User roles and permissions
When you add a user, you can choose from five user roles.
| Function | Real Time TIN User | Read Only User | Withholding Forms Only | Editor | Admin |
|---|---|---|---|---|---|
| View data | ✓ | ✓ | ✓ | ✓ | |
| Add payer data | ✓ | ✓ | ✓ | ||
| Add all data | ✓ | ✓ | |||
| Upload and download files | ✓ | ✓ | |||
| TIN matching | ✓ | ✓ | ✓ | ||
| Create, edit, and send withholding forms | ✓ | ✓ | ✓ | ||
| Create print previews of individual records | ✓ | ✓ | ✓ | ||
| Create print files | ✓ | ✓ | |||
| Approve print files | ✓ | ||||
| Create transmittal files | ✓ | ✓ | |||
| Approve transmittal files | ✓ | ||||
| Create and manage users | ✓ |