Account Administration

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This chapter describes how to plan and set up users and groups of users for TeamConnect. A major consideration for organizing groups is determining which rights should be assigned. This chapter is organized by concepts you should understand before you can start the tasks of creating and configuring users and groups.

Note: Account administration in this chapter refers to setting up users and user groups. Account records related to finances are different.

Support staff might use some procedures under the Users section. For example, Activating and Inactivating a User.

Before You Begin

The TeamConnectAdmin user account is provided for you. Log into TeamConnect as this user for initial system and accounts setup. The TeamConnectAdmin user can create and administer contacts, users, groups, and system settings. For example, create contacts and user accounts for yourself and the solution developer who is going to customize TeamConnect for your organization.

The TeamConnectAdmin user has predefined rights that cannot be changed. The associated contact records do not represent real people, and cannot be changed or deleted. You cannot delete the TeamConnectAdmin user account.

The following table provides links to detailed documentation for the various components referenced in this article/topic.

Components	Description
Planning and Best Practices	This section provides recommendations for planning your account setup in TeamConnect.
Understanding Rights	This section explains key concepts related to TeamConnect rights and the three main methods for granting access: assigning rights, setting user types, and assigning object views. It also includes examples and procedures for navigating to pages where rights can be managed.
Groups	Group accounts in TeamConnect are used to organize users with similar security rights. In this version, rights are assigned to groups—not individual users. Group record pages include General, Users, System Rights, Category Rights, Tool Rights, and Object Views. An additional History page is also available for tracking changes.
Users	User accounts are required for anyone logging into TeamConnect and must be linked to a contact record. Some contacts may not need user accounts (e.g., external vendors). Security rights are typically assigned through group memberships, except for users migrated from TeamConnect 2.x. User record pages include General, Group Memberships, System Rights, Category Rights, Tool Rights, and History.