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After you are logged into ClearTax GST and added a business to your account, you may add a new member to your business with assigned roles and access restriction. Let’s understand each role, its access rights, and restrictions.
In this table, we present the roles and restrictions permitted to every individual user according to which the features would function
User Access | Account Owner | Business Owner | Tax Consultant |
Add/Edit/Delete Users | Yes | No | No |
Modify Billing | Yes | No | No |
Add/Edit/Delete Businesses | Yes | No | No |
Add/Edit/Delete GSTIN | Yes | Yes | No |
Invoice Settings (Invoice Serial No, Print Format, Invoice Customization, Custom Mapper) | Yes | Yes | No |
Add/Delete/Edit/Import Outward Supplies (GSTR1 documents) | Yes | Yes | Yes |
Add/Delete/Edit/Import Inward Supplies (GSTR2 documents) | Yes | Yes | Yes |
Add/Delete/Edit/Import Contact & Item Master | Yes | Yes | No |
GST Returns including upload, download, reco & Filing | Yes | Yes | Yes |
Rule Engine Configuration | Yes | Yes | No |
Reports | Yes | Yes | Yes |
To add a new member to your business, follow the below steps: