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Setting Up Users

The Company Info menu (accessed from the
Administration
 tile in the ONESOURCE platform at https://www.onesourcetax.com ) is used to manage Trust Tax and Trust Tax Insight users in ONESOURCE. Managing users in ONESOURCE means adding and editing users as well as assigning permissions and access rights for products.
After users are added to the ONESOURCE platform, the ONESOURCE Trust Tax application is used to grant or change user rights, PANs, assignments and contact information. ONESOURCE Trust Tax is also used to add, modify and delete beneficiary contacts. Beneficiary contacts are special type of users that are added only so accounts can be assigned to them for including the contact information in recipient packages.

Adding Users in the ONESOURCE Platform

The
User Administration
 area allows ONESOURCE platform Administrators to add, edit and delete users as well as assign permissions for products (such as ONESOURCE Trust Tax and ONESOURCE Trust Tax Insight). The
User Administration
 area allows you to complete these tasks for multiple applications in one place. To add users in the ONESOURCE platform, see the Managing Users topic in the ONESOURCE Administration help.

Granting User Rights, PANs, Assignments and Contact Information in ONESOURCE Trust Tax

After Trust Tax and Trust Tax Insight users are added in the ONESOURCE platform, users who are granted the
Can add, change and delete Trust Tax users
 user right in ONESOURCE Trust Tax can use the ONESOURCE Trust Tax application to:
  • Grant or modify user rights, PANs, assignments and contact information.
  • Add, modify or delete beneficiary contacts.
The topics below detail the user pages available in ONESOURCE Trust Tax. To access these pages:
  1. Login to the ONESOURCE platform at https://www.onesourcetax.com .
  2. Select the Trust Tax tile.
  3. Select the PAN and tax year you want to login to (if necessary) then select
    Login
    .
  4. Select
    SETUP
     then
    Users
     then select the corresponding subtopic.
Trust Tax Users
The Trust Tax Users page allows you to modify the users with access to ONESOURCE Trust Tax. Users added to the ONESOURCE platform display in the grid under the
Trust Tax Users
 collapsible section. You can copy user rights and PANs for one user to a new user by selecting a user from the
Copy rights and PANs from
 drop-down list, then selecting Run in the
Copy To
 column.
To modify a user, select the
User ID
 link for the user. The detail page that displays allows you to grant or change user rights, PANs, assignments and contact information.
The
Assignments
 collapsible section on the detail page allows you to display assignments for an assignment type. To display assignments, select the assignment type (
Preparer
,
Administrator
 or
Investment Officer
) from the
Assignment Type
 drop-down list then select
Search
.
You can also use the
Assignments
 collapsible section to add user codes for sharing separately from codes that identify the user. To add a user code for sharing, select the left arrow in the
User codes available for sharing
 grid to move the user code to grid on the left. To remove a user code from sharing, select Run to move it from the grid on the left to the
User codes available for sharing
 grid.
note
Changes made under the
Assignments
 collapsible section are saved immediately and cannot be discarded.
ONESOURCE Trust Tax Insight Users
The Insight Users page allows you to modify the users with access to ONESOURCE Trust Tax Insight. It is similar to the Trust Tax Users page. To modify a user, select the
User ID
 link for the user. The detail page that displays shows the
Rights
 list, which includes only the user rights that are applicable to ONESOURCE Trust Tax Insight users. You can only assign administrator codes to ONESOURCE Trust Tax Insight users.
Beneficiary Contacts
The Beneficiary Contacts page allows you to add, delete and modify beneficiary contacts. Beneficiary contacts are a special type of user that are added only so accounts can be assigned to them for including the contact information in recipient packages. Because of this, Beneficiary Contact users are not added using the ONESOURCE portal. To add a Beneficiary Contact user, enter the name, initials, telephone and extension of the user in the row that includes the text, "Please select here to add new row."
After adding the information, select
Save
. You can now enter or modify the contact information and assignments for a Beneficiary Contact user by selecting the
Name
 link for the user.
User Assignment Code Control
The User Assignment Code Control page allows you to manage user assignment codes without adding the codes to a user. Only codes that identify a user are listed in the grid under the
User Assignment Control
 collapsible section. Selecting a user ID in the
User ID
 column displays a drop-down list so you can assign a different user to a code. To refresh the grid, select
Preparer
,
Administrator
 or
Investment Officer
 from the
Assignment Type
 drop-down list then select
Search
.

Temporarily Disabling and Permanently Deleting Users in the ONESOURCE Platform

If you are a ONESOURCE platform Administrator, you can temporarily disable users and permanently delete users. When users are deactivated, they are prevented from logging in to the ONESOURCE platform. For temporarily disabled users, you can remove the disabled status sot that the user can login again. See "Editing or Deleting Users" in the Adding and Editing Users topic of the ONESOURCE Administration help to complete the following:
  • Temporarily disable a user
  • Permanently delete a user
  • Remove the disabled status for a user

This article applies to:

  • PRODUCT: ONESOURCE Trust Tax