A site administrator can sync one or more User IDs from EERP to CM two ways:
Note - Please confirm that the site is not using AD/Active Directory for CM user administration before completing the steps to sync users from EERP into CM TylerCM for Munis Settings: - Tyler Menu
- System Administration > System Administration > General Administration > TylerCM for Munis Settings
- Select the Synchronize Users icon in the ribbon
- Select user ID(s) to be synced
- All users may be selected by pressing CTRL + A
- 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.
- Follow above steps #4-5 once that icon is selected . > User Attributes > search on user ID
User Attributes: - Tyler Menu
- System Administration > Security > User Attributes > search on user ID
- Click on TylerCM Sync in the ribbon
- Follow above steps #4-5 above once that icon is selected. > User Attributes > search on user ID
Completing the sync steps above will add the User ID(s) into CM if they do not exist, and apply the ID to the MUNISUSERS group, granting access to CM and generic attachments.
To ensure the corresponding CM permissions (ie, MU_ ) groups are also synced from EERP/Munis to CM, please ensure the users id is applied to at least one Role that is linked to an MU_ group and complete the below steps. - Tyler Menu
- System Administration > Security > User Attributes > search on user ID
- Under the Roles tab, select Update and then click Accept in the ribbon. This will trigger role calc to run and move all CM permissions group applied to the user over to CM.
Once a user ID and their corresponding permissions are synced successfully following the above steps, that user ID and all CM permission groups that exist for that user in Munis should also appear in the CM Full Client > Administration > Security Manager > Users. |