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 selectAdministration.
- SelectCompany Info, thenGroups.
- SelectAddto add a new group, or selectEdit
to edit a group. - The Groups screen opens to theClient Assignmentstab for tenants that haveClientsenabled.
- Enter aGroup Name.
- Select the clients for this group from theAvailable Clientslist.
- SelectTransferso they appear in theSelected Clientslist.
- The Groups screen opens to theProduct Permissionstab for tenants that don't haveClientsenabled.
- Enter the name of the group.
- Select the Product Permissions for the group.
- Assign specific application permissions for this group. For example, selectAdministrationon the side panel if you're creating a group for administrators.
- Select the options forAdmin,Edit Limited, orEdit Allaccess for each of the applications that apply to this group in the Administrator Role section.
- SelectNextto go to2 User Assignments.
- Mark the checkbox to select the users to add to the group in the Available Users section.
- SelectTransferto move the users to the Selected Users section.
- To remove a user, select them in the Selected Users section, then selectTransferto move them to the Available Users section.
- SelectNextto go to3 Product Assignments.
- Mark the checkboxes next to the products to assign.
- SelectDoneto save.
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