OBG Electronic Filing provides company Administrators with the ability to individually manage their users' access within OBG. Additionally, Administrators may choose to add the user to an existing shared access group. Access levels are defined as part of the process of Creating and Managing Users and Creating and Managing Groups (Shared Access).
Service Area Administrators can only manage the access of "Limited Access" users. For "Limited Access" users, Service Area administrators can only manage access levels within the Service Area they administer. Other functions to manage users' access levels will be grayed out.
When creating or managing an individual user, Administrators may choose to enable the user as one of the following:
Administrator (formerly known as Primary User) – Administrators have full access to all OBG Services and can create, edit, and submit transactions and view history on behalf of the business. Administrators also have the ability to create other users and groups and manage their access level.
All-Access (formerly known as Secondary User) – All-Access users have full access to all Service Areas and can create, edit, and submit transactions and view history on behalf of the business. All-Access users do not have the ability to create other users and groups and they do not have the ability to manage acess levels.
Limited Access – Users have access to selected Service Areas on behalf of the business.
Caution should be exercised when granting Administrator access to any other users. Administrators can manage EVERY other user (including other Administrators).
For "Limited Access" users and all groups, Administrators can specify different access levels for different Service Areas. For a given Service Area, users (or groups) may be enabled with:
A user's access level to a specific Service Area is defined by the HIGHEST access provided by EITHER directly assigning service area access to the user OR including the user in a group that has access to the service area. For example, if a user has been given "Create/Edit" access to Sales Tax but the user is also a member of a group that has "All-Access," then the user has "All-Access" unless and until the user is removed from the group.
Businesses may find it useful to reserve the Administrator access level to senior managers or executives who have broad responsibilities for the business. These Administrators can then create OBG user accounts for line or functional managers and provide them with OBG access as Service Area Administrators for the corresponding OBG services. As a Service Area administrator, line or functional managers can provide access to their Service area to selected users as needed.