Create custom user roles

You can create custom user roles with any combination of permissions.

Note:

Only an Account Administrator has permission to create and edit custom user roles. Default user roles are not editable.

VAT Filing has default user roles with predefined sets of permissions that determine the actions users can take and what data they can access. These default user roles are:

User
Account Manager
Account Administrator

Go to Settings > User Roles
Click Add.
Optional: On the Add new role sliding panel, then enter the Name and Description.
In the Clone from column, select the default user role whose permissions you want to use as a starting point.
In the Compare with column, select the user role you want to compare the new role's permissions to.
Select or deselect the permissions in the Clone from column for the new role. Then, click Save.

Note:
If you create a custom user role with the same permissions as your own account administrator role, the new user role will still not have access to the User Roles page.