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:
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Add new users.
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Set user role permissions.
Assign company and product groups to users.
About user roles and permissions
When you create or update a user, you can select roles that grant specific permissions. While not customizable, these roles give fine-grained control of what a user can access and do within the Compliance Network portal or the Indirect Tax API.
Organization-level roles
These roles grant permissions within a Compliance Network organization. Partners can assign these roles within their own organization. Direct customers can let the Sovos Professional Services team assign roles for them or ask them to assign the Security role to one of their users, who can then create and assign the remaining roles.
- Portal roles
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These roles are for users who access Compliance Network through the web portal:
Role Description Permissions Security User management only, no other platform access Create users and assign roles Portal Admin Full organization administration using the portal Onboard companies, upload configurations, manage users, view documents, perform document actions, and download documents Portal User Standard role for document processing using the portal View documents, perform document actions, and download and bulk download documents Portal User Read Read-only standard role for document processing using the portal View documents, view archives, and view configuration Portal PTP User Purchase-to-Pay (PTP) role that processes inbound documents using the portal View inbound documents, perform document actions, and download and bulk download documents Portal PTP User Read Read-only PTP role that views inbound documents using the portal View inbound documents and view configuration Portal OTC User Order-to-Cash (OTC) role that processes outbound documents using the portal View outbound documents, perform document actions, and download and bulk download documents Portal OTC User Read Read-only OTC role that views outbound documents using the portal View outbound documents and view configuration Portal Archive User Archive management using the portal View archives, manage archived documents, and download archived documents Portal User Archive Read Read-only archive role using the portal View archives Portal User Dashboard Reporting and analytics viewer using the portal View dashboards and view analytics Portal User Metadata Read Read-only metadata and audit log viewer using the portal View metadata, view audit logs, and view configuration - API roles
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These roles are for users or systems that integrate with Compliance Network programmatically using the API:
Role Description Permissions API Admin Full organization administration using the API Onboard companies, upload configurations, manage users, send documents, and retrieve notifications API User Standard role for document processing using the API Send documents and retrieve notifications API Archive User Archive management using the API View archives, manage archived documents, and download archived documents
Add users
Learn how to add a user to your organization.
- Click Confirm.
- Click Save.
Edit user permissions
Learn how to edit user roles and permissions in your organization.
- Click the Product Groups dropdown to change the user's product group.