3. User role descriptions

This column 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 portal. The roles available are:

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

• System Admin: This role has access to all user management tasks, along with the folder option tasks on the entity management screen. This allows the user to create, edit and delete other users of the portal, as well as being able to add, edit and delete folders and assign user access to folders.

• 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.

Roles can only be assigned by Superusers and System Administrators. When creating a new user, its is important that you understand the level of access they will need so that they can be assigned the appropriate role. See the Planning your user role structure help page for a table detailing the specific functionality access for each role type.

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