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To guide TeamDynamix (TDX) Admins when onboarding consultants to TDX.
Before Getting Started
This guide will be used when consultants need access to TDNext, and/or project resources. This does NOT apply to consultants who only need client access to create tickets in the portal.
Assumption
This is for assigned TDX Admins who are able to grant security roles and application access to users within TDX.
Guide for Consultants Only Needing Ticketing (TDNext) Access
This consultant may be added to a project with basic project functionality roles but would not be a project manager. The basic project permissions are only activated if a user is added as a resource to a project, and only for that project.
Application Access:
- Communities
- My Work
- Projects
- SO Client Portal
- TDNext
- Tickets
- Workspaces
Main Security Role
Consultant Technician (includes basic PMT permissions)
Application Security Roles
- Tickets - Technician
- SO Client Portal - Client + Knowledge Base, Project Request, Projects, Questions, Services, Ticket Requests
Guide for Consultants Needing Ticketing and Project Manager/Lead Access
This consultant may be added to a project as a lead, co-manager, or project manager so their roles and applications will include more.
Application Access:
- Communities
- File Cabinets
- My Work
- Project Templates
- Projects
- Resource Management
- SO Client Portal
- TDNext
- Tickets
- Time & Expense
- Workspaces
Main Security Role
Consultant Project Manager/Lead
Application Security Roles
- Tickets - Technician
- SO Client Portal - Client + Knowledge Base, Project Request, Projects, Questions, Services, Ticket Requests