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The function "Copy based on" simplifies giving multiple users the same authorisations.
Country | Select a reporting country, the role applies to. If the company is registered in more than one country (e.g. DE and SE), one employee can work on the German VAT return and another on the Swedish return. The employees can be granted to different permissions so that each one can see and edit only what is relevant for them. “---“ means that the role is relevant for all available countries. |
Role | Choose the corresponding role from the dropdown list that contains all available active roles. If one user has several roles, every role has to be assigned separately. |
Company | Select the company(ies) for the corresponding role. The dropdown list contains all available active companies. Multiple selection is possible. Even if several companies have been selected, they are displayed as one authorisation in the overview. |
Cascading | By using the function [Cascading] the authorisation can be handed down to subordinated companies. |
Once countries, roles and companies have been assigned, it is important to add the authorisations for every user by clicking the [
] button. The created user with the authorisations is displayed under the input line. When the changes are completed, confirm them by clicking [
].
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