TeamDynamix - How to Request Additional Permissions for a User

teamdynamix tdx team-dynamix access access-requests how-to public

Objective

To request additional permissions be added or removed for a user in TeamDynamix (TDX).

Before You Begin

Verify you know what roles will be needed for each application of TDX.

Please Note: Some roles are only available to specific teams, so if you request them for individuals that do not meet the requirements, your request may be rejected.

Checking Existing TDX Access for a User

You can check what access a user currently has in TDX using the Check User's TDX Access tool from Access Management.

The roles highlighted in green in the sections below are the roles that will be selected if the Select Default Shared Application Roles button is selected on the TeamDynamix (TDX) Access Request form.

Overall Roles

Every user will need to start with an overall role. This role will determine which applications and application roles are available. All users will have the Client role by default. The roles available are:

Role Name	Description of Role	Intended Audience
Access Management	Role for members of the Access Management team to allow updating of user permissions and group memberships. Allows access to all TDX interfaces.	Access Management
Analyst	Default access granted to most analysts/technicians. Allows access to both the Client Portal (TDPortal) and Users (TDNext) interfaces.	Any users who need additional permissions within any component of TeamDynamix
Client	Default access granted to all non-technician users. Only allows access to the Client Portal (TDPortal) interface.	All users without additional permissions
Discovery Services	Role for members of the Discovery Services team to allow permissions necessary for legal compliance. Allows access to both the Client Portal (TDPortal) and Users (TDNext) interfaces.	Discovery Services
Manager	Role for managers that includes the permissions of Analyst with additional permissions within projects, resource management, and analysis. Allows access to both the Client Portal (TDPortal) and Users (TDNext) interfaces.	Managers of Analysts
Portfolio & Project Management	Role for select members of Portfolio & Project Management to allow functional administration of TDX. Allows access to both the Client Portal (TDPortal) and Users (TDNext) interfaces.	EPMO or IT Services Strategy & Planning Administrators
Project Manager	Role for Project Managers to allow administration of projects in TDX. Allows access to both the Client Portal (TDPortal) and Users (TDNext) interfaces.	EPMO or IT Services Strategy & Planning
Service Management	Role for members of the Service Management Office to allow functional administration of TDX. Allows access to both the Client Portal (TDPortal) and Users (TDNext) interfaces.	Service Management Office
System Administrator	System Administrator access only granted to members of Vended Products and CRM who are supporting TDX. Allows access to all TDX interfaces.	Vended Products and CRM
Unit Application Administrator	Role for members of units with individual TDX applications to allow functional administration of those applications	Application administrators in non-IT units with TDX separate applications

Standard Applications

All non-Client roles will grant access to the Users (TDNext) interface. Within this interface, there are many applications available. The overall role will determine which standard applications (also referred to as tabs or components) the user will be able to access.

Analysis: Analysis provides the tools to generate reports and analyze the organization's portfolio from any angle. The data is pulled directly from projects, tickets, requests and resources throughout the TDNext solution. This application functions like the Reports feature within the individual component applications, but allows you to select from all report types. It will not allow you to combine fields from different report types or add any additional calculation or group capabilities.
Community: The Community application gives users a direct link to the TeamDynamix Community through secure integration in the TDNext application menu. The TeamDynamix Community is home to the TeamDynamix User Groups.
File Cabinet: The File Cabinet application allows users to archive files from projects or workspaces and view files after those projects have been closed.
My Work: The My Work application gives TDNext users a unified view of their assigned tickets, tasks, approvals and other work items.
News: The News application allows users to consume RSS feeds within TDNext.
People: The People application allows users to search, create, and modify People and Account/Department records in TDNext.
Time & Expenses: The Time & Expenses application allows users to track and approve time and expenses.
Workspaces: The Workspaces application allows users to work with workspaces within TDNext.

Below is a table that illustrates the relationship between the role and applications. The standard applications are automatically granted based on the overall role selected.

Application	Access Mgmt	Analyst	Discovery Services	Manager	Portfolio & Project Mgmt	Project Manager	Service Mgmt	System Admin	Unit App Admin
Analysis				x	x	x	x	x	x
Community	x	x	x	x	x	x	x	x	x
File Cabinet	x	x	x	x	x	x	x	x	x
My Work	x	x	x	x	x	x	x	x	x
News	x	x	x	x	x	x	x	x	x
People	x	x	x	x	x	x	x	x	x
Time & Expenses	x	x	x	x	x	x	x	x	x
Workspaces	x	x	x	x	x	x	x	x	x

Shared Application Roles

There are also applications that require a specific application role be specified to be able to access them. The Shared Applications are the central applications that are used by the majority of users and begin with the "ITS" prefix.

ITS-Client Portal Roles

The ITS-Client Portal role determines the permission level for items in the ITS-Client Portal, including Service Catalog and Knowledge Base. The ITS-Client Portal is an application that allows clients to access self-service offerings and track requests.

Role Name	Description of Role	Intended Audience	Overall Role Required
Analyst	Default access granted to most analysts/technicians	Any users who need additional permissions	Any Non-Client Role
Client	Default access granted to all non-technician users	All users without additional permissions	Client
Knowledge Analyst	Role for members of the Knowledge Management group to assist with administering the Knowledge Base	Service Management Office Student Employees	Any Non-Client Role
Service Desk	Role for members of the MSU IT Service Desk to allow some additional permissions in the Client Portal	MSU IT Service Desk	Any Non-Client Role
Service Management	Role for members of the Service Management Office to allow functional administration of the Client Portal	Service Managmenet Office	Service Management
System Administrator	System Administrator access only granted to members of Vended Products and CRM who are supporting TDX	Vended Products and CRM	System Administrator

ITS-Tickets Roles

The ITS-Tickets role determines the permission level for the ITS-Tickets application in the TDNext interface. The ITS-Tickets application allow users to view and edit tickets, tasks, and other related items.

Role Name	Description of Role	Intended Audience	Overall Role Required
Analyst	Default access granted to most analysts/technicians	Any users who need additional permissions	Any Non-Client Role
Manager	Role for managers that includes the permissions of Analyst with the ability view survey responses and other analytics	Managers of Analysts	Manager
Service Management	Role for members of the Service Management Office to allow functional administration of the Tickets application	Service Management Office	Service Management
System Administrator	System Administrator access only granted to members of Vended Products and CRM who are supporting TDX	Vended Products and CRM	System Administrator

ITS-Assets/CIs Roles

The ITS-Assets/CIs role determines the permission level for the ITS-Assets/CIs application in the TDNext interface. The ITS-Assets/CIs application allows users to easily view assets, configuration items, vendors, contracts, and locations allowing an organization to track and maintain hardware and software assets, in addition to other configuration items, cost-effectively.

Role Name	Description of Role	Intended Audience	Overall Role Required
Analyst	Default access granted to most analysts/technicians	Any users who need additional permissions	Any Non-Client Role
Service Management	Role for members of the Service Management Office to allow functional administration of Asset/CIs	Service Management Office	Service Management
System Administrator	System Administrator access only granted to members of Vended Products and CRM who are supporting TDX	Vended Products and CRM	System Administrator

ITS-Projects Roles

The ITS-Projects role determines the permission level for the ITS-Projects application. The ITS-Projects application allows individuals to be members of projects. TDNext users also receive access to the Plan Manager for project plan build out, as well as management capabilities and reporting at the project level.

Role Name	Description of Role	Intended Audience	Overall Role Required
Analyst	Default access granted to most analysts/technicians	Any users who need additional permissions	Any Non-Client Role
Client	Default access granted to all non-technician users	All users without additional permissions	Client
Portfolio & Project Management	Role for select members of Portfolio & Project Management to allow functional administration of Projects	EPMO or IT Services Strategy & Planning Administrators	Service Management
System Administrator	System Administrator access only granted to members of Vended Products and CRM who are supporting TDX	Vended Products and CRM	System Administrator

Unit Application Roles

Some units have their own TDX applications on https://tdx.msu.edu, these applications also require a role be specified to be able to access them. Unit applications will oftent have a prefix designating the responsible department's name. They use standardized roles and access requests for these applications will be routed to the responsible department for approval.

Project Requests Roles

The Project Requests role determines the permission level for the Project Requests application in the TDNext interface. The Project Requests application allows users to view, edit, and approve project requests submitted via the Client Portal.

Role Name	Description of Role	Intended Audience	Overall Role Required
Portfolio & Project Management	Role for select members of Portfolio & Project Management to allow functional administration of TDX	EPMO or IT Services Strategy & Planning	Portfolio & Project Management
Project Manager	Role for Project Managers to allow administration of projects in TDX	EPMO or IT Services Strategy & Planning Administrators	Project Manager
System Administrator	System Administrator access only granted to members of Vended Products and CRM who are supporting TDX	Vended Products and CRM	System Administrator

Unit Client Portal Roles

Role Name	Description of Role	Intended Audience	Overall Role Required
Analyst	Default access granted to most analysts/technicians	Any users who need additional permissions	Any Non-Client Role
Client	Default access granted to all non-technician users	All users without additional permissions	Client
Application Administrator	Role for members of units with individual Client Portal applications to allow functional administration	Application administrators in non-IT units	Unit Application Administrator
System Administrator	System Administrator access only granted to members of Vended Products and CRM who are supporting TDX	Vended Products and CRM	System Administrator

Unit Tickets Roles

Role Name	Description of Role	Intended Audience	Overall Role Required
Analyst	Default access granted to most analysts/technicians	Any users who need additional permissions	Any Non-Client Role
Manager	Role for managers that includes the permissions of Analyst with the ability view survey responses and other analytics	Managers of Analysts	Manager
Application Administrator	Role for members of units with individual Tickets applications to allow functional administration	Application administrators in non-IT units	Unit Application Administrator
System Administrator	System Administrator access only granted to members of Vended Products and CRM who are supporting TDX	Vended Products and CRM	System Administrator

Unit Assets/CIs Roles

Role Name	Description of Role	Intended Audience	Overall Role Required
Analyst	Default access granted to most analysts/technicians	Any users who need additional permissions	Any Non-Client Role
Application Administrator	Role for members of units with individual Assets/CIs applications to allow functional administration	Application administrators in non-IT units	Unit Application Administrator
System Administrator	System Administrator access only granted to members of Vended Products and CRM who are supporting TDX	Vended Products and CRM	System Administrator

Unit Projects Roles

Role Name	Description of Role	Intended Audience	Overall Role Required
Analyst	Default access granted to most analysts/technicians	Any users who need additional permissions	Any Non-Client Role
Client	Default access granted to all non-technician users	All users without additional permissions	Client
Project Manager	Role for Project Managers to allow administration of projects in TDX	EPMO or IT Services Strategy & Planning	Service Management
Portfolio & Project Management	Role for select members of Portfolio & Project Management to allow functional administration of Projects	EPMO or IT Services Strategy & Planning Administrators	Service Management
System Administrator	System Administrator access only granted to members of Vended Products and CRM who are supporting TDX	Vended Products and CRM	System Administrator

Steps

This request will be automatically provisioned once it has been approved. This allows for faster access updates, but will not factor in any comments and will not allow for "mirroring requests" that ask for access to match another individual.

From the Access Management service, select the Request button for the TeamDynamix (TDX) access request or from the TeamDynamix (TDX) Access service offering, select the Request TeamDynamix (TDX) Access button, or click the Request TeamDynamix (TDX) Access button on this article.
Search for and select the individuals you are looking to update the access for in the Select Users section of the form.
1. You can grant multiple individuals access on one request, as long as each is getting the same access.
Select the overall role and roles needed for each application.
1. RECOMMENDED: You can use the Select Default Shared Application Roles button to select the default role for all shared applications at once.
2. If access is not needed to a specific application, then you can update the drop-down option for that application to No Action.
3. By default, the shared applications are displayed. They can be hidden by changing the selection on the Show Shared Applications switch. Unit applications can be displayed by changing the selection on the Show Unit Applications and selecting the appropriate unit from the dropdown list. Access to only one unit's applications can be requested on one request; additional requests will need to be submitted for additional units' applications.
4. Access that a user already has does not need to be specified on any further access requests.
This form will also allow you to request additional items for the users:
1. The Group Memberships option on the form allows you to specify group memberships. After selecting an action, the left-hand list will populate with a list of groups. Select a group from the list and click the >> button to move the selection to the right-hand list.
  1. The Search for Groups option can be used to filter the groups in the left-hand list. To remove the filter, you can use the red Clear button.
  2. By default, notifications are enabled, however, you can change the Include User in Group Notifications option to No before adding a group to the list to disable the notifications.
  3. If you would like to change the notification setting on a group you already added to the selection list, remove the group and add it again with the proper notification setting selected.
  4. It is recommended that users have a Primary Group selected to aid in visibility of tickets. To update or set the primary group, change the Update Primary Group option to Yes and then select the appropriate list from the drop-down. Only groups in the selection list on this form will be listed.
2. The Dashboards option on the form allows you to specify additional dashboard templates to be granted to the users. After selecting an action, the left-hand list will populate with a list of dashboard templates. Select a dashboard template from the list and click the >> button to move the selection to the right-hand list.
  1. By default, all non-client users will be granted the Technician Desktop (2 Column) and Technician Desktop (3 Column) dashboard templates. Additional information about dashboard templates that are automatically assigned to users can be found in the TeamDynamix - General Information About Dashboards article.
  2. Some dashboard templates are only available to members of specific teams or individuals with specific roles.
3. The Workspaces option on the form allows you to specify specific workspaces for the users to be added to. After selecting an action, the left-hand list will populate with a list of workspaces. Select a workspace from the list and click the >> button to move the selection to the right-hand list.
  1. If a user is added to a workspace, they will automatically be added to the Administrative Time workspace within 24 hours.
  2. Workspace owners may also add users directly within the workspace without an access request.
Add your response to the Business Needs / Comments field.
Note: TDX access requests are automatically provisioned after approval so the text in Business Needs / Comments will not change how the access is granted.
Select the Check Form button to validate the form and address any errors.
Select the Submit Access Request button to submit the request.

Additional Info

0 reviews

Request TeamDynamix (TDX) Access Print Article

Related Services / Offerings (2)

TeamDynamix (TDX)

TeamDynamix is a SaaS Cloud solution that offers automated workflows, real-time dashboards, task visualization, centralized collaboration, and time tracking to streamline work processes and improve productivity.

TeamDynamix (TDX) Access

Request access or group memberships in TeamDynamix (TDX) be added or removed for an individual

Updating...