Limiting User Access to a TeamDynamix Service

Quick Links: | Limit Access to an Entire Service Category | Limit Access to a Single Service |

Limit Access to an Entire Service Category

By default, a service category inherits the permissions of its parent category.

1. In the Client Portal, navigate to the category. Users with the right permissions will see a pencil icon to edit the category.
2. Select the Permissions tab.
3. Uncheck Inherit Permissions to override the parent category.
4. Uncheck Public if the category should not be available to all users.
5. Choose user groups:
   • Allow only the selected groups (allow list), or
   • Allow everyone except the selected groups (deny list).

Note: Editing category permissions is restricted to certain user roles. If you do not see the edit icon, check with your manager.

Limit Access to a Single Service

By default, a service inherits the permissions of its containing category.

1. In the Client Portal, navigate to the service. Users with the right permissions will see an Edit Service button.
2. Select the Permissions tab.
3. Uncheck Inherit Permissions to override the category.
4. Uncheck Public if the service should not be available to all users.
5. Choose user groups:
   • Allow only the selected groups (allow list), or
   • Allow everyone except the selected groups (deny list).

Note: Editing service permissions is limited to the service manager (set in TeamDynamix) and certain user roles. If you do not see the edit option, check with your manager.

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