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Add or edit groups

The
Groups
 screen enables you to add groups, assign group permissions, and assign people to the group.
  1. Sign in to ONESOURCE, then select
    Administration
    .
  2. Select
    Company Info
    , then
    Groups
    .
  3. Select
    Add
     to add a new group, or select
    Edit
     edit icon to edit a group.
  4. The Groups screen opens to the
    Client Assignments
     tab for tenants that have
    Clients
     enabled.
    1. Enter a
      Group Name
      .
    2. Select the clients for this group from the
      Available Clients
       list.
    3. Select
      Transfer
       so they appear in the
      Selected Clients
       list.
  5. The Groups screen opens to the
    Product Permissions
     tab for tenants that don't have
    Clients
     enabled.
    1. Enter the name of the group.
    2. Select the Product Permissions for the group.
    3. Assign specific application permissions for this group. For example, select
      Administration
       on the side panel if you're creating a group for administrators.
    4. 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.
  6. Select
    Next
     to go to
    2 User Assignments
    .
  7. Mark the checkbox to select the users to add to the group in the Available Users section.
  8. Select
    Transfer
     to move the users to the Selected Users section.
    1. To remove a user, select them in the Selected Users section, then select
      Transfer
       to move them to the Available Users section.
  9. Select
    Next
     to go to
    3 Product Assignments
    .
  10. Mark the checkboxes next to the products to assign.
  11. Select
    Done
     to save.

This article applies to:

  • Product: ONESOURCE Corporate Tax