Questions

What happens when SSO goes down? Can users still access TD?

To clarify. Currently we are SaaS customers. We are working on getting shibboleth up and running. Once we do all of our clients will be able to login via SSO. The question is, once we have SSO online, if our SSO goes down, can customers still...
2 Answers
Richard Musal Last activity on 11/7/2014 5:45:09 PM by Richard Musal

What are the minimum requirements for a KB article to appear in a New Incident?

When inserting the service with associated articles, or typing into the Title or Description fields, what at minimum does it take for a KB article to appear in the top right of the ticket? A few conditions that come to mind might be an article th...
1 Answer
Marcus Demas Last activity on 11/17/2014 9:50:38 AM by Drake Sigler

Functional Role Removal when number of allocated users is zero

I cannot delete functional roles when:
* I have re-assigned users to a new & different functional role
* The number of users under this functional role is zero
I want to clean up our functional roles list.
However, if a user was req...
1 Answer
Carmen Villen Puerto Last activity on 11/7/2014 9:26:38 AM by Drake Sigler

Does TeamDynamix offer a mobile app?

5 Answers
Ryan Murphy Last activity on 6/5/2019 2:10:07 PM by Peter Mosinskis

Admin and User Guides

I was wondering if there are updated user guides available (both admin and generic) for download, the latest I am able to find on the community site is version 8.4.
2 Answers
Nate Swanson Last activity on 10/17/2016 11:34:17 AM by Dan Adler

Issue Categories - is it possible to limit who can add new categories?

Issue Categories - is it possible to limit who can add new categories? It appears that anyone with the ability to add and issue can also add a new category. It would be nice to be able to limit this especially for reporting purposes.
4 Answers
Nancy Fisher Last activity on 2/10/2017 4:24:09 PM by Mark Sayers

Release 9.0 - Having issues setting up a new Ticketing Application. Is there any documentation so support this new functionality yet.

Any help or pointers would really be appreciated. I kind of spinning my wheels at the moment. Thanks!
1 Answer
Nancy Fisher Last activity on 11/5/2014 10:53:31 AM by Drake Sigler

Release 9.0 - Are only enterprise users/licenses allowed access to ticketing?

Based on the list of users available to add to a security role (98 out of 180) for a ticketing application, it seems that only "Enterprise" users can use ticketing. Is the correct?
1 Answer
Nancy Fisher Last activity on 11/5/2014 10:58:08 AM by Drake Sigler

TD Desktops > Public URL for Reports

Hello TDx,
Can you please let me know how long is the expiration date for TD Desktops public URL?
After the expiration date, what would it happen with the URL? Does it get replace?
1 Answer
Carmen Villen Puerto Last activity on 11/3/2014 9:35:58 AM by Drake Sigler

Release 9.0 Ticketing: How to assign a security role to a ticketing application?

I know this is probably staring me right in the face but I cannot figure out how to do this. I setup a new ticketing application (Technical Services Ticket Management) and I can view it as an option to select under user applications but there is...
1 Answer
Nancy Fisher Last activity on 10/31/2014 3:48:47 PM by Drake Sigler

Question about removing user from workspace

I have a single "operations" workspace where I allocate 50% of available time for all employees. I am trying to determine the best way to handle employees who leave. Ideally, I would like to remove them from the workspace, but the optio...
1 Answer
Ken McCrery Last activity on 10/31/2014 2:13:43 PM by Drake Sigler

Release 9.0 - What will be updated in the prerelease environment?

When updates are done in the prerelease environment will just the software be updated or the software and the data?
1 Answer
Nancy Fisher Last activity on 10/31/2014 11:39:57 AM by Matt Sayers

License types, access, and associated cost.

It would be ideal if you could provide a matrix of the different license types with a brief description, which applications/modules/functionality they have access to, and the associated cost for each. I would like to do a review of our users and...
1 Answer
Nancy Fisher Last activity on 10/31/2014 2:46:34 PM by Matt Sayers


Please define Stakeholders

Please define the different Stakeholders, and when added to a project what is their role.
Thank you.
1 Answer
Jared Vernon Last activity on 10/30/2014 2:18:12 PM by Drake Sigler

How do you address feedback to a Knowledgebase article?

I noticed that when I go to knowledgebase I can click on feedback and see all of the feedback left by users. I noticed there is a category Addressed and all are listed as No. How do I address comments/feedback so that I can quickly get to ones ...
2 Answers
Richard Musal Last activity on 10/28/2014 12:52:09 PM by Richard Musal

Merge people TD 8.6

Hi Drake

What is behind the functionality merge people under TD Admin > User?
1 Answer
Carmen Villen Puerto Last activity on 10/27/2014 9:36:45 AM by Drake Sigler

Please explain the differences between license types.

I was looking for a definition for the various license types. For example, what is the difference between a Team Member and Team Member + Reporting. I tried to figure that out using a "test user" account but it really wasn't apparent ...
1 Answer
Nancy Fisher Last activity on 10/23/2014 2:54:58 PM by Jason Ehmann

Ramifications of the True/False Notified marker for a resource within a Group

When a resource within a group has a notification marker of True, or one of False, what notifications does this directly control?
I tested that if that is set to false, a person within the responsible group will not receive a notification fr...
1 Answer
Marcus Demas Last activity on 10/22/2014 12:03:15 PM by Matt Sayers

When adding members to a Workspace what are Resource Pools supposed to help with?

I am setting up a new Workspace. On the "Members" tab there is the field "Resource Pool" with a look-up. If you select a resource pool, there doesn't appear to be any actions that you can do with it. I'm probably missing somet...
2 Answers
Nancy Fisher Last activity on 10/21/2014 4:41:43 PM by Nancy Fisher

What would be affected if we changed the project type of a Project Request once it landed in a 2nd workflow?

If I am doing a nested workflow where once we get through one work flow we dump it into another, what would happen if we changed the project type once it landed in the 2nd workflow? What would be affected? just reporting? Would all the other inf...
1 Answer
Marcus Demas Last activity on 10/20/2014 12:17:26 PM by Marcus Demas

deleting custom reports

You used to be able to click an "x" beside the report to delete the report.

I don't see an "x" anymore. How do I delete a custom report that I've created?
1 Answer
Andy Novak Last activity on 10/15/2014 5:22:55 PM by Drake Sigler

How does enabling a notification template change the notifications?

What does enabling a notification template do? My assumption is that until the template is "enabled" the system uses the out of the box format and once a template is enabled the system then uses the customized template. Is that correct?
2 Answers
Kent Hoeg Last activity on 3/26/2015 8:14:36 PM by Marcus Demas

What license type does the TeamDynamix "email user" account need? (client, team member, PM, Tech, Enterprise etc...)

When setting up the user account used for TeamDynamix email service what license type to they need?
2 Answers
Kent Hoeg Last activity on 10/20/2014 9:45:51 AM by Marcus Demas

How do I link my regular TeamDynamix account to TeamDynamix community

I'd like to be able to access the Questions forum and knowledge base in the TeamDynamix community. How do I link my TeamDynamix account to community?
1 Answer
Kent Hoeg Last activity on 10/16/2014 5:06:02 PM by Drake Sigler

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