Client Manager security changes
Get ready for Client Manager security changes. Switch to the new Client Manager experience in ONESOURCE Administration. Expected release date is July 26, 2024.
Client assignments in ONESOURCE Administration
Set up user permissions for Workflow Manager, Calendar Classic, FileRoom, DataFlow Classic, and Entity Unit Browser in
ONESOURCE Administration
by selecting Users
, then Client Assignments
.
ONESOURCE Administration will absorb
Client Manager Security
, removing it from ONESOURCE Workflow Manager entirely.
Ensure your users have client access
We won't migrate data from the existing
Client Manager Security
in Workflow Manager to ONESOURCE Administration. Before the release, Client Manager Security
administrators should verify that users have access to their relevant clients in ONESOURCE Administration by navigating to Users
, then Client Assignments
.Refer to the Administration Help and Support for instructions on how to assign clients.
Related Content
-
Client Manager security changes FAQ
Format:
Article