Configure product permissions
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This article applies to:

  • Product: ONESOURCE Trusts
  • Subject: User account

Manage product permissions

Follow these steps to manage ONESOURCE
Trusts
 product permissions for users and user groups.
  1. As an administrator, open the ONESOURCE Platform and select
    Administration
    .
  2. Select
    Trusts
     to configure application-specific permissions.
  3. Select the client details for which you want to grant permissions. The system will display the corresponding modules.
  4. From the dropdown, select the user role (
    Client Administrator
    ,
    End User
    , or
    External User
    ) whose permissions you want to adjust.
    • Selecting
      Client Administrator
       makes the Administration module available, along with other modules.
    • Selecting
      End User
       shows all modules from Calculations onward, excluding the Administration module.
  5. Configure user access to Modules/Entities/Datasets using the dropdown.
    • For
      Dataset
       selection, mark the checkbox if the user or user group needs specific access.
    • For
      Entities
       selection, choose
      No Access
      ,
      Read Access
      , or
      Write Access
       for the user or user group.
  6. Select
    Next
     to assign the access to the required products. Select
    Done
     to finalize the permissions setup.