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Implementation Roles
List of TeamDynamix, client, and training-related roles for a TeamDynamix implementation.
Understanding Administration versus Security Roles for Applications
Provides guidance to better understand the boundaries of administration versus what security roles may be used for.
Getting Started with TeamDynamix Functional Roles
Getting Started with Security Roles
Application-Specific Security Roles
This document outlines the Platform-specific permissions enforced in the TeamDynamix application suite.
Person Custom Attributes as Relative Roles
How can an application administrator update a user's security role?
Card Wall and Backlog Manager Security Role Permissions
This article explains how security permissions are applied in Card Wall.
Editing User Functional Roles
Knowledge Centered Service (KCS) Roles and Permissions
This introduction article will help Enterprise or Technician users to approve Knowledge base articles using the TDNext and TDClient interfaces.
Creating and Modifying Processes
A brief overview of the role of processes section within the Portfolio Planning application.
Getting Started with Revise with AI
This articles will help admin users turn on AI Revisions for their security roles, and help TDNext and TDClient users understand how to use AI Revisions.
Applications Overview with Associated License Types
This provides an overview of the TeamDynamix applications and the license types that can access them.
Doing core integrations before TDX Foundations?
Creating TeamDynamix Accounts for Email Replies and Ticket Creation Monitors
This article describes how to create your TeamDynamix email service account, used by email replies and email monitors.