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Getting Started
Getting Started with Users & Roles
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?
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Popular Articles
Understanding Ticket Classifications: The differences between Incident, Major Incident, Problem, Change, Release, and Service Request
Accessing TDX Community, Solutions Client Portal, and Implementation Projects
Client Portal Examples
Getting Started with Tickets
Using the TeamDynamix People Import Utility
Recent Articles
Setting and Editing Service Visibility
Setting and Editing Service Category Visibility
Using Project Templates
Managing Issue Categories
Working with Issues
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