Add an organisation administrator

Overview

The administrator user role grants full access to manage all aspects of an organisation in TaxLab, including entities, users, tasks, and integrations with Inland Revenue.

View organisation administrators

The first user in an organisation is automatically assigned administrator permissions. We recommend having at least two administrator users to support the management of your entities in TaxLab. To view which users in an organisation have these permissions:

1. From the TaxLab home screen, in the navigation bar select Administration.
2. Under Management > select Users.
3. In the Role column, identify users with assigned role Administrator.

Once a user has been assigned administrator permissions, they can then grant and remove administrator permissions for other users in the organisation.

Grant and remove administrator access

You can only grant administrator permissions to active users, and only if you yourself are an administrator. 

Grant administrator permissions:

1. From the TaxLab home screen, in the navigation bar select Administration.
2. Under Management > select Users.
3. Find the user who needs Administrator permissions > select Edit.
4. From the dropdown menu > select Make Administrator.

Remove administrator permissions:

1. From the TaxLab home screen, in the navigation bar select Administration. 
2. Under Management > select Users.
3. Select Edit next to the appropriate user.
4. Select Make User.

Administrator permissions

What’s next?

Set up an Inland Revenue integration

For Fringe Benefit tax only users, begin adding entities to an organisation.

Related articles

Learn about other types of user access and permissions: Overview of users.