User management
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This article applies to:

  • Product: Digita Personal Business and Trust Tax
  • Subject: Making Tax Digital (MTD)

Assign staff roles

View each staff member's assigned role, then assign or change roles for 1 or more staff members at once.
The
Staff
 tab lists everyone with access to your firm's products. Each product you use, such as Workflow Manager, has its own column that shows the role currently assigned to that person for that product. More product columns appear as you add more products.
Use this tab whenever someone joins your firm, changes responsibilities, or needs their access updated.
  1. To assign a role to 1 staff member:
    1. Find a staff member by entering the person's name in the
      Search
       field.
    2. Select the dropdown in the product column, in that staff member's row.
    3. Choose the role you want to give them.
      note
      • If a staff member has no assigned product role, the column shows
        Select
        . Select a role to give them access.
      • The roles available in the dropdown depend on the roles set up for that product on the
        Roles and permissions
         tab.
    This updates the role for that product only.
  2. To assign roles to several staff members at once:
    1. Mark the checkbox next to each staff member you want to update, or select
      Select all
       to select everyone.
    2. Select
      Assign role
       to open the
      Assign product roles
       panel.
      note
      This option becomes available once you select at least 1 person. The panel confirms how many staff members you selected and reminds you that your role choices apply to all of them.
    3. Select the role you want to give the selected staff members from the
      Roles
       dropdown, for each product listed.
      note
      Leave the dropdown set to
      Leave unchanged
       for any product you don't want to update.
    4. Select
      Apply
       to save the roles, or select
      Cancel
       to close the panel without making changes.