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User Access and Setup
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This article applies to:

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

Edit a user account

important
You can only edit a user account if you are an admin level user.
Follow these instructions if you want to edit user information such as name and change a password.
  1. Select your username.
  2. Select
    User Settings
     to open the
    Users
     screen.
  3. To edit an existing user, find them in the list and select the
    Edit
     button associated with their name.
  4. If you don't see the user in the list, use the search bar to enter their username, email address, first name, or last name.
  5. Select
    Search
     to update the list with matching users.
  6. Make the necessary changes to the information.
    important
    The
    Login name
    field will appear as a read-only type because you can’t modify it. To create a new a
    Login name
    , deactivate the existing user account and create a new account as described in the
    Add a new user
     section of this guide.
  7. When you finish making changes, select
    Save
    . The changes will apply next time the person logs in.
  8. If you want to edit a different user, select the
    back arrow
     to go back to the
    Users
     screen.
If you need to make more changes, select the
User Customization
 or
Group Information
 tabs as applicable. You can find more details about these tabs in the
User Customization
 and
Group Information
 sections of this guide.
Change your password
  1. Select the
    user menu
    .
  2. Go to
    User Settings
     to open the
    Users
     screen.
  3. Choose the user you want to change the password and select
    Edit user
    .
  4. Select
    Change Password
     button to open the
    User password change
     pop-up.
  5. Enter your current password and then enter a new password that follows the specified format.
  6. When you finish making changes, select
    Save
    .

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