Setting up Permissions and Security

To enable users to have access to the Tax Reporting account functionality; such as the ability to inquire, add, edit or delete tax reporting records, the Compass XD™ administrator should review the permission level records.

 

Tax Reporting Menu

From the Admin Console – XD Permissions module, select the Edit icon next to the role.

Editing the role will change permissions for all users within the role.

 

Expand the Role Permissions accordion.

 

Expand the Tax Reporting record to view permission options available for the user or role. Enable all appropriate permissions for the user or role.

Press Submit to save changes. The user must log out and log back in to see new permissions

CUSTOMER INQUIRY

Permissions also need to be enabled for Tax Information within the Customer Inquiry menu to allow users to view, add, edit and delete tax records.

Select the Customer Inquiry tab within Permissions.

Enable all Tax Information options.

Press Submit to save changes. The user must log out and log back in to see new permissions.

 

ACCOUNT INQUIRY

Permissions also need to be enabled for Tax Information within the Deposit Account menu to allow users to view, add, edit and delete tax records.

Select the Deposit Account tab within Permissions.

Enable all Tax Information options.

Press Submit to save changes. The user must log out and log back in to see new permissions.

 

SHAREHOLDER INQUIRY

Permissions also need to be enabled for Tax Information within the Shareholder Account menu to allow users to view, add, edit and delete tax records.

Select the Shareholder Account tab within Permissions.

Enable all Tax Information options.

Press Submit to save changes. The user must log out and log back in to see new permissions.

 

LOAN INQUIRY

Permissions also need to be enabled for Tax Information within the Loan Account menu to allow users to view, add, edit and delete tax records.

Select the Loan Account tab within Permissions.

Enable all Tax Information options.

Press Submit to save changes. The user must log out and log back in to see new permissions.