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Role-Based Access Controls (RBAC) Permissions chart

Identify the permissions associated with each predefined role across SafeSend modules.

Show all hidden content.

note

Permissions are predefined and can't be customized within these charts.

To manage permissions such as turning features on or off, go to the relevant module settings.

Refer to Account Management: User management for more information about user groups and permissions.

Returns and Extensions

Returns and Extensions permissions by pre-defined role
Permission	Read Only	High Level	Settings	Middle Level	Low Level	In-Process	Delivered	Archive & Recycle	Upload from CCH
Archive	No	No	No	Yes	No	No	Yes	No	No
Assign	No	No	No	Yes	Yes	Yes	No	No	No
Automated Reminders	No	No	No	Yes	No	No	Yes	Yes	No
Branding	No	No	No	No	No	No	No	No	No
Change [CUSTOM COLUMN]	No	No	No	Yes	No	No	Yes	Yes	No
Change Status	No	No	No	Yes	No	Yes	Yes	Yes	No
Client Tracking/Controller Tracking	No	No	No	Yes	Yes	No	Yes	Yes	No
Client View/Controller View	No	No	No	No	Yes	No	Yes	Yes	No
Combined Group	No	No	No	Yes	No	No	No	No	No
Delete (Soft Delete)	No	Yes	No	No	No	Yes	Yes	Yes	No
Delivery	No	No	No	Yes	No	Yes	No	No	No
Dev Section	No	No	No	No	No	No	No	No	No
Download E-file Forms	No	No	No	Yes	No	No	Yes	Yes	No
Download Returns	No	No	No	Yes	No	No	Yes	Yes	No
Edit Client Info/Controller	No	Yes	No	No	No	Yes	Yes	Yes	No
ERO Signature	No	No	No	No	No	No	No	No	No
Export	Yes	No	No	No	No	Yes	Yes	Yes	No
Grouped Returns Settings	No	Yes	Yes	No	No	No	No	No	No
Internal Routing	No	No	No	Yes	Yes	Yes	No	No	No
K1 Partner Update	No	No	No	Yes	No	No	No	No	No
My Company	No	No	No	No	No	No	No	No	No
Password Policies	No	No	No	No	No	No	No	No	No
Payment History	No	No	No	No	No	No	No	No	No
Permanently Delete	No	Yes	No	No	No	No	No	Yes	No
Process	No	No	No	Yes	Yes	Yes	No	No	No
Recall Return	No	No	No	Yes	No	No	Yes	Yes	No
Reminder Management	No	No	No	Yes	No	No	No	No	No
Report a Problem	No	No	No	Yes	No	Yes	Yes	Yes	No
Reprocess and ReUpload	No	No	No	Yes	No	Yes	No	No	No
Resend Access Link	No	No	No	No	Yes	No	Yes	Yes	No
Restore Return	No	No	No	Yes	No	No	No	Yes	No
Retention Policy	No	Yes	No	Yes	No	No	Yes	Yes	No
Screen Share	No	No	No	No	Yes	No	Yes	Yes	No
Send Reminder	No	No	No	No	Yes	No	Yes	Yes	No
Set Access	No	Yes	No	No	No	Yes	Yes	Yes	No
Settings	No	Yes	Yes	No	No	No	No	No	No
Unlock Return	No	No	No	Yes	No	Yes	No	No	No
Upload	No	No	No	Yes	Yes	Yes	Yes	Yes	No
Upload Estimates	No	No	No	Yes	No	No	Yes	Yes	No
Upload Forms	No	No	No	Yes	No	No	Yes	Yes	No
Upload from CCH	No	No	No	No	No	No	No	No	Yes
Usage Report	No	No	No	No	No	No	No	No	No
User Management	No	No	No	No	No	No	No	No	No
View Access Code	No	No	No	No	Yes	No	Yes	Yes	No

Organizers

Organizers permissions by pre-defined role
Permission	Read Only	High Level	Settings	Middle Level	Low Level	In-Process	Delivered	Archive & Recycle
Archive	No	No	No	Yes	No	No	Yes	No
Change Status	No	No	No	Yes	No	No	Yes	No
Client Tracking	No	No	No	No	Yes	No	Yes	Yes
Client View	No	No	No	No	Yes	No	Yes	Yes
Delete (Permanent)	No	Yes	No	No	No	No	No	Yes
Delete (Soft)	No	Yes	No	No	No	Yes	Yes	Yes
Dev Section	No	No	No	No	No	No	No	No
Download	No	No	No	Yes	No	No	Yes	Yes
Edit Client Info	No	Yes	No	Yes	No	Yes	No	No
Export to Excel	Yes	No	No	No	No	Yes	Yes	Yes
Process	No	No	No	No	Yes	Yes	No	No
Reopen Organizer	No	No	No	No	Yes	No	Yes	No
Reopen Source Document Upload	No	No	No	No	Yes	No	Yes	No
Report a problem	No	No	No	Yes	No	Yes	Yes	Yes
Resend Access Link	No	No	No	No	Yes	No	Yes	Yes
Restore	No	No	No	Yes	No	No	No	Yes
Send Reminder	No	No	No	No	Yes	No	Yes	No
Settings	No	No	Yes	No	No	No	No	No
Upload	No	No	No	No	Yes	Yes	No	No
View Access Code	No	No	No	No	Yes	No	Yes	Yes

Signatures

Signatures permissions by pre-defined role
Permission	Read Only	High Level	Middle Level	Low Level	Send For Delivery	Delivered Report	Archive & Recycle	Settings	Letter Builder
Archive	No	No	Yes	No	No	Yes	No	No	No
Cancel Document	No	No	Yes	No	No	Yes	Yes	No	No
Client Tracking	No	No	No	Yes	No	Yes	Yes	No	No
Delete	No	Yes	No	No	No	Yes	Yes	No	No
Dev section	No	No	No	No	No	No	No	No	No
Document Note	No	No	No	Yes	No	Yes	Yes	No	No
Download Signed Documents	No	No	Yes	No	No	Yes	Yes	No	No
Drafts - Letter Builder	No	No	No	No	No	No	No	No	Yes
Edit Client Details	No	Yes	No	No	No	Yes	Yes	No	No
Export	Yes	No	No	Yes	No	Yes	Yes	No	No
General Settings	No	No	No	No	No	No	No	Yes	No
Report a Problem	No	No	Yes	No	No	Yes	Yes	No	No
Resend Access Link	No	No	No	Yes	No	Yes	Yes	No	No
Restore	No	No	Yes	No	No	No	Yes	No	No
Send for Signature	No	No	Yes	No	Yes	No	No	No	Yes
Send Reminder	No	No	No	Yes	No	Yes	Yes	No	No
Set Access	No	Yes	No	No	No	Yes	Yes	No	No
Unlock Documents	No	No	No	No	No	No	No	No	Yes
View Access Code	No	No	No	Yes	No	Yes	Yes	No	No

Exchange

Exchange permissions by pre-defined role
Permission	Admin Settings	No Message	User Access	Report a Problem	History Report
Add Folder	No	No	Yes	No	No
Cancel Transfer	No	No	Yes	No	Yes
Change Expiry	No	No	Yes	No	No
Change State	No	No	Yes	No	No
Delete Document	No	No	Yes	No	No
Delete Folder	No	No	Yes	No	No
Delete Message	No	No	Yes	No	No
Delete Request	No	No	Yes	No	No
Download File	No	Yes	Yes	No	No
Drop Off Links	No	No	No	No	No
File View	No	Yes	Yes	No	No
Move Folder	No	No	Yes	No	No
Move Message	No	No	Yes	No	No
Move To Inbox	No	Yes	Yes	No	No
New Request	No	No	Yes	No	No
Not Spam	No	Yes	Yes	No	No
Rename Folder	No	No	Yes	No	No
Report a Problem	No	No	No	Yes	No
Request More	No	No	Yes	No	No
Resend Access Link	No	Yes	Yes	No	Yes
Resend Request	No	No	Yes	No	No
RIH	No	No	No	No	Yes
Send Message	No	No	Yes	No	No
Send Reminder	No	No	Yes	No	No
Settings	Yes	No	No	No	No
SIH	No	No	No	No	Yes
Unlock	Yes	Yes	Yes	Yes	Yes
View Others Inbox	No	Yes	Yes	No	No

SafeSend One

SafeSend One permissions by pre-defined role
Permission	Account Mgmt.	User Mgmt.	API Mgmt.	ERO Signer	API Developer	In-Office E-Sign	Offshore
API Developer	No	No	No	No	Yes	No	No
Automated Reminders	No	No	No	No	No	No	No
Branding	Yes	No	No	No	No	No	No
Developer Section	No	No	Yes	No	No	No	No
ERO Signature	No	No	No	Yes	No	No	No
My Company	Yes	No	No	No	No	No	No
Password Policies	Yes	No	No	No	No	No	No
Payment History	Yes	No	No	No	No	No	No
Usage Report	Yes	No	No	No	No	No	No
User Mgmt.	No	Yes	No	No	No	No	No
Access In-Office E-Sign	No	No	No	No	No	Yes	No
Access Client Documents With 7216 Consent Only	No	No	No	No	No	No	Yes

Suite-ERO Only

Suite-ERO Only permissions and constraints
Permission or Constraint	Suite-ERO Only
Can't Access SafeSend	Yes
Can be Assigned as ERO for Returns, Extensions, or Organizers	Yes
Can Have a Signature Stamp	Yes
Can be a Contact Person for a Return, Extension, or Organizer	Yes
No Other Groups Can be Applied	Yes

TTC

TTC permissions by pre-defined role
Permission	TTC Manager	TTC User
Manage Bookmarks	Yes	No
Report a Problem	Yes	Yes
Settings	Yes	No
Developer Section	Yes	No
Access to Adobe Plug-in	Yes	Yes

Gather

Gather permissions by pre-defined role
Permission	Delivered	High Level	In Process	Low Level	Middle Level	Read Only	Settings	Archive & Recycle
Archive	Yes	No	No	No	Yes	No	No	No
Change Status	Yes	No	No	No	Yes	No	No	No
Client Tracking	Yes	No	No	Yes	No	No	No	Yes
Client View	Yes	No	No	Yes	No	No	No	Yes
Close/Open By Firm	No	No	No	Yes	No	No	No	No
Delete (Permanent)	No	Yes	No	No	No	No	No	Yes
Delete (Soft)	Yes	Yes	Yes	No	No	No	No	Yes
Download	Yes	No	No	No	Yes	No	No	Yes
Edit Client Info	No	Yes	Yes	No	Yes	No	No	No
Export to Excel	Yes	No	Yes	No	No	Yes	No	Yes
Process	No	No	Yes	Yes	No	No	No	No
Reopen Organizer	Yes	No	No	Yes	No	No	No	No
Reopen Source Document Upload	Yes	No	No	Yes	No	No	No	No
Report a problem	Yes	No	Yes	No	Yes	No	No	Yes
Resend Access Link	Yes	No	No	Yes	No	No	No	Yes
Restore	No	No	No	No	Yes	No	No	Yes
Send Reminder	Yes	No	No	Yes	No	No	No	No
Settings	No	No	No	No	No	No	Yes	No
Upload	No	No	Yes	Yes	No	No	No	No
View Access Code	Yes	No	No	Yes	No	No	No	Yes

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