How to Create a Role

Created by Heather Zeh, Modified on Tue, 20 Sep 2022 at 08:34 AM by Heather Zeh

To make any changes in the Security Server, the user will need to be assigned a role. Someone in management at the office can either send an email, or create a ticket with our support team to add permissions for the Security Server. An Admin at the office can also assign permissions to the Security Server.

1. Click the SECURITY SERVER icon in the SMI TAX SUITE


2. Click Roles in the left hand menu

3. Click the Create New button

4. Type the Name and Description of the Role Details

5.Check the box next to the User/s you want to assign the Role to

6. Check the boxes next to the permissions that the Role will include

7. Click the SAVE button

8. To assign Users to a Role at a later date, click the Edit button on the Role

9. Repeat steps 5 and 7