Unassign User Roles in ONESOURCE Determination - Enterprise Cloud

End dating the user role. When a role is end dated, the user configuration is maintained for audit and historical purposes.
Expiring the user role. When a role is expired, you select the expiration date for the role.
Removing the permission granted by the user role. When a permission is removed, you don't select an expiration date.

End Dating a User Role

Select
Tools
,
Administration
then
Users and Roles
.
For the user you want to end date a user role for, select
Edit
in the
Action
column or select the name in the
User
column.
Select the role type (
ADMIN ACCESS
,
STANDARD ACCESS
, or
INTEGRATIONS
) that includes the user role you want to end date.
Enter the date the role will become (or became) inactive for the user in the
End Date
field. If you entered a date that is in the past, the switch becomes red and
INACTIVE
displays next to the user role.

Expiring a User Role

Select
Tools
,
Administration
then
Users and Roles
.
For the user you want to end date a user role for, select
Edit
in the
Action
column or select the name in the
User
column.
Select the role type (
ADMIN ACCESS
,
STANDARD ACCESS
, or
INTEGRATIONS
) that includes the user role you want to expire.
Select the switch to deactivate the role. When a role is deactivated, the switch is gray and a message displays for you to confirm whether you want to remove the role for the user.
Select
EXPIRE
. The Expire pop-up window displays.
Select
EXPIRE
.
From the
Expire on
drop-down list, select the date for when the permissions granted by the user role will expire for the user. If you select On a specific day, the
End Date
field displays and is populated with today's date. You can change the end date to a date that is either in the past or the future, if necessary.
Select
EXPIRE
set the expiration date. On the Users and Roles page, the expiration date displays in the
End Date
field. If you entered an end date that is in the past, the switch for the user role becomes red and
INACTIVE
displays next to the user role.

Removing the Permission Granted by a User Role

Select
Tools
,
Administration
then
Users and Roles
.
For the user you want to end date a user role for, select
Edit
in the
Action
column or select the name in the
User
column.
Select the role type (
ADMIN ACCESS
,
STANDARD ACCESS
, or
INTEGRATIONS
) that includes the user role you want to expire.
Select the switch to deactivate the role. When a role is deactivated, the switch is gray and a message displays for you to confirm whether you want to remove the role for the user.
Select
REMOVE PERMISSION
. A message displays for you to confirm whether you want to remove the permission.
Select
REMOVE PERMISSION
. On the Users and Roles page, the switch as well as the Start Date and End Date fields are gray.