License type access defaults

Hi there, 

If I am creating a new security role, and I choose a license type, then click 'select defaults', does that automatically provide me with the access permissions checked, that are the TeamDynamix pre-set defaults or are the boxes checked coming from something we configured ourselves?  And if I choose a different license type and click 'select defaults' again, will it reset those access boxes checked again?  

Thank you in advance! 

Tags License-permission
Asked by Cynthia Mullaney-Evans on Fri 2/2/24 12:49 PM
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Answer (1)

This answer has been marked as the accepted answer
Brittany Renn Fri 2/2/24 12:54 PM

Hi Cynthia, 

If you choose the "Select Defaults," it chooses the system default options for that license type but you could certainly just choose your own selections instead if you wanted. Also, if you choose a different license type and click 'select defaults' again, it will reset the selections based on whichever license type you've chosen. 

Hope this helps! 

Brittany Renn
​​​​​​​TDX Support 

1 of 1 users found this helpful.
Thank you very much, Brittany.
Does TDX also have defaults for application access dependant upon the license type, and if so, is there a way to view those defaults?
Thanks again!
- Cynthia Mullaney-Evans Fri 2/2/24 1:57 PM
You're very welcome! There's no "select defaults" options for applications, no. However, you can view the list of applications you could add for each license type in this KB: - Brittany Renn Fri 2/2/24 2:01 PM
Hi Brittany,
Thank you again for your response. I understand there is no option to actually select defaults for the applications, but do I understand correctly when I say that if you choose "technician" as a license type when creating a security role, the system will provide a default of applications that the user with that license type has access to, so long as we don't make any changes to that security role? Hence a security role could have system default access to applications, as well as default global access permissions if we choose not to alter any of the selected defaults with the applications, and the global access permissions list?
- Cynthia Mullaney-Evans Mon 2/5/24 11:02 AM
Sure thing! Choosing a security role for a user doesn't automatically grant them application access based on that security role, no. The global License Type determines which applications the user *could* have access to but it doesn't actually provide any app access. You'd have to do that separately on the Applications tab of the user record. - Brittany Renn Mon 2/5/24 11:08 AM
There are certain applications that you *can* grant to a user whose account has been given the Technician level license on their security role, but the system doesn't specifically force any of those applications to be used other than the requirement that every account must have access to the client portal.

The system also does not force application access changes on an account just because you change that account's license via a security role change.
- Mark Sayers Mon 2/5/24 11:11 AM
Thank you both for your responses. I have been reviewing our security roles, and would like to create a 'standard' for each of the types and roles. That said, we have many users and several roles already created with users within those roles. Is there a way to mass update the users to the appropriate applications and global access permissions once I have updated the security roles? - Cynthia Mullaney-Evans Mon 2/5/24 11:16 AM
The People import utility is the best way to achieve a mass update of user app access. - Mark Sayers Mon 2/5/24 11:20 AM
Okay - that makes sense, especially since we use the people import currently. Would we need to just update the people import worksheet and re-import it (since it does an automatic import on a schedule)? - Cynthia Mullaney-Evans Mon 2/5/24 11:22 AM
Yes, just make sure you set the access for all users accurately on the import file and make sure to include the flags for allowing app access changes and security role changes. - Mark Sayers Mon 2/5/24 11:24 AM
Also, in the columns for your platformed applications like your Client Portal(s), Ticket application(s), and Asset/CI application(s), you must include the specific name of the security role that you wish the user to be given for each app respectively. - Mark Sayers Mon 2/5/24 11:26 AM