Configure product permissions

Enhanced ONESOURCE Corporate Tax product permissions

This new product permissions module offers significant improvements in usability, efficiency, and control.

Intuitive user interface

  • Categorized permissions:
     Product permissions are now systematically organized into distinct categories such as Administration, Calculations, Configuration, E-Filing, Enhanced Access, Mapping, Importing, and Reporting. This structured approach facilitates easy navigation and efficient management of permissions by administrators.
  • Global access controls:
     A global checkbox lets administrators grant or revoke full access to all modules with a single action, streamlining the permissions management process.
  • Granularity and flexibility:
     Enhanced Access and other grouped permissions are detailed into specific permissions, letting administrators assign precise access based on user roles.

Enhanced user experience

  • Tooltips for clarity:
     Each product permissions category is supplemented with a tooltip providing a clear explanation of its purpose, assisting administrators in making well-informed decisions. Refer to
    Product permissions
     section for details.
  • Grid lines for precision:
     The interface incorporates grid lines to ensure precise selection of checkboxes, reducing errors in permission assignment.
  • Expand and collapse features:
     Administrators can expand or collapse permission categories to easily access or conceal detailed options, improving navigation and usability.

Efficient management of entities and datasets

  • Selective access:
     Administrators have the flexibility to grant access to all entities or datasets, deny access to all, or select specific ones. A search function and pagination facilitate easy navigation through extensive lists.
  • Review and verification tools:
     Options to display only configured entities or datasets let administrators review permissions efficiently.

Bulk permissions application

  • Apply product permissions across clients:
     This feature allows the application of consistent permissions across all clients, simplifying the management process for administrators handling multiple clients and saving time. It is available at both user and user group levels.

API product permissions

  • Apply product permissions across clients:
     This feature allows the application of consistent permissions across all clients, simplifying the management process for administrators handling multiple clients and saving time. It is available at both User and User Group levels.

This article applies to:

  • Product: ONESOURCE Corporate Tax