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This article applies to:

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

Workpapers permissions

To assign permissions for ONESOURCE Workpapers, 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
    Workpapers
     in the product list on the left.
  5. Mark the checkboxes permissions for each section.

Available activities

There are various permissions available for ONESOURCE Workpapers. The add, update and delete workpaper notes and view workpaper notes permissions are tied together. If you enable one of these two, the other permission is enabled by default.
Assigned permission
Enabled permission
If you assign this permission
This permission is enabled by default
Active Workpapers View
Override checkout
Create and upload new workpapers
Lock/Unlock
Edit workpaper attributes
Batches view
Delete workpapers
Create, edit, and run batches, cancel queued batches
Create new folders in Active Workpapers
Create, edit and delete attributes
Add, update and delete workpaper notes
Workpaper notes activities are tied together - enabling one enables the other
View workpaper notes
N/A