Users
The “
User List
” screen is used for setting up new users in the ISF system, as well as modifying existing users as needed.This screen can be opened by
choosing
“Users” from the “Administration” menu.
Resetting a User Password
On occasion, a user will forget a password, retry the password a few times, and end up locked out of the system. Should this occur,
locate
the user in the user list. If the user name does not immediately appear on the first page of the grid, use
the search bar above the grid to locate the user.
Enter the username, e-mail address, or part of the user’s name in the text box and then click “Search”.
All users matching the search parameters will appear in the User List grid.
Go
to the “Current Password Retries” column and click
“Reset”.
Deleting an Existing User
To
delete
an existing user, choose
a user to delete from the grid below. Once the user has been located, click
the user’s corresponding “Delete” button on the far left.
Modifying an Existing User
To
modify
an existing user account, choose
a user to modify. Once a user has been selected, click
the user’s corresponding “Edit” button on the left.
Clicking
“Edit” will open the “edit” screen for the user’s account information. The tabs of the “Edit” screen (User Settings, User Info, and Partner Access) are described in more detail in their designated sections of this User Guide (below).Creating a New User
To
create
a new user account, click
“Add New User” at the top of the screen.
Clicking
“Add New User” will open the “edit” screen for the user’s account information. The tabs of the “Edit” screen (User Settings, User Info, and Partner Access) are described in more detail in their designated sections of this User Guide (below).User Settings
The “
User Settings
” tab allows administrators to make modifications to a user’s primary account settings including:- Culture Codes (System Language)
- Invalid Login Attempts
- Force Password Changes
- Enabling/Disabling User Accounts
- Resetting a password
In order for a User to
reset
their own password, they would go
to the User Settings tab for their own user, enter
their current password, and then type in
the new desired password and verify
the new password. Then click
“Save.”
An administrator can make edits to the following fields:
Fields | Description |
|---|---|
Username | Login username for user account |
Password | Login password for user account |
Enabled |
|
Force Password Change at Next Login | The user is required to change the password before being given access to the screens by next login. |
Default Culture Code | Allows the user to interact with the system in a specific language. |
Theme | Sets a default color scheme across the partner that will become visible to the user upon next login. For more information, refer to the “Themes” section of this User Guide. |
Password Retries | The current total of failed password attempts upon login. Once the total reaches the “Password retries lockout interval” message, the account will lock and the user cannot login until the value is reset. |
Password Retries Lockout Interval | The maximum number of times a user can incorrectly enter a password upon login before the account is locked. |
Password Change Retrieval (in Days) | How frequently the user is prompted to change the account password. |
Last Login | The date/time of the last user login. |
Last Password Change | The date/time of the last modification to the user’s password. |
Modify Date | The date/time of the last modification to the user’s account. |
Modify User | The user who last edited this user’s account information. |
User Info
The “
User Info
” tab provides specific contact information for system users. It is a convenient location for getting in contact with someone, should any questions arise as to specific modifications a particular user made to the system.
Partner Access
The “
Partner Access
” tab is the access control module of ONESOURCE ISF.“Partner Access” controls whether a user has access to a particular partner’s data, which through the use of multiple partners can be used to separate data either within an organization or supply chain. Once different partners are set up, administrators can set up each partner with a set of data and assign users access to only specific partners.
The administrator can add, modify, or delete groups to which the selected user has been assigned. These group assignments control the overall user permissions based on group memberships and assigned group permissions.
The “Group List” is sorted alphabetically.
Selecting
a group will display an alphabetized list of partners to which the user can be given the selected role.
Users can be set up with a different access right for each partner they belong to. For example, a user may have full access in one partner, but read only access in another. If a user has access to multiple partners:
- The “Dashboard” screen will consolidate and show Security Filings from all partners.
- The user can also perform a search without switching partners.
- This user can create Security Filings for each partner from a single screen without having to select a partner in the “Type Ahead” list.
The user has the ability to indicate that a new user should be given role access to all partners. For filers managing multiple partners, this provides an easier means for setting up new users.
Related Content
-
Importer Security Filing (ISF)
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