# 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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFIyPlmUg9KALCoUau%2Fimage.png?alt=media\&token=f24b129b-41f7-43e0-9ada-6be621d6bbff)

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

Select User Access under Global Settings**.**

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFJClGMTbTmMk9qzTP%2Fimage.png?alt=media\&token=71ce620d-ddbf-4615-a193-edf458ca7c67)

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

Click on Invite New User tab to add new users

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFJurG2PGKKs6rH-m6%2Fimage.png?alt=media\&token=37c8508a-f774-48ab-a006-03aaa09f5af3)

### **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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFKHcU4K9obDTK3m8_%2Fimage.png?alt=media\&token=6fafd7fc-85a6-47f4-9f04-f820ada1e47a)

### **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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFKgTvI7F7-ghNf2Xw%2Fimage.png?alt=media\&token=c10c4a72-7098-4531-a8fd-2cfef43dffb1)

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

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFLE0fYXEZwXt37EsG%2Fimage.png?alt=media\&token=6d086ed4-9a72-4a9e-b1a1-2323b27b06fd)

### **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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaFEy_uDhAZocwNhpfo%2F-MaFLnXYzo-gfylnzSZQ%2Fimage.png?alt=media\&token=bd918565-0e60-4841-b155-33fd6d7da493)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=User+Roles>" %}