain more control over how/when the folder structure is changed and the access that user’s have to certain folders/entities or to performing certain tasks, then you should consider allocating a smaller number of Superuser roles and choosing one of the other roles types for the majority of your users.

When you create a new user, you can also decide whether or not the user has access to the root folder. This is the main folder that will have been created for you by Tax Systems and is the one that all additional folders are created under.

For more information about user roles, see the User management section.

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