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TeamForm has defined user access groups, which provide access to parts of the application. TeamForm has additional user-based access controls which enable further use level behaviour.

User access groups are typically defined via SSO groups, these can be created new or re-used if there are already access groups that cover the intended population.

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Access Group

Directory User

Power User

Admin

Reporting User

TeamForm Support

Typically given to

All team members

Leaders of teams, to enable team and work planning

TeamForm Admins

Analyst / reporting, some leadership roles, admin roles

Typically reserved for TeamForm Support


Have access to

Directory View

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TeamForm App

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Admin Controls

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TeamForm Reporting

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Dev Tools

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Functionalities available

Workspaces

  • View only default workspace.

  • View default and other workspaces via workspace switcher.

  • Workspace management.

  • Workspace Config.

  • Edit details for all teams.

Directory

  • View own team.

  • Edit team name, description and background within own team.
    If enabled.

All from Directory Users and:

  • View teams summary page.

  • Browse teams by type.

  • View history for people and teams.

Tags

  • View tags.
    Only for tags which type is set as “visible in Directory” via tag config.

  • Edit tags in directory.
    Only for tags which type has edit enabled via tag config.

Planner

No access.

  • For their team.
    If enabled based on user or Group Access restrictions in settings (see below).

Forecast

Team Builder

People Allocation

Settings

No access.

  • View & edit global settings.

Reporting

No access.

  • View queries and data for enabled workspaces.
    Set at group / user level via reporting settings.

Dev Tools

No access.

  • Bulk moves, bulk allocations and batch operations for groups, people and tags.

  • Workspace cloning and feature flags management.

User Home

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

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