Invite User
In EMG Sapphire, we provide the option of adding the following five types of users to each GSTIN:
Admin: This is the first user of the business who registers with EMG Sapphire and logs into it. This is the super-user of EMG Sapphire and can perform all tasks/functions
Maker: The one who uploads invoices to EMG Sapphire (in case of manual upload)
Preparer: The one who prepares the data according to return format and saves it to GST System
Signatory: The one who can submit returns. This user also has the responsibility of E-signing and filing the returns
Guest: The user who has read-only access to the data
Companies can assign specific roles and define access rights accordingly. Here are the steps to allocate a new user:
Firstly select the taxpayer or legal entity or main parent entity for which you want to invite user
Then click to settings
In settings click on Manage users
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Click on the button for ‘Invite User’
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The ‘Invite User’ screen will be displayed. On this screen, you will get an option to add a new user. On clicking the option, the application will request for the email id and role of the new user. After filling these details you need to click on ‘Invite’
If the invited user is new to EMG Sapphire he/she will get an email with a short registration link as shown below. Otherwise user will be added to the platform directly.
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Edit User Role
You can also edit the role of a user or delete the user after having allocated them. Here are the steps to edit/delete a user:
In the ‘Manage Users’ tab under the ‘Action’ column in the User table, you will see 4 options – ‘Resend Invitation’, ‘Change Role’, ‘Save Role’ and ‘Delete’
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Resend Invitation: Click on this option to resend registration link to a user.
Edit: Click on ‘Change Role’ (for the user whose role you want to change). Then select a new role from the drop-down in ‘Role’ column. Click ‘Save Role’ to commit the changes to the portal
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Delete: Click on ‘Delete’ on the Action column to delete the user
Note: Following table illustrates roles/permissions for different types of users on EMG Sapphire.
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Click on the Username on the right corner of the web page as shown below.
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Click on Add Business
Enter Business Name, PAN No. and Address and then Press Save & Continue
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An Email will be sent to you on successful addition of business as follows:
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Once business is created, click on Business name located in the top corner of left-hand side.
For newly created Business name, click on settings as shown in above image and Enter other details (Phone, Fax, Email and Website) and press SAVE.
This will complete the process of adding Parent entity.