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Before you upgrade

Administrators: Manage users

When adding a new user or editing an existing user, you'll have the option to link or create a new Thomson Reuters Account.

Add new user

When adding a new user, you can link them to an existing Thomson Reuters Account. If they don't have an account, they'll create it after you've finished setting them up on this page.
note
Make sure you've enabled
Create users in Thomson Reuters Account
 on the
Thomson Reuters Account Upgrade
 page. This makes it so new users have to use the Thomson Reuters Account to sign in. It also disables the
Login Method
 on the
User Details
 page.
  1. Select
    Add
     on the
    Users
     screen.
  2. Enter an email address.
    note
    To find out if someone has a Thomson Reuters Account from this page, enter their email address. If the system automatically adds a
    Full Name
    , then the new profile gets added to their account when you complete the set up.
    If the
    Full Name
     isn't added, enter the person's
    Full Name
    .
  3. If you haven't enabled
    Create users in Thomson Reuters Account
    , select
    Thomson Reuters Account
     as the
    Login Method
     in user details.
  4. Continue with the setup process.
  5. Once complete, the person can choose the new user profile when they sign in.

Edit a user

If you need to change an upgraded user profile to a new person, you can do that by editing a user.
  1. Select a user to edit and go to the
    Edit User
     page.
  2. Clear the
    Email
     and enter a new email address.
  3. After changing the address, you can either link to an existing account or create a new account.
    1. If the email is already connected to a Thomson Reuters Account, the system fills in the
      Full Name
       and asks you if you want to upgrade.
    2. If the email doesn't match a Thomson Reuters Account, a new account will be created for the user. This starts the registration process and emails instructions to the address entered.
  4. Select
    Link to New Thomson Reuters Account
     to change the email associated with the user you're editing.
  5. Select
    Yes
     to confirm.
  6. Continue with the setup process.
  7. Once complete, the person can choose their new user profile when they sign in.

This article applies to:

  • PRODUCT: ONESOURCE Platform

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