When you add a user, you can see the available permissions for each role, so you can select the best role for the user.

The following table shows default roles and permissions:

Permission descriptions

Import Batches

Execute Import

Users can import files.

View/Open Batch List

Users can see the Past Imports page.

Export Batch

Users can export batch details from the Past Imports page.

Delete Batch

Users can delete files from the Past Imports page.

Edit Batch

Users can double-click and change any values on the Past Imports page.

View/Export Audit Trail

Users can see the Invoice Audit Trail page.

View API Log

Users can see the API Log page.

View FTP File Log

Users can see the FTP File Log page.

Execute Action FTP File Log

After users import batches and fail, they can resubmit them.

Run Analysis

View/Run Analysis Plan List

Users can see the Run Analysis and Run VIES Check pages.

VIES Select Batch(es)

Users can select any batches on the Run VIES Check page.

Run VIES Analysis

Users can run VIES Check.

Export VIES Analysis Outcome

Users can download VIES Check results.

User Management

Create/Edit/Delete User

Users can create, edit, or delete other users.

View User List

Users can see the Users page under the Settings section.

Import Profiles

View Import Profiles

Users can see the Import Profiles page.

Create/Edit/Delete Import Profile

Users can create, edit, or delete import profiles.

View Lookup Tables

Users can see the Lookup Tables page.

Create/Edit/Delete Lookup Table

Users can create, edit, or delete lookup tables.

Company Management

View Companies

Users can see the Companies page under the Settings section.

Create/Edit/Delete Company

Users can create, edit, or delete companies.

Analysis

View Analysis Lists

Users can see the Analysis Rules page under the Settings section.

Create/Edit/Delete Analysis

Users can create, edit, or delete analysis rules.

Account Management

Execute Account Import/Export

Users can import and export settings.

Child Account Settings Page

Users can see the Child Accounts page.

Administration

View VAT Codes

Users can see the VAT Codes page.

Reconciliation

View Reconciliation Module

Users can see the Reconciliation Rules page.

Create/Edit/Delete Reconciliation

Users can create, edit, or delete reconciliation files.

Filing Calendar

View Filing Calendar Set-Up

Users can see the Filing Calendar Setup page.

Create/Edit/Delete Filing Calendar Set-Up

Users can create, edit, or delete filing preferences.

IP Allowlist

View IP Allowlist

Users can see the IP Allowlist page.

Create/Edit IP Allowlist

Users can create and edit the IP Allowlist.

Other

Notification Preferences

Users can see the Notification Preferences page under the Your Account icon.

View Help

Users can see the resource center.

User Roles

View Role Bits

Users can see the Returns page.

Workflow

View Returns

Users can see the Results page.

View Return Details

Users can see details of each return.

View Create Return Button

Users can create return forms.

Move Workflow Step

Users can move assigned cards to any step on the Returns page.

Save Workflow Comment

Users can enter a return card and leave a comment.

Delete Workflow Document

Users can delete attachments on the Returns page.

Export Report Filing

Users can export returns for filing.

Deactivating the Return Card

Users can deactivate return cards.

View Return Workflow Settings

Users can see the Return Workflow page.

View and Export Drill Down Report

Users can see and export drill-down data for each return.

Edit Workflow Return

Users can edit return cards.

Edit Effective Filing

Users can add history entry, documents, or any comments on the Returns page.

Move Card to only Previous Step

Users can move assigned cards to only the previous step on the Returns page.

Move Card to only Next Step

Users can move assigned cards to only the next step on the Returns page.

Edit Filing Period

Users can edit the filing period on the Returns page.

Invoices

View Invoice Details

Users can see the Invoices page.

Create/Edit Invoice

Users can create and edit invoices.

Delete Invoice

Users can delete invoices.

Return Calculator

View/Run Return Calculator

Users can see the Return Calculator page under the Tools section.

Administration Management

View Administrations

Users can see company administration details.

Create/Edit/Delete Administration

Users can create, edit, or delete company administration details.

VAT Groups

View VAT Groups

Users can see the VAT Groups page under the Settings section.

Create/Delete VAT Groups

Users can create and delete VAT groups.

Dashboard Settings

View Dashboard

Users can see the Dashboard page.

View Return Status

Users can see the Return Status page under the Reports section.

View Task Status

Users can see the Task Status page under the Reports section.

View Net Input-Output Analysis

Users can see the Net Input-Output Analysis page under the Reports section.

View VAT Position

Users can see the VAT Position page under the Reports section.

View Totals Per Tax Code

Users can see the Total VAT Per Active Tax Code page under the Reports section.

View Totals Per Tax Code (detailed)

Users can see the detailed version of the Total VAT Per Active Tax Code page under the Reports section.

View Global Dashboard

Users can see the global dashboard instead of a user view.

Account Configuration

View Account Configuration

Users can see the Account Configuration page under the Settings section.

Edit Account Configuration

Users can make changes on the Account Configuration page.