Search
Search ONESOURCE Platform Support Help and Support.

BEPS Action Manager permissions

To assign permissions for BEPS Action Manager, select the application in the product list.
  1. Sign in to ONESOURCE, then select
    Administration
    . The screen defaults to
    Users
    .
  2. Search for a user, then go to
    Product Permissions
    .
  3. Select the client on the
    Client Assignments
    screen if
    Clients
    is enabled.
    1. Select the
      Clients with permissions
      filter to quickly see only the clients with permissions assigned to them.
    2. Select
      Next
      .
  4. Select
    BEPS Action Manager
    in the product list on the left.
  5. Go to the
    Project Permissions
    section:
    1. Select all permissions that apply for this user.
  6. Go to the
    Tool Permissions
    section:
    1. Mark the
      Read
      or
      Edit
      checkbox next to each tool this user can read or edit.
  7. Go to the
    Tr Administrative Permissions
    section:
    1. Select the option that apply for administrative permissions.
  8. Select
    Next
    to go to
    Product Assignments
    .