Before you upgrade
What is it
- User roles, assignments, permissions, and access levels remain exactly as they are today.
- While the login experience is now unified through the Thomson Reuters Account, permissions remain distinct for each account or tenant (such as sandbox vs. production). Each customer account admin continues to manage user access independently.
- TheUniversal IDandDisplay Nameoriginally associated with each user will remain visible and unchanged, along with their product-specific roles and permissions.
How can we prepare for the upcoming changes
- : The new Thomson Reuters Account supports enhanced security with two-factor authentication. If enabled, it can use biometric sensors, common authenticator apps, SMS, or voice. Only the Auth0 Guardian app supports easy-to-use push notification directly to your phone’s home screen. The app is free on the Apple App Store and on Google Play for Android.noteWe're transitioning from multi-factor authentication (MFA) to 2FA. If your company has MFA turned on, users will have to set up 2FA when they register their TR Account.Federated Single Sign-On (SSO): If your company has deployed Federated SSO, the Auth0 Guardian App isn't a requirement for your users.Bypass SSO: The functionality remains the same, although your URL or link may change.
- Learn more about the Thomson Reuters Account.
- If you currently use SSO, you'll need to make sure you're set up to use an email address instead of an Employee ID or Network ID. Contact professional services or the Thomson Reuters SSO team with any questions or for help with compatibility.
- Review the list of users and make sure you've marked any bot or inactive users. Take time to update any incorrect or invalid email addresses.noteThe upgrade only affects users for one account, or tenant, using the same email. If you or any other user has an email linked to a different tenant, you'll need to sign in to those using your previous Universal ID and password until they're migrated.
- Test the migration with a few users.
- Flag a batch of users for migration.
- Run reports and monitor upgrade compliance.
- After all active users complete the upgrade, select theFully Migratedtoggle.