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