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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration

External user access

Prefer a video? External user access
Administrators can set up trust access between tenants using the
External User Access
 screen.
note
To set up a Trust relationship, contact Client Manager Support from ONESOURCE.

Types of trust relationships

  • Regular Trust:
     The Child tenant approves user access requests made by the Parent tenant.
  • Super Trust:
     Users are directly assigned access to the Child tenant without needing approval from the Child tenant Administrator.

Roles of Parent and Child tenants

A Parent tenant grants access to its users, and a Child tenant either approves or receives access automatically.
  • Parent Tenant (Tenant A):
     Initiates the request via the
    Access Other Accounts
     tab to add user access requests.
  • Child Tenant (Tenant B):
     Receives and approves the request to grant external users access.

Set up external user access

Step 1: Parent account (Tenant A) administrator role
  1. Log into ONESOURCE and go to the
    External User Access
     screen.
  2. Select the
    Access Other Accounts
     tab, then select
    Tenant B
     as the Child account.
    " "
  3. Select and transfer the list of users from
    Tenant A
     to request access to
    Tenant B
    .
Step 2: Child account (Tenant B) administrator role
Tenant A
 sends a request to
Tenant B
, which appears on the
External User Access
 screen under the
Access Our Account
 tab.
  1. Review the list of requested users from
    Tenant A
     and approve their access.
  2. Once approved, users from
    Tenant A
     can access the
    Tenant B
     account.
    Tenant B
     administrator can manage their permissions accordingly.
note
  • Tenant B
     can manage permissions and access for
    Tenant A
     users. However,
    Tenant B
     can't modify core data or delete users since
    Tenant A
     controls their accounts.
  • Users can create accounts directly in Tenant B without needing a presence in Tenant A.
  • Users can switch between tenants via
    Switch Account
    , eliminating the need for duplicate accounts.
  • A green circle next to an account in the Trusted Accounts column indicates users are in the Selected Users column for that account.
  • The application removes the green circle when users are moved out of the Selected Users column.

Considerations for external users

  • Trust relationships require a one-time setup, unless you add a new tenant.
  • Administrators control the trust set and user access. Thomson Reuters only facilitates the initial setup.
  • Users with access to multiple tenants can switch accounts after signing in.
  • Switching accounts remains optional. You can create and manage users separately in each tenant.
  • Single Sign-on (SSO) enabled tenants use a single sign in URL, and users will be directed to their assigned home tenant.