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Administration

Users

In
Administration
 >
System
 >
Manage Users
 >
Users
 you can set up the user's information. You can edit, search, and filter the Users information. However, new users are added in the ONESOURCE platform. You cannot delete users from the system, however you can De-Activate them.

Users Details

  • The Active Users will have a check mark beside their name.
  • The User Name is user-defined and can be any combination of alpha-numeric characters, including spaces, up to 60 characters.
  • The User ID is assigned when the user is created by the administrator .
  • The User Role is assigned when the user is created by the administrator.
  • The Phone number is assigned when the user is created by the administrator.
  • The Email address is assigned when the user is created by the administrator.
  • The User Status is assigned when the user is created by the administrator.
  • The Notes are entered when the user is created by the administrator. Existing user's notes will appear in a list.
  • The Change Password option is selected to update the user password.
To edit the Users information:
  1. Select
    Edit
    .
  2. Type the Name.
  3. Type the User ID.
  4. Select the
    Role
    .
  5. Type the Phone number.
  6. Type the Email address.
  7. Select the user to Copy access from information.
  8. Select the
    User Status
     to make the user Active or InActive.
  9. Type Notes, if needed.
  10. Select
    Save
    .
To search and filter the Users list:
  1. At the bottom of the Users list, Type the keyword.
  2. Select
    Search
    .

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision