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The overview page in the [Roles] dialogue contains a list of all created roles with their authorisation objects. The functions offered in this dialogue are described below.
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Before creating roles, it is necessary to define which roles are required, for example if a reviewer role or a superuser role is required. The roles are usually defined during the implementation project.
Click on the [
Create] button, and a new entry mask appears where you can enter a new role name and confirm the entry can be entered and then confirmed by use of the [
Save] button. The role ID is assigned automatically by the VAT@GTC as a sequential number. After saving the role, another entry mask appears which requires the selection of the individual authoristations by defining an object value.
When creating a role, the [Copy based on] function is also available. You can use this function This function can be used to select an existing role as a template for authorisations for another role.
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An object corresponds to certain functionalities or dialogues, for example, countries, periods, roles etc. in VAT@GTC. The value represents one of the authorisation types, displayed as follows in the VAT@GTC:
Read
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: The corresponding data sets are visible for selected objects.
- Edit
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- : The corresponding data sets can be created, changed, deleted and restored for selected objects.
After defining the object values, it is important to add the roles by use of the [Create
] button. The created roles are then shown below to the input line. When all roles are added, confirm the process with [Save
].
Edit, view and delete a role
The [edit function
] allows to change already existing roles. The selected object values are displayed in a tabular form. New object values can be selected from the dropdown list and added by clicking on the [
Create] button. [Delete
] of individual values is also possible here. It is not possible to change the selected [Cascading] option. If you want to To select or deselect cascading for one of the object values, delete the value and then create it again selecting the required cascading option. After that save the changes with [
Save].
The [View
] function provides a detailed overview of individual roles. However, this function does not allow applying changes to the selected role.
If you click When clicking on the [Delete] button in the main dialogue, a new page with the detail view of the selected role opens where you it can decide be decided whether the role should actually be deleted.
Deleted roles will be archived. Select [Archived data] in the display function to view all archived roles.
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A role can be deleted only if it is not assigned to any user. |
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All possible combinations of objects and values are described below. System
System
| Object | Description |
| All objects | Provides the role with all object values. A further selection of additional object values is not necessary. This object value is required to get access to the dialogues [Tax Code], [Mapping of Tax Codes] and [Mapping of Company Codes]. If this object value is not selected, the authorisation objects must be assigned individually. |
| System Administrator | Allows viewing or editing system settings in the [Administration] dialogue in the Master data area. |
| UsersCredentials | Allows reading or editing to the accesses stored by individual users in the User credentials dialogue. |
VAT
Object | Description |
VAT: Transaction Data | Allows access to the VAT area. |
VAT: Declaration | Allows reading or editing the declaration in the [VAT return] and [VAT group return] dialogues. |
VAT: Elster | Is required in addition to the VAT Send Declaration to submit the declaration via the ELSTER interface. The ELSTER certificate is attached. (only edit useful) |
VAT: Elster Test | Allows test sending via the ELSTER interface. |
Vat Id check | Allows reading or editing the VAT Id review area. |
| VAT (only edit useful) | |
VAT: Import | Allows reading or editing the imported data sets in the [Import] dialogue. |
VAT: Month Overview | Allows reading and editing in the [Monthly Status] of the [VAT] area. |
VAT: Open close Declaration | This authorisation object allows to open and close the VAT returns. (only edit useful) |
VAT: Reconciliation | Allows reading and editing the reconciliations in the [Reconciliations] dialogue of the [VAT] area. |
VAT: Report DialogDialogue | Allows selecting and viewing individual reports in the [Report] dialogue of the [VAT] area. |
VAT: Reset Send Error | Allows setting the status of the failed VAT submission back to from ‘closed’ status to open and edit the declaration again. Without this authorisation, the VAT cannot be opened, it can only be submitted again. (only edit useful) |
VAT: Resubmission | Allows reading or editing the entries in the [Resubmission] dialogue. |
VAT: Resubmission Admin | Grants permissions for the [Resubmission] dialogue that allow setting all relevant changes to ‘not to book’ or ‘not yet booked’ as well as closing all resubmissions. |
VAT: Review Reset | Allows to remove the review checkmarks in [VAT]. |
VAT: Review Status Change | Allows the user to view read or edit the review status. (only edit useful) |
VAT: Send Declaration | Allows submitting or saving as an Excel sheet the monthly/quarterly VAT declaration in the [Send VAT return] dialogue of the VAT area. |
VAT: Special Payment | Allows access to the [Special Prepayment] dialogue of the VAT area and allows editing its data. A special prepayment period must be selected. |
VAT: Year Overview | Allows reading and editing in the [Yearly Status] of the [VAT] area. |
Master data
| Object | Description |
Master Data: Companies | Allows reading or editing the data of the [Company] dialogues in the Master data area. |
Master Data: Countries | Allows reading or editing the data of the [Countries] dialogues in the Master data area. |
Master Data: Import | Allows import of master data in the [Company] dialogue. |
Master Data: Periods | Allows reading or editing the data of the [Periods] dialogue in the Master data area. |
Master Data: Reconciliation | Allows reading or editing the reconciliations in the [Reconciliations] dialogue of the Master data area. |
Master Data: Recon Defaults | Allows reading or editing the reconciliations for all companies in the [Reconciliations] dialogue of the Master data area. |
Master Data: Roles | Allows reading or editing the data of the [Roles] dialogue in the Master data area. |
Master Data: Taxcodes | Allows reading or editing the data of the [Taxcode] dialogue in the Master data area. |
Master Data: User Auth | Allows to assign roles and permissions to user. (only edit useful) |
Master Data: Users Password | Allows the user to reset the existing password in the [User] dialogue in the Master data area. |
Master Data: Users | Allows reading or editing the data of the [User] dialogue in the Master data area. |
ESL
| Object | Description |
ESL: European Sales List | Allows reading and editing the [ESL] dialogue. |
ESL: Admin | Allows deleting data rows in the ESL dialogue. |
ESL: Import | Allows reading and editing imported data sets in the [ESL] dialogue. |
ESL: Month Overwiew | Allows reading and editing in the [Monthly Status] of the [ESL] area. |
ESL: Reconciliation | Allows reading and editing the reconciliations in the [Reconciliations] dialogue of the [ESL] area. (only edit useful) |
ESL: Reset Send Error | Allows setting the status of the failed ESL submission back to from ‘closed’ status to open and edit the declaration again. Without this authorisation, the ESL cannot be opened, it can only be submitted again. (only edit useful) |
ESL: Review Reset | Allows to remove the review checkmarks in [ESL]. (only edit useful) |
ESL: Review Status Change | Allows the user to view [read] or edit the review status. |
ESL: Send Declaration | Allows submitting or saving as an Excel sheet the monthly/quarterly ESL declaration in the [Send ESL] dialogue of the ESL area. |
ESL: Year Overview | Allows reading and editing in the [Yearly Status] of the [ESL] area. |
Vat Id check | Allows reading or editing the VAT Id review area. |
VAT-Audit
The remaining role objects, especially those with the prefix "Lil:", describe the roles for the VAT audit area. The VAT audit role objects are described here: Einrichtung VAT-Audit#RollenundBenutzer.