• How can I set up a new tenant?

    1. Open https://portal.onestopreporting.com/ and log on with your tenanthost administration user (provided by OneStop Reporting)
    2. Go to SettingsAdministration.
    3. At the top level (your company) , click New tenant. HINT: A tenant is a group of users who share a common access with specific privileges in the portal.

      group is a group of users who have access to create clients.

      1. In the New tenant dialog box, fill in these fields:
        • Name
        • Description
        • Integration

       

  • How do I create new users in a tenantthost?

    1. Open https://portal.onestopreporting.com/ and log on with your tenanthost administration user (provided by OneStop Reporting)
    2. Go to SettingsAdministration – click the Users tab.
    3. Click +New.
    4. Enter name of the user, email address:

     

    1. Your user will receive an email with an invitation where they have to click the Accept Invite button.
    1. By accepting the user has to fill out their name, password and accept the Terms.

     

     

    NOTE: Username must be a valid email address.

  • How do I associate a user with a Tenant?

    You are creating a new user and want to associate this user with an existing tenant:

    1. Open https://portal.onestopreporting.com/ and log on with your tenanthost administration user (provided by OneStop Reporting)
    2. After you have created the new user (https://help.onestopreporting.com/faq/tenanthost/how-do-i-create-new-users-in-a-tenanthost/), go to Tenants.
    3. Go to SettingsAdministration – click the Users tab.
    4. Click the users name.
    5. In the menu that appears under the user, you can manage the user’s role, permissions, data access and module access

    For more information see Set permissions and data access for a user

     

  • How can I create a new user within my Tenant?

    The Tenant Administrator can create new users from within the Administration module >> Users >> New.

    When the new user has been created, go to Roles (still within Administration) >> select the role you want to add the new user to >> Edit >> add the new user to this role. The last step is to give the user a license (still within the Administration module). The user can now use this new user to log into this tenant.

     

  • How can I see which Tenant(s) my user belongs to?

    If you have more than one client, you have an option called Tenants when clicking on your login name in upper right corner of the Portal. Clicking on this option will show a list of all clients you have access to.

    You can switch between the different tenants by clicking the name of the tenant you want to work in.

    If your user has access to one tenant only, he or she will only see the name of this tenant and will not have the option to change tenant.