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Workflows

Workflow in administration

ONESOURCE Workflow depends on the permission settings in ONESOURCE Administration. This ensures Entities and Jurisdictions are ready for use, enabling you to view and manage tasks as needed.

Permissions

Ensure users are active and have specific Workflow access and permissions to work in each area.
Permissions include:
  • Tasks:
     You can edit tasks, view the dashboard, override due dates, and assign tasks.
  • Workflows:
     You can view, add, or delete workflows.
  • Setup:
     Permissions to manage templates and global settings.
Entities
Entity data from ONESOURCE Administration transfers to ONESOURCE Workflow automatically. Make sure to have the entity code, name, and primary country selected.
If your product links to Entities in ONESOURCE Administration, make sure to tag the entity with both Workflow and the integrating product for shared use. This ensures the data is accessible and usable across both platforms.
If your product doesn't use Entities in ONESOURCE Administration, make sure the entity name and entity code match.
Ensure your administrator marks the
View
 checkbox for
Entities
 permissions in ONESOURCE Administration.
Jurisdictions
To associate Jurisdictions with Workflow, you need to select
Workflow
 as an application under
Reference Data
. Ensure your administrator marks the
View
 checkbox for
Jurisdictions
 permissions in ONESOURCE Administration.

This article applies to:

  • PRODUCT: ONESOURCE WorkFlow