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titleDescription of Issue

Seeking steps for how to sync users user IDs and their respective permissions from Munis to TCM.

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  • Munis
  • Tyler Content Manager
  • TCM
  • Permissions


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There are two ways any given A site administrator can sync a user ID from Munis to TCM :1following the below steps.

  1. Tyler
Menu 
  1. Menu
  2. System Administration >
General Administration > TylerCM for Munis Settings
  • Synchronize Users
  • Select user ID(s) to be synced 
  • Use tcmadmin credentials (found on Site Report) to complete sync. Please consult your site/system administrator if you do not have access to these credentials. 
  • 2. 

  • Tyler Menu 
  • System Administration >
    1. Security > User Attributes > search on user ID
    Syncrhonize Users
    1. Click on TylerCM Sync in the ribbon
    2. Select user ID(s) to be
    synced 
    1. synced
    2. Use tcmadmin credentials (found on Site Report) to complete sync. Please consult your site/system administrator if you do not have access to these credentials. 

    Once a user is synced successfully, that user ID as well as the assigned MUNISUSERS group will exist in the TCM Full Client > Administration > Security Manager > Users. 

    To also sync the assigned MU_xxx TCM security groups from Munis to TCM for any given user, please follow the remaining steps:

    Tyler Menu 

    Please note site administrators can also sync one or more user(s) from the TylerCM for Munis Settings screen as well (Tyler Menu > System Administration > General Administration > TylerCM for Munis Settings) by selecting the Synchronize Users icon in the ribbon. Steps #4-5 above can be applied once that icon is selected.

    Completing the sync steps above will move only the User ID itself from Munis to the TCM Full Client. To ensure the corresponding TCM permissions are also synced from Munis to TCM, please complete the below steps.

    1. Tyler Menu
    2. System Administration > Security > User Attributes > search on user
    ID 
    1. ID
    2. Under the Roles tab, remove any given role and add it back. This will trigger role calc to run and
    add those MU_xxx TCM security groups to the corresponding user ID
    1. move all TCM permissions group applied to the user over to TCM. 

    Once a user ID and their corresponding permissions are synced successfully following the above steps, that user ID and all TCM permission groups that exist for that user in Munis should also appear in the TCM Full Client

    > Administration > Security Manager > Users. 


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    titleAdditional Information

    Please contact TCM Support for any further questions/concerns if the steps provided are not working to trigger the sync. Please provide the user ID(s) affected and the Munis environment you are working in (LIVE, TEST, TRAIN, etc). 

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