How to Create A New Cloud Admin Account

How do I create an account for a new user to log in to Report Builder as a SaaS client?

How do I create an account for a new user to do backups and/or refreshes of Munis data?

• System Administration

• Enterprise ERP (Munis) Backup or Refresh

• Cloud Admin

• TSM SaaS

• Active Directory

• SQL Account

• TRS Report Builder

All new users will need to have both an Active Directory account and a User Attribute within EERP (Munis) to see Data in Report Builder.  This is for the TRS Server login portion.

New users will need a Cloud Admin account with the Database or Cloud Admin Administration role to backup or refresh EERP databases.

1. Log in to Cloud Admin

   1. If hosted in the Datacenter - https://muniscloud.tylertech.com

   2. If hosted in AWS - https://muniscloud.tylerhost.net

2. Navigate to User Account Management > Create User

3. Fill in the user form fields

   1. Username (Client number will be added automatically)

   2. Password (Optional. Default will be created if left blank)

   3. First Name

   4. Last Name

   5. Email Address

4. Under Add SQL Accounts check off relevant account(s) for the user

   1. Ex: User needs a SQL reporting account

5. Under Group Memberships, if needed, select applicable Cloud Admin Role(s)

   1. Note: If user is assigned an Admin role in Cloud Admin, 2 Factor Authentication (2FA) must be set up on mobile device for access to Cloud Admin.

6. If needed, proceed to EERP to create the new user's User Attributes (for program and reporting access)

   1. Please see Add a new user to Munis for further information on setting up a user in EERP

• Sites with TID-W will not need a Cloud Admin account for users to access Munis, as they manage their own Active Directory.

• Users needing Reporting access or users needing the ability to refresh databases will still need a Cloud Admin user account with the appropriate permissions.

• Munis Cloud Admin Reporting Accounts