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Workflow management

Granting User Rights

To use the Workflow Manager component of ONESOURCE Trust Tax Tools, at least one Trust Tax user must be granted with the user rights that apply to Workflow Manager. To grant user rights:
  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 user rights listed below. Ensure the check box is selected (a check mark displays in the check box) for the user rights you want to grant to the Trust Tax user.
    • Can setup customizable fields (Tools)
      -Allows the Trust Tax user to add, change and delete custom fields.
    • Can setup customizable Status and Milestones (Tools)
      -Allows the Trust Tax user to add, change and delete status and milestones.
    • Can customize Account Summary Form (Tools)
      -Allows the Trust Tax user to customize the information on the Account Summary page.
    • Can use barcodes to update Status and Milestones (Tools)
      -Allows the Trust Tax user to use barcodes to update status and milestones.
    • Can modify restricted milestones (Tools)
      -Allows the Trust Tax user to add, change and delete milestones that are marked as restricted.
  5. Select
    Save
    .

This article applies to:

  • PRODUCT: ONESOURCE Trust Tax