Managing Users: Difference between revisions
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===Configuration Manager=== | ===Configuration Manager=== | ||
For information on how to access the Configuration Manager and search for users, | For information on how to access the Configuration Manager and search for users, see [https://www.tracsflorida.org/wiki/index.php?title=Configuration_Manager 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 [https://www.tracsflorida.org/wiki/index.php?title=Managing_Users#Active_Directory Active Directory (AD)] for details. | 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. |
Revision as of 15:14, 12 December 2024
Configuration Manager
For information on how to access the Configuration Manager and search for users, see 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
Log in to the Configuration Manager and search for the user you wish to inactivate.
Change the Inactive User field to False and the press Apply.
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.
To inactivate a user, change the Inactive User field to False and the press Apply.
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
Information on how to manage users via the web-based User Management Portal is here.
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.
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 TraCS security groups to employee's agency 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.
If you inactivate someone in AD, it does not automatically inactive them in the Configuration Manager. Although they will not be able to access TraCS if they are inactive in AD, it is good practice to log into the Configuration Manager and inactivate them there as well. That way, you may run the FDLE Active User analysis report and it will return an accurate list of active vs. inactive users.
IMPORTANT NOTE - DO NOT inactivate or make changes to any User ID in the Configuration Manager 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.