> For the complete documentation index, see [llms.txt](https://docs.cleartax.in/product-help-and-support/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/product-help-and-support/clear-finance-cloud/cleare-invoicing/settings-configurations/user-roles.md).

# User Roles

## **T**ype of User Roles available on ClearTax:

### Admin

 It is the highest and most important role. Basically the Lord of the  GSTINs and Branches. User has powers vested in him to invite a new user or delete an existing one and to generate IRN/EWB or Cancel them.

### 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. 

{% hint style="info" %}
This role is best suited for auditors
{% endhint %}

### 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.

### E-Way Bill 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 to E-Invoices. These users don't have access to the View E-Invoices section.

### E-Invoicing Only

This role provides user the access to all actions within E-invoicing i.e., Upload, Generate, View, Cancel, Download, Print. But don't allow the user to manage EWB from view E-way bills section.

## **Guide to assign roles in ClearTax**

### **Step 1: Select Settings**

Select settings from the E-invoicing & EWB section. You can find this on the left-side panel on your screen.

![](/files/-MaFIyPlmUg9KALCoUau)

### **Step 2:** Select User Access

Select User Access under Global Settings**.**

![](/files/-MaFJClGMTbTmMk9qzTP)

### **Step 3: I**nvite New User 

Click on Invite New User tab to add new users

![](/files/-MaFJurG2PGKKs6rH-m6)

### **Step 4: Enter User Details**

Fill the name, email of the person you want to invite. Also select the role you want to assign to User

![](/files/-MaFKHcU4K9obDTK3m8_)

### **Step 5: Select Business Units**

 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.

![](/files/-MaFKgTvI7F7-ghNf2Xw)

### **Step 6: Invitation Mail**

An invitation mail will be sent to the respective person's email id. Click on Accept  for accepting invitation

![](/files/-MaFLE0fYXEZwXt37EsG)

### **Step 7: Manage Access**

ADMIN can change the access given to the Users.  Click on the "manage access" or "delete" icon in front of the respective person's name.

![](/files/-MaFLnXYzo-gfylnzSZQ)

## Feedback

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