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Teamform TeamForm has defined user access groups, which provide access to parts of the application. It also has additional user-based access controls which further defines information and functionality available based on user.

User groups are typically defined via SSO Groups.

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 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 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 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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A user can be shown a personalised landing page in both App & TDTeam Directory.

TeamForm needs to be able to link a user’s auth0 account to person data stored in the teamform-api backend. The mechanism for this is email address matching.

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The feature can be tested by performing an import that has your own email address as an attribute, and then visiting TD Team Directory or App.

Group Access Restrictions

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