Role Based Access Controls (RBAC) Permissions Chart

The charts below outline the permissions associated with each pre-defined role. An Excel file containing this information is also available at the bottom of this article.

See the Account Management: User Management article for more information about User Groups and permissions. 

Returns & Extensions

Permissions

Pre-Defined Roles

	Read Only	High Level	Settings	Middle Level	Low Level	In-Process	Delivered	Archive & Recycle	Upload from CCH
Archive				X			X
Assign				X	X	X
Automated Reminders				X			X	X
Branding
Change [CUSTOM COLUMN]				X			X	X
Change Status				X		X	X	X
Client Tracking/Controller Tracking				X	X		X	X
Client View/Controller View					X		X	X
Combined Group				X
Delete (Soft Delete)		X				X	X	X
Delivery				X		X
Dev Section
Download E-file Forms				X			X	X
Download Returns				X			X	X
Edit Client Info/Controller		X				X	X	X
ERO Signature
Export	X					X	X	X
Grouped Returns Settings		X	X
Internal Routing				X	X	X
K1 Partner Update				X
My Company
Password Policies
Payment History
Permanently Delete		X						X
Process				X	X	X
Recall Return				X			X	X
Reminder Management				X
Report a Problem				X		X	X	X
Reprocess and ReUpload				X		X
Resend Access Link					X		X	X
Restore Return				X				X
Retention Policy		X		X			X	X
Screen Share					X		X	X
Send Reminder					X		X	X
Set Access		X				X	X	X
Settings		X	X
Unlock Return				X		X
Upload				X	X	X	X	X
Upload Estimates				X			X	X
Upload Forms				X			X	X
Upload from CCH									x
Usage Report
User Management
View Access Code					X		X	X

Organizers

Permissions

Pre-Defined Roles

	Read Only	High Level	Settings	Middle Level	Low Level	In-Process	Delivered	Archive & Recycle
Archive				X			X
Change Status				X			X
Client Tracking					X		X	X
Client View					X		X	X
Delete (Permanent)		X						X
Delete (Soft)		X				X	X	X
Dev Section
Download				X			X	X
Edit Client Info		X		X		X
Export to Excel	X					X	X	X
Process					X	X
Reopen Organizer					X		X
Reopen Source Document Upload					X		X
Report a problem				X		X	X	X
Resend Access Link					X		X	X
Restore				X				X
Send Reminder					X		X
Settings			X
Upload					X	X
View Access Code					X		X	X

Signatures

Permissions

Pre-Defined Roles

	Read Only	High Level	Middle Level	Low Level	Send For Delivery	Delivered Report	Archive & Recycle	Settings	Letter Builder
Archive			X			X
Cancel Document			X			X	X
Client Tracking				X		X	X
Delete		X				X	X
Dev section
Document Note				X		X	X
Download Signed Documents			X			X	X
Drafts - Letter Builder									X
Edit Client Details		X				X	X
Export	X			X		X	X
General Settings								X
Report a Problem			X			X	X
Resend Access Link				X		X	X
Restore			X				X
Send for Signature			X		X				X
Send Reminder				X		X	X
Set Access		X				X	X
Unlock Documents									X
View Access Code				X		X	X

Exchange

Permissions

Pre-Defined Roles

	Admin Settings	No Message	User Access	Report a Problem	History Report
Add Folder			X
Cancel Transfer			X		X
Change Expiry			X
Change State			X
Delete Document			X
Delete Folder			X
Delete Message			X
Delete Request			X
Download File		X	X
Drop Off Links
File View		X	X
Move Folder			X
Move Message			X
Move To Inbox		X	X
New Request			X
Not Spam		X	X
Rename Folder			X
Report a Problem				X
Request More			X
Resend Access Link		X	X		X
Resend Request			X
RIH					X
Send Message			X
Send Reminder			X
Settings	X
SIH					X
Unlock	X	X	X	X	X
View Others Inbox		X	X

SafeSend One

Permissions

Pre-Defined Roles

	Account Mgmt.	User Mgmt.	API Mgmt.	ERO Signer	API Developer	In-Office E-Sign	Offshore
API Developer					X
Automated Reminders
Branding	X
Developer Section			X
ERO Signature				X
My Company	X
Password Policies	X
Payment History	X
Usage Report	X
User Mgmt.		X
Access In-Office E-Sign						X
Access Client Documents With 7216 Consent Only							X

Suite-ERO Only

Permissions

Pre-Defined Roles

	Suite-ERO Only
Cannot Access SafeSend	X
Can be Assigned as ERO for Returns, Extensions, or Organizers	X
Can Have a Signature Stamp	X
Can be a Contact Person for a Return, Extension, or Organizer	X
No Other Groups Can be Applied	X

TTC

Permissions

Pre-Defined Roles

	TTC Manager	TTC User
Manage Bookmarks	X
Report a Problem	X	X
Settings	X
Developer Section	X
Access to Adobe Plug-in	X	X

Gather

Permissions

Pre-Defined Roles

	Delivered	High Level	In Process	Low Level	Middle Level	Read Only	Settings	Archive & Recycle
Archive	X				X
Change Status	X				X
Client Tracking	X			X				X
Client View	X			X				X
Close/Open By Firm				X
Delete (Permanent)		X						X
Delete (Soft)	X	X	X					X
Download	X				X			X
Edit Client Info		X	X		X
Export to Excel	X		X			X		X
Process			X	X
Reopen Organizer	X			X
Reopen Source Document Upload	X			X
Report a problem	X		X		X			X
Resend Access Link	X			X				X
Restore					X			X
Send Reminder	X			X
Settings							X
Upload			X	X
View Access Code	X			X				X