Editing User Settings (ID 3793)

This how-to article will help TeamDynamix Administrators to manage their user’s application access using TDAdmin. The user must have Administrator privileges within TDAdmin to perform these steps.

Overview

There are a number of user settings that can be modified on new or existing users. For a complete list of all settings review the List of User Settings. In this article we'll go into detail on making several of the most common changes.

Editing User Details

To edit the details for a user in your company:

1. In TDAdmin, navigate to Users & Roles > Users.
2. From the list of users, click the name of the person you would like to edit.
3. In the user profile window, make any necessary changes.
4. Click the Save button.

Editing a User’s Applications

Managing a user’s application access is different than managing their security role. For more information, review the Application-Specific Security Roles article. [Is this the right place to send reader for more info?]

To edit the applications for a user in your organization:

1. In TDAdmin, navigate to Users & Roles > Users.
2. Click the Name of the user your wish to edit in the list.
3. On the User Profile page, click the Applications tab.
4. Make any necessary changes. Common changes include:
   1. Selecting the box next to an application, to grant access
   2. Unchecking the box next to an application, to remove access
   3. Changing the license type of a user to restrict or enable access within a current application
   4. Selecting the “Admin” box to make the user an Administrator of the app within TDNext
5. Click the Save button.

Applications can also be changed via the TeamDynamix API.

Examples

• A lead member of a help desk team may need special access to the Projects & Workspaces application for project management.
• A project manager may need access to the Tickets or Analysis application to get an overview of a resource’s workloads.

Editing User Functional Roles

[Functional roles are used to...]

To edit the functional roles for a user in your company:

1. [Can steps 1 & 2 from above replace 1-3 here?] Expand the folder for your company.
2. Navigate to "Users."
3. Click the name link of the user your wish to edit from the user list. This will open the user profile page for that user.
4. Click Functional Roles in the left navigation.
5. Add, remove or edit the functional roles as needed. [These changes will save automatically. True?]

Editing User Time Account Limits

User time type limits will determine how much time a user can enter against certain time types. 

To edit the time type limits for a user in your company:

1. [Can steps 1 & 2 from above replace 1-3 here?]Expand the folder for your company.
2. Navigate to "Users."
3. Click the name link of the user your wish to edit from the user list. This will open the user profile page for that user.
4. Click Limits in the left navigation.
5. Add or remove time type limits as necessary.

Activating or Deactivating a User