Introduction to Brinta: The Essential Tax Automation Platform for Latin America
Brinta is a leading tax automation platform tailored to simplify compliance, reporting, and filing for businesses operating across Latin America. The platform is designed to streamline tax workflows, allowing companies to easily manage complex compliance tasks across jurisdictions. One of Brinta’s features that enhances team collaboration and security is the ability to create and manage user accounts with specific roles and permissions. This guide will walk you through the steps to add a new user to Brinta, ensuring your team has the right access and roles to support tax automation tasks efficiently.
Step 1: Access the User Management Section on the Tax Automation Platform
Log into your Brinta account.
In the upper-right corner, click on the profile icon next to your name (“Hi, [Your Name]”).
From the dropdown menu, select “Users & roles”. This will take you to the user management page, where you can add or edit users and set roles.
Step 2: Navigate to “Invite User” in the Account Settings
In the “Users & roles” section, you’ll see a list of existing users and their roles. At the top of the page, click on the “Invite user” button to open a form for adding a new user.
Step 3: Enter the New User’s Details
A form labeled “Invite user” will appear. Here, you need to provide essential information for the new user:
Name: Enter the full name of the new user.
Email address: Enter the user’s email address, which they will use to receive the invitation and log in to the platform.
Role: Select the appropriate role for the user from the dropdown menu. Available roles may include Admin, Developer, Approver, or Operator. Choose the role that best matches their responsibilities on the platform.
Step 4: Send the Invitation
After filling in the necessary details, click the “Save” button to send the invitation. Brinta will automatically send an email to the new user with a link to set up their account.
Step 5: New User Receives the Invitation Email
The invited user will receive an email from Brinta, inviting them to join the platform. In the email, they will see a “Set password” button, which will direct them to create a password and complete their registration.
Step 6: New User Sets Up Their Password
After clicking the “Set password” button in the invitation email, the new user will be directed to a page on Brinta’s platform. Here, they’ll need to:
1. Confirm their email address (pre-filled in the form).
2. Set a password: Enter a secure password.
3. Confirm password: Re-enter the password to confirm.
Finally, they’ll click “Save” to finalize their account setup.
Conclusion
Adding a new user to Brinta’s tax automation platform is a straightforward process that allows account administrators to manage team access and roles efficiently. By following these steps, you ensure that each team member has the appropriate permissions to support tax compliance workflows across Latin America. This feature is especially useful for organizations looking to maintain secure, role-based access to their tax automation processes on Brinta.