Add an organisation administrator

Overview

The Administrator user role grants full access to manage all aspects of an organisation in TaxLab, including entities, users, tasks, and connections to Inland Revenue.

View organisation Administrators

For security purposes, the first Administrator of a new organisation must be assigned manually. Contact TaxLab Support to advise which users you wish to set up as organisation Administrators. We recommend having at least one user with Administrator permissions to ensure smooth management of your entities in TaxLab. To view which users in an organisation are Administrators:

1. From the TaxLab home screen, in the navigation bar select Administration.
2. Under Management > select Users.
3. In the Role column, identify users with assigned role, Administrator.

Once a user has been set up with Administrator permissions, they can also grant and remove the Administrator permission for other users in the organisation.

Grant and remove administrator access

You can only grant Administrator permissions to active users, and only if you yourself are an Administrator. If you have not yet added any other users to your organisation, we recommend returning to complete these steps once you have done so.

Grant Administrator access:

1. From the TaxLab home screen, in the navigation bar select Administration.
2. Under Management > select Users.
3. Find the user who needs Administrator permissions > select Edit.
4. From the dropdown menu > select Make Administrator.

Remove Administrator access:

1. From the TaxLab home screen, in the navigation bar select Administration. 
2. Under Management > select Users.
3. Select Edit next to the appropriate user.
4. Select Make User.

Table of Administrator access and responsibilities

Organisation level

What’s next:

Set up an Inland Revenue Integration

For Fringe Benefit tax only users, begin adding entities to an organisation.

Other related articles:

Learn about other types of user access and permissions: Overview of Users