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Understanding permission roles in Loctax

Learn how roles and entity access work in Loctax and what to check when you can't see or change something.

Written by Yuliya Chakhovich

Users are managed by your own organization. An admin, usually in the group tax team at headquarters, sets up each user with the role and access that fit their work.

See your own permissions

Open the organization menu, select My profile, then My role.

What decides what you can do

  • Your role: for each type of data, such as master data, corporate tax or VAT, it shows whether you can view it, edit it or both. Further down, it shows what you can do with tasks, entities and apps.

  • Your entity access: your role only applies to the entities you've been given access to.

When something seems missing

  • An entity isn't in your Entities list: you probably don't have access to it.

  • A record has no edit icon: your role lets you view that data, but not edit it.

  • A menu item, such as Workflows or the AI Assistant, isn't there: your role doesn't include it or, for the AI Assistant, you don't have a license.

In those cases, contact your admin. Say what you tried to do, on which entity and what you expected, so they can adjust your role or your access.

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