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.
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.
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.
|User Role||Security Privileges|
|Administrator||Full unrestricted access|
|Manager||Unable to change application settings|
|Partner||Unrestricted, only unable to take backups|
|Secretary||View only access to the data|
A comprehensive list of the security roles and restrictions are listed in the Knowledge Base article Standard Security Roles.