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
- Go to the Administration module;
- Choose the User Management option;
- Click the Users menu. This action opens the List of Users page (509:2002);
Step 2 - Assign a tax division to a user
- Find the user for which you want to add the tax division to;
- 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;
- Click the Assign Roles Per Tax Divisions button. This action opens the pop-up window User Profile;
- Go to the Roles section;
- Find the role for which you want to assign a tax division to;
- Click on the role subject of the request (the line becomes grey);
- Go to the Tax Divisions of selected Role section;
- Click the Add button. This action opens Tax Division popup window;
- Fill out the required fields (identified by a red asterisk *). For example, Tax Division, Start Date, etc.;
- Click the Save button. This action confirms the assignment of the tax division to the user and updates the User Profile pop-up window.