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 |
| Manage Vendors | Edit Vendor data |
| Export SSN/ITIN | Ability to export SSN/ITIN data. Truncating available. |
| Search by SSN/ITIN | Ability to search records by SSN/ITIN |
| Processing | Ability to process accounts, send emails, approve user changes and other bulk actions, |
| Importing | Import users/vendors (manual or bulk upload) |
| Exporting | Ability to export CSV file of user/vendor data |
| Manage Foreign Persons | Edit user data |
| Use Filters and Views | Ability to apply filters and customize reports created by other administrators |
| Manage Own Filters and Views | Create, Edit, Delete your own custom reports and filters |
| Manage all Filters and Views | Create, Edit, Delete all custom reports and filters |
| Manage Settings | Manage Account Settings |
| Manage settings for current year | Manage and activate current tax year |
| Manage Affiliates | Create and manage Affiliate account data |
| Manage Admins | Manage account administrators (add, deactivate, edit) |
| Manage payment module | Manage Payments Module (add and edit payments) |
| Export right in Payments Module | Export payments data from the Payments module |
| Fire System Manager | Generate TXT files for 1042-S reporting |
| Generate 1042-S | Generate 1042-S Forms |
| Import 1042-S | Import 1042-S Data |
| Export 1042-S PDF | Ability to export 1042-S form in PDF format |
| Export 1042-S CSV | Ability to export 1042-S form in CSV format |
| Export 1042-S TXT | Ability to export 1042-S form in TXT format |
| Generate 1042 | Ability to generate and e-file Form 1042 |
| View 1042-S list | Access to the 1042-S list |
| View 1042-S forms | Ability to view the 1042-S forms |
| XML API | Test Integration Permission |
| Manage e-mail templates | Create, Edit, Delete all Email Templates |
| Reset MFA | Ability to send MFA reset email to users |
| Delete records | Ability to set records for deletion |
| Change user email | Ability to change user emails |
| Delete 1042-S | Ability to delete 1042-S forms |
| Tax Treaty Benefits | Ability to switch on and off treaties for records |
| Manage Own Email Templates | Create, Edit, Delete your own Email Templates |
Responsible Officer Assignable Permissions
Responsible officer role is suitable when an admin needs to only be able to view and/or edit specific group of foreign nationals/vendors. You can restrict the visibility to only be able to see information, but not edit it, and/or to records the admin is assigned to or records under a given campus.
| Can read in assigned records only |
| Can read and edit data in assigned records only |
| Can read in all records from the campus(es) the Responsible Officer is assigned to |
| Can read in all records not added by or assigned to the Responsible Officer |
| Can read and edit data in all records from the campus(es) to which the Responsible Officer is assigned |
| Can edit all records in the institution's account |
Additional Permissions
| Add as contact person in accounts | To show as a institution contact in users and/or vendors accounts |
| Add as contact person in email signatures | Add as a contact person in email communication for users and/or vendors |
| Receive copies of all communication | CC-ed in all email communication for users and/or vendors |
| Receive copies of all email communication with users to which the responsible officer has write rights (RO specific) | CC-ed in all email communication for users and/or vendors the Responsible Officer admin has write access to |
| Receive hidden copies of all email communication | BCC-ed in all email communication for users and/or vendors |
| Receive assign requests from external users | Receive email notification with assign requests from external users |
| Allow email notifications | Allow the admin to set to receive email notifications for selected changes in user data |
| Allow web notifications | Allow the admin to set to receive web (in Calculus) notifications for selected changes in user data |
For more information, see: Add or Remove Administrators