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Keep access to a new entity: business unit and geographic access

Learn how to keep access to the entities you create when your access is limited by business unit or country.

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Written by Jelle Loos

How access works

Your organization can limit your access to certain business units, or to certain countries. You then only see the entities that belong to them.

When you create an entity, you keep access to it only if its Country of incorporation or its Business unit is within your access. Otherwise, you lose access as soon as it's created.

Steps

  1. Select New entity and fill in the details.

  2. If the country and the business unit are both outside your access, Loctax warns you: You won't have access to this entity.

  3. Choose a Business unit within your access, or a Country of incorporation within your access. The warning disappears.

  4. If the entity really belongs elsewhere, don't save it yet: ask your organization admin to extend your access first, or to create the entity for you.

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