FAQs - Users & Security
Users
- How do I add a new TBS User?
- How do I disable a TBS User?
- How to manage Users Security & Permissions?
Security
- How do I know what security modules drive access to parts of TBS?
- How do I give permissions to Miscellaneous Charges?
Users
In order to add a new TBS user, you must have Administrative rights.
Setup -> Users & Security -> Users.
Click the Add User link and enter User information for at least all fields marked as Required. Once the information is complete, click the Save button.
A link will then appear that allows you to set the User's password. Note: To force a password change upon the first/next login, be sure to check the box on the User information field for Force Password Change. To setup the User with security access to modules within the system, please see Users for more information.
In order to disable a TBS user from accessing the system, you must have Administrative rights.
Setup -> Users & Security -> Users.
Select the user you wish to deactivate. Click the Edit button and then the Change Password Tab. This will allow you to change the user's password to an unknown value to that user. Once you have filled out the Password and Confirm Password fields. Simply check the Force Password Change? Checkbox and click Save Password.
Note: This will also remove all permissions for this user.
How to manage Users Security & Permissions?
Setup -> Users & Security -> Users.
This can be managed only if you are a Superuser. If you are not a superuser then you can only view users Security & Permissions.
With Superuser access, users are able to check other users System Access to give permissions to the correct people as well as take those permissions away.
Security
How do I know what security modules drive access to parts of TBS?
Standard (internal) users will have all menu options displayed regardless of permissions. However, menu options will be enabled or disabled based on the following rules:
- The Company Modules enabled for your installation of TBS
- The security access rights granted to the current user
External Users include:
- Standard Customers
- Wholesale Customers
- Corporate Customers
- Agents.
These users will be shown a menu option only if they have the proper security access rights.
How do I give permissions to Miscellaneous Charges?
Add the Module "MiscCharges" to the user's Security Group via Users Security.
If you are a superuser in TBS, you have access to assign the MiscCharges Permission to any user. If you are not a superuser, you can at least check to see which users inside of TBS have the MiscCharges Access.
Setup -> Users & Security -> Users.
Click on the user that you would like to review -> System Access -> Permissions Results.
You can then scroll down to the MiscCharges module to review. If a user needs this module you can either contact the superuser at your company to add this module, or contact your CSE for more information regarding the update.