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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.


Create Roles

Since the VAT@GTC is generally used by several people, it is important to give relevant permissions and functions to each individual user. The assignment of the authorisation objects is used to determine which functions a user is allowed to use.

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 [] button, and a new entry mask appears where you can enter a new role name and confirm the entry by use of the [] 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. 


Zusätzlich steht bei dem Anlegen einer Rolle die Funktion [Kopie auf Basis von] zur Verfügung. Mit dieser Funktion kann eine bestehende Rolle als Vorlage für die Berechtigungen für eine andere Rolle ausgewählt werden.


Good to know!

If almost all objects have to be selected, use the [Check all] option and then deselect the unrequested objects. 
Certain object values can be searched for using the filter function (e.g. ESL).



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

The corresponding data sets are visible for selected objects. 

Edit

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 [] button. [Delete] of individual values is also possible here. It is not possible to change the selected [Cascading] option. If you want 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 [].

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 on the [Delete] button in the main dialogue, a new page with the detail view of the selected role opens where you can decide whether the role should actually be deleted.

Deleted roles will be archived. Select [Archived data] in the display function to view all archived roles.


Good to know!

A role can be deleted only if it is not assigned to any user.

The previously deleted roles can be restored using the [Restore] button. Afterwards they appear in the roles overview as active roles.

Object values in detail

All possible combinations of objects and values are described below.


 System

ObjectDescription
All objectsProvides 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 AdministratorAllows viewing or editing system settings in the [Administration] dialogue in the Master data area.

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. 

VAT: Elster Test

Allows test sending via the ELSTER interface. 

Vat Id check

Allows reading or editing the VAT Id review area.

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.

VAT: Reconciliation

Allows reading and editing the reconciliations in the [Reconciliations] dialogue of the [VAT] area. 

VAT: Report Dialog

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 ‘closed’ status to open and edit the declaration again. Without this authorisation, the VAT cannot be opened, it can only be submitted again. 

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. 

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

ObjectDescription

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.

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

ObjectDescription

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.

ESL: Reset Send Error

Allows setting the status of the failed ESL submission back to ‘closed’ status to open and edit the declaration again. Without this authorisation, the ESL cannot be opened, it can only be submitted again. 

ESL: Review Reset

Allows to remove the review checkmarks in [ESL].

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. 

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