Documentation | User Guide

Documentation | User Guide

Assign a tax division to a user

This part of the guide explains how to assign a tax division to a user.

The tax division assignation will depend on the role granted to the user.

Step 1 - Go to the page List of Users

  1. Go to the Administration module;
  2. Choose the User Management option;
  3. Click the Users menu. This action opens the List of Users page (509:2002);

Step 2 - Assign a tax division to a user

  1. Find the user for which you want to add the tax division to;
  2. Click on the line of the user subject of the request (the line becomes grey). This action displays the Assign Roles Per Tax Divisions button;
  3. Click the Assign Roles Per Tax Divisions button. This action opens the pop-up window User Profile;
  4. Go to the Roles section;
  5. Find the role for which you want to assign a tax division to;
  6. Click on the role subject of the request (the line becomes grey);
  7. Go to the Tax Divisions of selected Role section;
  8. Click the Add button. This action opens Tax Division popup window;
  9. Fill out the required fields (identified by a red asterisk *). For example, Tax Division, Start Date, etc.;
  10. Click the Save button. This action confirms the assignment of the tax division to the user and updates the User Profile pop-up window.