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Avalara Help Center

Understanding user roles

User roles are permission sets that control access to the different features within CPGOS. Each user account must be assigned a role. It specifies what a user is permitted to do and what they are prohibited from doing.

User Type:

  • Account level users: Have access to everything within your account, including all companies, child companies, and settings. 

  • Company level users: Have access to everything within a company, including child companies.



Read-only and administrator permissions are provided to both account and company level users. During the user creation process, a user with Account Administration access rights can only create new users and assign permissions.

The following table displays the user role matrix:

  Features and functions  Read - Only User Administrator 







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