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.

Please note that if you are the first user from your organisation, you do not automatically become an Administrator. We recommend having at least one user with Administrator permissions to ensure smooth management of your entities in TaxLab.

Please contact us to advise which users you wish to set up as organisation Administrators.

Once a user has been set up with Administrator permissions, they can also grant and remove Administrator permissions to other users in the organisation by following the steps below. 

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 your TaxLab home screen click Administration
2. Under Management > Click Users
3. Find the user who needs Administrator permissions > Click Edit
4. From the Drop down menu > Click Make Administrator

To remove Administrator access:

1. From the Users page of the organisation > Click Edit next to the appropriate user
2. Click 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, you can begin adding entities to your organisation.

Other related articles:

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