Configure product permissions

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.

This article applies to:

  • Product: ONESOURCE Trusts
  • Subject: User account