Applications and Application Security Roles

We suggest watching the TeamDynamix Foundations videos in order.

Overview

In this session, we will discuss TeamDynamix applications and how to grant access to them.

Learning Objectives

After completing this session, you should be able to:

  • Access and modfiy the list of applications assigned to a user.
  • Explain what application security roles are and how they work.
  • Explain what an application admin ("app admin") is and who can be made one.

Video Notes

Action Items

  • No action items for this session!

Transcript

In this video, we will discuss TeamDynamix applications and how to grant access to them.

In a separate session, we discussed the different elements required to create a user account. However, any user you create won't be able to access anything unless we give them access to specific applications. We'll start by opening up a user record.

In TDAdmin, click Users & Roles, then click Users. Click the name of a user to open their user record. This is the screen you'll see immediately after manually creating a user. As we can see, they've been assigned a security role. In a separate session, we explained that the security role and its underlying license type, control which applications a user can access. We'll explore those applications now.

In the left navigation menu, we can see many sections we can use to configure our user. We're going to focus our attention on the Applications tab. When we click the Applications tab, we can see all of the different TeamDynamix applications arranged alphabetically.

Note that some of the applications may be grayed out. This is because certain applications are only available to those with specific license types. For example, the Analysis application is only selectable if the user has a security role with an Enterprise license type. If you find that one of the applications the user needs is grayed out, consider creating a security role with a less restrictive license type.

To grant access to every application, use the Select All button at the top right corner. Otherwise click the check box next to an application to enable it. You can click on the name of any application to view an explanation of the application and what it is used for. Certain applications require access to TDNext in order to function. This will be noted in the help text.

You'll notice that certain applications have a dropdown menu and a checkbox next to them. The dropdown indicates that the application has its own security roles. In a separate session, we talk about global security roles which control general permissions in TeamDynamix. Application security roles, specifically target permissions in that particular application.

Application-specific security roles are necessary because you can have multiple ticketing, asset, and Client Portal applications. You can create multiple security roles in each application, allowing someone to have a different permission for each. For example, an IT technician may have elevated permissions in the IT ticketing applications, but restricted permissions in the facilities ticketing application.

The [App Admin] check box indicates that the application can have application-specific administrators or app admins. App admins can access and modify the admin settings for that specific application. They do not have to have an enterprise license type or access to TDAdmin in order be an app admin. A technician could easily be an app admin.

Now you know how to grant application access to a user. Review the video notes for more helpful information on this topic.

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Details

Article ID: 648
Created
Wed 12/16/20 11:19 AM
Modified
Tue 2/2/21 7:45 PM

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