TeamDynamix administrators can manually convert customer records to user records. For more information on Customers vs Users, see the Related Article to the right.
Converting a Customer record to a User
- In TDAdmin, navigate to Users & Roles > Users.
- In the top right corner, click the Filter icon.
- From the Classifications list, uncheck all but Customers, then click Apply.
- Click on the Name of the Customer you would like to upgrade to a user.
- At the top of the window, click Actions, then click Convert to User. A new window will open.
- Enter a Username for the new user.
- Select a Security Role for the new user.
- Unless you are using LDAP authentication, leave Auth Provider to TeamDynamix..
- If you are using SSO, leave the Auth Provider to TeamDynamix, and SSO will be used.
- Enter a local TeamDynamix password in the Password and Confirm Password fields.
- If you are using LDAP or SSO authentication, this password will not be used. It is local to TeamDynamix only.
- At the top of the page, click Save.
Note that if a customer is converted to a user, they will not be able to log into TDNext until you explicitly grant them access to the TDNext application. Be sure to
grant the new user application access to TDNext and any other applications to avoid this issue.
Converting a User to a Customer
- In TDAdmin, navigate to Users & Roles > Users.
- In the top right corner, click the Filter icon.
- From the Classifications list, uncheck all but Users, then click Apply.
- Click on the Name of the User you would like to downgrade to a Customer to open the record.
- At the top of the window, click Actions, then click Convert to Customer.
- Take note of the warning message that appears. Converting a User to a Customer will remove the individual's ability to log in to TeamDynamix.
- If you are sure you wish to proceed, at the top of the page, click Save.
- At the prompt, click OK.