Who can do what
Compliance is firm work. Your own staff run it; your client's logins see almost none of it. Within the firm, the split is not screen-by-screen — an associate reaches the same GSTR-1 page an auditor does, and finds two blocks of controls on it that they cannot use.
Filing, reconciliation and export Firm staff
Auditors and associates get all four Compliance screens, for any client they can open. An auditor can open every client in the firm; an associate gets only the clients assigned to them — and a change to that assignment takes effect the next time their session loads their profile, not the instant it is saved.
Two groups of controls on GSTR-1 Return are marked auditor only:
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Filing status — Mark as Filed and Sync Filing Status. Marking a period Filed locks every invoice in it from edits anywhere in Quillix, which is why it sits with the auditor.
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Export and invoice edits — the Full ✓ / B2B Only toggle, Export Full GSTR-1 JSON, Copy to Clipboard, Edit values for filing, Edit HSN Summary and Clear HSN Summary.
On GSTR-3B Summary the same principle applies to the handful of cells the books cannot derive — the typed figures in table 4 and table 5.1 are auditor fields; everything else on that page is computed and editable by nobody.
Data Integrity Auditor only
Before you open a client: Sidebar › Data Integrity
A second opinion on your numbers. Every booked sale, purchase and expense is re-checked on the server — the GST split recomputed from taxable value times rate — and anything that does not add up is queued here, one row per record, naming the client, the document, what specifically disagrees, the taxable value and when it was flagged.
The rows are advisory. Nothing was blocked and nothing was changed: the record saved exactly as entered, and this is Quillix telling you afterwards that the arithmetic does not hold. There is no Resolve button, deliberately — a flag clears itself the moment the underlying record is corrected or deleted.
The restriction to auditors is enforced by the database rather than by hiding a menu entry — an associate is refused the data even if they reach the screen another way.
Client admin Client-side manager
A client admin can open GSTR-1 Return and read it, but cannot file from it. GSTR-3B, 2A / 2B Reconciliation and Export to Tally are not shown to them. That is deliberate: the client can see the return that goes out in their name without being able to send it.
They can ask for a new login for their own store, but the request lands in the firm's User Requests queue and nothing happens until someone at the firm approves it. Final authority over who reaches a client's books stays with the firm.
Client user Client-side data entry
None of the Compliance screens appear for a client user. They enter sales and look at their own sales history; returns, ITC and the Tally export stay with the firm.
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