Manually creating a user

Creating and configuring a new user is a multi-step process.

Step 1: Create User Record

  1. In TDAdmin, navigate to Users & Roles > Users
  2. At the top of the page, click +Create, the click Create User 
  3. Enter a username and click Next.
    1. This is a TeamDynamix-local username, and should be unique. We suggest using the person's email address, including the @yourdomain.edu suffix.
    2. If you have SSO or LDAP authentication set up, the user will not use this username to log in.

The Complete User Information screen will open.

  1. Choose a Security Role from the drop-down menu.
  2. Enter the user's First Name and Last Name.
  3. Unless you are using LDAP, leave the Auth Provider set to TeamDynamix.
    1. If you are using SSO, still leave the Auth Provider option set to TeamDynamix. SSO will still be used.
  4. Enter a local TeamDynamix password in the Password and Confirm Password boxes.
    1. This password is local to TeamDynamix. If you have another authentication method set up, the user will use that method and this TeamDynamix password will not be used.
  5. Leave Organization set to the default, which is the name of your TeamDynamix environment
  6. Set the user's Primary Email and Alert/Notification Email. Both are typically set to the person's main email address.
  7. Set the user's Hourly Bill Rate and Hourly Cost Rate. If you are not planning on using time and expenses, you can leave these to $0.00.
  8. Set the user's Daily Capacity Hours, or number of hours per day they are expected to work.
  9. The following fields are optional, but suggested:
    1. Organizational ID: a unique value that will never change, such as the person's employee ID, student ID, or NetID. This can be used for deduplication and matching, even if the user's other information changes.
    2. Default Acct/Dept: the department the user belongs to. This will be auto-applied to any forms the user submits and can be used for reporting purposes.
    3. TDNext Access checkbox: Make sure to check this box if the user will be a technician or will otherwise need to log in to TDNext
    4. Location and Location Room: the building or location and room the user is based in. This information can be captured/listed in any tickets the user submits, which can be helpful to technicians who are responding to requests submitted by this person.
    5. This user is an employee checkbox (in Capacity section): Check this box if this person is an internal employee, i.e., if work will typically be assigned to this person in TDNext. This can be left unchecked if this user is a client/end-user who work is done for.
  10. At the top of the page, click Finish.

Step 2: Configure Access

At this point, the user record will be created. However, if the user were to attempt to log in, they wouldn't be able to do anything.

In order to give the user meaningful access, we must do a few more things:

  • Assign user applications
  • Configure functional roles
  • Set Accts/Depts
  • Add user to groups
  • Apply custom desktops
  • Grant access to workspaces
Print Article