Creating a User Manually

We suggest watching the TeamDynamix Foundations videos in order.

Overview

In this session, we will review how to manually create a user record. You can pair this session with the others for a more comprehensive overview of the TeamDynamix user.

Learning Objectives

After completing this session, you should be able to:

  • Manually create a TeamDynamix user
  • Reset a user's password
  • Assign applications to a user

Video Notes

  • For more information on the General section of the user record, see the General Section of the User Record video listed in the Related Articles section to the right.
  • For more information on applications and their security roles, see the Applications and Application Security Roles video listed in the Related Articles section to the right.

Action Items

  • Manually create a new user
    • Extra credit: check the "Is Employee" checkbox for any TDNext users

Transcript

In this video, we will review how to manually create a user record. Note that some of the areas we'll cover in this session are explained in more detail in other sessions. You can pair this session with the others for a more comprehensive overview of the TeamDynamix user. Also keep in mind that although we're manually creating a user, there are options for bulk user creation and management via the people import utility. We will explore this further along in the implementation.

Users are created and TDAdmin. From the left navigation menu, choose Users & Roles, then Users. At the top of the page, click Create, then click Create User. You will be prompted to enter a username for the user. Note that the username must be unique.

We encourage setting the username to the user's full email address rather than just the alias. Including the domain, or the part after the @ symbol, ensures that the username is completely unique across all TeamDynamix accounts. Don't worry; if users are accustomed to signing in with just the alias, they won't be required to include the domain when signing in. We can account for this difference when we set up authentication later in the implementation.

Once we have our username defined, click Next. A new window will appear with a general section already open. Fill in the required values, such as the name, security role and email address. For more information on these fields, please see the related video about the General section, which is linked in the video notes. Finally, click Finish.

If we made an error when creating the username, we can change it by clicking Actions, then Change Username. We can also use the Actions menu to reset the user's TeamDynamix password, if using local TeamDynamix authentication. Note that the Change Password option will not affect the user single sign-on password. You will need to reset that password through the single sign-on provider.

At this point, the user can log in, but they can't do much until we grant them access to specific applications. While the security role determines which applications they could have access to, we still need to grant them permission to the applications themselves.

On the left menu, we'll select the Application section. This displays a list of applications that we can grant to the user. Note that some of the applications may be grayed out or unselectable. This is because the user's license type determines which applications can be granted to them. For a full explanation, see the video about Applications and Application Security Roles linked in the video notes.

Finally, we'll click Save. Now our user can log in to TeamDynamix and begin using the applications we've enabled for them.

Now you know how to create a user manually in TDAdmin. Review the video notes for more helpful information on this topic and review your action items for this session.

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Details

Article ID: 644
Created
Wed 11/4/20 8:29 AM
Modified
Tue 2/2/21 7:46 PM