> For the complete documentation index, see [llms.txt](https://docs.cleartax.in/e-invoicing-v2/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cleartax.in/e-invoicing-v2/userguide/settings-configurations/user-roles.md).

# User roles

Follow the below steps to understand the different "User" roles and how to provide access to them.

There are 5 distinct type of User roles available on the product - \
**1)** **Admin** - It is the highest and most important role. Basically the Lord of the  GSTINs and Branches. He/She has powers vested in him to invite a new user or delete an existing one and to generate IRN/EWB or Cancel them. \
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**2) View Only** - A person with "view only" access can look at the generated or cancelled invoices or download  them but can't make any changes to it. This role is best suited for auditors.\
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**3) Non Cancel** - This role provides access for user to Add, View, Download E-Invoices and EWB, however does not allow the user to cancel any E-Invoices or EWB.\
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**4) EwayBill Only** - This role provides user access to all actions within E-way bill i.e Upload, Generate, View, Cancel, Download, Print of E-way bills however restricts any access for E-Invoices. These users will not have access to the View E-Invoices section.\
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**5) E-Invoicing Only** - This role provides the user access to all actions within E-invoicing i.e Upload, Generate, View, Cancel, Download, Print. But does not allow the user to manage EWB from view E-way bills section.\
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**The following steps will guide you in assigning these roles to someone -** <br>

**Step 1:** Open settings panel&#x20;

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZkWeorl36WAlH9fRiV%2F-MZkv2hiDL6UjEhSMVbK%2Fimage.png?alt=media\&token=f99b02c8-634f-4350-915d-a18f6f1fafbc)

**Step 2:** Select "User Access" under Global Setting&#x73;**.**

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZkWeorl36WAlH9fRiV%2F-MZkvw6PO2dE6Zwo5OoT%2Fimage.png?alt=media\&token=859462b5-643f-42b1-b67e-4617c81decd1)

**Step 3:** Click on "Invite new user" icon to add new users.

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZkWeorl36WAlH9fRiV%2F-MZkwGRcJHw1RyhZ_F4Y%2Fimage.png?alt=media\&token=91ff7159-c0fb-49bb-8d56-c56d6b36565d)

**Step 4:** Fill the name, email of the person you want to invite. Also select the role you want to assign to him/her.

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZkWeorl36WAlH9fRiV%2F-MZkxV72lco4Y50NdFHK%2Fimage.png?alt=media\&token=4cac403c-073b-4c72-8aeb-bc318d942c70)

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**Step 5:** Select the business unit for which you want to provide access. Click all if you want to provide access to whole account. Click on continue.

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZkWeorl36WAlH9fRiV%2F-MZkxvkNObN7lOiLzw1G%2Fimage.png?alt=media\&token=f929d526-4678-429e-8814-15df4debcf03)

**Step 6:** An invitation mail will be sent to the respective person's email id. Open the mail and accept invitation.

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZkWeorl36WAlH9fRiV%2F-MZkyZXXeTeiRiUs6GBf%2Fimage.png?alt=media\&token=f365b751-798f-4197-b8b8-eb3279e99d2c)

**Step 7:** You can also edit or delete someone's access provided you have an ADMIN level access.  Click on the "manage access" or "delete" icon in front of the respective person's name.

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MZkWeorl36WAlH9fRiV%2F-MZkzL1m6iSRn6nc9rxn%2Fimage.png?alt=media\&token=a407266f-f076-4a18-83a9-f7a1226684e9)