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This article applies to:

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

Tax One permissions

To assign permissions for ONESOURCE Tax One, 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
    Tax One
     in the product list on the left.
  5. Companies & Branches:
  6. Select
    All
     in the Companies & Branches section to assign global permissions.
  7. Select
    Individual
     in the Companies & Branches section to assign individual permissions.
    1. Select the
      Individual
       link to select each company and branch permissions.
    2. Select
      Done
      . This returns you to the Tax One Permissions screen.
    3. If you assigned individual permissions, an icon indicates there are specific permissions selected. specific permissions icon
  8. You must assign the company and branches permissions before assigning the modules permissions.
  9. Modules & Menu Items:
  10. Mark the checkbox to allow this user access to All Companies and Branches, or select Individual and select each module and menu item this user can access.
  11. Select the
    grouping
     from the dropdown.
  12. Select the
    Modules & Menu Items
     from the list.
  13. Select
    Next
     to go to
    Product Assignments
    .