Managing Users: Difference between revisions
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For information on how to access the Configuration Manager, go to [https://www.tracsflorida.org/wiki/index.php?title=Configuration_Manager this page]. | For information on how to access the Configuration Manager, go to [https://www.tracsflorida.org/wiki/index.php?title=Configuration_Manager this page]. | ||
Non-hosted agencies that use [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Active_Directory Active Directory (AD)] for | Non-hosted agencies that use Active Directory (AD) for TraCS should not use the Configuration Manager to add or update users. All user management is done through AD. See [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Active_Directory Active Directory (AD)] for details. | ||
Non-hosted agencies that do not use Active Directory for TraCS must use the Configuration Manager to add and update users. | Non-hosted agencies that do not use Active Directory for TraCS must use the Configuration Manager to add and update users. | ||
Hosted Agencies may use the Configuration Manager or the [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Web_User_Management_Portal Web User Management Portal] to add and update users. TraCS is happy to manage your users for you. Email [mailto:support@tracsflorida.org support@tracsflorida.org] or submit a ticket to the help desk with the name, badge/ID, and access permissions and we will assist. | Hosted Agencies may use the Configuration Manager or the [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Web_User_Management_Portal Web User Management Portal] to add and update users. TraCS is happy to manage your users for you. Email [mailto:support@tracsflorida.org support@tracsflorida.org] or submit a ticket to the help desk with the name, badge/ID, email address, and access permissions and we will assist. | ||
====Adding, Inactivating, and Updating Users==== | ====Adding, Inactivating, and Updating Users==== | ||
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'''IMPORTANT NOTE''' - <u>DO NOT</u> inactivate or make changes to any User ID that has tracs in the name. These accounts are for use by the TraCS team and for exporting your forms to the state. Making changes to these accounts or inactivating them accounts will cause your exports to stop. | '''IMPORTANT NOTE''' - <u>DO NOT</u> inactivate or make changes to any User ID that has tracs in the name. These accounts are for use by the TraCS team and for exporting your forms to the state. Making changes to these accounts or inactivating them accounts will cause your exports to stop. | ||
====Resetting Passwords==== | |||
===Web User Management Portal=== | ===Web User Management Portal=== | ||
===Active Directory=== | ===Active Directory (Non-Hosted Only)=== | ||
Active Directory (AD) login for TraCS is not available to hosted agencies. | |||
For non-hosted agencies who use AD to log into TraCS, add the appropriate [https://www.tracsflorida.org/wiki/index.php?title=Active_Directory_Security_Groups security groups] to employee's AD profile and then they will use their AD credentials to log into TraCS. The first time they log in, their TraCS profile will be created and they will show in the Configuration Manager. | |||
[[Image:Wiki_Under_Construction.jpg]] | [[Image:Wiki_Under_Construction.jpg]] |
Revision as of 14:52, 12 December 2024
Configuration Manager
For information on how to access the Configuration Manager, go to this page.
Non-hosted agencies that use Active Directory (AD) for TraCS should not use the Configuration Manager to add or update users. All user management is done through AD. See Active Directory (AD) for details.
Non-hosted agencies that do not use Active Directory for TraCS must use the Configuration Manager to add and update users.
Hosted Agencies may use the Configuration Manager or the Web User Management Portal to add and update users. TraCS is happy to manage your users for you. Email support@tracsflorida.org or submit a ticket to the help desk with the name, badge/ID, email address, and access permissions and we will assist.
Adding, Inactivating, and Updating Users
Adding Users
Inactivating Users
IMPORTANT NOTE - DO NOT inactivate or make changes to any User ID that has tracs in the name. These accounts are for use by the TraCS team and for exporting your forms to the state. Making changes to these accounts or inactivating them accounts will cause your exports to stop.
Updating Existing Users
IMPORTANT NOTE - DO NOT inactivate or make changes to any User ID that has tracs in the name. These accounts are for use by the TraCS team and for exporting your forms to the state. Making changes to these accounts or inactivating them accounts will cause your exports to stop.
Resetting Passwords
Web User Management Portal
Active Directory (Non-Hosted Only)
Active Directory (AD) login for TraCS is not available to hosted agencies.
For non-hosted agencies who use AD to log into TraCS, add the appropriate security groups to employee's AD profile and then they will use their AD credentials to log into TraCS. The first time they log in, their TraCS profile will be created and they will show in the Configuration Manager.