security-roles Clear Tag Filter

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

Restrict technician ability to Create/Set Parent

We have a role for restricted technician that only allows them to update tickets that they are assigned. However, they still have the ability on any ticket to create and set parents (Problem, Change) that they can then cascade updates ...
1 Answer
Anthony Nave Last activity on 3/2/2022 1:08:59 PM by Mark Sayers

Configure security role that can only edit Custom Attributes?

We're setting up a new department with its own TDx ticketing application. They have a need to manage the content some of their own custom attributes (think: drop down list options for approved textbooks.) Is there a way to set up a user s...
1 Answer
Erin Tramble Last activity on 2/16/2022 3:50:09 PM by Mark Sayers

Add new user

I'm clearly not using the correct keywords as I couldn't find an answer so I apologize if this has been covered several times before. Does a person need to be an administrator at the organization level to add a user within an applicati...
1 Answer
Kevin Beattie Last activity on 12/19/2019 3:30:18 PM by Kevin Beattie

Reporting Permissions

I cannot find any permissions that are specific to ticket reports. Does access to creating reports in the ticketing app fall within... (see below)
Modules Tickets Tickets is a comprehensive ITSM application th...
1 Answer
Michaela Rolseth Last activity on 3/20/2018 9:53:49 AM by Mark Sayers

Permissions and Modules Matrix with Descriptions

We are referencing the TeamDynamix Permissions and Modules Matrix (with Descriptions) excel spreadsheet. On the first page, there is a duplicate permission definition. I am curious if this is in error. Lines 11 and 12. (Pasted below fo...
1 Answer
Michaela Rolseth Last activity on 3/20/2018 10:25:25 AM by Mark Sayers

Retiring a Service

Is there a way to retire a service? I found this question , which detailed how to mark a service as inactive. The only problem with this is that it is also contingent on our Users having their security role set to unable to view all s...
4 Answers
Caitlin Baer Last activity on 8/22/2017 6:09:50 PM by Jackson Potter

Security Role Change

We had a user that originally was assigned enterprise licence and an administrator role. We changed this user to a client license and client security role. Originally this user was assigned as an optional reviewer in the project review workflow. ...
3 Answers
Kathleen Freitag Last activity on 5/18/2017 11:54:54 AM by Mark Sayers

Using the Web API to Get or Create Roles

Is there currently a web API method to allow the creation, updating or returning of role objects (Not per user)? I have seen the requests that allow for returning of the functional/security roles of a particular user in the TeamDynamix Web API d...
3 Answers
John Sommerville Last activity on 6/8/2016 11:08:43 AM by Mark Sayers

Project Status Updates

What is the ability to update project status tied to? PM and Alt PM roles on projects, enterprise user security role, application settings for security roles? Can anyone clarify. Thanks.
1 Answer
Will Turek Last activity on 9/24/2015 9:36:33 AM by Jamey Stock

How many Licenses do Users with both a TDNext Security Role as well as a Ticketing Application Security Role Consume?

If I have ten active Users with TDNext Security Roles that are consuming Licenses, and then five of those Users also have a License associated with them within their respective ticketing application, how many total Licenses are being consumed by ...
1 Answer
Marcus Demas Last activity on 2/19/2015 11:26:21 AM by Marcus Demas

Why can't I change the classification of a ticket?

1 Answer
Marcus Demas Last activity on 10/6/2014 10:18:20 AM by Drake Sigler

Setting the visibility of report in TeamDynamix

In the Analysis module, when creating a New project report, the option to
share the report with "Everyone with this Application" is not visible for
all users who have access to Analysis application. Is it due to a
1 Answer
Sharjil Hasan Last activity on 9/29/2014 11:47:04 AM by Sharjil Hasan

What is Client + Reporting Role

Is there a cost related to this client role?
1 Answer
Barrie Sutton Last activity on 9/11/2014 5:05:24 PM by Drake Sigler