How Admin users can manage role assignments
Please note that only users with Admin rights can make changes to role assignments
How to manage role assignments
To view a list of roles currently assigned to users on the account, click on the Master Data icon on the ribbon at the top of your screen and hover your cursor over Master Data Reports and then select User Access: Tax Filings
In this report, you will see a list of all the users' names
As well as the roles currently linked to tax types which have been associated with their user
If any of these roles need to be changed, you can do so from the specific tax filing on the entity in question. In order to make a role change, you will click on the Master Data icon and navigate to the Entity Type that the tax filing is associated with, for example Companies
From here, you will navigate to the entity in question and click on the View icon
Click on the Tax Filings tab to see the list of tax obligations for this entity and then select a tax filing from the list and click on the Edit icon
From the Summary screen – select the Edit icon under Role Assignments
If you already have role assignments enabled and you wish to change them, you will also click on the Edit icon to make the necessary changes
Click on Enable Role Assignments and assign roles to users from the drop-down list. Alternatively, you can click the Delete icon on the user who you wish to remove and then select the new user from the drop-down list. Once assigned, click Summary and Save
The following roles are available:
- Preparer – person responsible for the preparation of the tax filing
- Reviewer – person responsible for the review of the tax filing
- Oversight (optional) – read-only role assigned to the tax filing
Click on the Save button on the Summary page to save your changes
In order to see the changes effected, users whose roles have been changed will need to log out of all current Konsise sessions and then log back in.
Related Articles
How to Add Additional Tax Types
Adding a tax filing to entities on Konsise Navigate to the Master Data section and from the dropdown select the relevant entity type: From the Master Data section select the eye icon next to company you would like to add a tax filing to. You will be ...Version 20.7.5 Date: 9 May 2025
We’re excited to share the latest Konsise improvements in Version 20.7.5, which was rolled out on Friday, 9 May 2025. This update is packed with usability enhancements and behind-the-scenes fixes based on user feedback Key Improvement: IRP6 Bulk ...How does the review and sign-off work?
Internal controls are important to an organisation as they ensure that any errors are detected timeously. The processes around preparing, reviewing and submitting a tax return are pivotal to an organisations ability to ensure compliance of tax ...How does the review and sign-off work?
Internal controls are important to an organisation as they ensure that any errors are detected timeously. The processes around preparing, reviewing and submitting a tax return are pivotal to an organisations ability to ensure compliance of tax ...Understanding and Managing Access to Request Cards
Introduction This article aims to provide clarity on the management of access to request cards in our tax software. A request card refers to a tax audit verification or a general request from SARS. This guide will help you understand how to create, ...