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How to create roles in Taxlink?
Follow these simple steps to create custom roles with specific permissions in Taxlink. Proper role management ensures users have appropriate access levels for their responsibilities.
Click on Role Management
Navigate to the Role Management section in your Taxlink admin dashboard
What you'll need to do:
- Login to your Taxlink admin account
- Look for "Role Management" or "Roles" in the main navigation menu
- Click on the Role Management option to access role settings
- You will see a list of existing roles in your system
- The interface displays current roles and their permissions
Admin Access Required
You need administrator privileges to access the Role Management section.
Create a New Role
Click the "Add New Role" or "Create Role" button to start creating a new role
What you'll need to do:
- Look for the "Create New Role" or "+ Add Role" button
- The button is usually located at the top of the roles list
- Click on the button to open the role creation form
- A new dialog or form will appear for role configuration
- Ensure you have admin privileges to create new roles
Name the Role and Set Permissions
Enter a descriptive name for the role and configure the specific permissions
What you'll need to do:
- Enter a clear, descriptive name for the role (e.g., "Sales Manager", "Data Entry")
- Add an optional description explaining the role's purpose
- Review the available permission categories
- Select specific permissions for each module (Read, Write, Delete)
- Consider the principle of least privilege when setting permissions
Permission Best Practices
Use descriptive role names and follow the principle of least privilege - grant only necessary permissions.
Select the Role Type
Choose the appropriate role type based on the level of access needed
What you'll need to do:
- Review available role types (Admin, Manager, User, Custom)
- Admin: Full system access with all permissions
- Manager: Departmental access with limited admin rights
- User: Standard access for daily operations
- Custom: Tailored permissions for specific needs
- Select the role type that best matches your requirements
Role Type Guidelines
Choose role types carefully. You can always modify permissions later, but it's better to start with appropriate access levels.
Role Created Successfully
Review your role configuration and complete the creation process
What you'll need to do:
- Review all the role settings and permissions
- Double-check the role name and description
- Verify that all selected permissions are correct
- Click "Create Role" or "Save Role" to finalize
- The new role will appear in your roles list and be available for assignment
Role Ready for Assignment
The new role is now available for assignment to users. You can modify permissions anytime from the Role Management section.
Need Help with Role Management?
Our support team can help you set up custom roles and configure permissions for your organization's needs.
Role Management Best Practices
Least Privilege
Grant minimal necessary permissions
Regular Reviews
Review role permissions periodically
Clear Naming
Use descriptive role names
Documentation
Document role purposes and permissions
Common Permission Categories
User Management
- • View users
- • Create users
- • Edit user details
- • Delete users
Financial Data
- • View financial reports
- • Edit transactions
- • Approve payments
- • Export data
System Settings
- • Modify system settings
- • Manage integrations
- • Configure workflows
- • System backups
How to create a user account?
Learn how to create new user accounts and assign them to the roles you've created.
Read Guide →Permission Settings Guide
Understand different permission levels and how to configure them effectively for your organization.
View Permissions Guide →