# Settings

Various Activities you can perform are as follows:

<mark style="color:blue;">**L**</mark>[<mark style="color:blue;">**ocal Settings**</mark>: ](#if-you-want-to-proceed-for-local-settings)

* "**Contact Master**" - Add or Update the contact details for sending TDS certificates.
* "**Credentials**" - Add or Update IncomeTax, TRACES & Reporting Portal.

[<mark style="color:blue;">**Global Setting**</mark>:](#if-you-want-to-proceed-for-global-settings)&#x20;

* **Business Settings:** Add TAN/Dedutor details from the Business settings
* **DSC Configuration:** Configuration of eDocu signer - Digital Signature File procured from eMudra. Signature file shall be used for signing TDS certificates like Form 16/16A/27D.
* **User Access:** Control the user access to PANs, TANs and also to Salary and Non-salary forms.
* You  can update your "**profile"** like Name, password, Profile Picture and contact no
* You can update your "**Workspace"** like name, GSTIN, Company LOGO, Business address and Legal Name.

<mark style="color:blue;">**Steps to Guide:**</mark>

## Step 1: Click on the settings icon on the left hand bottom side of the screen.

<figure><img src="/files/PI0WnDqQcJl4V8WdoenA" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Wm0QNRcnwwBaWfAR0NBB" alt=""><figcaption></figcaption></figure>

## Local settings

{% tabs %}
{% tab title="Contact master" %}
Maintain all your deductee and collectee contact details to share the TDS certificates at one place.

One can add details in bulk via excel upload, modify & update or delete the contact details.

<figure><img src="/files/fvrKjyZDUYcFb0bpWrpw" alt=""><figcaption></figcaption></figure>

**Case 1: If you wants to add single contact, click on add single contact.**

<figure><img src="/files/7550cBNRCW5yTKDCMAv6" alt=""><figcaption><p>Once a you will click on Add single contact, a dashboard will open and have to fill details like Name, PAN, Email ID, Phone No and email option and then click on "continue"</p></figcaption></figure>

**Case 2: If you wants to add contacts in Bulk, click on add Bulk contact**

Steps to guide to add bulk contact:

Step 1: Download the template by clicking on option “Download contact template and add data”

<figure><img src="/files/NGUvDzy6WKgxaJ6Vuf8V" alt=""><figcaption></figcaption></figure>

Step 2: Prepare the template by adding details like Name, PAN, Email ID, Phone No and email option.&#x20;

<figure><img src="/files/fCTtovHMrPuD6Kh7ZvhJ" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
In that excel sheet NAME, PAN , EMAIL, EMAIL options are mandatory to fill rest are optional.

Email option means : they want to send emails to receiver in TO, CC or BCC.
{% endhint %}

Step 3: Upload the sheet by clicking on “Select a .xlsx file to import” and all data is uploaded.

<figure><img src="/files/nsjGTbIlI25PMrVlWXmS" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Credentials" %}
Credentials are stored in KMS of AWS securely. Credentials of TRACES, IT Portal and Reporting Portal are stored at each TAN level.

Credentials can be reused only within the platform, one can't view or download the passwords. This will help in avoiding the misuse.

<figure><img src="/files/YExVfniosWaObJQ1u7f9" alt=""><figcaption></figcaption></figure>

{% endtab %}
{% endtabs %}

## Global settings

* **Business Settings:** Add TAN/Dedutor details from the Business settings
* **DSC Configuration:** Configuration of eDocu signer - Digital Signature File procured from eMudra. Signature file shall be used for signing TDS certificates like Form 16/16A/27D.
* **User Access:** Control the user access to PANs, TANs and also to Salary and Non-salary forms.
* You  can update your "**profile"** like Name, password, Profile Picture and contact no
* You can update your "**Workspace"** like name, GSTIN, Company LOGO, Business address and Legal Name.

{% tabs %}
{% tab title="Business settings" %}
You can add TAN using conso files or manually filling the deductor details.

Steps to guide:

1. Select "All TANs" tab under Business settings&#x20;

<figure><img src="/files/PgLc1XWsJXu5drZ0dAcF" alt=""><figcaption></figcaption></figure>

2. Click on Add Business > Add New TAN.

**Option 1 - with no conso file**: Click on Add new TAN

<figure><img src="/files/a1OA1gM3OU0zmifBsxpR" alt=""><figcaption></figcaption></figure>

Step 1: Select PAN under which TAN wants to be created, Enter deductor name, enter TAN and Branch

Step 2: Click on “Save and continue”

<figure><img src="/files/Dk6u2lR7HmiuLPo6H2Ze" alt=""><figcaption></figcaption></figure>

Step 3: TAN will get added under the selected PAN, then click on 'Edit' option corresponding to the newly added TAN and fill in the deductor details.

<figure><img src="/files/L70jlO9ZD9E42P9H1RKE" alt=""><figcaption></figcaption></figure>

Step 4: Once you have filled required information and then Click on save

<figure><img src="/files/dEhbI9LZuo4sR3a56MOo" alt=""><figcaption></figcaption></figure>

**Option 2 - with conso file:** Click on Add new TAN

Upload the conso file, PAN > TAN > Deductor details will get captured. Click on add “import.tds file”.

<figure><img src="/files/IX03gCIln1z0IyQJiqDJ" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="User access" %}
Admin can provide the below access to the users

1. Admin access for TAN / PAN - Complete control over TAN / PAN
2. Data preparation access for TAN / PAN - User can perform all the activities like Admin, but can not generate FVU file
3. Salary Admin access for TAN / PAN - Complete control over Form 24Q for the TANs / PANs
4. Non-Salary Admin access for TAN / PAN - Complete control over Form 26Q, 27Q and 27EQ for the TANs / PANs
5. Salary Data prepartion access for TAN / PAN - User can perform all the activities like Salary Admin, but can not generate FVU file.
6. Non-Salary Admin access for TAN / PAN - User can perform all the activities like Non-salary Admin, but can not generate FVU file

Above access can be provided separately for each TANs and PANs.

<mark style="color:blue;">**Steps to guide how to add/invite users to their existing entities**</mark>

1. Go to settings
2. Go to user access under the global settings

<figure><img src="/files/ztEy1nZq3DJKJrh7TJC9" alt=""><figcaption></figcaption></figure>

3. Select on invite user

<figure><img src="/files/gIwBrX5dZ6riPbG4OYu4" alt=""><figcaption></figcaption></figure>

4. Once you will click on invite user, you  have to enter user details like: Name, email, choose product- for which product you want to give access TDS,GST, MaxITC etc, then choose a role

<figure><img src="/files/1rDy5dnIUlyKgKjJu017" alt=""><figcaption></figcaption></figure>

5. Choose Entity, for which entity they want to give access and then click on invite user.

<figure><img src="/files/ELWOXEJLJSG768MpE6jV" alt=""><figcaption></figcaption></figure>

Once you click on invite user, notification will be received that “<mark style="color:green;">User invite sent successfully via email</mark>”. Sender will receive the mail with the subject name: Invitation to join xxxx sent.

<figure><img src="/files/PyKg1GuIlejqcR98KXCa" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note: for that user for whose receiver invite is sent, he/she will go to their mail and accept that invite.

Receiver will receive mail with the subject name : Invitation to join Clear - xxxxxx

Receiver will receive the mail from <support@notifications.cleartax.in> this mail ID.
{% endhint %}

&#x20;

Once a user accepts the invite it will redirect to their [app.clear.in.](https://app.clear.in/)

<figure><img src="/files/seNhFCyQnJQiOdXI20i2" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="DSC configuration" %}
Add DSC (.pfx file) for signing their certificates like Form 16/16A/27D. User must use DSC type - "eDocu signer". Token-based DSC is not compatible.

Step 1: Go to settings

Step 2: Go to DSC Configuration under the Global Settings

Step 3: Upload your eDocu signer certificate.

<figure><img src="/files/VIPvzrKWdXR7M4fm1S2j" alt=""><figcaption></figcaption></figure>

<br>
{% endtab %}

{% tab title="Workspace" %}
You can update your Workspace like workspace name, GSTIN, Company LOGO, Business address and Legal Name.

Steps to Guide:

Step 1: Go to settings\
Step 2: Go to Workspace under the Global Settings

Step 3: Click on Edit&#x20;

Step 4: Update the Name, password and contact no

Step 5: Click on “Save Changes”

<figure><img src="/files/x0oVYBvsM4dQzetFN38Z" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/6WAd29ZmGX9CBts7gDJO" alt=""><figcaption></figcaption></figure>

<br>
{% endtab %}

{% tab title="Profile" %}
You can update your profile like Name, password, Profile Picture and contact no but you can’t update emailID.

Steps to Guide:

Step 1: Go to settings\
Step 2: Go to Profile under the Global Settings

Step 3: Click on Edit&#x20;

Step 4: Update the Name, password and contact no

Step 5: Click on “Save Changes”

<figure><img src="/files/aKU1yeJFHNxyhmZef2O1" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/T85SqDOx4pQV0geqGEHt" alt=""><figcaption></figcaption></figure>

<br>
{% endtab %}
{% endtabs %}

## <br>

<br>


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