Skip to main content
Transition to the new ONESOURCE DataFlow
Search
Search DataFlow Support Help and Support.

This article applies to:

  • Product: ONESOURCE DataFlow

Set up users in ONESOURCE DataFlow

  1. Set up user permissions for DataFlow on the
    Users
     screen in Administration.
    note
    Refer to Administration Help and Support for instructions on setting up new users in DataFlow.
  2. Select
    Regular User
     as the
    User Type
     on the
    Users
     screen.
    note
    • Former Data Provider users become regular users and lose access to Classic requests when added to DataFlow.
    • You'll need to select
      DataFlow Classic Provider
       as the
      User Type
       for them to maintain access to Classic requests.
    • Users will have 2 logins: a regular user for DataFlow and a Data Provider for Classic requests. They'll use separate sign-ins to view information.
  3. Select the user permissions in the DataFlow Admin, Data Provider, Data Permissions, and Access Permissions sections in Administration. administrative permissions screen