Set up Security

Auto Tax Calculator has the following security roles:

Auto Tax Calculator Administrator
Auto Tax Calculator User
Auto Tax Calculator Administrator

The Auto Tax Calculator Administrator is given the right to configure as well as use Auto Tax Calculator solution.

Auto Tax Calculator User

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.