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Corporate Tax (ONESOURCE)
Get started
Add or edit groups
Get started
Add or edit groups
The
Groups
screen enables you to add groups, assign group permissions, and assign people to the group.
Sign in to ONESOURCE, then select
Administration
.
Select
Company Info
, then
Groups
.
Select
Add
to add a new group, or select
Edit
to edit a group.
The Groups screen opens to the
Client Assignments
tab for tenants that have
Clients
enabled.
Enter a
Group Name
.
Select the clients for this group from the
Available Clients
list.
Select
Transfer
so they appear in the
Selected Clients
list.
The Groups screen opens to the
Product Permissions
tab for tenants that don't have
Clients
enabled.
Enter the name of the group.
Select the Product Permissions for the group.
Assign specific application permissions for this group. For example, select
Administration
on the side panel if you're creating a group for administrators.
Select the options for
Admin
,
Edit Limited
, or
Edit All
access for each of the applications that apply to this group in the Administrator Role section.
Select
Next
to go to
2 User Assignments
.
Mark the checkbox to select the users to add to the group in the Available Users section.
Select
Transfer
to move the users to the Selected Users section.
To remove a user, select them in the Selected Users section, then select
Transfer
to move them to the Available Users section.
Select
Next
to go to
3 Product Assignments
.
Mark the checkboxes next to the products to assign.
Select
Done
to save.
This article applies to:
PRODUCT:
ONESOURCE Corporate Tax
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