Estimated Payments permissions
To assign permissions for ONESOURCE Estimated Payments, select the application in the product list.
- Sign in to ONESOURCE, then selectAdministration. The screen defaults toUsers.
- Search for a user, then go toProduct Permissions.
- Select the client on theClient Assignmentsscreen ifClientsis enabled.
- Select theClients with permissionsfilter to quickly see only the clients with permissions assigned to them.
- SelectNext.
- SelectEstimated Paymentsin the product list on the left.
- Select the user role the Access Permissions section.
- Mark the checkbox for theFull Access (Select All)field to giveFull Access, or mark each checkbox next to specific permissions.
- SelectNextto go toProduct Assignments.