Create or update user role
Proper role assignment enables users to access necessary tools and functionalities, thereby enhancing productivity. This guide provides step-by-step instructions on how to set up and update user roles, focusing on granting access to the spreadsheet layer and related features.
Setting Up the User Role
Establishing user roles is essential to control access and permissions within the system. Follow these detailed steps to configure a new user role:
- Firstly, navigate to the Admin menu and select the "Role" option.
- Subsequently, click on the "Add" button to commence the process of creating a new role. Consequently, a form will appear at the bottom of the screen.
- Enter a name for the new role.
- Thereafter, select the necessary features that the user role will require. It is crucial to include:
- Access to Spreadsheet Layer: This grants the user permission to access the spreadsheet layer.
- Refresh Linked Values: This allows the user to update linked values from the spreadsheet to the document.
- Finally, once all the necessary features have been selected, click "Submit" to complete the creation of the new user role.
Updating an Existing User Role
If a user role has already been established but requires additional permissions, follow these steps to update it:
- To begin, navigate to the Admin menu and select the "Role" option.
- Next, choose the user role from the list or user the search function to filter the role and click the "Edit" icon on the right side.
- Ensure that the checkboxes for "Access to Spreadsheet Layer" and "Refresh Linked Values" are marked from the available features.
- Finally, click "Submit" to update the user role with the updated permissions.
By following these steps, you can effectively set up and manage user roles, ensuring that users have the necessary access to perform their tasks efficiently.
Related Articles
Create user role
A "user role" is a defined set of permissions and privileges assigned to a user within the application. These roles are created to determine what actions a user can perform, what information they can access, and what functions they can execute within ...Create user
A "User" refers to a specifically identified individual who plays a role in preparing, reviewing, and filing documents. Follow the provided steps below to create a user. Admin >> User >> Add >> Submit Hover the mouse over the “Admin” menu at the top ...Edit user role
In case you would like to modify the user role, you can change them by following the provided steps below. Admin >> Role >> Edit >> Submit Click on the “Admin” menu at the right top of your screen then select "Role" to access and view the details of ...User Management
Effective user management is essential for data security and collaborative efficiency. Owners and administrators play a vital role in assigning access rights, ensuring data protection while enabling seamless teamwork. Please follow the provided steps ...Assign or Unassign user
In a collaborative environment, managing access to various parts of a document is essential. The application allows you to assign users to specific sections, ensuring they only access relevant portions of the document. You can assign or unassign ...
Popular Articles
Sign in to the Rainbow application
You can log in to the Rainbow application with the credentials (registered email address and password) shared by us. To access the login page, use the following URL: rainbow.datatracks.com Enter your registered email address and password. Click on ...Create entity
An "Entity" is a term used to describe a company that's required to create and submit periodic reports to regulatory authorities in iXBRL format. It's important to note that a single firm can have multiple entities under its umbrella. To uniquely ...Create user
A "User" refers to a specifically identified individual who plays a role in preparing, reviewing, and filing documents. Follow the provided steps below to create a user. Admin >> User >> Add >> Submit Hover the mouse over the “Admin” menu at the top ...Edit user
In case you would like to modify the user details, you can change them by following the provided steps below. Admin >> User >> Edit >> Submit. 1. Hover the mouse over the “Admin” menu at the top right of your screen then select "User" to access and ...Create user role
A "user role" is a defined set of permissions and privileges assigned to a user within the application. These roles are created to determine what actions a user can perform, what information they can access, and what functions they can execute within ...
Recent Articles
Audit Trail
The Audit Trail feature allows administrators to track and monitor activities performed by users within the application. This section is can access only by the Admin. Click on the "Audit Trail" section in the application to access the activity log. ...Edit user
In the MTD VAT application, you can easily update a user’s details, including their name, role, and permissions. You also have the option to assign an entity or revoke authorisation if needed. Follow the steps below to edit user details effectively. ...License Renewal
If your MTD VAT application licence has expired, there is no need to worry. Renewing your licence is a straightforward process that ensures uninterrupted access to your services. Follow the steps below. Steps to Upgrade or Renew Your Licence 1. ...Status Forbidden
While creating an MTD VAT return, you may encounter a "Forbidden" status. This typically occurs due to incorrect login credentials or authorisation issues with HMRC. To resolve this, ensure that you are using the correct credentials assigned to the ...Status is Unauthorized
While creating an MTD VAT return, you may receive a "Unauthorised" status. This typically occurs when HMRC’s authorisation (OAuth token) has expired, preventing the application from successfully interacting with HMRC. To resolve this issue, you need ...