Users & Roles: Permissions

When you Invite a member to your account, you'll be able to choose the user's Role, which will determine the permissions and access level for that user:

Current Supported User Roles:

1. Administrator

  • The Administrator has full access to everything in the TaxJar account, including all items in the Top Navigation Bar:

  • The Administrator also has access to all items in the account sidebar pictured below:

2. Member

The Member will have access to all items in the top navigation bar in the account:

  • Members can view the Dashboard and the YTD Detailed Sales Tax Analysis
  • Run the Sales & Transactions Checker for economic nexus
  • View & export XLS versions of state sales tax Reports
  • View the Transactions page and request CSV exports of sales data from the Transactions page (export notification emails will be sent to the account Administrator's email address.)
  • View and manage details in the Exemptions tab
  • View current AutoFile enrollments and update AutoFile banking details from the AutoFile page in the top navigation bar

What are Members not able to do?

  • Members added by the Administrator do not have permission to manage (add or remove) Users
  • Members do not have permission to access or change the Administrator's password
  • Members do not have permission to view or change the account's Notification Preferences
  • Members do not have permission to view or alter the account's State Settings
  • Members do not have permission to access Linked Accounts or connect carts 
  • Members do not have permission to enroll in AutoFile or purchase AutoFile Credits
  • Members do not have permission to view or create API tokens
  • Members do not have permission to view or edit billing details in the Plan & Billing page of the account.
  • Members do not have permission to import CSV data
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