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This article applies to:

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

Calendar permissions

To assign permissions for ONESOURCE Calendar, 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
    Calendar
     in the product list on the left. The Calendar permissions screen has four sections.
  5. Mark the checkboxes in the Data section for
    Years
    ,
    T
    ax Types
    , or
    Jurisdictions
    . 
    1. Select the link for
      Years
      ,
      Tax Types
      , and
      Jurisdictions
       to open the permission screen for each one.
    2. Mark the checkbox next to each one you want permissions to in the Selected section.
    3. Select
      Transfer
       to move each one to the Available section.
    4. Select
      Done
      .
  6. Mark the permissions checkboxes in the
    Due Dates
    ,
    Schedule Due Dates
    , and
    Setup
     sections.
  7. Select
    Next
     to go to
    Product Assignments
    .