Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Client Hub
Practice Management
VAT Filer
CloudConnect
Anti-Money Laundering
Support home
Hot Topics
SimpleStep Guides
Release Notes
Technical
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Preparation
Agent Services Account
MTD for VAT
MTD for Income Tax
MTD for VAT
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey

Accountancy Practices and Tax Advisors
PRACTICE MANAGEMENT
Practice Management
Client Hub
Companies House Integration


PRACTICE COMPLIANCE
AML Centre
NEW

AML Identity Checking
GDPR Centre  
COMPLIANCE SERVICES
TAXATION AND HMRC
Tax Return Production
Vat Filer

FINANCIAL REPORTING
Accounts Production

COMPANY SECRETARIAL
Company Incorporator
Companies House Forms
COMMUNICATION MANAGEMENT
eSign Centre


SERVICES
CloudConnect

Setting User Security Roles

Article ID: 2641
Last updated: 28 Dec, 2018

Practice and CloudConnect versions of TaxCalc allow multiple users to log in to the software.

Each user is assigned to a Security Role which controls the level of permissions for any user assigned to it.

A security role's permissions are defined when setting up the user or when editing the user permissions. In some cases, customers may wish to set up a custom security role. This article gives an overview of how to set up security roles.

Setting up Security Roles

Security roles can only be set when logged in as the TaxCalc Administrator. Therefore, in order to set up a security role, you need to ensure you are logged in as the admin user.

  1. Log in to TaxCalc under your Admin User account.
  2. Select Admin Centre > Users.
  3. The table will list all current TaxCalc users.

If you need to set up a new user then please refer to our Knowledge Base article on How do I set up a user? before going further.

  1. Select the User you wish to edit from the table and select Edit User.

  1. Select About the User from the left-hand menu.
  2. Role within Firm is where you will need to set up the security role for the user. The drop down menu will allow you to select the required security role.

User Role Security Privileges
Administrator Full unrestricted access
Junior Restricted access 
Manager Unable to change application settings
Partner Unrestricted, only unable to take backups
Secretary View only access to the data
Senior Mid-level privileges
  1. Continue through the wizard to the Finish page and then Finish and Save.

A comprehensive list of the security roles and restrictions are listed in the Knowledge Base article Standard Security Roles.

Article ID: 2641
Last updated: 28 Dec, 2018
Revision: 8
Views: 349
This article was:  


Also read
item How do I set up a user?
item Standard Security Roles