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Standard roles and permissions

Each standard user role includes expanding permissions within the organization. You can't edit the standard user roles. Here's a table that describes which actions are permitted per user role.

 

Features and functions

User Roles

Read only

Read only, No research

Regular user

Administrator

Manager

View all records

Yes

Yes

Yes

Yes

Yes

Access all pages

Yes

Yes

Yes

Yes

Yes

Add, edit, and delete data

No

No

Yes

Yes

Yes

Control account setup  

No

No

No

Yes

Yes

Access to the Research tab

Yes

No

Yes

Yes

Yes

Track user activity using the user stream functionality

No

No

No

No

Yes

Access the audit functionality in reports

No

No

No

Yes

Yes

Review and approve a filing

No

No

No

No

Yes

If none of these roles meet your business requirement, you could create a custom user role. For more information, see Create a role.

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