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:
- SelectSETUP,UsersthenTrust Tax Users.
- Select theUser IDlink for the Trust Tax user you want to grant user rights to.
- In theRightsgrid, 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
- SelectSave.