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Users

This documentation goes over the Users module.

1. Access Users Module​

  • The Users module displays a data grid of all users in your organization.

  • Information includes:

    • Username, Email, First Name, Last Name

    • Client Name, Sign-On Method, and Activation Status

2. Add a User​

To add a new user, click the Add button in the top-right corner of the Users module.

3. Options for Adding a Users​

Options for Adding a User

  • You can choose the Sign-On Method :

    1. Microsoft Azure Single Sign-On: Creates a TES account using the user’s Microsoft account.

    2. TES Local User: Creates a TES account where the user signs in directly through TES.

  • Complete the required fields:

    • Email , Username (optional), Client , Division , and Roles (select from the roles data grid).

  • Optional: Enable the Send Notification checkbox to notify the user via email about their new account.

4. TES Local User Setup​

  • Additional options for TES Local User :

    • Set the Password :

      • Manually set a password (default).

      • Email a link to the user for password setup.

      • Generate a random password using the Key Icon .

    • Optional: Hide or copy the password using the respective icons.

  • Fill in additional fields:

    • First Name , Last Name , Client , Division , and Roles .

5. Saving the User's Account​

Save the user using one of the following options:

  • Save: Saves the user and returns to the Users data grid.

  • Save and Add New: Saves the user and redirects back to the Add User form.

6. Select a User to See Their Detail View​

Select a user in the data grid to view their details.

7. Details​

  • The Details tab shows:

    • Email, First Name, Last Name, Client, Division, Sign-On Method, and Activation Status.

  • You can update user information or delete the user:

    • Click Delete Permanently to remove the user.

8. Password​

  • Use the Password tab to reset the user’s password.

  • Enter a new password and confirm it, then click Save .

9. Roles​

  • The Roles tab shows the roles assigned to the user.

  • You can add or remove roles and save changes using the Save button.

10. Divisions​

  • The Divisions tab lists the divisions the user is assigned to.

  • Add or remove divisions as needed and click Save.

11. Clients​

The Clients tab displays the clients the user has access to.

12. Permissions​

  • In the Permissions tab

    • Edit the user's permissions.

    • Enable or disable the Inherit from Roles option to apply permissions based on assigned roles.

13. Custom Permissions​

  • If you deselect Inherit From Roles you'll see that you can manually allow and deny any of the permissions for this user.

  • There are different sections of permissions. Within a section, you can allow or deny individual permissions or you can allow all of the permissions by clicking on Allow in the section and deny all the permissions by clicking Deny .

  • Above the sections, there is an Allow button and a Deny Button. These buttons allow or deny all of the permissions within the Permissions tab.

14. Field Permissions​

Field Permissions is similar to Permissions except Field Permissions involves more specific permissions to the TES modules where as Permissions involves more general permissions to TES.

Just like Permissions, Field Permissions include an Inherit From Roles option which functions the same way.

15. Custom Field Permissions​

  • If you deselect Inherent from roles, You can manually select permissions to deny or allow.

  • In Field Permissions , there are different categories of field permissions called Field Service Types .

  • These Field Service Types include different field permissions which you can allow or deny.

  • When you are editing a permission in Field Permissions , you're given three options.

    • Deny: Denies the use of that permission.

    • View: allows the user to only view what the permission is allowing

    • Edit: Allows the user to view and edit whatever the permission is allowing.