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Administration

Administration overview

The ONESOURCE Platform screen is the initial starting screen for all ONESOURCE applications. From here, Administrators complete various system setup tasks and manage people and groups using the
Administration
 tile.
The ONESOURCE Platform is compatible with various browsers and devices, enabling you to switch between different applications in your ONESOURCE suite. This lets you view data across multiple ONESOURCE applications using several browser windows. Plus, it offers the ability to track your recent work across all ONESOURCE applications and create tasks as you progress through your tax processes.

Administration platform tile

The Administration application simplifies administrative tasks for ONESOURCE application management. These tasks unify and simplify the process of managing product information across all ONESOURCE applications, creating a single, user-friendly system.
This help system is for administrators who are responsible for managing company access and setting up security policies for their accounts. You'll need Administrator permissions to access ONESOURCE Administration and perform administrator tasks.

Administration tasks

Administration has 5 areas to complete tasks. The screens you see depend on your permissions.
  • Company Info - Access
    Accounts
    ,
    Client Manager
    ,
    Entities
    ,
    Groups
    ,
    Locations
    , and
    Users
    .
  • Reference Data - Gives general-purpose data elements about common items that are used and accessed by multiple ONESOURCE applications and tools. There are currently 5 types of Reference Data: Authorities, Currencies, Domains, Financial Hierarchy, and Jurisdictions.
  • Notifications - Shows the status of imports and import messages in the Notification Queue.
  • Reporting - Reports screen to view, run, and print reports; change layout, use filters and more.
  • Setup - Various system setup screens:
    Password Policy
    ,
    Account Lockout Policy
    ,
    Single Sign-On Authentication
    ,
    Multi-factor Authentication
    ,
    IP Authorization
    , and
    Support Access
    .

This article applies to:

  • Product: ONESOURCE Platform
  • Sub Product: ONESOURCE Administration

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