Overview
Security Roles are the central hub for application permissions in TeamDynamix. These roles are used to select which actions and visibility options are available to users who have the security role applied to their account. License Types and Security Roles are not the same, however work together to accomplish a purpose of defining permissions in the Business Entity. View the License Type as the spine of the Security Role, it is the main core of the Security Role but not all permissions of the License Type must be active within that Security Role.
The specific permissions that are allowed on a Security Role are limited by the License Type which is applied to a Security Role upon creation. In order to create a user, a Security Role is required. The License Type is directly tied and limited to the number and type of licenses purchased for your organization. Each user will be utilizing one license of the type specified on the Security Role. However there is not a limit to the amount of Security Roles that can exist in a Business Entity. Dependent on the institution's needs, it is common to have multiple Security Roles created using the same License Type to get more granular control over that user's ability to exert change in your environment.
Below are example Security Roles from other TeamDynamix implementations
| Institution A |
Institution B |
| Enterprise |
Full Access |
| Technician |
Ticket Worker Bee |
| Team Member |
Project Worker Bee |
| Client |
Faculty/Staff |
| Student Technician |
Student Technician |
App security roles vs environment security roles
Its important to understand that each user has 1 security role for the entire environment (this is the license that you pay for in your contract) and 1 security role for each segmented app (tickets, assets, client portals) that the user may need access to. For example, its common for an IT person to have full privileges in their main app whereas they may have a reduced set of permissions in say an HR app.
Creating/Modifying Security Roles
To create a Security Role:
- Login to TeamDynamix and go to the Admin application
- Scroll down on the Administration Navigation bar and select Users & Roles
- Click on Security Roles
- Click on the green "+New" button and populate the Name and License Type
- It is advised to click "Select Defaults" for the License Type
- Dependent on the License Type selected certain permissions will be available to check or be grayed out.
- Comb through the Permissions to review if these are proper for the intended recipients of this Security Role.
- Note that each permission is linked to a description about what the permission offers.
To modify an existing Security Role:
- Login to TeamDynamix and go to the Admin application
- Scroll down on the Administration Navigation bar and select Users & Roles
- Click on Security Roles
- Then, select the name of the Security Role you'd like to modify and make desired name or permission changes.