Company
View company details, membership details, departments and internal notes.
View company and membership details
Name: Company Name
Website: URL for the company public website
Membership Level: See TSANet Membership Levels
Login Method: The following login methods are available:
Single Sign-on – Use your SAML 2.0 identity management system to control access to the TSANet Connect system.
Requires Registration – Users submit a form to be approved by a Members’ designated Manager for access. This method is for Members who want to control access to TSANet Connect.
Email Authentication Link* –Users supply a company email address and automatically receive a link that provides access. Users can make this a permanent account by setting a password. *Default setting for Limited Members.
Login Page: The URL for Members users to login. Example company_domain.tsanet.org
Outbound process bcc Email: This email address will be included on responses to outbound Partner requests from your users. This feature can be used for CRM integration or making a team aware of an outbound request.
Inbound process bcc Email: This email address will be included on all emails sent to the partner who submitted the case and all inbound emails.
Email Domain: email used to create user accounts. Multiple domains and subdomains allowed.
Login Page Text: Information listed on company Login Page (example: Business Manager name)
Departments
Members may define multiple departments to guide users to the appropriate inbound process. Each Department will provide a different process for case submission. Elite, Premium and Standard members may add Departments by Contacting TSANet.
Internal Notes
You can add internal notes to other members process forms. This can be used to communicate information that is helpful for your engineers when contacting the Partner. Below are some examples:
Communicate internal contacts for escalations: "This is a strategic partner. Contact Bill Smith if you need to escalate any issues"
Communicate an internal process: "We also have an engineering relationship with this Partner. Include our engineering team if you think they can help"
To add Internal Note:
Search for Member and click on their process
Under "Internal Notes" click "View More", add note and click "Save Note"
Configure User Registration
This method is for Members who want to control access to TSANet Connect. Users submit a form to be approved by a Members’ designated Manager for access.
To make changes to this page, please contact TSANet.
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