Administration overview
The ONESOURCE Platform screen is the initial starting screen for all ONESOURCE applications. From here, Administrators complete various system setup tasks and manage people and groups using the
Administration
tile.The ONESOURCE Platform is compatible with various browsers and devices, enabling you to switch between different applications in your ONESOURCE suite. This lets you view data across multiple ONESOURCE applications using several browser windows. Plus, it offers the ability to track your recent work across all ONESOURCE applications and create tasks as you progress through your tax processes.
Administration platform tile
The Administration application simplifies administrative tasks for ONESOURCE application management. These tasks unify and simplify the process of managing product information across all ONESOURCE applications, creating a single, user-friendly system.
This help system is for administrators who are responsible for managing company access and setting up security policies for their accounts. You'll need Administrator permissions to access ONESOURCE Administration and perform administrator tasks.
Administration tasks
Administration has 5 areas to complete tasks. The screens you see depend on your permissions.
- Company Info - AccessAccounts,Client Manager,Entities,Groups,Locations, andUsers.
- Reference Data - Gives general-purpose data elements about common items that are used and accessed by multiple ONESOURCE applications and tools. There are currently 5 types of Reference Data: Authorities, Currencies, Domains, Financial Hierarchy, and Jurisdictions.
- Notifications - Tracks the status of user data imports and exports, including templates, reports, and error logs.
- Reporting - Users can generate, export, and print detailed reports about users, groups, clients, permissions, assignments, and history.
- Setup - Various system setup screens:Password Policy,Account Lockout Policy,Single Sign-On Authentication,Multi-factor Authentication,IP Authorization,Support Access,7216 Consent, andExternal User Access.
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Modify product permissions and assignments
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