Tag: User Accounts

How to import User Accounts from Excel

Overview In TopTeam, you can import user accounts from an Excel file using Import Users from Excel feature. Following are the methods using which you can import user accounts …

Using Privilege Grants to Roles Editor

What is the Privilege Grants to Roles editor? In TopTeam, what actions a user can perform on a record is governed by Roles assigned to the user by the …

Defining Workflow and Security Roles

What is the Define Workflow and Security Roles editor? The Define Workflow and Security Roles editor allows you to create Roles which are like “groups” of users who have …

Configuring TopTeam Security step-by-step

Overview This article describes the step-by-step process for configuring security in TopTeam. Who should read this? TopTeam Administrators Project Administrators To configure TopTeam security we will start with adding …

Assigning Roles to Project Team Members

Overview You can grant Security/Workflow Roles to Project Team Members. This article describes the steps for assigning Roles to Project Team Members. Who should read this? TopTeam Administrators TopTeam …

How to reset TopTeam User’s Password

Overview TopTeam allows an Administrator/Project Admin of TopTeam to reset a user’s password. TopTeam users can also change their own passwords. This article describes how to reset a TopTeam …