An overview of Administrator Roles and Permissions.
Roles
Administrator Roles and Built-in Permissions
Role Name | Built-in Permissions |
Owner |
|
Reporter |
|
Responsible Officer (RO) |
|
Accounting Officer |
|
User |
|
Assignable Permissions
Calculus permissions that are assignable to the roles above.
Permission Name | Permission Access |
Export Function | Ability to export CSV file of user data |
Export 1042-S CSV | Ability to export 1042-S form in CSV format |
Export 1042-S PDF | Ability to export 1042-S form in PDF format |
Export 1042-S TXT | Ability to export 1042-S form in TXT format |
Export Payments |
Ability to export Payments in CSV format |
Export SSN/ITIN |
Ability to export SSN/ITIN data. Truncating available |
Fire System Manager |
Generate TXT files for e-filing |
Generate 1042-S |
Generate 1042-S Forms |
Import Function |
Import users (manual or bulk upload) |
Import 1042-S |
Import 1042-S Data |
Manage Admins |
Manage account administrators (add, delete, edit) |
Manage Affiliates |
Manage Affiliate account data |
Manage all Email Templates |
Create, Edit, Delete all Email Templates |
Manage all Filters and Views |
Create, Edit, Delete all custom reports and filters |
Manage Foreign Persons |
Edit Foreign National Data |
Manage Own Email Templates |
Create, Edit, Delete your own Email Templates |
Manage Own Filters and Views |
Create, Edit, Delete your own custom reports and filters |
Manage Payment Entry Module |
Manage Payments Entry Module |
Manage Settings |
Manage Account Settings |
Manage Current Settings |
Manage and activate current tax year Account Setting |
Manage Vendors |
Manage Vendor Record List and View |
Processing |
Ability to process accounts, action emails, bulk actions, approve user changes. |
Reset MFA |
Ability to send MFA reset login to users |
Search by SSN/ITIN |
Ability to search records by SSN/ITIN |
Use Filters and Views |
Ability to apply filters and customize reports created by other administrators |
XML API |
Test Integration Permission |
Responsible Officer Assignable Permissions
Read assigned records only |
Read and Edit assigned records only |
Read all records in the Campus(es) where Responsible Officer is Assigned |
Read all records not added or assigned to Responsible Officer |
Read and Edit all records in the Campus(es) where Responsible Officer is Assigned |
Read and Edit all records in Institution Account |
Other Permission Assignments
Add as contact person for foreign nationals (Listed under 'Contact Institution) |
Add as contact person in email signatures from system emails |
Receive copies of all email communication with users |
Receive copies of all email communication of records assigned to Responsible Officer |
Receive hidden copies of all email communication with users |
Receive assign requests from external users |
For more information, see: Add or Remove Administrators