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The TFS Administration Tool includes a wizard to help create new TFS users. From the File menu select New User.

Each of the tabs is described below

General.

Broker.

Security.

Address/Telephone.

Roles.

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general general

General Tab

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broker broker

Broker Tab

1.  Contains general information about a broker.

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4. On broker specific reports, a disclaimer is shown at the bottom of the report. If the disclaimer is different to the default, then enter a broker specific disclaimer. This will replace the default one of the broker specific reports.

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security security

Security Tab

1. Determines the accessibility to other contexts if more than one context exists.

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1. Select the External System.
2. Enter the User Name (as defined by the external system).
3. Enter the Password (as defined by the external system).
4. Re-enter the password.
5. Click the OK button. The External System Login dialog will close.

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address address

Address / Telephone

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1. Allows entry of (multiple) address details for a TFS user.
   
   • Select the Address list. A shadow will appear around the list to indicate it is selected.
   • Click the New button (). The Address dialog will be displayed.
   • Enter the address details.
   • Click the OK button.

   
   

   Note: Use the Telephone list to enter not only telephone details but website and email details for a user.

2. Allows entry of (multiple) telephone details for a TFS user.

• • Select the Telephone list. A shadow will appear around the list to indicate it is selected.
  • Click the New button (). The Telephone dialog will be displayed.
  • Enter the telephone details.
  • Click the OK button.

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roles roles

Roles

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Roles: By default, when new users are created, the role of Staff is assigned. If the user is a Broker (as setup on the Broker tab), then the role of Broker will also be assigned.

Other roles can be added such as Accountant, Agent, Bank, Employer, etc.

New roles can be added by selecting the New button (Image Added) in the toolbar.

Roles are used throughout TFS to determine when and where an entity will be available for selection. Thus, a user with the Role of Staff cannot be selected as the Broker for a Client or Application as the Role of Broker is required for this. An entity with the Role of Accountant enables it to be selected as the Accountant for a Client or Application. Any entity in TFS can be assigned multiple roles as required.