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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.

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Note

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 

 

 

 

 

 

Dashboard

Quick Links:

Manage your jobs

Go to job history

View recent job runs

Sales Tax Holidays

Get in touch:

Submit and manage support case

 

 

 

 

 

Job History

Job name

TTE name
Run ID
Run date and time
Completed date and time
Job status
Job run type
Download Content

 

 

 

 

 

 

 

Manage your jobs

Create and run X
Schedule X

New Job

X

Saved Jobs:

   
Job Name X
TTE Name X
Date Created X
Job Status X
Job Details X
Run Job X
Trash (Delete) X

 

 

 

TTE

Add TTE

X
Saved transaction tax exports:    
TTE Name X
Date Created X
Download TTE link X
Edit button X
Trash (Delete) X

 

 

 

 

 

Notification Options

Add notification option X

Saved notification options:

   
Notification option name X
Notification recipients X
Date created X
Edit button X
Trash (Delete) X

 

 

 

 

 

 

Delivery Options

Add delivery option

X

Saved delivery options:

   
Delivery option name X
Output structure X
Delivery method X
Email X
Date created X
Edit button X
Trash (Delete) X
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