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Add users to the EDI portal

If you have account administration permissions, you can create users and associate them with your company

You must assign permissions for each user by specifying one of the following roles:
  • DOC-Client-CompanyAdmin: Can add users and update user and company information.

  • DOC-Client-CompanyUser: Can perform operations related to the documents.

  • DOC-Client-CompanyViewer: Can view documents.

  1. From the side menu, go to Users.
  2. Click the + New user button at the top-right corner of the page.
  3. On the Add new user page, enter the following information:
    • User personal information

    • Language and time zone for the user's account

    • Start date or usage period

    • Main company association

    • One or more roles from the list

  4. Click Save to create the user after you have entered all the information.
    Note:

    You can view the user you created on the User Details page.