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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration
  • Subject: User account

Add a user to a client's view for specific products

With Client Assignments, the 2nd step in adding or editing users is to select the Clients this user can access for the products they use.
note
  • The Client Assignments screen shows clients you have permission to view.
  • Administrators with top-level Full Access permissions see all clients in
    Client Assignments
    . Similarly, administrators with Full Access for User Administration permissions can view all clients.
  • Administrators and regular users see clients in the Selected Clients section as assigned by the Full Access Administrator.
  1. Sign in to ONESOURCE, then select
    Administration
    . The screen defaults to
    Users
    .
  2. Add a new user or search for a user in the search field, then select
    Edit
    .
  3. Add or change user information, then select
    Next
    .
  4. Add a client to a user on the Client Assignments screen:
    1. Search for the client name or use the arrows to find the client in the Available Clients section.
    2. Mark the client checkbox in the Available Clients section.
    3. Select
      Transfer
       to move the client to the Selected Clients section.
      note
      The
      Source
       column in the Selected Clients section shows the origin of the added clients. If the added client is a user, then the source is
      Individual
      . If the added client is a group, then the source is the
      Group Name
      . 
  5. Select
    Next
     to move to
    Product Permissions
    .

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