> 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/for-large-businesses/cleartax-e-invoicing-malaysia/settings/user-access-management.md).

# User access management

You can add & configure different users with 6 types of roles based on your business requirements. Please find below the roles & their respective descriptions below.

<br>

| ROLES                   | DESCRIPTIONS                                                                                                                                                                                      |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| E-Invoice User          | This role provides the user access to all actions for both sales & purchase documents within e-invoicing i.e Upload, Generate, View, Cancel, Request for rejection, Download, Print, Email        |
| Sales E-Invoice User    | This role provides the user access to all actions for only sales documents within e-invoicing i.e Upload, Generate, View, Cancel, Download, Print, Email                                          |
| Purchase E-Invoice User | This role provides the user access to all actions for only purchase documents within e-invoicing i.e Upload , Generate, View, Cancel, Self-billing, Request for rejection, Download, Print, Email |
| View Only User          | This role provides access to only view & download both sales & purchase documents. With this role, the user won't be able to take any action or upload any new data in e-Invoicing.               |
| Sales View Only User    | This role provides access to only view & download only sales documents. With this role, the user won't be able to take any action or upload any new data in e-Invoicing.                          |
| Purchase View Only User | <p>This role provides access to only view & download only purchase documents. With this role, the user won't be able to take any action or upload any new data in e-Invoicing.</p><p><br><br></p> |

#### Invite new users

* Navigate to the “User access” page via “Settings” option on the left-hand panel
* Click on the button “Invite new user” to start adding a new user to your workspace.<br>

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfvx_1QYBRYRoivNL3xq68l94j2GU6YiEq_R0qegEXokTv_od5XoSAKlcnw5BRaiysRkHEHlGDV8t-Mxi_8J0Yzx1_UE33s8UsLCJp7nC-t2Mwb03LivW8raLpgiCOdyGD1ON0nboz7o2wnTcXuIingIhic?key=PCqKIH22__dEO6431-EgcQ)

<br>

* Enter user details for adding a new user
  * Type of user
  * Name
  * Email
  * Product – Select “EInvoice”
  * Role – Select the role for which you want to give the user the access.
  * Click on “Continue” after entering the details as expected.<br>

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfvPjwwTnwYcqZCcG2lqs3Pqs3z_IGPxoos1d8-n4dem_5oML7Y62lPybbCd94GUGX_jzGc6shmL_dUdFttk0xdoCFqAgKgYiP8MDoCBgf5MxS2w2DAxoZmquILlLiS632wXz18ysdGhzHPq31Ioa1cfU6c?key=PCqKIH22__dEO6431-EgcQ)

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXc_R6j8rM5ZZaPJMiYHrz07cdapbh2duSGfD78C1sjSAbemeYNcbAGjA0ohwfH3D-bSBSJIwOCMnp2oA162FTUfegSKND1sKAa2SdcwX237aH60Hv1sqJQnD9koZkZF79alRNtzu0zmGidqpLFIyJCKU5RS?key=PCqKIH22__dEO6431-EgcQ)

* Once you have invited the user, they will receive an email to accept the invitation on the email address that was mentioned before.
* The intended recipient can accept the invitation and start using the workspace based on the role access they have configured.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdFtCoyHp_YGTJdPJ7Gm_hGL9__2E4md61W86LvohsW2YxMwdaO8lSBaQQB34hnL07JzaY40B7LeK4LkV9f5QYdc1UgawMXEmai8hcjT1rgs0Veqs1b90UIaWdjQuUH9GsyU_wfsm38tzlsOrMvfxKGiCKB?key=PCqKIH22__dEO6431-EgcQ)<br>

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXegBbG4B3wrSY8ZjzjrbW7KdpjW4lIslpeWBjiZ4QyjUI77LVoZ6pPWLaulIx97pWTU7Q2MvH7dF3UHbg-dQcv3sDrJC8rQ6pxwfL85gPCO2Jmo11SJpDpMPXMGd8H3_A25fbsW_1gOnvkb_RK7h4lmq1WS?key=PCqKIH22__dEO6431-EgcQ)

<br>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.cleartax.in/product-help-and-support/for-large-businesses/cleartax-e-invoicing-malaysia/settings/user-access-management.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.