Documentation | User Guide

Documentation | User Guide

Assign multiple tax divisions to a user

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

The assignation of tax divisions 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 multiple tax divisions to a user

  1. Find the user for which you want to add multiple tax divisions 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 multiple tax divisions to;
  6. Click the role subject of the request (the line becomes grey);
  7. Click the Assign Tax Divisions button. This action opens the Assign Tax Divisions popup window;
  8. Find the Tax Division to display;
  9. Fill out the required fields (identified by a red asterisk *). For example, Start Date, etc.;
  10. Use the direction arrow to display the tax offices associated with the tax division, if required;
  11. Choose the tax divisions to assign to the role. This action add tax divisions to the right section;
  12. Click the Save button. This action confirms the assignation of multiple tax divisions and updates the User Profile popup window.