ONESOURCE

Workpapers Help

Registration Info/Single Sign-On Info

To access data in applications on the ONESOURCE Platform, you need to provide authentication credentials. The Add-in offers two authentication methods: registration and single sign-on (SSO). With registration, you enter ONESOURCE credentials. With single sign-on, you enter the SSO credentials that you use at your company.

For questions about whether your company uses single sign-on, contact your ONESOURCE system administrator.

Registration

To register with the Platform:

  1. On the Workpapers tab, select Registration.

    Screen capture showing you how to begin the registration process.

  2. Enter your ONESOURCE Username and Password.

    Screen capture showing the initial User Registration pop-up for the Add-in.

  3. Select Verify, and wait while the system checks your credentials.
  4. Select OK on the authentication pop-up.
  5. Select a value for Account if the drop-down is enabled.

    Screen capture showing sample account selection during the registration.

  6. If you are a ONESOURCE Firm Edition user, select a Client.

    Screen capture showing an example of Client selection during registration..

  7. Select Register to complete the registration.

Single Sign-On

Single sign-on (SSO) accepts the credentials you use at your company to authenticate with the ONESOURCE Platform. The Add-in authenticates with the Platform during the following operations:

  • Selecting the Sign On button in the ribbon.
  • Downloading a workpaper from the Platform.
  • Saving a workpaper to the Platform.

You need to re-enter your SSO credentials each time you reopen the Add-in.

To enable single sign-on:

  1. In the Workpapers tab, select Settings > Add-in Settings.

    Screen capture showing the path to Settings > Add-in Settings.

  2. Select the General tab, select Use Single Sign-On, and then enter your company-specific SSO URL.

    Screen capture showing the Add-in Settings pop-up and the General tab where you select "Use Single Sign-On."

  3. Select OK to close the Add-in Settings pop-up.

    If you have been registering with ONESOURCE credentials, you get a pop-up telling you that your existing credentials will be removed. Select Yes.

    Screen capture showing the pop-up telling you your existing ONESOURCE credentials will be removed.

  4. Select Sign On in the ribbon menu.

    Screen capture showing the Sign On button in the Add-in ribbon.

  5. Enter the credentials into your company-specific SSO page.

    Contact your ONESOURCE system administrator if you do not know your SSO credentials.

  6. When your authentication is successful, select OK.

    Screen capture showing the authentication success message.

    If you are a Firm Edition/Client Manager user, you receive an additional pop-up to select a client. After you select the client, select Sign On.

    Screen capture showing the pop-up to select a client.

    The time of day when you signed in using SSO is displayed in square brackets following your SSO user name.

    Screen capture showing the Single Sign-On Info group in the ribbon.