How to sync users and TCM Permissions from Munis to TCM

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

• Munis
• Enterprise ERP
• EERP
• Tyler Content Manager
• TCM
• Permissions

A site administrator can sync a user ID from Munis to TCM following the below steps.

1. Tyler Menu
2. System Administration > Security > User Attributes > search on user ID
3. Click on TylerCM Sync in the ribbon
4. Select user ID(s) to be synced
5. 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. 

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. Follow above steps #4-5 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
3. Under the Roles tab, select Update and then click Accept in the ribbon. This will trigger role calc to run and 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. 

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).