Roles in GeoTAX - GeoTAX.com - Latest

GeoTAX.com Guide

Product type
Software
Portfolio
Verify
Product family
Geo Addressing
Product
GeoTAX.com
Version
Latest
Language
English
Product name
GeoTAX
Title
GeoTAX.com Guide
Copyright
2023
First publish date
2017
ft:lastEdition
2024-05-17
ft:lastPublication
2024-05-17T00:10:51.513450

There are 4 roles in GeoTAX, as follows:

Role Description User Capabilities
AdminWithBilling

This is the primary account owner and is the account that is created at sign up.

  • Can upgrade, downgrade, or cancel the account.
  • Manages billing information that includes the contact and credit card information.
  • View invoices.
  • Add or remove secondary users.
  • Perform tax rate lookups.

FinanceAdmin

This is the secondary account owner that is created to provide a backup for the management of the payment information and invoice tracking. Up to three users are allowed for this role.

  • Manages billing information that includes the contact and credit card information.
  • View invoices.
  • Add or remove secondary users.
  • Perform tax rate lookups.

Admin

This is a secondary account that is created by the AdminWithBilling or FinanceAdmin.

  • Add or remove secondary users.
  • Perform tax rate lookups.

User

This is a secondary account that is created by the AdminWithBilling, FinanceAdmin or Admin.

  • Perform tax rate lookups.