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This article applies to:

  • Subject: User account

User administration overview

important
Your administrator needs to create a user in the ONESOURCE Platform before granting access and permissions to Sales and Use Tax Compliance.

Authorize a user for Sales and Use Tax Compliance

After your administrator's added you as a user, they can also assign you permissions for Sales and Use Tax Compliance.
  1. In the system, go to
    Tools
    ,
    Administrative Tools
    , and then
    User Administration
    .
  2. Select
    Authorize
    , and then
    Save
    . You'll receive one of the following messages:
    1. You have successfully updated the changes
      . This confirms you authorized the user successfully.
    2. Please navigate to the Users List to assign Global Permissions or Individual Permissions
      , which indicates you need to go to the
      Users
       tab and assign global or individual permissions to complete authorization.

Types of permissions

Permissions are either explicit or inherited.
  • Explicit permission
     - An explicit permission is a permission that's granted or revoked for a specific workarea, entity, or chart. This permission can override other permissions, and once an explicit permission is assigned to a user for a particular object, Inherited and global permissions are no longer applicable to the user.
  • Inherited permission
     - An inherited permission is a permission that's acquired by a specific entity or binder as a result of the associated workarea or entity, respectively.