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Set up users

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
     information.
  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. Click
    Select
     in the
    Locations
     field to choose the user's location.
    1. Mark the checkbox next to the locations that apply, then select
      Done
      .
  8. Enter more information about the user in the
    Notes
     section.
    1. The
      Notes
       information prints as part of a report.
  9. Enter information in the
    Comments
     field.
    1. User details remain unchanged, but the system message replaces information in the
      Comments
       field when the user is locked or disabled.
  10. Select the date when you want the user account to expire.
  11. Select
    Next
    .
Add users to the client's view as the next step if your product has a license with
Client Assignments
. Otherwise, you'll go to
Product Permissions
 to continue assigning permissions.

This article applies to:

  • Product: ONESOURCE Determination