Tax firm
Roles & Permissions
Inspect fixed tax-firm roles, permission matrices, and assigned employees.
What this menu does
Make role scope visible and move employees to the correct fixed role.
Where to find it
Tax Firm navigation: Employees & Permissions → Roles & Permissions.
When to use it
- Review a role's menu and action access.
- See employees bound to a role.
- Assign multiple employees to a role.
Before you begin
- Sign in to the Tax Firm portal.
- The account must be allowed to view this menu.
Page regions
- 01Role list
- 02Role detail and permission matrix
- 03Employee list
- 04Assign employees dialog
Supported operations
Inspect a role
- 1
Select View employees or the role detail.
- 2
Review the role description and permission matrix.
- 3
Review currently bound employees and status.
- 4
Close without changes when the role is already correct.
The role's business reach and membership are clear.
Assign employees to a role
- 1
Select Assign employees for the target role.
- 2
Review current members and select employees.
- 3
Confirm selected employees will move from their existing role.
- 4
Save and verify role membership.
Selected employees use the target role's permission set.
Business rules and fields
- The permission matrix is read-only.
- Assigning moves an employee to the target role; it does not combine roles.
- Client assignment still limits normal employee client visibility.
States you may see
What happens next
- Role membership matches the saved assignment and can be audited.
Common problems
The menu, client, or action is missing.
The employee role, client assignment, or current record status does not allow it.
Ask a firm administrator to verify the employee role and client assignment, then reopen the page.
A save or load action fails.
The session may have expired, validation may have failed, or the service is temporarily unavailable.
Refresh once, correct any field-level message, and retry. Keep the request identifier if the page provides one.