OCTA GST
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Getting Started

Managing Team

"User Management & Access Control in Octa GST" Octa GST is built with multi-user access facility, making it ideal for teams.

  • Add Multiple Users – You can create multiple user accounts and can add user.

  • Assign Roles & Permissions – The admin user can give right which user can view, edit, or manage data.

  • Audit Log – All user activities are tracked, so you know who did what and when.

This setup gives admins complete control over data security and workflows while letting multiple team members work in Octa GST simultaneously.

How to Add user

  • Note - Before adding any user, user must first registered with Octa GST. To register, navigate to register and complete the signup using their email ID and mobile number. Click here to check how to Register with Octa GST Registration process

Steps for add the user

  1. Log in with your Admin account.
  2. From the Home Page, open the Team section.
  3. Click the Add User button.
  4. Enter the user’s email ID and click Check (this verifies the user’s registration).
  5. The Add User window will open. and Assign the user’s permission rights (choose Read, Write, or Full Access). also can set permissions at the Company level or at the GSTIN level.
  6. Click the Add button to save the user.
  7. Confirm the user appears in the Team list — permissions can be edited later from the same Team screen. add user

Change Access control

In Octa GST, the Admin can change a user’s access rights at any time. Permissions can be set to Read, Write, or Full Access. Additionally, the Admin can grant custom permission rights, enabling control over access at either the Company level or the GSTIN level for more precise and secure management.

Step-1 Assigning Company-Level Access in Octa GST

Giving access at the Company level means the user can work on all GSTINs under that company. To do this, click on Custom Access in the Custom button > click the Add button > set the Scope as Company > select the company for which you want to assign permission rights > then choose the desired access level — Full, Read, or Write.

Giving access at the Company level allows a user to work on all GSTINs under that company. To assign this access:

  1. Click on the Custom Access button.
  2. In the Custom Access window, click the Add button. custom access
  3. Set the Scope as Company.
  4. Select the Company for which you want to assign permissions.
  5. Choose the desired access level: Full, Read, or Write.
  6. Save your settings to apply the permissions Scope as Company

We can assign permissions for more than one company by clicking the Add button for each company and setting the desired access level.

Step-2 Assign GSTINs Level Access

To assign access at the GSTIN level, the user must first have Access at the company level.

To assign access at the GSTIN level, the user must first have Company-level access. Once the company-level access is granted, follow these steps:

  1. Click Add in the Custom Access window.
  2. Click Scope and select GSTIN.
  3. Select the Company to which the user already has access.
  4. Choose the specific GSTIN you want the user to access.
  5. Assign the desired permission rights for that GSTIN: Full, Read, or Write.
  6. Click Save to apply the permissions.GSTINs level access

🔐 Clarification on Custom Access: Company-Level vs GSTIN-Level

If a team member is given custom access only at the company level, and no access is provided at the GSTIN level, then:

❌ The user will not be able to access any data or modules related to that company.

This is because: While company-level access grants visibility to the organization structure, GSTIN-level access is required to view or work on returns, invoices, reconciliations, or any transactional data.

Deleting User in Octa GST

  1. Navigate to the Team page.
  2. Locate the user you want to delete and click the Edit button next to their name.
  3. In the user details window, click Remove.delete user
  4. A confirmation message will appear. Click I Understand to confirm your intention.confirm delete user
  5. Finally, click Remove again to complete the deletion of the user.