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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration

Administrator types

Administrators set up other administrators and assign permissions (view, add, edit, delete) to users. They also manage permissions for applications and establish security policies for users and company accounts.
There are 3 levels of administrators.
  • Full Access - every licensed application.
  • Full Access (Product-specific) - Edit (Limited) - specific applications. Full permissions to those specific applications.
  • Product-specific - specific applications. Specific permissions to applications.
To use and manage the Product Assignments section, you'll either need
Full Access
 administrator permissions or
Edit (Limited)
 administrator permissions.
  1. Sign in to ONESOURCE, then select
    Administration
    .
  2. On the
    Users
     screen, search for the name to assign permissions to.
  3. Select
    Edit
    , then
    Product Permissions
    .

Full access administrator

Full Access administrators can assign all permissions for all ONESOURCE applications they have licenses to use.
  1. Mark the
    Full Access (select all)
     checkbox to create this type of administrator. When you select
    Full Access
    , all other options are selected by default except the
    Edit (Limited)
     options. The user has Full Access, which includes administrator permissions as well.
    note
    If this account uses Client Manager, Edit (All) administrators can view and manage all clients, regardless of the clients assigned to their profile.
  2. Select
    Next
    .
  3. On the
    Product Assignments
     screen, mark all products that the user has permission to view and use.
  4. Select
    Done
     to save your changes.

Full access (product-specific) administrator

Product-specific Full Access administrators can assign all user permissions for specific ONESOURCE applications. Selecting
Full Access
 for the specific application enables you to specify the user permissions for that application. This designates the user a Full Access administrator for that specific application.
note
These settings require a minimum of
View Users
 or
View Group
 permissions.
  1. In the
    Product Permissions
     section, mark
    Edit (All)
     next to the specific applications that this user has permission to use.
  2. In the
    Company Info
    ,
    Assignments
    ,
    Reference Data
    , and
    Setup
     sections, mark the specific permissions for this user.
  3. Select
    Next
    .
  4. On the
    Product Assignments
     screen, mark all products that the user has permission to view and use.
  5. Select
    Done
     to save your changes.

Product-specific administrator

Product-specific administrators have permissions to assign user permissions for ONESOURCE products they use. Selecting
Edit (Limited)
 for an application enables you to specify the user permissions for that application. This designates the user as an administrator for that specific application and the specific permissions for those products.
note
These settings require a minimum of
View Users
 or
View Group
 permissions.
  1. Select
    Edit (Limited)
     for the specific application that this user has a license to use.
  2. Don’t select
    Full Access
     for any application.
  3. In the
    Company Info
    ,
    Assignments
    ,
    Product Permissions
    ,
    Reference Data
    , and
    Setup
     sections, select the specific permissions for this administrator.
  4. Select
    Next
    .
  5. On the
    Product Assignments
     screen, mark all products that the user has permission to view and use.
  6. Select
    Done
     to save your changes.

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