Setting User Security Roles

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: 23 Oct, 2019
Revision: 8
Practice Manager -> Setting User Security Roles
https://kb.taxcalc.com/index.php?View=entry&EntryID=2641