Add new members to business
Learn how to use Cleartax GST Software to add new members to business
After you are logged into ClearTax GST and added a business to your account, you may add a new member to your business with assigned roles and access restriction.
Roles, Access Rights and Restrictions of Roles
Account Admin
Can use all features of ClearTax GST
Full access to all businesses under the account
Will also be able to add more users to the account
Business Admin
Ideal for users who have complete rights to modify details of a business
They can add GSTINs under a business and also do invoicing, and GST Return Filing
They will also be able to do business level configurations
Tax Consultant/ Filing User
Ideal for consulting CAs/Tax Practitioners who need access to entire GST Return application
Users will be able to prepare and file the returns
They will also be able to do required GSTIN level configurations needed for filing
In this table, we present the roles and restrictions permitted to every individual user according to which the features would function
User Access | Account Owner | Business Owner | Tax Consultant |
Add/Edit/Delete Users | Yes | No | No |
Modify Billing | Yes | No | No |
Add/Edit/Delete Businesses | Yes | No | No |
Add/Edit/Delete GSTIN | Yes | Yes | No |
Invoice Settings (Invoice Serial No, Print Format, Invoice Customization, Custom Mapper) | Yes | Yes | No |
Add/Delete/Edit/Import Outward Supplies (GSTR1 documents) | Yes | Yes | Yes |
Add/Delete/Edit/Import Inward Supplies (GSTR2 documents) | Yes | Yes | Yes |
Add/Delete/Edit/Import Contact & Item Master | Yes | Yes | No |
GST Returns including upload, download, reco & Filing | Yes | Yes | Yes |
Rule Engine Configuration | Yes | Yes | No |
Reports | Yes | Yes | Yes |
Guide to Add New Members to Business
Step 1: Add new member to business
Login to the ClearTax GST Sofware. Once you are logged in, you can click on the Settings tab
Step 2: Add new member
Select the business for which you wish to add a new member
Click on List of Members > Add a New Member
Step 3: Enter member's details
Enter member’s full name, email address and mobile number
Now select the user role you wish to assign to the prospective member
Step 4: Click on Invite Member
You will see a list of all the businesses added to your account
Now, select the businesses for which you wish to add a new member
Step 5: Confirm Invitation
Click on ‘Look’s Good! Confirm’ and member will be added successfully
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