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ClearTax GST Software- How to Add a New Member to Business

Updated on :  

08 min read.

Add a New Member to your Business

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.

Account Admin

  • Can use all features of ClearTax GST
  • Full access to all businesses under the account
  • Will also be able to add more users to the account

Business Admin:

  • Ideal for users who have complete rights to modify details of a business
  • They can add GSTINs under a business and also do invoicing, and GST Return Filing
  • They will also be able to do business level configurations

Tax Consultant/ Filing User

  • Ideal for consulting CAs/Tax Practitioners who need access to entire GST Return application
  • Users will be able to prepare and file the returns
  • They will also be able to do required GSTIN level configurations needed for filing

In this table, we present the roles and restrictions permitted to every individual user according to which the features would function

User AccessAccount OwnerBusiness OwnerTax Consultant
Add/Edit/Delete UsersYesNoNo
Modify BillingYesNoNo
Add/Edit/Delete BusinessesYesNoNo
Add/Edit/Delete GSTINYesYesNo
Invoice Settings (Invoice Serial No, Print Format, Invoice Customization, Custom Mapper)YesYesNo
Add/Delete/Edit/Import Outward Supplies (GSTR1 documents)YesYesYes
Add/Delete/Edit/Import Inward Supplies (GSTR2 documents)YesYesYes
Add/Delete/Edit/Import Contact & Item MasterYesYesNo
GST Returns including upload, download, reco & FilingYesYesYes
Rule Engine ConfigurationYesYesNo
ReportsYesYesYes

To add a new member to your business, follow the below steps:

  • login to our website, Cleartax GST
  • Once you are logged in, you can click on the Settings tab
login settings
  • Select the business for which you wish to add a new member
select the business
  • Click on List of Members > Add a New Member
click on list of busines
  • Enter member’s full name, email address and mobile number
  • Now select the user role you wish to assign to the prospective member
Add a new member fill details
  • Click on Invite Member
  • You will see a list of all the businesses added to your account
Add a new member business list
  • Now, select the businesses for which you wish to add a new member
Add a new member business selected
  • Click on ‘Look’s Good! Confirm’ and member will be added successfully
added successfully
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