Manage users

Learn how to manage users and user permissions within your organization.

User management provides centralized control over who can access Compliance Network, what they can do, and which business entities they can manage. Organization-level settings allow you to do the following with users:

Add new users.
Set user role permissions.
Assign company and product groups to users.

Add users

Learn how to add a user to your organization.

Go to Settings > Organization and click User Management.
Click Add user.
Type the user's email you want to add in the Email field.
Click Confirm.
Under Basic Information, type in the user's First Name and Last Name.
Under Permissions, choose a user role from the Role dropdown.
Click View role permissions to see a list of roles and their permissions. Refer to the About user roles and permissions section for more details.
Choose companies from the TaxID Groups dropdown.
Click View taxid groups to see all company groups.
Choose products from the Product Groups dropdown.
Click View product groups to see all product groups.
Click Save.

About user roles and permissions

Learn about user roles and permissions in Compliance Network.

Users are assigned a role from a set group provided by Sovos that grants them specific access and permissions throughout Compliance Network.

Note:

Permissions are set and custom roles cannot be created.

Permissions are descriptions of what a user role has access to and is allowed to do within Compliance Network. The following is a list of acronyms that help describe what a permission is and what the user can do when it's applied to their role:

A: Admin.
CTC: Continuous transaction controls.
C: Create.
D: Delete.
DLT: Delta.
R: Read.
SMB: Small business.
U: Update.
VO: Virtual operator.

Table 1. Role Permissions
Role	Permissions
VO_COMMERCIAL_SOVOS	SMB_VO_ADMIN_VIRTUALOPERATOR_A, SMB_VO_ADMIN_COMPANY_A, SMB_VO_PAYMENT_PLANSANDPACKAGES_A, SMB_VO_PAYMENT_PLANSANDPACKAGESUSE_A
ECOMM_SOVOS_ADM	ECOMM_PARTNERS_LIST, ECOMM_PARTNERS_ADD, ECOMM_PARTNERS_FILTER, ECOMM_PARTNERS_EDIT, ECOMM_PARTNERS_INFO, ECOMM_PARTNERS_CONF, ECOMM_PARTNERS_DOC, ECOMM_PARTNERS_URL, ECOMM_PARTNERS_LF, ECOMM_PARTNERS_OPEN, ECOMM_PARTNERS_INAC, ECOMM_CUSTOMERS_LIST, ECOMM_CUSTOMERS_ADD, ECOMM_CUSTOMERS_FILTER, ECOMM_CUSTOMERS_INFO, ECOMM_CUSTOMERS_OB, ECOMM_CUSTOMERS_INAC, ECOMM_PARTNERS_INV_UP, ECOMM_PARTNERS_MASSIVE, ECOMM_PARTNERS_USERS
VO_PS_SOVOS	SMB_VO_ADMIN_VIRTUALOPERATOR_A, SMB_VO_ADMIN_COMPANY_A, SMB_VO_ADMIN_USER_A, SMB_VO_ADMIN_AUDIT_A, SMB_VO_PAYMENT_PLANSANDPACKAGES_A, SMB_VO_PAYMENT_PLANSANDPACKAGESUSE_A
VO_COMMERCIAL_COMPANY	SMB_VO_PAYMENT_PLANSANDPACKAGES_A, SMB_VO_PAYMENT_PLANSANDPACKAGESUSE_A
FM_API_USER	CTC_FM_API_RANGE_A, CTC_FM_API_REPORT_A, CTC_FM_API_CANCEL_A
VO_SUPER_ADMIN_COMPANY	SMB_VO_ADMIN_USER_A, SMB_VO_ADMIN_AUDIT_A, SMB_VO_PAYMENT_PLANSANDPACKAGESUSE_A, DLT_CORE_CTC, DLT_METADATA_R, DLT_NOTIFICATION_R, DLT_FILES_R, DLT_CONFIG_C, DLT_CONFIG_R, DLT_CONFIG_U, DLT_CONFIG_D, DLT_CLAIM_R, DLT_ERPSYSTEM_R, DLT_ERPSYSTEM_U, DLT_ERPSYSTEM_D, DLT_GROUP_C, DLT_GROUP_R, DLT_GROUP_U, DLT_GROUP_D, DLT_ORG_R
VO_SUPPORT_SOVOS	SMB_VO_ADMIN_AUDIT_A
VO_SUPER_ADMIN	SMB_VO_ADMIN_COMPANY_A, SMB_VO_ADMIN_USER_A, SMB_VO_ADMIN_AUDIT_A, SMB_VO_PAYMENT_PLANSANDPACKAGES_A, SMB_VO_PAYMENT_PLANSANDPACKAGESUSE_A
VO_COMMERCIAL	SMB_VO_ADMIN_COMPANY_A, SMB_VO_PAYMENT_PLANSANDPACKAGES_A, SMB_VO_PAYMENT_PLANSANDPACKAGESUSE_A
SECURITY	DLT_GROUP_C, DLT_GROUP_R, DLT_GROUP_U, DLT_GROUP_D, DLT_ORG_R, DLT_COMPANY_R, DLT_USER_C, DLT_USER_R, DLT_USER_U, DLT_USER_D, DLT_ROLE_R, DLT_ROLEPERMISSION_R, DLT_USERROLE_U, DLT_ORGPRODUCT_R, DLT_PRODUCT_R, DLT_ACCESSMANAGEMENT_U
VO_PS	SMB_VO_ADMIN_COMPANY_A, SMB_VO_ADMIN_USER_A, SMB_VO_ADMIN_AUDIT_A, SMB_VO_PAYMENT_PLANSANDPACKAGES_A, SMB_VO_PAYMENT_PLANSANDPACKAGESUSE_A
FM_SUPER_ADMIN_CLIENT	CTC_FM_CONFIG_DOCUMENT_A, CTC_FM_CONFIG_NOTIFICATION_A, CTC_FM_CONFIG_PRODUCT_A, CTC_FM_CONFIG_DOCUMENT_R, CTC_FM_CONFIG_DOCUMENT_W, CTC_FM_CONFIG_NOTIFICATION_R, CTC_FM_CONFIG_NOTIFICATION_W, CTC_FM_CONFIG_PRODUCT_R, CTC_FM_CONFIG_PRODUCT_W, CTC_FM_CONFIG_HISTORY_R, CTC_FM_CONFIG_COMPANY_R, CTC_FM_FOLIO_DOCUMENT_R, CTC_FM_FOLIO_CAF_R, CTC_FM_FOLIO_CAF_W, CTC_FM_FOLIO_CAF_A
FM_SUPER_ADMIN_SOVOS	DLT_ROLEPERMISSION_U, CTC_FM_CONFIG_DOCUMENT_A, CTC_FM_CONFIG_NOTIFICATION_A, CTC_FM_CONFIG_PRODUCT_A, CTC_FM_CONFIG_DOCUMENT_R, CTC_FM_CONFIG_DOCUMENT_W, CTC_FM_CONFIG_NOTIFICATION_R, CTC_FM_CONFIG_NOTIFICATION_W, CTC_FM_CONFIG_PRODUCT_R, CTC_FM_CONFIG_PRODUCT_W, CTC_FM_CONFIG_HISTORY_R, CTC_FM_CONFIG_COMPANY_R, CTC_FM_FOLIO_DOCUMENT_R, CTC_FM_FOLIO_CAF_R, CTC_FM_FOLIO_CAF_W, CTC_FM_FOLIO_CAF_A
VO_SUPPORT	SMB_VO_ADMIN_AUDIT_A
VO_BILLING	SMB_VO_PAYMENT_PLANSANDPACKAGES_A, SMB_VO_PAYMENT_PLANSANDPACKAGESUSE_A
VO_BILLING_SOVOS	SMB_VO_PAYMENT_PLANSANDPACKAGES_A, SMB_VO_PAYMENT_PLANSANDPACKAGESUSE_A
FM_FOLIO_MANAGER	CTC_FM_CONFIG_DOCUMENT_R, CTC_FM_CONFIG_NOTIFICATION_R, CTC_FM_CONFIG_PRODUCT_R, CTC_FM_CONFIG_HISTORY_R, CTC_FM_CONFIG_COMPANY_R, CTC_FM_FOLIO_DOCUMENT_R, CTC_FM_FOLIO_CAF_R, CTC_FM_FOLIO_CAF_W, CTC_FM_FOLIO_CAF_A
VO_OPERATIVE_COMPANY	SMB_VO_ADMIN_AUDIT_A
FM_VIEW	CTC_FM_CONFIG_DOCUMENT_R, CTC_FM_CONFIG_NOTIFICATION_R, CTC_FM_CONFIG_PRODUCT_R, CTC_FM_CONFIG_HISTORY_R, CTC_FM_CONFIG_COMPANY_R, CTC_FM_FOLIO_DOCUMENT_R, CTC_FM_FOLIO_CAF_R
VO_SUPER_ADMIN_SOVOS	SMB_VO_ADMIN_VIRTUALOPERATOR_A, SMB_VO_ADMIN_COMPANY_A, SMB_VO_ADMIN_USER_A, SMB_VO_ADMIN_AUDIT_A, SMB_VO_PAYMENT_PLANSANDPACKAGES_A, SMB_VO_PAYMENT_PLANSANDPACKAGESUSE_A, DLT_CORE_CTC, DLT_METADATA_R, DLT_AUDIT_R, DLT_NOTIFICATION_R, DLT_FILES_R, DLT_CONFIG_C, DLT_CONFIG_R, DLT_CONFIG_U, DLT_CONFIG_D, DLT_CLAIM_R, DLT_ERPSYSTEM_C, DLT_ERPSYSTEM_R, DLT_ERPSYSTEM_U, DLT_ERPSYSTEM_D
PORTAL_ADMIN_ITALY	DLT_ARCHIVE_R, DLT_METADATA_R, DLT_AUDIT_R, DLT_FILES_R, DLT_ERPSYSTEM_C, DLT_ERPSYSTEM_R, DLT_ERPSYSTEM_U, DLT_ERPSYSTEM_D, DLT_GROUP_C, DLT_GROUP_R, DLT_GROUP_U, DLT_GROUP_D, DLT_USER_C, DLT_USER_R, DLT_USER_U, DLT_USER_D, DLT_USERROLE_U, DLT_ROLEPERMISSION_R, DLT_ROLEPERMISSION_U, DLT_USERGROUP_U
PORTAL_ADMIN	DLT_METADATA_R, DLT_AUDIT_R, DLT_FILES_R, DLT_CONFIG_C, DLT_CONFIG_R, DLT_CONFIG_U, DLT_CONFIG_D, DLT_ERPSYSTEM_C, DLT_ERPSYSTEM_R, DLT_ERPSYSTEM_U, DLT_ERPSYSTEM_D, DLT_GROUP_C, DLT_GROUP_R, DLT_GROUP_U, DLT_GROUP_D, DLT_ORG_R, DLT_COMPANY_C, DLT_COMPANY_R, DLT_COMPANY_U, DLT_COMPANY_D
ECOMM_PARTNER_V	ECOMM_CUSTOMERS_LIST, ECOMM_CUSTOMERS_FILTER, ECOMM_CUSTOMERS_INFO, ECOMM_CUSTOMERS_OB
ECOMM_PARTNER_ADM	ECOMM_PARTNERS_EDIT, ECOMM_PARTNERS_INFO, ECOMM_PARTNERS_CONF, ECOMM_PARTNERS_DOC, ECOMM_PARTNERS_URL, ECOMM_PARTNERS_LF, ECOMM_PARTNERS_OPEN, ECOMM_CUSTOMERS_LIST, ECOMM_CUSTOMERS_ADD, ECOMM_CUSTOMERS_FILTER, ECOMM_CUSTOMERS_INFO, ECOMM_CUSTOMERS_OB, ECOMM_CUSTOMERS_INAC, ECOMM_PARTNERS_SEC, ECOMM_PARTNERS_INV_UP, ECOMM_PARTNERS_MASSIVE, ECOMM_PARTNERS_USERS
ECOMM_PARTNER_BO	ECOMM_PARTNERS_EDIT, ECOMM_PARTNERS_INFO, ECOMM_PARTNERS_CONF, ECOMM_PARTNERS_DOC, ECOMM_PARTNERS_URL, ECOMM_PARTNERS_LF, ECOMM_PARTNERS_OPEN, ECOMM_CUSTOMERS_LIST, ECOMM_CUSTOMERS_ADD, ECOMM_CUSTOMERS_FILTER, ECOMM_CUSTOMERS_INFO, ECOMM_CUSTOMERS_OB, ECOMM_CUSTOMERS_INAC, ECOMM_PARTNERS_SEC, ECOMM_PARTNERS_INV_UP, ECOMM_PARTNERS_MASSIVE, ECOMM_PARTNERS_USERS
API_ADMIN	DLT_CORE_CTC, DLT_NOTIFICATION_R, DLT_NOTIFICATION_U, DLT_ERPSYSTEM_C, DLT_ERPSYSTEM_R, DLT_ERPSYSTEM_U, DLT_ERPSYSTEM_D, DLT_GROUP_C, DLT_GROUP_R, DLT_GROUP_U, DLT_GROUP_D, DLT_USER_C, DLT_USER_R, DLT_USER_U, DLT_USER_D, DLT_USERROLE_U, DLT_ROLEPERMISSION_R, DLT_ROLEPERMISSION_U, DLT_USERGROUP_U, DLT_CONFIG_C
API_ADMIN_ITALY	DLT_CORE_CTC, DLT_NOTIFICATION_R, DLT_NOTIFICATION_U, DLT_ERPSYSTEM_C, DLT_ERPSYSTEM_R, DLT_ERPSYSTEM_U, DLT_ERPSYSTEM_D, DLT_GROUP_C, DLT_GROUP_R, DLT_GROUP_U, DLT_GROUP_D, DLT_USER_C, DLT_USER_R, DLT_USER_U, DLT_USER_D, DLT_USERROLE_U, DLT_ROLEPERMISSION_R, DLT_ROLEPERMISSION_U, DLT_USERGROUP_U, DLT_CONFIG_C
PORTAL_USER	DLT_CORE_CTC, DLT_METADATA_R, DLT_AUDIT_R, DLT_FILES_R, DLT_CONFIG_R, DLT_ORG_R, DLT_ARCHIVE_DOCUMENTS, DLT_ARCHIVE_ATTACHMENTS, DLT_ARCHIVE_CSV, DLT_CONFIG_PRODUCT_LEVEL_R, DLT_CONFIG_COMPANY_LEVEL_R, DLT_ACTION_CTC, DLT_ACTION_NON_FISCAL, DLT_ARCHIVE_R, DLT_ACTION_BULKDOWNLOAD_C
PORTAL_PTP_USER	DLT_METADATA_R, DLT_AUDIT_R, DLT_FILES_R, DLT_CONFIG_R, DLT_ORG_R, DLT_PROCESSTYPE_INBOUND, DLT_CONFIG_PRODUCT_LEVEL_R, DLT_CONFIG_COMPANY_LEVEL_R, DLT_ACTION_CTC, DLT_ACTION_NON_FISCAL, DLT_ACTION_BULKDOWNLOAD_C
API_USER	DLT_CORE_CTC, DLT_NOTIFICATION_R, DLT_NOTIFICATION_U, DLT_ACTION_CTC, DLT_ACTION_NON_FISCAL, DLT_ACTION_BULKDOWNLOAD_C
WORKSPACE_SECURITY	DLT_ORG_R, DLT_USER_C, DLT_USER_U
PORTAL_OTC_USER	DLT_METADATA_R, DLT_AUDIT_R, DLT_FILES_R, DLT_CONFIG_R, DLT_ORG_R, DLT_PROCESSTYPE_OUTBOUND, DLT_CONFIG_PRODUCT_LEVEL_R, DLT_CONFIG_COMPANY_LEVEL_R, DLT_ACTION_CTC, DLT_ACTION_NON_FISCAL, DLT_ACTION_BULKDOWNLOAD_C
API_ARCHIVE_USER	DLT_AUDIT_R, DLT_FILES_R, DLT_CONFIG_R, DLT_ORG_R, DLT_ARCHIVE_DOCUMENTS, DLT_ARCHIVE_ATTACHMENTS, DLT_ARCHIVE_CSV, DLT_CONFIG_PRODUCT_LEVEL_R, DLT_CONFIG_COMPANY_LEVEL_R, DLT_ARCHIVE_R, DLT_GRANULAR_ARCHIVING_C, DLT_GRANULAR_ARCHIVING_R, DLT_GRANULAR_ARCHIVING_U
PORTAL_USER_READ	DLT_METADATA_R, DLT_AUDIT_R, DLT_FILES_R, DLT_CONFIG_R, DLT_ORG_R, DLT_CONFIG_PRODUCT_LEVEL_R, DLT_CONFIG_COMPANY_LEVEL_R, DLT_ARCHIVE_R
PORTAL_ARCHIVE_USER	DLT_AUDIT_R, DLT_FILES_R, DLT_CONFIG_R, DLT_ORG_R, DLT_ARCHIVE_DOCUMENTS, DLT_ARCHIVE_ATTACHMENTS, DLT_ARCHIVE_CSV, DLT_CONFIG_PRODUCT_LEVEL_R, DLT_CONFIG_COMPANY_LEVEL_R, DLT_ARCHIVE_R, DLT_GRANULAR_ARCHIVING_C, DLT_GRANULAR_ARCHIVING_R, DLT_GRANULAR_ARCHIVING_U
PORTAL_USER_ARCHIVE_READ	DLT_AUDIT_R, DLT_FILES_R, DLT_CONFIG_R, DLT_ORG_R, DLT_CONFIG_PRODUCT_LEVEL_R, DLT_CONFIG_COMPANY_LEVEL_R, DLT_ARCHIVE_R
PORTAL_USER_DASHBOARD	DLT_CONFIG_R, DLT_ORG_R, DLT_ORGPRODUCT_R, DLT_DASHBOARD_R, DLT_QUICKSIGHT_R
PORTAL_PTP_USER_READ	DLT_METADATA_R, DLT_AUDIT_R, DLT_FILES_R, DLT_CONFIG_R, DLT_ORG_R, DLT_PROCESSTYPE_INBOUND, DLT_CONFIG_PRODUCT_LEVEL_R, DLT_CONFIG_COMPANY_LEVEL_R
WORKSPACE_ADMIN	DLT_ACTION_NON_FISCAL, DLT_ACTION_CTC, DLT_CORE_CTC, DLT_NOTIFICATION_R, DLT_NOTIFICATION_U, DLT_ERPSYSTEM_C, DLT_ERPSYSTEM_R, DLT_ERPSYSTEM_U, DLT_ERPSYSTEM_D, DLT_ROLE_R, DLT_GROUP_C, DLT_GROUP_R, DLT_GROUP_U, DLT_GROUP_D, DLT_USER_C, DLT_USER_R, DLT_USER_U, DLT_USER_D, DLT_USERROLE_U, DLT_ROLEPERMISSION_R
PORTAL_USER_METADATA_READ	DLT_METADATA_R, DLT_AUDIT_R, DLT_FILES_R, DLT_CONFIG_R, DLT_ORG_R, DLT_CONFIG_PRODUCT_LEVEL_R, DLT_CONFIG_COMPANY_LEVEL_R
PORTAL_OTC_USER_READ	DLT_METADATA_R, DLT_AUDIT_R, DLT_FILES_R, DLT_CONFIG_R, DLT_ORG_R, DLT_PROCESSTYPE_OUTBOUND, DLT_CONFIG_PRODUCT_LEVEL_R, DLT_CONFIG_COMPANY_LEVEL_R

Edit user permissions

Learn how to edit user roles and permissions in your organization.

Go to Settings > Organization and click User Management.
Click on a user in the User Management table.
Note:
You can click the Menu icon next to a column to filter the User Management table columns.
Under Permissions, click the Role dropdown to change the user's role.
Click TaxID Groups dropdown to change the user's company group.
Click the Product Groups dropdown to change the user's product group.
Click Save.

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Manage users

Add users

About user roles and permissions

Edit user permissions

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