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TeamForm Access Group

Access

Functionality

Directory (typically given to all team members)

Directory Only

Directory view (for default workspace only):

  • View tags if set visible in Directory via tag config

  • Edit tags in directory if enabled via tag config

  • Edit team name, description, background in directory within own team (if enabled).

Power (typically given to leaders of teams, to enable team and work planning)

Directory and TeamForm App

Directory plus

TeamForm app (for default workspace only):

  • View team summary page

  • Browse teams by type

  • view people, team history

  • Planner/forecast/team builder/allocate people (if enabled) for their team only if user-based Group Access Restrictions enabledrestrictions are enabled - see below)

Admin (Typically given to TeamForm Admins)

As above plus admin controls

  • View other workspaces via workspace switcher in directory and teamform app

  • View & edit global settings

  • Workspace management

  • Workspace Config

  • Edit details for all teams

Reporting (typically analyst / reporting, some leadership roles, admin roles)

Teamform reporting

  • View queries and data for enabled workspaces aka data sources (set at group / user level via reporting settings.)

TeamForm Support

All of above plus dev tools

  • Devtools (bulk moves, bulk allocations, batch operations for groups/ people / tags, workspace cloning, workspace feature flags)

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