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This article applies to:

  • Product: ONESOURCE Fringe Benefits Tax
  • Subject: User account

Roles and Privileges

Users in Fringe Benefit Tax are assigned specific roles. Each role is assigned a specific set of privileges. Administrators define the privileges for each role.
  1. Select
    Administration > Roles and Privileges
     from the navigation bar.
  2. In the
    Privileges for role
     dropdown, select the role you want to define.
  3. Use the
    +
     and
    -
     controls to open and close the collapsible sections. The values in the
    Access
     column show whether this role has read only, read and write permission, or no access.
In the following example, users with this role:
  • Can view and edit cost centres.
  • Can view declarations.
  • Cannot view or edit employees.

Specialised Roles

Specialised roles can be added and allocated to users. For example, an organisation administrator may prefer a user not to have access to the Loan workpaper as it contains executives’ details and creates a new role of FBT Preparer 2 without access to that workpaper.
  1. Select
    Administration
    , then
    Roles & Privileges
     from the navigation bar.
  2. Select the
    Add
     button.
  3. Use the
    +
     and
    -
     controls to open and close the collapsible sections. The values in the
    Access
     column show whether this role has read only, read and write permission, or no access.
  4. For each function in each section, select the
    Read
    ,
    Read & Write
    , or
    None
     buttons.

Reporting Entities

Reporting Entities can be placed into
Groups
 and these groups can have their own access set. If a User accesses the ATO return for a reporting entity in a group that they haven't been granted access they will receive an 'Insufficient Reporting Entity access' message. This is because the Reporting Entity belongs to (is child of) a reporting group they don't have access to. A workaround (if required) is to set at least read access for that user for the group. Thereafter, if that user opens the ATO return for a reporting entity in the group structure, they will not get an access warning.

Capabilities for Roles

Role
Can
Cannot
FBT Reviewer
  • View any benefit workpaper
  • Add/edit/generate reports
  • Generate the FBT form or e-file
  • View User details
  • Amend workpaper or reporting entity data
  • Amend the FBT form
  • Lock or unlock an FBT period
  • Edit an RFBA letter or Declarations
FBT Preparer
  • Add Reporting Entities
  • Edit Reporting Entity details
  • Add/edit Cost Centres
  • Add/edit Standard Categories
  • Add/edit/generate Declarations
  • Add/edit/generate RFBA Letters
  • Add/edit User Define Columns
  • Add/edit Employees
  • Group/ungroup Reporting Entities
  • Add/edit data in all workpapers
  • Add/edit/generate reports
  • Upload/Paste data
  • Generate FBT Return
  • Generate eFile
  • Create an amended return
  • Lock/unlock a Reporting Entity
  • Can add and amend benefits and view reports including the FBT Form data.
  • Add/edit User roles
  • Add organisations
  • Edit organisation details
  • Roll Forward
Organisation Administrator
  • Create new organisations.
  • Allocate users to organisations and manage roles for Users up to and including organisation Administrator.
  • Edit all areas of organisations they have created, or have been assigned access to by an Application Administrator.
  • Generate the FBT return, the eFile and RFBA letters.
  • Lock or unlock an FBT period.
note
If an organisation administrator changes the role or organisation access status of another user and they do not have full access to all the organisations assigned to that other user, they cannot grant access to these organisations. If this attempted, the system will remove the privilege the administrator does not have permission to grant from the other user.
Create or edit the access of users for organisations they do not administer.
Application Administrator
  • Allocate initial user roles
  • Control access privileges for all users.
  • Edit all areas, including setting program options and creating new organisations and user roles.
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