User Accounts – TopTeam Requirements

Assigning Roles to Team Members in Projects (Desktop App)

Overview You can grant Security/Workflow Roles to team members in projects. Team Members automatically inherit the permissions of the Roles assigned to them for that project. This article describes the steps for assigning Roles to Project Team Members from Administration and Project Security Wizard. 1. From Administration, Grant Project Access Wizard helps you to grant […]

Creating User Accounts (Desktop App)

Administration

Overview When you first install TopTeam, there is only one User Account defined in the system. The Admin user account is the only predefined account in the TopTeam system. You will need a unique User Account to login to TopTeam and access the data. In addition, to work on a Project, your account must be […]

How to import User Accounts from Excel

Administration

Overview In TopTeam, you can import user accounts from an Excel file using Import Users from Excel feature. Following are the methods using which you can import user accounts into TopTeam repository: Download a sample Excel file and add user accounts manually to it. From an existing Excel file that you may have exported from […]