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Release notes

Client Manager security changes FAQ

Can administrators assign users to clients through groups or individually in ONESOURCE Administration?

Administrators can assign users to clients either through groups or as an individual.

Will ONESOURCE Administration migrate the setup of Groups, User Groups, or User Client Access from Client Manager Security?

ONESOURCE Administration will not migrate user access or permissions from Client Manager Security. This will prevent overwriting the current settings in ONESOURCE Administration.

Will the users who are set as administrators in ONESOURCE Workflow Manager have the same permissions in ONESOURCE Administration?

  • We won't transfer a user's administrator permissions from ONESOURCE Workflow Manager to ONESOURCE Administration.
  • Administrators in ONESOURCE Administration will grant new administrator permissions to users through groups or as individuals.

How does a user get access to a client in ONESOURCE Administration?

Refer to Clients topics in Administration Help and Support.

Can I give limited permissions to a user to set up another user's access to a client?

You can give a user limited administrator permissions to Client Assignments.

Do I still need IE Mode once Client Manager Security has been removed from Workflow Manager?

ONESOURCE Administration does not require Edge in IE Mode. However, you may still need IE Mode if your product requires it.
If you use:
  • Workflow Manager, Calendar Classic, FileRoom and Entity Unit Browser, or Entity Manager, you don't need IE Mode.
  • DataFlow Classic, you'll still need IE Mode. We expect to remove the dependency on IE Mode by the end of Q3 2024.

Is there a
No Client Assignment
 option in ONESOURCE Administration?

This option is not available.

Will I be able to manage Client Assignments in Workflow Manager after the release?

  • Client Assignments
     will only be available in ONESOURCE Administration.
  • Client Manager Security
     setup will be turned OFF.
  • Group Administration
     and
    Copy User Permissions
     will no longer be used for
    Client Assignments
     or to add to Client Manager groups.

This article applies to:

  • Product: ONESOURCE Workflow Manager

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