Granting User Rights

User rights are granted to Trust Tax users only after the user is added to the User Administration module of the ONESOURCE platform.
To grant the user rights for setting PAN or SuperBank level options and 990 control information:
  1. Select
    SETUP
    ,
    Users
    then
    Trust Tax Users
    .
  2. Select the
    User ID
    link for the Trust Tax user you want to grant user rights to.
  3. In the
    Rights
    grid, review the check boxes for the following user rights to ensure they are selected. If a check box is not selected, be sure to select it. Otherwise, the user right is not granted to the user.
    • Can modify PAN level Options & Overrides
    • Can modify SuperBank level Options & Overrides
    • Can modify 990 Control Information
  4. Select
    Save
    .