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Administration

User Roles

In
Administration > System > Manage Users > Users Roles
 you can set up the user role permissions.
  • With User Roles, you can assign
    Datasets
    ,
    Permissions
     and
    Classes
     to users.
  • There are three default Roles:
    Administer
    ,
    Read Only
     and
    Read/Write
    .
  • You can create forty-seven additional user roles to have fifty roles in total.
  • You can sort and filter the lists in the columns to quickly find details.
You can manually add roles or use the import process to add the additional User Roles. To import User Roles, update the
#CUSRRP#
 tab within your categories import spreadsheet file.

Add Roles

To Add Roles
  1. In
    Administration >System > Manage Users > User Roles
    .
  2. Select the to add a New User Role.
  3. Type the Name.
  4. Select
    OK
    .

This article applies to:

  • PRODUCT: ONESOURCE New Tax Provision