# User roles and permissions

Neo.Tax now supports three different permission levels along with company access control (only applicable to accounting firms).

Neo.Tax now supports three different permission levels along with company access control (only applicable to accounting firms). Below is a list of permissions for the three levels, Admin, Member, and Non-Financial:

- **Admin** has full access to all companies and can invite other users
- **Member** has full access to select companies and cannot invite other users
- **Non-Financial** has limited access to select companies and cannot invite other users

**Detailed Role Differences**

Firms/Multiple Companies

|  |  |  |  |
| --- | --- | --- | --- |
|  | **Admin** | **Member** | **Non-Financial** |
| Invite other members | X |  |  |
| View member tab | X |  |  |
| View all companies | X |  |  |
| View financial data | X | X |  |
| Credit calculation page | X | X |  |
| Tax document page | X | X |  |
| Connect payroll & accounting | X | X |  |
| Connect ticketing | X | X | X |
| View select companies (determined by admin) | X | X | X |
| Change allocations | X | X | X |
| Update company info | X | X | X |
| Export data | X | X | X |

Single Companies:

|  |  |  |  |
| --- | --- | --- | --- |
|  | **Admin** | **Member** | **Non-Financial** |
| Invite other members | X |  |  |
| View member tab | X |  |  |
| View financial data | X | X |  |
| Credit calculation page | X | X |  |
| Tax document page | X | X |  |
| Connect payroll & accounting | X | X |  |
| Connect ticketing | X | X | X |
| View company page | X | X | X |
| Change allocations | X | X | X |
| Update company info | X | X | X |
| Export data | X | X | X |

### Steps to Invite a New Member:

1. Members > Invite New Member 
1. Select permission level (Admin, Member, Non-Financial)
1. Select access to company/companies

   - Admin selects all companies and greys out company selection
   - Must select one or more companies to invite
1. Invite new member
1. Invite email sent to user
1. User signs up via invited email address

### Steps to Edit Permissions/Company Access:

1. Members > View/Edit
1. Opens edit modal to change permissions level and company access

   - Permissions cannot be edited white the user is still in the “invited” status

## FAQs:

#### **Company selection in invite modal:**

![Screenshot from User roles and permissions](https://vaffozzswoq4jjsz.public.blob.vercel-storage.com/help-center/dc9a739e-74f4-4354-9948-2c4323ccdb0c/roles-and-permissions-1.png)

- Select one, multiple, or all companies 

#### **Company access display:**

![Screenshot from User roles and permissions](https://vaffozzswoq4jjsz.public.blob.vercel-storage.com/help-center/29fa207d-df4c-42a8-9660-d72a8adf67c2/roles-and-permissions-2.png)

- Can hover over number to display list of companies the user has access to

#### **Editing role/company access:**

![Screenshot from User roles and permissions](https://vaffozzswoq4jjsz.public.blob.vercel-storage.com/help-center/e715006b-6f93-4c32-aa0e-10392a458361/roles-and-permissions-3.png)

- Update team member modal

#### **Viewing members page:**

- Only the Admin can look at members page. Member and Non-financial users cannot view members page because from an accounting firm perspective, a client should not be able to see all members within the accounting firm