For the complete documentation index, see llms.txt. This page is also available as Markdown.
Set up Security
Auto Tax Calculator has the following security roles:
The Auto Tax Calculator Administrator is given the right to configure as well as use Auto Tax Calculator solution.
The Auto Tax Calculator User is given the right to use Auto Tax Calculator solution to calculate tax automatically for OOB entities like Opportunity, Quote, Order or Invoice.
Note: It is necessary to assign any one of the above security roles to use Auto Tax Calculator Solution
Follow the steps below to assign security roles to users.
Go to Advanced Settings --> Settings --> Security.
Select Users
Select user --> Click on Manage Roles
Click on any one of the security roles --> Click Ok.
