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This article applies to:

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

Workflow Manager permissions

To assign permissions for ONESOURCE Workflow 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
    Workflow Manager
     in the product list on the left.
  5. Mark the checkbox permissions in the Group Name section.
  6. Select
    Transfer
     to move the groups to the Selected Groups section.
    note
    Assigning a specific Workflow Group to the user in Administration only indicates the rights the user inherits based on the permissions set for that group in ONESOURCE Workflow Manager.