Prerequisites
1. Super User has to be a TDX Technician for at least 3 month before they can become a Super User
Steps to granting Admin Access to TDX Super Users
1. Create New Main Security Role called Enterprise Super Users
2. Create Enterprise Security Role on the Application Level:
-Controller's Office Enterprise Super User
-IT Tickets Enterprise Super User
-HR Enterprise Super User
2.1 These Application Level Security Roles will get assigned in the user profile on the application level.
2.2 The Main Security Role will get updated on the User's Security Role
2.3 Add Super User to one of the following groups:
TDX - Super Users, These are TDX Admin in other departments
2.4 Add Super User as Administrator with limited Admin Permissions
3. Complete Admin Training with Super User.
3.1 TDX Admin Super Users will have admin access to:
update and create reports and report folders
create and edit forms
add and remove users from groups
add and update response templates
update services on the client portal
add new attributes on forms
other changes needed once approved by TDX Admin.
3.2 TDX Admin Super Users will not have admin access to:
Super User will not update any automation rules or workflow rules unless approved by Admin
Super User will not perform any bulk imports unless approved by the Admin
Super User will not update any Security Roles, Permission Sets, Licensing unless approved by Admin
Super User will not change any email configurations in the system unless approved by Admin.
Super User will not delete anything out of TDX. If something needs to be deleted, they are required to contact the Admin first before performing any deletion action.
4. TDX Admin Super User will be required to create internal tickets using this (SERVICE) to keep track of changes being made within the system
5. Ronzai, update routing to - if service is one of TDX General Service Request and Requestor is not member of TDX - Super Users, then route to TDX Admin. B
5.2. Create another Automation rule that says : If service is one of TDX General Service Request and Requestor is a member of TDX - Super Users, then route ticket to TDX - Super User Group instead of TDX Admin Group. This will help keep track of all their changes in TDX
6. Ronzai, build and monitor dashboard to view all T1, T2, T3, Super User, Report and QA all ticket to make sure tickets are being processed correctly