What This Article Covers
This article explains the permissions related to:
Resolution Cases
Transcripts
Each permission includes:
What access the permission provides
Any dependencies or license requirements
What happens when the permission is turned off
Use this guide when setting up permission sets during implementation or when troubleshooting access questions for your team.
Table of Contents
Resolution Cases Permissions
Transcripts Permissions
Resolution Cases Permissions
✅ Resolution Cases
Controls whether users can view and manage tax resolution cases.
What this permission allows
View tax resolution cases
Manage resolution cases for assigned clients
Create and send:
Resolution case letters
Resolution case client requests directly to clients
Important considerations
This permission only applies to users with one of the following licenses:
Tax Resolution
Workflow
When this permission is turned off
The Resolution Cases tab is removed from the client record
The Resolution Cases list is not available
The Templates option may still appear, but the page will not load
Transcripts Permissions
✅ Transcripts
Controls whether users can view and manage IRS transcripts for clients they have access to.
What this permission allows
View client transcripts
Manage transcripts within Canopy
Important considerations
This permission only applies to users with one of the following licenses:
Tax Resolution
Transcripts & Notices
Other permissions affected
Turning this permission off automatically disables:
All other Transcript permissions
When this permission is turned off
The Transcripts tab is removed from the client record
Files > Transcripts is not available
Settings > Integrations > IRS sign-in button is disabled
✅ Pull Transcripts
Controls whether users can pull new transcripts from the IRS.
What this permission allows
Pull transcripts for clients the user has access to
When this permission is turned off
The Transcripts tab remains available on the client record
Files > Transcripts remains visible, but the IRS sign-in button is removed
Settings > Integrations > IRS sign-in button is disabled
Users can:
View transcripts that were previously pulled
Users cannot:
Pull new transcripts
View scheduled transcript pulls
Transcript visibility may appear inconsistent due to permission restrictions