Managing Users

From TraCS Florida Wiki

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

You will need the following information for your new user(s):

First Name
Last Name
Badge/ID number
email address
Title
Access Levels that they will be using

Log into the Configuration Manager.
If you are not already on the User tab, go there and then press User Editor.
Press Search at the bottom to get a list of your users.

The easiest and fastest way to add a new user is to copy from another user's profile.

Find an existing user that matches the permissions of the person you will be adding.
Highlight that user and press Copy.   A copy of the user's profile will be created.
On the right side, under User Information, copy and paste the new user's email address into the User ID field.
Change the Badge Number, Name Last, Name First, Title, and Email Address fields to match your new user.
If the Sigature Field has "Signature Entered" click the down caret (v) and then press Clear to remove the signature.
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.