Managing Users & Groups

Categories (2)

Permissions & Roles

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Groups

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Articles (19)

Activating or Deactivating A User

Adding/Modifying/Deleting Global TDX Administrators (TDAdmins)

Converting a User to a Customer or a Customer to a User

Creating and Managing Custom Person Record Attributes

Editing User Applications

Editing User Functional Roles

Editing User Settings

Editing User Time Account Limits

Exporting The List Of Users To Excel

Getting Started with Resource Pools

Granting Administrator (TDAdmin) Access

List of User Settings

Resetting A User Password

Resource Placeholders

Unlocking A User Account

Using the Phone Number Search to Find People

People and telephony systems can look up people by phone number using a specific URL.

Viewing The List Of Users

Viewing Usage Statistics For Users

Working with Confidential People Records

This article discusses how person records can be protected by marking them as Confidential.