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.