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This article applies to:

  • Product: ONESOURCE Determination,ONESOURCE Indirect Tax

User roles for Determination Anywhere

You'll need specific roles and permissions to use the Determination Anywhere (DA) modules within Enterprise Cloud.

Assign a role to an existing user

  1. Go to
    Tools
    Administration
    User & Roles
     screen.
  2. Search for the user, then select
    Edit
    .
  3. Select
    Standard access
     as the role type.
  4. For the selected company, select roles from the list. For example, to grant a user full control over content updates, select
    DA Tenant Administrator
    .
  5. Enter beginning and end dates.
  6. Mark the
    Cascading
     checkbox if you need a similar role to inherit with child companies.
  7. Save the new user profile.

Change an existing user's roles

  1. Go to the
    User & Roles
     screen.
  2. Find the user in the list and select
    Edit
    .
  3. Add or remove roles in the Roles section. For example, you can change them from the
    DA Tenant Administrator
     role. Then add the
    DA Support User
     role to change an administrator to a view-only user.
  4. Save the changes. The system immediately updates the user's permissions.

Definitions

These roles are assigned at the tenant level, and a Thomson Reuters administrator will need to set them up.
Role Name
Description & key permissions
Intended user
DA Tenant Administrator
An administrative role that controls the configuration and content lifecycle.
Access the following screens:
DA Dashboard
  • View the dashboard.
  • Use the
    Review changes then sync
     button (if
    On-demand sync
     is turned on).
  • Use the
    Sync all configurations
     button.
DA Version Control
  • View the version history.
  • Access and use all action buttons (for example, push new versions).
Your company's primary tax or IT administrators manage DA settings and content updates.
DA Support User
An administrative role that controls the configuration and content lifecycle.
Access the following screens:
DA Dashboard
  • View the dashboard.
  • Use the
    Review changes then sync
     button (if
    On-demand sync
     is turned on).
  • Use the
    Sync all configurations
     button.
DA Version Control
  • View the version history.
  • Access and use all action buttons.
Internal support staff, IT helpdesk personnel, or external consultants need this role to troubleshoot issues.
Power User, Standard User, and View Only User
DA Dashboard
  • View the dashboard.
  • Can't use any sync buttons. Attempting to do so will result in a "User not authorized..." message.
DA Version Control
  • View the version history.
  • Can't use any action buttons. Attempting to do so will result in a "User not authorized..." message.
These are general Enterprise Cloud roles. When the DA app is turned on for the tenant, these users have limited, view-only access to the DA modules.
note
  • The
    Version Control
     menu option appears only when a DA Store app instance exists for the tenant or you have configured one for the tenant.
  • The
    Review changes then sync
     button on the DA Dashboard works only when you turn on the
    On-demand
     feature for the tenant. If you don't turn it on, users see the message: "This functionality is not enabled for your tenant."