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Avalara Help Center

Why can't I assign a custom user role as the default role for my user?

Overview

You've created a custom user role and want to set that as the default role for new or existing users.

Environment

CertCapture

Resolution

Custom user roles can't be set as a default role. They must be assigned per company.

In CertCapture, custom user roles are specific to the company where they're created. This limitation prevents permission issues that occur if a user is added to another company or account where that custom user role doesn't exist.

To assign a custom user role on the company level:

  1. Create the user if you haven't already, and assign them one of CertCapture's usual user roles.
  2. Go to Settings > Account Settings > Manage Users
  3. Find your user in the list and click Assign Companies in the Actions column.
  4. Check the companies your user should have access to. Select the custom role from the drop-down menu to the right.
  5. When finished, click the Update Company Assignments button. The user now has your custom user role in the companies you assigned them to.
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