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This article applies to:

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

E-filing Manager

To assign permissions for ONESOURCE E-filing 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
    E-filing Manager
     in the product list on the left.
  5. Select the user role the Access Permissions section.
  6. Mark the checkbox for the
    Full Access (Select All)
     field to give
    Full Access
    , or mark each checkbox next to specific permissions.
  7. Select
    Next
     to go to
    Product Assignments
    .