Setting User Permissions in Tour de Force

1. Adding Users Associated with an Active Directory

Use the following procedures to add a user associated with an Active Directory to Tour de Force:

 

1. Open the Admin Utilities drop-down

 

2. Choose User, Permissions, and Organizational Structure folder and then select User Permissions Wizard

 

 

 

3. Click the Add User button.

 

 

 

 

 

4. Fill in the pertinent information below, name, username, email are important ones.  When done click Add User

 

NOTE: To find the SID you will need to run a Command Prompt, whoami / user

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2. Granting User Rights

 

Use the following procedures to grant permissions to a user:

 

1. Open the Admin Utilities drop-down

 

2. Choose User, Permissions, and Organizational Structure folder and then select User Permissions Wizard

 

3. Select the user to display the current permissions associated with that user in the User Rights tab.

 

For example, select Ben S in the User Name list.

 

 

 

 

1. To grant a user a specific User Right, check the RightValue field next to the corresponding permission.

 

For example, to give Ben S Events Admin permissions, check the RightValue field next to the Events Admin permission.

 

 

4. Updating User Information

 

The User Info tab contains user information that displays in reports and templates generated by the user.

 

For example, a report generated by Ann Fisher displays the user information, in the User Info tab, on the report.

 

Use the following procedures to add or edit information related to a user:

 

1. Open the Admin Utilities drop-down

 

2. Choose User, Permissions, and Organizational Structure folder and then select User Permissions Wizard

 

3. Select the appropriate user and click the User Info tab.

 

For example, selecting Ann Fisher displays the user information in the User Info tab associated with Ann Fisher.

 

 

 

 

 

 

 

 

4. To edit information associate with a user click, the UserData field associated with the appropriate UserField. 

 

For example, type Business Consultant in the UserData field associated with the Title UserField.

 

 

3. Automatically Update User Information During an Upgrade

 

For users upgrading versions of Tour de Force the User Info tab can automatically be updated.

 

Use the following procedures to automatically update user information from an Active Directory during the upgrade process:

 

Note: This step is typically performed during the upgrade process

 

1. Open the Admin Utilities drop-down

 

2. Choose User, Permissions, and Organizational Structure folder and then select User Permissions Wizard

 

3. Click the Auto Update Info button.

 

 

4. In the Domain to use field, type the name of the Active Directory associated with the previous version of Tour de Force and click the OK button.

Note: This function automatically adds user information into the User Info tab.

 

4. Removing Users

Use the following procedures to delete a user:

 

5. Open the Admin Utilities drop-down

 

6. Choose User, Permissions, and Organizational Structure folder and then select User Permissions Wizard

 

Select the user that needs to be removed and then click the Delete User button.

 

 

Close the Tour de Force User Permissions Admin utility.

  

NOTE:  However, you can delete a User we recommend that you Change to Inactive User, as if this person were to come back to the company you can just make them an Active User again.

 

 

 

 

 

 

 

 

 

 

 

5. Export User Permissions to Excel

User permissions can be exported to excel for snapshot view of user permissions for all users in Tour de Force.

 

Use the following procedures to export user permissions to an excel spreadsheet:

 

7. Open the Admin Utilities drop-down

 

8. Choose User, Permissions, and Organizational Structure folder and then select User Permissions Wizard

 

9. Click the Export to Excel button.

 

 

10. Name the excel file and click the Save button.

 

 

6. Users Group Tab

The User Groups tab has been added to the User Permissions utility associated with the Administration Utilities.  The User Groups tab displays the group permissions associated with each user.  

 

 

Note:  Group permissions are set up in the Group Permissions utility associated with the Administration Utilities of Tour de Force.