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Search Tax Provision (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Tax Provision

User Roles

In
Administration > System > Manage Users > Users Roles
 you can set up the user role permissions. For viewing purposes, you can change the page view by selecting
Horizontal
 or
Vertical
 from the drop-down list in the top right corner.
  • With User Roles, you can assign
    Members
    ,
    Datasets
    ,
    Permissions
     and
    Classes
     to users.
  • There are three default Roles:
    Administer
    ,
    Read Only
     and
    Read/Write
    .
  • You can create forty-seven additional user roles to have fifty roles in total.
  • You can sort and filter the lists in the columns to quickly find details.
You can manually add roles or use the import process to add the additional User Roles. To import User Roles, update the
#CUSRRP#
 tab within your categories import spreadsheet file.
To Sort the details:
  1. Select the header row.
  2. Select the arrow in the column header.
To Filter the details:
  1. Select the header row.
  2. Select the arrow for the column heading and then select the filter criteria.
  3. Select
    Filter
    .
To remove the Filter:
  1. Select the header row for the heading you want to filter.
  2. Select the arrow and then select the filter criteria.
  3. Select
    Clear
    .

Add Roles

To Add Roles
  1. In
    Administration >System > Manage Users > User Roles
    .
  2. Select the to add a New User Role.
  3. Type the Name.
  4. Select
    OK
    .