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Migrate to the Thomson Reuters Account for ONESOURCE customers

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.
    note
    Select
    Rules
     to see the criteria for the Universal ID and name.
  5. Select the
    User Type
     from the dropdown.
  6. Mark the
    Bot User Account
     checkbox if the user is a bot account.
    note
    A
    Bot User Account
     enables automated processes. Scripts or applications can perform predefined tasks within a system without human intervention. We've introduced a new field to differentiate between human and bot accounts. This change is in preparation for User Administration redesign.
    You can update this field through the UI, import sheets, or APIs. We recommend updating this field for all Bot User accounts in your tenant to ensure correct account management.
  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.

This article applies to:

  • PRODUCT: ONESOURCE Platform