TNTAP Login-20 - Access for Secondary Logons

What are secondary logons?

• Perform work on your behalf.
• May only have access to customers and accounts that you have access to.
• Will lose access to customers and accounts that you lose access to.
• Will have their logons cancelled when your logon is cancelled.
• Can have their access managed for all customers and accounts.
• You will gain access to any account the secondary logon gains access to.

How to create security groups, assign those groups to your customers, and provide access to your secondary logons. 

1. Select Manage My Profile.
2. Click the More…
3. Click Manage Secondary Logons.
4. Set up Security Groups.
   1. Click the Security Groups
   2. You will see one security group called “Default” will access to all your customers.
   3. Click Add.
   4. Add a name and description for the first group.
   5. Click Save.
   6. Repeat as necessary.
5. Assign security groups to clients.
   1. Click the Customer Security
   2. Select the hyperlink next to the first client account.
   3. Select the new security group for that client.   *Customers can only be assigned to one security group.
   4. Click Save.
   5. Repeat as necessary.
6. Assign security groups to secondary logons.
   1. Click the Secondary Logons
   2. Select the first logon hyperlink.
   3. Click Change next to Security Groups.
   4. Select the one or multiple security groups for that user to have access to. Logons can have access to multiple security groups.
   5. Click Save.
   6. Click Change next to Account Access.
   7. Select the account types for that logon.
   8. Click Save.
   9. Repeat with other logons as necessary.
7. Create additional secondary logons
   1. Click the Secondary Logons
   2. Click Create New Logon.
   3. Enter in the logon details.
   4. Click Save.
   5. Select the security group(s) and accounts for that logon to view.
   6. Click Submit.