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User Access and Setup
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Search ONESOURCE Global Trade Support Help and Support.

This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Cross-platform tools

Add a new user

important
You can only add a new user if you are an
admin
 level user.
Select
User Settings
 to open the
Edit
page with your information pre-populated in the fields.
  1. Select the
    back arrow
     to go to the
    Users
     screen.
  2. Once the
    Users
     screen opens, select
    Add
    .
  3. Enter the user’s information (username, password, first name, last name, email address, etc.) and other data into the provided fields.
  4. Select a language from the
    Default culture
     drop-down list.
  5. If the system requires a password change after the first login, check the
    Force password change at next login
     box.
  6. Set the maximum number of times a user can retry entering a password before being locked out.
  7. You can choose how often passwords need to be reset by entering a number of days (0 to 90) for password expiration. The system will not allow the reuse of any of the user's last five passwords.

User groups and permissions

important
You can only manage groups if you are an
admin
 level user.
You can assign a person to groups that determine what screens and functionality that person has access to. There are three main types of groups:
Full Access
Full access groups enable complete use and updates of all data on a screen.
Read-only
Read-only groups allow individuals to view data on screens without the ability to perform actions like running functions or making updates.
Admin
Admin groups allow individuals the ability to manage and group access within the application by adding and editing users.
During implementation, our Professional Services partner will help set up customized groups that fit your business needs. Admins in your application will be able to manage these groups by adding or removing users as needed.

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