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titleDescription of Issue

Site contact needs to be the technical contact of a TCP ecosystem workspace


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titleContext
  • Okta
  • Admin Center
  • TID-Workforce
  • TCP
  • Technical
  • TID-W
  • EERP
  • Munis
  • ACFR
  • Access Apps

...

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titleCause

Site contact requires access to cloud products, such as ACFR, and Access Apps. To do this, they must be the technical contact for each of their site's Admin Center workspacesA Technical Contact can be set for individual workspaces, or at an organization level. This provides contact information to be used in messages that can appear in applications that participate in the Admin Center.


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  1. Launch the Admin Center and login in as Org Admin e.g Log into the Admin Center with an account that has Org Admin access
    1. https://<customeridentifier>-admin.tylerportico.com/org/admin-center/dashboard
    2. Ex: https://
    <customeridentifier>
    1. tylertownme-admin.tylerportico.com/org/admin-center/dashboard
    Navigate to Settings>Domains
  2. If the e-mail domain does not exist:
    1. Type the e-mail domain
    2. Hit the ENTER button
    3. Click Save
  3. Click Settings>Contacts
  4. Under Technical Contact, update The contact you want to set must have a Workforce user profile under Users
    1. Import or manually add users to Okta
  5. To set a default contact at the organization level:
    1. Click Settings > Contacts
    2. Select Technical Contact
    3. Update the Name, Phone and Email fields
    4. Click Save to finalize the changes
  6. To set a contact for an individual workspace:
    1. Click Workspaces > select applicable environment
    2. Click Contacts
      1. With Override organization contacts unchecked, the default contacts will be used
      2. With Override organization contacts checked, workspace specific contacts will be used
    3. Click Technical contact
    4. Update the Name, Phone and
    Email
    1. Email fields
    2. Click Save to finalize the changes


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titleAdditional Information

You can use an email alias for these contacts as long as that email alias has a Workforce user in Users. For example, you could list a contact with the name IT Admins and an email alias that all your IT Admins subscribe to, so long as you have added IT Admins with that email as a user in Users