User roles and permissions
When you add a user, you can see the available permissions for each role, so you can select the best role for the user.
Note:
If the existing user roles don't suit your team's needs, an Account Administrator can create custom user roles.
The following table shows default roles and permissions:
| Function | Account Administrator | User | Account Manager |
|---|---|---|---|
| Import Batches | |||
| Execute Import | ✓ | ✓ | ✓ |
| View/Open Batch List | ✓ | ✓ | ✓ |
| Export Batch | ✓ | ✓ | ✓ |
| Delete Batch | ✓ | - | ✓ |
| Edit Batches | ✓ | - | ✓ |
| View/Export Audit Trail | ✓ | ✓ | ✓ |
| View API Log | ✓ | - | - |
| View FTP File Log | ✓ | ✓ | ✓ |
| Execute Action FTP File Log | ✓ | ✓ | ✓ |
| Run Analysis | |||
| View/Run Analysis Plan List | ✓ | ✓ | ✓ |
| VIES Select Batch(es) | ✓ | ✓ | ✓ |
| Run VIES Analysis | ✓ | ✓ | ✓ |
| Export VIES Analysis Outcome | ✓ | ✓ | ✓ |
| User Management | |||
| Create/Edit/Delete User | ✓ | - | - |
| View User List | ✓ | ✓ | ✓ |
| Import Profiles | |||
| View Import Profiles | ✓ | - | - |
| Create/Edit/Delete Import Profile | ✓ | - | - |
| View Lookup tables | ✓ | - | ✓ |
| Create/Edit/Delete Lookup table | ✓ | - | ✓ |
| Company Management | |||
| View Companies | ✓ | - | - |
| Create/Edit/Delete Company | ✓ | - | - |
| Analysis | |||
| View Analysis Lists | ✓ | ✓ | ✓ |
| Create/Edit/Delete Analysis | ✓ | - | - |
| Account Management | |||
| Execute Account Import/Export | ✓ | - | - |
| Child Account Settings Page | ✓ | - | - |
| Administration | |||
| View VAT Codes | - | - | - |
| Reconciliation | |||
| View Reconciliation Module | ✓ | ✓ | ✓ |
| Create/Edit/Delete Reconciliation | ✓ | - | - |
| Filing Calendar | |||
| View Filing Calendar Set-Up | ✓ | ✓ | ✓ |
| Create/Edit/Delete Filing Calendar Set-Up | ✓ | ✓ | ✓ |
| IP Allowlist | |||
| View IP Allowlist | ✓ | - | - |
| Create/Edit IP Allowlist | ✓ | - | - |
| Other | |||
| Notification Preferences | ✓ | ✓ | ✓ |
| View Help | ✓ | ✓ | ✓ |
| User Roles | |||
| View User Roles | ✓ | ✓ | ✓ |
| Workflow | |||
| View Returns | ✓ | ✓ | ✓ |
| View Return Details | ✓ | ✓ | ✓ |
| View Create Return Button | ✓ | ✓ | ✓ |
| Move Workflow Step | ✓ | ✓ | ✓ |
| Save Workflow Comment | ✓ | ✓ | ✓ |
| Delete Workflow Document | ✓ | ✓ | ✓ |
| Export Report Filing | ✓ | ✓ | ✓ |
| View Workflow Report Header Columns | ✓ | ✓ | ✓ |
| Deactivating the return card | ✓ | ✓ | ✓ |
| View Return Workflow Settings | ✓ | ✓ | ✓ |
| View and Export Drill Down Report | ✓ | ✓ | ✓ |
| Restore Filing Version | ✓ | - | ✓ |
| Edit Workflow Return | ✓ | ✓ | ✓ |
| Edit Effective Filing | ✓ | ✓ | ✓ |
| Move card to only previous step | ✓ | ✓ | ✓ |
| Move card to only next step | - | - | - |
| Edit Filing Period | - | - | - |
| Invoices | |||
| View Invoice Details | ✓ | ✓ | ✓ |
| Create/Edit Invoice | ✓ | ✓ | ✓ |
| Delete Invoice | ✓ | - | ✓ |
| Return Calculator | |||
| View/Run Return Calculator | ✓ | ✓ | ✓ |
| Administration Management | |||
| View Administrations | ✓ | - | - |
| Create/Edit/Delete Administration | ✓ | - | - |
| VAT Groups | |||
| View VAT Groups | ✓ | - | - |
| Create/Delete VAT Groups | ✓ | - | - |
| Dashboard Settings | |||
| View Dashboard | ✓ | ✓ | ✓ |
| View Return Status | ✓ | ✓ | ✓ |
| View Task Status | ✓ | ✓ | ✓ |
| View Net Input Output Analysis | ✓ | ✓ | ✓ |
| View VAT Position | ✓ | ✓ | ✓ |
| View Totals Per Tax Code | ✓ | ✓ | ✓ |
| View Totals Per Tax Code (detailed) | ✓ | ✓ | ✓ |
| View Global Dashboard | ✓ | - | ✓ |
| Account Configuration | |||
| View Account Configuration | ✓ | - | - |
| Edit Account Configuration | ✓ | - | - |
Permission descriptions
- Import Batches
-
- Execute Import
- Users can import files.
- View/Open Batch List
- Users can see the Past Imports page.
- Export Batch
- Users can export batch details from the Past Imports page.
- Delete Batch
- Users can delete files from the Past Imports page.
- Edit Batch
- Users can double-click and change any values on the Past Imports page.
- View/Export Audit Trail
- Users can see the Invoice Audit Trail page.
- View API Log
- Users can see the API Log page.
- View FTP File Log
- Users can see the FTP File Log page.
- Execute Action FTP File Log
- After users import batches and fail, they can resubmit them.
- Run Analysis
-
- View/Run Analysis Plan List
- Users can see the Run Analysis and Run VIES Check pages.
- VIES Select Batch(es)
- Users can select any batches on the Run VIES Check page.
- Run VIES Analysis
- Users can run VIES Check.
- Export VIES Analysis Outcome
- Users can download VIES Check results.
- User Management
-
- Create/Edit/Delete User
- Users can create, edit, or delete other users.
- View User List
- Users can see the Users page under the Settings section.
- Import Profiles
-
- View Import Profiles
- Users can see the Import Profiles page.
- Create/Edit/Delete Import Profile
- Users can create, edit, or delete import profiles.
- View Lookup Tables
- Users can see the Lookup Tables page.
- Create/Edit/Delete Lookup Table
- Users can create, edit, or delete lookup tables.
- Company Management
-
- View Companies
- Users can see the Companies page under the Settings section.
- Create/Edit/Delete Company
- Users can create, edit, or delete companies.
- Analysis
-
- View Analysis Lists
- Users can see the Analysis Rules page under the Settings section.
- Create/Edit/Delete Analysis
- Users can create, edit, or delete analysis rules.
- Account Management
-
- Execute Account Import/Export
- Users can import and export settings.
- Child Account Settings Page
- Users can see the Child Accounts page.
- Administration
-
- View VAT Codes
- Users can see the VAT Codes page.
- Reconciliation
-
- View Reconciliation Module
- Users can see the Reconciliation Rules page.
- Create/Edit/Delete Reconciliation
- Users can create, edit, or delete reconciliation files.
- Filing Calendar
-
- View Filing Calendar Set-Up
- Users can see the Filing Calendar Setup page.
- Create/Edit/Delete Filing Calendar Set-Up
- Users can create, edit, or delete filing preferences.
- IP Allowlist
-
- View IP Allowlist
- Users can see the IP Allowlist page.
- Create/Edit IP Allowlist
- Users can create and edit the IP Allowlist.
- Other
-
- Notification Preferences
- Users can see the Notification Preferences page under the Your Account icon.
- View Help
- Users can see the resource center.
- User Roles
-
- View Role Bits
- Users can see the Returns page.
- Workflow
-
- View Returns
- Users can see the Results page.
- View Return Details
- Users can see details of each return.
- View Create Return Button
- Users can create return forms.
- Move Workflow Step
- Users can move assigned cards to any step on the Returns page.
- Save Workflow Comment
- Users can enter a return card and leave a comment.
- Delete Workflow Document
- Users can delete attachments on the Returns page.
- Export Report Filing
- Users can export returns for filing.
- Deactivating the Return Card
- Users can deactivate return cards.
- View Return Workflow Settings
- Users can see the Return Workflow page.
- View and Export Drill Down Report
- Users can see and export drill-down data for each return.
- Edit Workflow Return
- Users can edit return cards.
- Edit Effective Filing
- Users can add history entry, documents, or any comments on the Returns page.
- Move Card to only Previous Step
- Users can move assigned cards to only the previous step on the Returns page.
- Move Card to only Next Step
- Users can move assigned cards to only the next step on the Returns page.
- Edit Filing Period
- Users can edit the filing period on the Returns page.
- Invoices
-
- View Invoice Details
- Users can see the Invoices page.
- Create/Edit Invoice
- Users can create and edit invoices.
- Delete Invoice
- Users can delete invoices.
- Return Calculator
-
- View/Run Return Calculator
- Users can see the Return Calculator page under the Tools section.
- Administration Management
-
- View Administrations
- Users can see company administration details.
- Create/Edit/Delete Administration
- Users can create, edit, or delete company administration details.
- VAT Groups
-
- View VAT Groups
- Users can see the VAT Groups page under the Settings section.
- Create/Delete VAT Groups
- Users can create and delete VAT groups.
- Dashboard Settings
-
- View Dashboard
- Users can see the Dashboard page.
- View Return Status
- Users can see the Return Status page under the Reports section.
- View Task Status
- Users can see the Task Status page under the Reports section.
- View Net Input-Output Analysis
- Users can see the Net Input-Output Analysis page under the Reports section.
- View VAT Position
- Users can see the VAT Position page under the Reports section.
- View Totals Per Tax Code
- Users can see the Total VAT Per Active Tax Code page under the Reports section.
- View Totals Per Tax Code (detailed)
- Users can see the detailed version of the Total VAT Per Active Tax Code page under the Reports section.
- View Global Dashboard
- Users can see the global dashboard instead of a user view.
- Account Configuration
-
- View Account Configuration
- Users can see the Account Configuration page under the Settings section.
- Edit Account Configuration
- Users can make changes on the Account Configuration page.