Creating or Editing Users

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Navigation: TeamConnect User Interface > Enterprise Administrator Help > Account Administration > Users

Before creating a user, search existing users to make sure you do not create a duplicate. Users intending to create user accounts must have View and Edit rights for the Contact, User, and Preferences object to successfully complete the task.

Note: If you are editing an existing user in a way that affects their access rights to records or other features, and that user is presently logged in, some of your changes might not take effect until that user ends their session and then logs back in.

To create a new user, you enter information similar to the following image.

Creating a New User

To create or edit a user

1.Click the Admin tab.

2.Click the Users link under the tab bar.

3.Click the New button.

4.Select an Authentication Type.

5.Enter a User Name. Maximum length: 50 characters. User names cannot contain spaces or more than one @ character.

6.Enter the user's Password. Maximum length: 250 characters. Restrictions are based on the Password Parameters on the Security page of Admin Settings.

7.Retype or copy the password into the Confirm Password field.

8.Click the user_contact Search Contacts icon and search for a contact to associate with the user. Create a contact record for the user if one does not exist.

9.Select a User Type from the drop-down list.

oSuper—Can access all public and private records, as long as the user has group rights to those records.

oNormal—Can access all public records. Can access private records only if record-level security is granted to the user.

oLimited-privilege—Can access only records created by the user and records to which they have been granted explicit access by another user. Limited-privilege users will only see records to which they are assigned unless they are specifically assigned rights at the record level.

If you need to allow limited-privilege users to perform tasks not normally available to them, such as the ability to approve an invoice, there must be a rule written that gives them record level rights to the invoice so that they can see and approve it.

10.Select the Account is active check-box.

11.Click a save option.

Note: If your licensing scheme specifies a limit on the number of named active users, and the user you are saving is active and would exceed the limit, you will see an error message. You can retain the user's information by clearing the Account is Active check-box, then trying the save again. For details about licensing schemes, see Viewing Information About Your Product License.

Note: Newly added users will be temporarily unable to see data on reports that are run from the Reports tab. This is because Data Warehouse does not yet have the new user's information and cannot determine their security rights. This situation will resolve itself when the next Data Warehouse refresh job runs.

User General Page Field Descriptions

Label	Description
User Name	(required) Type a name. Maximum length: 50 characters.
Password	(required) Type the password. Maximum length: 250 characters.
Confirm Password	(required) Retype or copy the password.
Contact	(required) Search for the contact (person or company) for which you are creating the account. If the contact does not yet exist, you can add a new contact from the Contacts Search window of the Search Module.
Description	Enter a brief description for the user, if necessary. Maximum length: 250 characters.
User Type	Select one of the following: •Super—Can access all public and private records. This setting overrides access restrictions based on record-level security settings. Recommended for system administrators and solution developers. •Normal—Can access all public records. Can access private records only if created by the user or if record-level security is granted to the user. Recommended for internal staff. •Limited-Privilege—Can access only records created by the user and records where record-level security has been explicitly granted to the user. Recommended for Outside Counsel. If you need to allow limited-privilege users to perform tasks not normally available to them, such as the ability to approve an invoice, there must be a rule written that gives them record level rights to the invoice so that they can see and approve it. Note: Access to a record automatically grants access to its embedded records but not to its related records. For example, if a limited-privilege user has the right to access a dispute record, they cannot automatically access the dispute's related involved parties, tasks, histories, or expenses, but they can access its allegation (embedded object) records.
Authentication Type	Select the authentication mechanism from the drop-down list to use when authenticating a user during login. This setting determines which TeamConnect login URL to give a user. Select one of the following: •System Default—This option maps to the default authentication mechanism selected in the Admin Settings. See Authentication for more information. •Standard Authenticator—If this user does not require custom authentication, select this option. •Additional options—Authentication options for installed plug-ins can also be selected. See Authentication for more information. If you installed a 3rd party user authentication plug-in (for example, LDAP), this option will display. If this user should use custom authentication, select the plug-in option. See Authentication for more information. Note: For the TeamConnectAdmin and System user accounts, the only option is Standard TeamConnect and cannot be changed. Note: If a custom authentication type, such as NTLM authentication, is selected in the Authentication drop-down list, the Password field will not display. In addition, if the system's default authentication is set to a custom authentication type, such as NTLM, and the user's Authentication is set to (System Default), the Password field will not display.
Account is active	Selecting this check-box enables the account. If you remove the checkmark to disable a user account, the record remains in the system. Recommended for staff on vacation or on leave of absence. Users with disabled user accounts: •Cannot log into TeamConnect. •Do not display in the list of available users in drop-down list and Search Module fields (for example, for assignees, attendees). •Do not receive any approval requests if they are stop members in other routes.
Set expiration date	To disable the account on a specific date, select this check-box and enter a date. Recommended for temporary employees, as they are not be able to log into TeamConnect after the expiration date.
User must change password at next log in	Select this check-box to prompt the user to change his or her password on the next application login. Note: Make sure that the date range between the current date and date set in this field is larger than the System Settings, Password Policy page's Maximum Age field value. Otherwise the user will not be able to change his/her password. See Defining the User Password Policy.
Enable assistive technology	Select this check-box to enable Accessible Mode for the vision impaired. This setting currently applies to the Designer application that is available if the user has rights to any rights for solution developers. Changes take effect the next time the user logs into the system. For more information on Accessibility in TeamConnect, see the User Guide.

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