Getting Started with Users & Roles

Articles (7)

Applications Overview with Associated License Types

This provides an overview of the TeamDynamix applications and the license types that can access them.

Getting Started with People Records

What is the difference between People Records? Users, Customers and Contacts and how to merge Customers into Users.

Getting Started with Security Roles

Getting Started with TeamDynamix Functional Roles

Understanding Administration versus Security Roles for Applications

Provides guidance to better understand the boundaries of administration versus what security roles may be used for.

Understanding Administrator Permissions

An overview of administrator permissions in TDAdmin

When creating a new user in Admin, what should I fill in? What does each setting mean?