TMSA How to Add Members to Your Distribution List

In order to allow TMSA members to view your organisations currently published TMSA report you will need to set a distribution policy. You can either make a report available to all members, or you can restrict this to a list of specific members who need to be granted access.

In TMSA you can access the Distribution Policy screen by clicking on the “TMSA Actions” button in the top right hand corner of the screen:

At the screen you will see the “Current Distribution Policy” field which has two choices in a drop down box “Visible to all” and “Only visible to certain members”.  Choose the option you require and click on the “Save Changes” button immediately below:

If you wish to restrict your report to specific members to have access you can then grant permission. In the lower half of the page you will the see the beginning of a list of all current TMSA members, listed in alphabetical order. To find the member you wish to add, either use the search box at the top of the list or you can scroll through until you find the appropriate member:

Once you have located the member you wish to add in the list you will see a green plus sign to the right of the organisation name.

To add the member to your distribution policy, click on the green button which will then change to a red button with a minus sign and the members listing is highlighted in green:

This means that the member is part of your list and will be able to access your report.

If you need to remove the member from your list, simply click on red button to remove them.

Finally, members who are not currently in your distribution policy can also send a request via TMSA. If you receive such a request you will need to approve it to allow them to gain access to your report. To do this. find the member in your member list and click on the “Pending Requests” button:

(If a request is pending the number on the button will show how many requests are currently waiting from that member).

This will then take you to a screen that allows you to view the request and either approve or reject it. Make the appropriate choice and save the changes.