Add users to entities

Modified on Tue, 30 Apr 2024 at 02:34 PM

Overview of user roles

Everyone who uses TaxLab needs to have their own user account. Access to the entities within TaxLab is managed by existing users who have access to those entities, or an Administrator.

When a user creates an entity in the system, only that user can access the entity. That user needs to add other users to the entity.

When you add a user, if that person does not have an account, they will display as Pending account creation until they create an account. Go to Create a user account – Help Centre for instructions on creating an account.

An Administrator has access to all entities, for the purposes of controlling access to the entities, i.e. adding and removing users. The Administrator cannot view the data within the entities. Please contact us to set up your Administrator user account.

User role types

INC only	By default, this role gives users full access to income tax returns. You can limit this access by selecting the Read Only + Queries option from the INC drop-down list.
FBT only	By default, this role gives users full access to fringe benefit tax returns. You can limit this access by selecting the Cash pay is hidden option from the FBT drop-down list.
Standard	This is the default setting. It gives users full access to both income and fringe benefit tax returns. You have the option to limit access by selecting alternate options from the INC and FBT drop-down lists.

TaxLab Support is not responsible for setting up and managing users. 

It is important that someone in your firm, generally a designated Administrator, is responsible for maintaining a list of users and the entities they have access to. 

In the unlikly scenario where you need to contact us to request access to an entity, we will have to follow our security protocol to validate your request before providing access to the entity.

Add user to an individual entity

Select one of these options:
- On the Home page, locate and click the row of the required entity to activate the Add user button.
- On the Home page, locate and click the name required entity, then click the Users tab.
Click the Add user button.
Enter the email address of the person who you want to give access to.
Select the access rights you want the user to have.
Click Save.

Add a user to multiple entities

You can give a user access to multiple entities at the same time.

On the Home page, locate and click the row of one of the entities, this will activate the Add user button.
Hold the Shift or Ctrl key and select the other required entities (their rows become highlighted).
Click the Add user button.
Enter the email address of the person who you want to give access to.
Select the access rights you want the user to have.
Click Save.