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Search Tax Provision (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Tax Provision

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Role

A user's access to units is based on the selected Role for the units. For example, if you assign a user to a unit at the Preparer level instead of the Reviewer level, the user can access the unit only as a preparer.
To select user Role(s) for units:
  1. Select
    Preparer
     to assign the preparer role to units.
  2. Select
    Reviewer
     (Reviewer 1-6) to assign the reviewer role to units.
  3. Select
    Save
    .
The Available Units and Assigned Units for a selected user appear on the Units page. Assign and remove units for a user to maintain the Users access to units.
To assign the Units:
  1. Select the unit in Available Units.
  2. Select the arrow to add the unit to Assigned Units.
  3. Select
    Save
    .
To remove the Units:
  1. Select the unit in Assigned Units.
  2. Select the arrow to remove the unit.
  3. Select
    Save
    .