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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
    Review the following rules for Universal ID, Display Name, and Password.
    Universal ID rules:
    • The ID must be 8 characters long.
    • The ID can only contain:
      • Alphanumeric characters: 0-9, A-Z, a-z
      • Special characters from this set: . - _ @
    Display Name rules:
    • The full name can't exceed 200 characters.
    • First and last names (separated by a space or comma) are required.
    Password rules:
    • Your password can't repeat a character more than 5 times.
    • Your password can't be the same as your sign in name.
    • The maximum Password Length should be 255.
    • The maximum Password Age should be 90.
    • The minimum Password Age should be 1.
    • The lockout Threshold should be 10.
    • The inactivity Threshold should be 90.
    • The minimum Password Length should be 8.
    • The password needs to have 4 of the following character sets:
      • English characters in capital letters (A-Z).
      • English lowercase characters (a-z).
      • Numbers (0-9).
      • Non-alphanumeric characters (for example, @#$).
    • The last 2 passwords can't be reused.
  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 and the user can't sign in.
  9. You can manage a user’s status using the
    Disable Account
     and
    Enable Account
     buttons.
    1. The
      Disable Account
       button lets administrators de-activate a user temporarily from the system.
    2. The
      Enable Account
       button reactivates users who are
      Inactive
       or
      Disabled
      , when needed.
      note
      Reasons a user may become
      Inactive
      :
      • Maximum password attempts: The user exceeded the maximum number of incorrect sign-in attempts and the system locked them out.
      • User inactivity: The user didn't sign in for the number of days defined in the tenant (between 1 and 400 days, depending on tenant configuration).
      Reasons a user may become
      Disabled
      :
      • Account expiry: The user’s account has reached the expiration date configured during user setup.
      • Administrator decision: The administrator manually disables the account (short-term leave or contractor).
  10. Enter more information about the user in the
    Notes
     section.
    1. The
      Notes
       section prints as part of a report.
  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