An overview of Administrator Roles and Permissions.
Roles
Administrator Roles and Built-in Permissions
| Role Name | Built-in permissions |
| Owner | All permissions automatically switched on, except: Generate 1042 E-file Form 1042 |
| User | Assignable permissions |
Assignable Permissions
Sprintax permissions that are assignable to the roles above.
| Permission Name | Permission Access |
| Processing | Ability to process 1042-S recipients' accounts, send emails and other bulk actions |
| Importing | Ability to import data |
| Manage Affiliates | Ability to export CSV file with data |
| Manage Admins | Manage account administrators (add, deactivate, edit) |
| Generate 1042-S forms | Generate 1042-S Forms |
| Import 1042-S data | Import 1042-S data |
| Export 1042-S PDF | Ability to export 1042-S form in PDF format |
| Export 1042-S CSV | Ability to export 1042-S form in CSV format |
| Export 1042-S TXT | Ability to export 1042-S form in TXT format |
| Generate 1042 | Ability to generate and Form 1042 |
| View 1042-S List | Access to the 1042-S list |
| View 1042-S Forms | Ability to view the 1042-S forms |
| Manage e-mail templates | Create, Edit, Delete all Email Templates |
| Manage own email templates | Create, Edit, Delete your own Email Templates |
| Reset MFA | Ability to send MFA reset email to 1042-S recipients |
| Change user email | Ability to change 1042-S recipients emails |
| Delete 1042-S | Ability to delete 1042-S forms |
| E-file Form 1042 | Ability to e-file Form 1042 |
Additional Permissions
| Add as a contact person in accounts | To show as an institution contact in 1042-S recipients accounts |
| Add as a contact person in email signatures | Add as a contact person in email communication to 1042-S recipients |
| Receive copies of all communication | CC-ed in all email communication to 1042-S recipients |
| Receive hidden copies of all communication | BCC-ed in all email communication to 1042-S recipients |