Add a user

The Users administration simplifies creating and editing users and permissions across ONESOURCE products. This enables you to complete tasks for managing users and groups in 1 place across all products.
The 1st step in adding or editing users is to complete the
User Details
screen.
  1. Sign in to ONESOURCE, then select
    Administration
    . The screen defaults to
    Users
    .
  2. Select
    Add
    to open the
    Add New User
    screen.
  3. Enter the
    User Details
    .
  4. Enter a
    Universal ID
    for this user. This is the sign in name for this user.
  5. Select the
    User Type
    from the dropdown.
  6. Mark the
    Bot User Account
    checkbox if the user is a bot account.
  7. Choose
    Select
    in the
    Locations
    field to assign the user's location.
    1. Mark the checkbox next to the locations that apply, then select
      Done
      .
  8. Set an
    Account Expiry
    date for temporary users. After this date, the system will disable the account, preventing the user from signing in.
  9. Enter more information about the user in the
    Notes
    section.
    1. The
      Notes
      section prints as part of a report.
  10. You can make a user inactive by marking the
    Disable
    field. Reasons for disabling accounts include:
    1. Maximum password attempts: The user exceeds the maximum number of incorrect password attempts.
    2. Account expiry: The account reaches the expiration date set by the administrator.
    3. Lockout duration: The system locks out a user for a specified time after too many incorrect password attempts.
    4. User inactivity: The user fails to sign in within the tenant's specified inactivity limit. If no limit exists, the system won't lock out users due to inactivity.
    5. Administrator decision: The administrator can manually disable the account for any reason, for example, a user leaving the organization.
  11. Enter information in the
    Comments
    section.
    1. The
      Comments
      section records system-generated reasons for user lockout or disabling. Administrators should use the
      Notes
      section to add their own information about the user.
  12. Select
    Next
    to continue.