Overview<\/h3>\n\nThis article describes the step-by-step process for configuring security in TopTeam<\/i>.<\/p>\n<\/div><\/div>\n\nWho should read this?<\/h3>\n\n\n- TopTeam Administrators<\/li>\n
- Project Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n
To configure TopTeam<\/i> security we will start with adding new User Accounts<\/i> and then proceed with defining security roles, granting permissions to roles and assigning roles to project Team Members<\/strong><\/i>. <\/p>\n<\/div><\/div>\n\nAdd new User Accounts<\/h3>\n<\/p><\/div>\n\nStep 1. Navigate to the Administration screen<\/h3>\n\n![\"wpid30783-media_1262339516519.png\"](\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\")
\n<\/div>\n<\/p><\/div>\n\nStep 2. Click Manage User Accounts<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3. Click Manage User Accounts (Internal or External)<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3. Add User Accounts<\/h3>\n\n\n<\/div>\n\n1. Click New User<\/i> to create a new User Account.
\n2. To make a new user a System Administrator<\/i>, select the checkbox for System Administrator<\/i>. System Administrators<\/i> have all privileges.
\n3. Email Ids are used for receiving and sending notifications from TopTeam<\/i>.
\n4. A user’s Password can be changed using Reset Password<\/i>.
\n5. Access can be denied temporarily for the User Account by selecting the Disable Login<\/i> checkbox.
\n6. A User Account can also be inactivated by selecting the Inactive<\/i> checkbox.<\/p>\n<\/div><\/div>\n\nConfigure System Security<\/h3>\n<\/p><\/div>\n\nStep 1. Click Configure System Security<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2. Open the Define Security Roles (Groups) editor<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3. Create Security and Workflow Roles as needed<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 4. Enter a Name and Description for the Role<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nGrant Permissions to Roles<\/h3>\n<\/p><\/div>\n\nStep 1. Click Grant Permissions to Roles (Groups) to open its editor<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2. Grant Privileges to Roles<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nAssign Roles to Project Team Members<\/h3>\n<\/p><\/div>\n\nStep 1. Click Configure Projects on the Administration screen<\/h3>\n\n\n<\/div>\n\nNOTE: <\/strong>When you create a new Project, by default the Project security restrictions are off. In other words, Project Team Members <\/i>are free to edit any records within that Project until you “Turn Project Security ON”.<\/p>\nIf you do NOT wish to enforce security in a Project, you can skip this and subsequent steps.<\/p>\n<\/div><\/div>\n
This article describes the step-by-step process for configuring security in TopTeam<\/i>.<\/p>\n<\/div><\/div>\n To configure TopTeam<\/i> security we will start with adding new User Accounts<\/i> and then proceed with defining security roles, granting permissions to roles and assigning roles to project Team Members<\/strong><\/i>. <\/p>\n<\/div><\/div>\n 1. Click New User<\/i> to create a new User Account. NOTE: <\/strong>When you create a new Project, by default the Project security restrictions are off. In other words, Project Team Members <\/i>are free to edit any records within that Project until you “Turn Project Security ON”.<\/p>\n If you do NOT wish to enforce security in a Project, you can skip this and subsequent steps.<\/p>\n<\/div><\/div>\nWho should read this?<\/h3>\n
\n
Add new User Accounts<\/h3>\n<\/p><\/div>\n
Step 1. Navigate to the Administration screen<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 2. Click Manage User Accounts<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 3. Click Manage User Accounts (Internal or External)<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 3. Add User Accounts<\/h3>\n
\n<\/div>\n
\n2. To make a new user a System Administrator<\/i>, select the checkbox for System Administrator<\/i>. System Administrators<\/i> have all privileges.
\n3. Email Ids are used for receiving and sending notifications from TopTeam<\/i>.
\n4. A user’s Password can be changed using Reset Password<\/i>.
\n5. Access can be denied temporarily for the User Account by selecting the Disable Login<\/i> checkbox.
\n6. A User Account can also be inactivated by selecting the Inactive<\/i> checkbox.<\/p>\n<\/div><\/div>\nConfigure System Security<\/h3>\n<\/p><\/div>\n
Step 1. Click Configure System Security<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 2. Open the Define Security Roles (Groups) editor<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 3. Create Security and Workflow Roles as needed<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 4. Enter a Name and Description for the Role<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Grant Permissions to Roles<\/h3>\n<\/p><\/div>\n
Step 1. Click Grant Permissions to Roles (Groups) to open its editor<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 2. Grant Privileges to Roles<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Assign Roles to Project Team Members<\/h3>\n<\/p><\/div>\n
Step 1. Click Configure Projects on the Administration screen<\/h3>\n
\n<\/div>\n