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Using Custom Forms on Client Portal

We are in the process of building out our Service Catalog and are creating custom forms in TDAdmin to assist under TDAdmin > Applications > Tickets > Forms. However, when working in the Service Catalog, I don't see all of the ...
1 Answer
Riley Fay Last activity on 8/14/2023 9:06:05 AM by Mark Sayers

Roles and/or Permissions there role that can be assigned to users like "agent" or "technician" that can access TDNext and a role for everyone else to access TDClient? If not, is it just granting the user access to either TDNext, TDClient, or TDAdmin? For eithe...
1 Answer
Michael Rodriguez Last activity on 8/8/2023 9:03:57 AM by Mark Sayers

Desktop created in TDAdmin: make public?

One of the latest enhancements of making desktops created in TDAdmin linked so that we don't have to manually roll out desktop changes to everyone is wonderful. I want to make those desktops public, but
1 Answer
Greg Van De Mark Last activity on 3/16/2023 4:53:28 PM by Brittany Renn

Task in Task Template not assigning to Manager

I have created a Task Template for creating a task that should automatically be assigned to the Responsible's Manager. From what I understand, if Some Group has a manager set, that would be the person who automatically gets assigned to the task...
1 Answer
Jason Raveling Last activity on 3/14/2023 1:57:50 PM by Mark Sayers

Custom location attributes

In the latest version of TDX, you can apprently create a custom location attribut that allows you to use "location" on a form more than once. For the types, we have "location" and "location and room". How are these supposed to work? If I use both...
1 Answer
David Mitchell Last activity on 9/23/2022 10:23:57 AM by Mark Sayers

Audit Log for Viewing Attachments on Tickets

As our organization uses TDX with ePHI bound by HIPAA, we have several protected attributes that we use. But attachments don't seem to have any protection functionality. Is there a way to audit in TDX who viewed or downloaded an attach...
1 Answer
Anthony Nave Last activity on 3/23/2022 9:36:21 AM by Mark Sayers

TDAdmin Permissions for Import / Export

What Admin Permission(s) do I need to check in order for someone to have the Import Settings and Export Settings buttons on the Home page of TDAdmin? I would like to enable this in the Sandbox environment for one of our programmers for testing w...
2 Answers
Steve Blackburn Last activity on 12/5/2019 9:49:37 AM by Steve Blackburn

I have a user with an Enterpise License but can't see TD Admin.

I have someone that has had an Enterprise license with full access since we implemented this system but she cannot get to admin. Am I missing something here? I have checked other accounts that have the same Enterprise license and can get to admin...
1 Answer
David Mitchell Last activity on 3/25/2019 1:30:07 PM by Mark Sayers

User Search Option for "Does not have Desktop" within the Web API?

I'm looking for a way to isolate all of our users that do not have a certain desktop using the web API. I know this can be done through TD Admin > Users & Roles > Users > Filter and then using the filter available here to...
1 Answer
John Sommerville Last activity on 3/21/2018 3:13:39 PM by Mark Sayers

TDAdmin now pops out in separate window?

I noticed that as of last week (maybe 2 weeks ago), TDAdmin now pops out to its own browser tab, and it's not possible to keep it as its own tab within the TDNext tabbed interface.
Did I miss something: was this a recent stealth roll out or ...
3 Answers
Peter Mosinskis Last activity on 6/6/2017 2:40:52 PM by Mark Sayers

Can I Revoke the "Edit" Option for Users Who Aren't the KB Admin

Hi there,

I'm the KB Admin for our organization, and I noticed that other Users are able to edit KB articles without me having to approve the changes. Is there any way for me to change that? I.e., Can I get rid of the Edit button, or can I ge...
4 Answers
Caitlin Baer Last activity on 10/28/2016 12:14:00 PM by Caitlin Baer

TeamDynamix 9.4 Admin Application Navigation Scheme Changes

In looking at the new Admin navigation I noticed that when you select Admin from the suite of applications available the Admin service now opens in a new window. Is this by design and is it possible to have it open up as a tab in the existing se...
4 Answers
Denis Walsh Last activity on 8/4/2016 3:05:47 PM by Mark Sayers

Security Permissions

Hi TDX Support,

I am trying to set up my new colleague with the same level of access that I have in TDAdmin. Can you please let me know what step I am missing.

I would like for her to have access to the green buttons titled "Import...
1 Answer
Melissa Bergem Last activity on 8/24/2016 9:33:32 AM by Mark Sayers

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

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

Access to Admin application

There is no longer an option to check TDAdmin under Applications when doing User setup. How do I make someone an Admin? I gave the same role that I have but the new Admin cannot get to the Application.
1 Answer
Barrie Sutton Last activity on 9/10/2014 5:21:22 PM by Drake Sigler